TFC Financial Management’s PagerDuty PD Stock Holding History

TFC Financial 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 Q2	$29	Buy	3 +2	+200%	+$15	﹤0.01%	1015
2026 Q1	$7	Buy	+1	New	+$9	﹤0.01%	994

Other funds holding PD

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

LLL

Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

TFC Financial Management's PD Position: Q2 2026 in Review

TFC Financial Management increased its PagerDuty (PD) stake by 200% in Q2 2026, buying an estimated $15 and bringing the position to 3 shares worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

TFC Financial Management first reported a position in PD in Q1 2026 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold PD as of Q2 2026.

TFC Financial Management held 3 shares of PagerDuty worth $29 as of Q2 2026.
TFC Financial Management bought 2 PagerDuty shares in Q2 2026, an estimated $15.
PagerDuty made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #1015 holding.
TFC Financial Management first reported a position in PagerDuty in Q1 2026 and has held it in 2 quarters since.
258 funds tracked by Wall St. Rank held PagerDuty as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.