Y-Intercept (HK)’s PagerDuty PD Stock Holding History

Y-Intercept (HK)’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	$1.45M	Sell	150,578 -56,123	-27%	-$425K	0.03%	873
2026 Q1	$1.28M	Buy	206,701 +183,770	+801%	+$1.59M	0.02%	920
2025 Q4	$301K	Sell	22,931 -4,652	-17%	-$67.9K	0.01%	1372
2025 Q3	$456K	Sell	27,583 -121,707	-82%	-$1.94M	0.01%	1280
2025 Q2	$2.28M	Buy	+149,290	New	+$2.32M	0.06%	543
2024 Q4	–	Sell	-14,977	Closed	-$278K	–	1543
2024 Q3	$278K	Buy	+14,977	New	+$292K	0.02%	1049
2024 Q1	–	Sell	-10,067	Closed	-$233K	–	1663
2023 Q4	$233K	Buy	+10,067	New	+$218K	0.02%	926
2023 Q3	–	Sell	-27,933	Closed	-$628K	–	1457
2023 Q2	$628K	Buy	+27,933	New	+$777K	0.07%	475
2021 Q1	–	Sell	-11,230	Closed	-$481K	–	753
2020 Q4	$481K	Buy	+11,230	New	+$383K	0.2%	162

Other funds holding PD

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Y-Intercept (HK)'s PD Position: Q2 2026 in Review

Y-Intercept (HK) reduced its PagerDuty (PD) stake by 27% in Q2 2026, selling an estimated $425K and leaving 150,578 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #873.

Y-Intercept (HK) first reported a position in PD in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.28M in Q2 2025. 41 funds tracked by Wall St. Rank hold PD as of Q2 2026.

Y-Intercept (HK) held 150,578 shares of PagerDuty worth $1.45M as of Q2 2026.
Y-Intercept (HK) sold 56,123 PagerDuty shares in Q2 2026, an estimated $425K.
PagerDuty made up 0.03% of Y-Intercept (HK)'s portfolio in Q2 2026, its #873 holding.
Y-Intercept (HK) first reported a position in PagerDuty in Q4 2020 and has held it in 9 quarters since.
Y-Intercept (HK)'s PagerDuty position peaked at $2.28M in Q2 2025.
41 funds tracked by Wall St. Rank held PagerDuty as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.