Pagerduty Inc (PD): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Pagerduty Inc (PD) following the 2026 Q1 hedge fund 13F filings?

As of today, PD has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.4% for the XLK sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), PD gained nan% vs +39.8% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Pagerduty Inc (PD)

243 + Investors. Track Smart Money conviction in PD. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — PD

Based on 245 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added PD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

245 hedge funds hold PD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q

+14 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 62% buying

175 buying107 selling

Last quarter: 175 funds were net buyers (77 opened a brand new position + 98 added to an existing one). Only 107 were sellers (47 trimmed + 60 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+33 vs last Q)

new funds entering per quarter

Funds opening a new PD position: 36 → 46 → 44 → 77. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 15% medium ■ 27% new

143 out of 245 hedge funds have held PD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares -6%, value -56%

Value

-56%

-6%

Last quarter: funds added -6% more shares while total portfolio value only changed -56%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

40 → 36 → 46 → 44 → 77 new funds/Q

New funds entering each quarter: 36 → 46 → 44 → 77. A growing number of institutions are discovering PD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 67% veterans vs 25% newcomers

■ 67% veterans ■ 7% 1-2yr ■ 25% new

Entry-cohort mix of 256 holders: 172 (67%) are 2+ year veterans, 19 entered 1–2 years ago, and 65 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds

46 of 244 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	243	228	6.58%
13F Shares	72M	78M	-7.2%
Total Value	$440M	$1.02B	-56.69%
New Positions	76	44	+32
Increased Positions	92	70	+22
Closed Positions	61	48	+13
Reduced Positions	44	88	-44
Total Calls	7	14	-50.0%
Total Puts	4	8	-50.0%
PUT/CALL Ratio	0.57	0.57	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

243

228

6.58%

13F Shares

72M

78M

-7.2%

Total Value

$440M

$1.02B

-56.69%

New Positions

+32

Increased Positions

+22

Closed Positions

+13

Reduced Positions

-44

Total Calls

-50.0%

Total Puts

-50.0%

PUT/CALL Ratio

0.57

Bullish

Institutional Holders (2026 Q1)

243 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PD. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 PD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	CM Management, LLC	1.30%	250,000	$1.6M
2	Lynrock Lake LP	0.58%	1,366,666	$8.5M
3	Nano Cap New Millennium Growth Fund L P	0.51%	87,500	$543K
4	Palogic Value Management, L.P.	0.49%	185,000	$1.1M
5	Olympiad Research LP	0.35%	18,351	$114K
6	Optimus Prime Fund Management Co., Ltd.	0.33%	550,000	$3.4M
7	Kazazian Asset Management, LLC	0.29%	42,500	$264K
8	Formula Growth Ltd	0.28%	100,000	$621K
9	Ares Systematic Credit Ltd	0.24%	48,454	$298K
10	Green Alpha Advisors, LLC	0.22%	35,880	$223K
11	Prescott Group Capital Management, L.L.C.	0.22%	350,000	$2.2M
12	Atom Investors LP	0.19%	432,762	$2.7M
13	Rangeley Capital, LLC	0.15%	25,000	$155K
14	9823 Capital, L.P.	0.13%	28,390	$176K
15	Campbell & CO Investment Adviser LLC	0.12%	343,689	$2.1M
16	Brandywine Managers, LLC	0.11%	30,517	$190K
17	GC Wealth Management RIA, LLC	0.11%	410,931	$2.6M
18	Diametric Capital, LP	0.09%	57,973	$360K
19	Numerai GP LLC	0.07%	113,111	$702K
20	Oxford Asset Management LLP	0.06%	23,624	$147K
21	XTX Topco Ltd	0.04%	361,317	$2.2M
22	Susquehanna Fundamental Investments, LLC	0.04%	159,551	$991K
23	Jacobs Levy Equity Management, Inc	0.03%	1,336,220	$8.3M
24	DGS Capital Management, LLC	0.03%	34,082	$212K
25	Occudo Quantitative Strategies LP	0.03%	93,045	$619K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Pagerduty Inc (PD)

What does the Smart Money Trend signal show for PD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PD?

More buyers than sellers — 62% buying: Last quarter: 175 funds were net buyers (77 opened a brand new position + 98 added to an existing one). Only 107 were sellers (47 trimmed + 60 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PD holders?

Strong quality — 39% AUM from major funds: 46 of 244 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PD?

58% of holders stayed for 2+ years: 143 out of 245 hedge funds have held PD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Pagerduty Inc (PD) following the 2026 Q1 hedge fund 13F filings?

As of today, PD has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.4% for the XLK sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), PD has gained nan% vs +39.8% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Pagerduty Inc (PD)

Smart Money Signals — PD

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +6% more funds vs a year ago

More buyers than sellers — 62% buying

More new buyers each quarter (+33 vs last Q)

58% of holders stayed for 2+ years

Buying through price weakness — shares -6%, value -56%

Growing discovery — still being found

Veteran-anchored — 67% veterans vs 25% newcomers

Strong quality — 39% AUM from major funds

Institutional Sentiment Summary — PD

Hedge Fund Ownership: PD

Market Analysis: PD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PD

Is It Too Late to Buy Pagerduty Inc (PD) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: PD

Statistics: PD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Pagerduty Inc (PD)

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