Farther Finance Advisors, LLC PD — PAGERDUTY INC COM

Ownership history in Farther Finance Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported PAGERDUTY INC COM (PD) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows PD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in PAGERDUTY INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PD stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held PD — position size vs. price
% of Fund (quarterly)    PD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,791 +3,681 +3346.4% 0.00% $24K 2026-04-07 $6.42
2025 Q4 ADDED — — — 110 +13 +13.4% 0.00% $1K 2026-01-23 $11.17
2025 Q3 REDUCED 92.3% -18.1% ✅ 97 -1,166 -92.3% 0.00% $2K 2025-10-14 $15.81
2025 Q2 ADDED — — — 1,263 +1,187 +1561.8% 0.00% $19K 2025-07-11 $14.87
2025 Q1 REDUCED 11.6% -16.4% ✅ 76 -10 -11.6% 0.00% $1K 2025-04-14 $15.51
2024 Q4 REDUCED 5.5% +0.1% ❌ 86 -5 -5.5% 0.00% $2K 2025-02-10 $19.08
2024 Q3 REDUCED 30.5% -3.0% ✅ 91 -40 -30.5% 0.00% $2K 2024-10-29 $18.38
2024 Q2 ADDED — — — 131 +35 +36.5% 0.00% $3K 2024-07-31 $20.93
2024 Q1 REDUCED 11.9% +0.3% ❌ 96 -13 -11.9% 0.00% $2K 2024-05-14 $20.69
2023 Q4 INITIATED — — — 109 — — 0.00% $3K 2024-02-15 $24.49

🏢 Other funds also holding PD

As of 2026 Q1 — sorted by position size

CM Management, LLC 3Y 1.3% Lynrock Lake LP 3Y 7Y 0.58% NANO CAP NEW MILLENNIUM GROWTH FUND L P 0.51% Palogic Value Management, L.P. 3Y 0.49% Olympiad Research LP 3Y 0.35% Optimus Prime Fund Management Co., Ltd. 3Y 7Y 0.33% Kazazian Asset Management, LLC 3Y 7Y 0.29% FORMULA GROWTH LTD 3Y 7Y 0.28% Ares Systematic Credit Ltd 0.24% Green Alpha Advisors, LLC 3Y 0.22%

FAQ About Farther Finance Advisors, LLC and PD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning PD?

Farther Finance Advisors, LLC reported PD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PD position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for PD was 0.00% in 2025 Q2.

What is the latest reported PD position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 3,791 shares, equal to 0.00% of portfolio, with an estimated market value of $24K.

What does the chart on this PD ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly PD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their PD position?

Based on 13F filing dates vs. subsequent PD price moves, Farther Finance Advisors, LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on PD relative to SPY over the holding period was -53.5%.

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