Summit Securities Group’s PagerDuty PD Stock Holding History

Summit Securities Group’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 Q4	–	Sell	-1,000	Closed	-$16.5K	–	1187
2025 Q3	$16.5K	Buy	+1,000	New	+$15.9K	﹤0.01%	812
2025 Q2	–	Sell	-1,796	Closed	-$32.8K	–	1338
2025 Q1	$32.8K	Buy	+1,796	New	+$32.9K	0.01%	389
2024 Q2	–	Sell	-1,500	Closed	-$34K	–	727
2024 Q1	$34K	Buy	+1,500	New	+$35.6K	0.01%	280
2023 Q1	–	Sell	-2,907	Closed	-$77K	–	1165
2022 Q4	$77K	Buy	+2,907	New	+$68.7K	﹤0.01%	646

Other funds holding PD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Securities Group's PD Position: Q4 2025 in Review

Summit Securities Group sold out of PagerDuty (PD) in Q4 2025, closing a stake of 1,000 shares — an estimated $16.5K sold.

Summit Securities Group first reported a position in PD in Q4 2022 and held it in 4 quarters. The position peaked at $77K in Q4 2022. 232 funds tracked by Wall St. Rank hold PD as of Q4 2025.

Summit Securities Group reported no remaining PagerDuty position as of Q4 2025 after selling out during the quarter.
Summit Securities Group sold 1,000 PagerDuty shares in Q4 2025, an estimated $16.5K.
Summit Securities Group first reported a position in PagerDuty in Q4 2022 and held it in 4 quarters.
Summit Securities Group's PagerDuty position peaked at $77K in Q4 2022.
232 funds tracked by Wall St. Rank held PagerDuty as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.