Rothschild Investment LLC’s PagerDuty PD Stock Holding History

Rothschild Investment LLC’s Portfolio PD Stock Details PD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.92K	Buy	471 +355	+306%	+$3.07K	﹤0.01%	2355
2025 Q4	$1.52K	Buy	116 +6	+5%	+$88	﹤0.01%	2500
2025 Q3	$1.82K	Buy	110 +20	+22%	+$318	﹤0.01%	2285
2025 Q2	$1.38K	Sell	90 -240	-73%	-$3.73K	﹤0.01%	2286
2025 Q1	$6.03K	Buy	330 +225	+214%	+$4.13K	﹤0.01%	1350
2024 Q4	$1.92K	Buy	105 +50	+91%	+$959	﹤0.01%	1827
2024 Q3	$1.02K	Buy	55 +30	+120%	+$585	﹤0.01%	2155
2024 Q2	$573	Buy	25 +15	+150%	+$313	﹤0.01%	1929
2024 Q1	$227	Buy	+10	New	+$237	﹤0.01%	1692

Other funds holding PD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rothschild Investment LLC's PD Position: Q1 2026 in Review

Rothschild Investment LLC increased its PagerDuty (PD) stake by 306% in Q1 2026, buying an estimated $3.07K and bringing the position to 471 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

Rothschild Investment LLC first reported a position in PD in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.03K in Q1 2025. 247 funds tracked by Wall St. Rank hold PD as of Q1 2026.

Rothschild Investment LLC held 471 shares of PagerDuty worth $2.92K as of Q1 2026.
Rothschild Investment LLC bought 355 PagerDuty shares in Q1 2026, an estimated $3.07K.
PagerDuty made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2355 holding.
Rothschild Investment LLC first reported a position in PagerDuty in Q1 2024 and has held it in 9 quarters since.
Rothschild Investment LLC's PagerDuty position peaked at $6.03K in Q1 2025.
247 funds tracked by Wall St. Rank held PagerDuty as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.