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SteelPeak Wealth’s PagerDuty PD Stock Holding History

SteelPeak Wealth’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
2025
Q3 		– Sell
-27,287
Closed -$417K – 639
2025
Q2 		$417K Buy
27,287
+3,928
+17% +$61K 0.02% 376
2025
Q1 		$427K Buy
23,359
+4,960
+27% +$91K 0.02% 368
2024
Q4 		$336K Sell
18,399
-6,644
-27% -$127K 0.01% 395
2024
Q3 		$465K Buy
25,043
+16,309
+187% +$318K 0.02% 329
2024
Q2 		$200K Buy
+8,734
New +$182K 0.01% 466
2023
Q4 		– Sell
-13,111
Closed -$295K – 494
2023
Q3 		$295K Buy
13,111
+544
+4% +$13K 0.02% 332
2023
Q2 		$283K Buy
12,567
+3,479
+38% +$96.7K 0.02% 332
2023
Q1 		$318K Sell
9,088
-4,712
-34% -$138K 0.02% 295
2022
Q4 		$367K Sell
13,800
-9,291
-40% -$219K 0.03% 283
2022
Q3 		$533K Buy
23,091
+1,484
+7% +$38.3K 0.04% 236
2022
Q2 		$535K Buy
+21,607
New +$593K 0.04% 243

Other funds holding PD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SteelPeak Wealth's PD Position: Q3 2025 in Review

SteelPeak Wealth sold out of PagerDuty (PD) in Q3 2025, closing a stake of 27,287 shares — an estimated $417K sold.

SteelPeak Wealth first reported a position in PD in Q2 2022 and held it in 11 quarters. The position peaked at $535K in Q2 2022. 233 funds tracked by Wall St. Rank hold PD as of Q3 2025.

  • SteelPeak Wealth reported no remaining PagerDuty position as of Q3 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 27,287 PagerDuty shares in Q3 2025, an estimated $417K.
  • SteelPeak Wealth first reported a position in PagerDuty in Q2 2022 and held it in 11 quarters.
  • SteelPeak Wealth's PagerDuty position peaked at $535K in Q2 2022.
  • 233 funds tracked by Wall St. Rank held PagerDuty as of Q3 2025.

Based on SteelPeak Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.