Sirios Capital Management’s PagerDuty PD Stock Holding History

Sirios Capital Management’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	–	Sell	-161,863	Closed	-$2.12M	–	88
2025 Q4	$2.12M	Sell	161,863 -2,480	-2%	-$36.2K	0.26%	55
2025 Q3	$2.71M	Sell	164,343 -3,085	-2%	-$49.1K	0.35%	41
2025 Q2	$2.56M	Buy	167,428 +10,937	+7%	+$170K	0.37%	40
2025 Q1	$2.86M	Sell	156,491 -16,485	-10%	-$302K	0.51%	33
2024 Q4	$3.16M	Buy	172,976 +8,442	+5%	+$162K	0.57%	35
2024 Q3	$3.05M	Buy	164,534 +84,590	+106%	+$1.65M	0.54%	39
2024 Q2	$1.83M	Buy	+79,944	New	+$1.67M	0.32%	46

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

Sirios Capital Management's PD Position: Q1 2026 in Review

Sirios Capital Management sold out of PagerDuty (PD) in Q1 2026, closing a stake of 161,863 shares — an estimated $2.12M sold.

Sirios Capital Management first reported a position in PD in Q2 2024 and held it in 7 quarters. The position peaked at $3.16M in Q4 2024. 247 funds tracked by Wall St. Rank hold PD as of Q1 2026.

Sirios Capital Management reported no remaining PagerDuty position as of Q1 2026 after selling out during the quarter.
Sirios Capital Management sold 161,863 PagerDuty shares in Q1 2026, an estimated $2.12M.
Sirios Capital Management first reported a position in PagerDuty in Q2 2024 and held it in 7 quarters.
Sirios Capital Management's PagerDuty position peaked at $3.16M in Q4 2024.
247 funds tracked by Wall St. Rank held PagerDuty as of Q1 2026.

Based on Sirios Capital Management's 13F filing for Q1 2026, filed 15 May 2026.