Stifel Financial
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Stifel Financial’s PagerDuty PD Stock Holding History

Stifel Financial’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
-12,728
Closed -$167K – 3724
2025
Q4 		$167K Sell
12,728
-177
-1% -$2.58K ﹤0.01% 3419
2025
Q3 		$213K Buy
12,905
+334
+3% +$5.31K ﹤0.01% 3306
2025
Q2 		$192K Buy
12,571
+155
+1% +$2.41K ﹤0.01% 3266
2025
Q1 		$227K Sell
12,416
-1,879
-13% -$34.5K ﹤0.01% 3118
2024
Q4 		$261K Buy
14,295
+77
+0.5% +$1.48K ﹤0.01% 3032
2024
Q3 		$264K Sell
14,218
-2,928
-17% -$57.1K ﹤0.01% 3019
2024
Q2 		$393K Sell
17,146
-7,053
-29% -$147K ﹤0.01% 2773
2024
Q1 		$549K Sell
24,199
-23,730
-50% -$563K ﹤0.01% 2552
2023
Q4 		$1.11M Buy
47,929
+13,967
+41% +$302K ﹤0.01% 2080
2023
Q3 		$764K Buy
33,962
+1,215
+4% +$29K ﹤0.01% 2230
2023
Q2 		$736K Sell
32,747
-1,485
-4% -$41.3K ﹤0.01% 2281
2023
Q1 		$1.2M Buy
34,232
+2,773
+9% +$81.4K ﹤0.01% 1927
2022
Q4 		$836K Sell
31,459
-3,801
-11% -$89.8K ﹤0.01% 2135
2022
Q3 		$814K Buy
35,260
+4,326
+14% +$112K ﹤0.01% 2115
2022
Q2 		$767K Sell
30,934
-700
-2% -$19.2K ﹤0.01% 2189
2022
Q1 		$1.08M Buy
31,634
+3,089
+11% +$99.3K ﹤0.01% 2054
2021
Q4 		$992K Sell
28,545
-2,602
-8% -$101K ﹤0.01% 2138
2021
Q3 		$1.29M Buy
31,147
+1,042
+3% +$44.2K ﹤0.01% 1892
2021
Q2 		$1.28M Buy
30,105
+5,613
+23% +$227K ﹤0.01% 1908
2021
Q1 		$985K Buy
24,492
+18,428
+304% +$842K ﹤0.01% 1998
2020
Q4 		$253K Buy
+6,064
New +$207K ﹤0.01% 2693
2020
Q1 		– Sell
-30,474
Closed -$714K – 3008
2019
Q4 		$714K Buy
+30,474
New +$749K ﹤0.01% 2044

Other funds holding PD

BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial's PD Position: Q1 2026 in Review

Stifel Financial sold out of PagerDuty (PD) in Q1 2026, closing a stake of 12,728 shares — an estimated $167K sold.

Stifel Financial first reported a position in PD in Q4 2019 and held it in 22 quarters. The position peaked at $1.29M in Q3 2021. 247 funds tracked by Wall St. Rank hold PD as of Q1 2026.

  • Stifel Financial reported no remaining PagerDuty position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 12,728 PagerDuty shares in Q1 2026, an estimated $167K.
  • Stifel Financial first reported a position in PagerDuty in Q4 2019 and held it in 22 quarters.
  • Stifel Financial's PagerDuty position peaked at $1.29M in Q3 2021.
  • 247 funds tracked by Wall St. Rank held PagerDuty as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.