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
2023 Q4	–	Hold	0	–	-$40.5K	–	493
2023 Q3	–	Hold	0	–	–	–	425

Other funds holding PD

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 New York $6.73T AUM 46.02% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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.