Filing Research | PD - PAGERDUTY INC Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	150.6KSH	$1.5M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	110.1KSH	$1.1M
3	Abacus Wealth Partners, LLC	Shares	78.5KSH	$757.7K
4	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	59.0KSH	$569.0K
5	Merit Financial Group, LLC	Shares	36.6KSH	$352.8K
6	Police & Firemen's Retirement System of New Jersey	Shares	23.4KSH	$225.6K
7	Olympiad Research LP	Shares	18.4KSH	$177.1K
8	HENNESSY ADVISORS INC	Shares	18.3KSH	$176.5K
9	Sequoia Financial Advisors, LLC	Shares	16.7KSH	$160.7K
10	SIGNATUREFD, LLC	Shares	9.6KSH	$93.0K
11	EverSource Wealth Advisors, LLC	Shares	9.0KSH	$86.8K
12	GAMMA Investing LLC	Shares	4.3KSH	$41.4K
13	Farther Finance Advisors, LLC	Shares	3.3KSH	$31.6K
14	IFP Advisors, Inc	Shares	2.9KSH	$27.6K
15	Versant Capital Management, Inc	Shares	2.3KSH	$22.3K
16	MassMutual Private Wealth & Trust, FSB	Shares	1.3KSH	$12.6K
17	True Wealth Design, LLC	Shares	1.2KSH	$11.5K
18	SBI Securities Co., Ltd.	Shares	1.1KSH	$10.2K
19	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	1.0KSH	$9.7K
20	Fortitude Family Office, LLC	Shares	819SH	$7.9K
21	Marquette Asset Management, LLC	Shares	476SH	$4.6K
22	SJS Investment Consulting Inc.	Shares	256SH	$2.5K
23	Physician Wealth Advisors, Inc.	Shares	242SH	$2.3K
24	Triumph Capital Management	Shares	200SH	$1.9K
25	Owl Creek Wealth Partners LLC	Shares	40SH	$386
26	Abound Wealth Management	Shares	24SH	$232
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	17SH	$171
28	Blue Trust, Inc.	Shares	11SH	$106
29	State of Alaska, Department of Revenue	Shares	9.9KSH	$94
30	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	8.0KSH	$77
31	FNY Investment Advisers, LLC	Shares	6.8KSH	$65
32	TFC Financial Management, Inc.	Shares	3SH	$29
33	Hughes Financial Services, LLC	Shares	2SH	$19
34	Capital Advisors, Ltd. LLC	Shares	74SH	$1

Manager changes2026-06-30 vs 2026-03-31

37 / 37 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+68.2K	+$869.0K	$1.1M
2	Abacus Wealth Partners, LLC added	Shares	+31.2K	+$463.9K	$757.7K
3	Merit Financial Group, LLC added	Shares	+19.1K	+$244.2K	$352.8K
4	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-2.1K	+$189.8K	$569.0K
5	HENNESSY ADVISORS INC new	Shares	+18.3K	+$176.5K	$176.5K
6	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-56.1K	+$169.5K	$1.5M
7	Sequoia Financial Advisors, LLC new	Shares	+16.7K	+$160.7K	$160.7K
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$80.4K	$225.6K
9	Olympiad Research LP unchanged	Shares	0	+$63.1K	$177.1K
10	SIGNATUREFD, LLC added	Shares	+3.6K	+$55.6K	$93.0K
11	EverSource Wealth Advisors, LLC added	Shares	+3.9K	+$54.9K	$86.8K
12	IFP Advisors, Inc added	Shares	+1.2K	+$17.1K	$27.6K
13	GAMMA Investing LLC trimmed	Shares	-81	+$14.3K	$41.4K
14	True Wealth Design, LLC added	Shares	+951	+$10.0K	$11.5K
15	Farther Finance Advisors, LLC trimmed	Shares	-507	+$7.7K	$31.6K
16	Fortitude Family Office, LLC added	Shares	+555	+$6.3K	$7.9K
17	SBI Securities Co., Ltd. added	Shares	+404	+$6.1K	$10.2K
18	MassMutual Private Wealth & Trust, FSB added	Shares	+39	+$4.7K	$12.6K
19	Marquette Asset Management, LLC new	Shares	+476	+$4.6K	$4.6K
20	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$3.4K	$9.7K
21	SJS Investment Consulting Inc. new	Shares	+256	+$2.5K	$2.5K
22	Physician Wealth Advisors, Inc. added	Shares	+172	+$1.9K	$2.3K
23	Triumph Capital Management unchanged	Shares	0	+$688	$1.9K
24	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$137	$386
25	Abound Wealth Management unchanged	Shares	0	+$82	$232
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$64	$171
27	Blue Trust, Inc. unchanged	Shares	0	+$38	$106
28	State of Alaska, Department of Revenue unchanged	Shares	0	+$33	$94
29	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-228	+$26	$77
30	TFC Financial Management, Inc. added	Shares	+2	+$22	$29
31	Hughes Financial Services, LLC unchanged	Shares	0	+$7	$19
32	Capital Advisors, Ltd. LLC new	Shares	+74	+$1	$1
33	FNY Investment Advisers, LLC trimmed	Shares	-7.0K	-$20	$65
34	Handelsbanken Fonder AB exited	Shares	-19.0K	-$118	$0
35	Versant Capital Management, Inc trimmed	Shares	-10.2K	-$55.5K	$22.3K
36	Robeco Institutional Asset Management B.V. exited	Shares	-53.2K	-$330.6K	$0
37	GC Wealth Management RIA, LLC exited	Shares	-410.9K	-$2.6M	$0