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Free · no sign-up · Q2 2026

Which funds own PD

Pagerduty Inc in the Q2 2026 filings. At least 1 of the 91 current managers on file reported a position, worth $6.7m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding
1
at least, of 91 current
Combined value
$6.7m
as reported
Opened
0
new this quarter
Added to
1
already held
Trimmed or sold out
0
0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

ManagerValueWeightSharesChange on the quarterAction
Oaktree Capital Management LP
Activist · $7.2bn book
$6.7m0.1%7,125,000+$1.3m+1,190,000Added

Ownership through time

At least 2 of the 95 managers whose filings are on file listed PD in Q2 2026, against 5 in Q2 2019. 1 manager more than in Q1 2026: 1 listed it again.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it
0713Q2 2019: 5Q3 2019: 2Q4 2019: 6Q1 2020: 820Q2 2020: 11Q3 2020: 7Q4 2020: 9Q1 2021: 1321Q2 2021: 11Q3 2021: 10Q4 2021: 10Q1 2022: 622Q2 2022: 4Q3 2022: 4Q4 2022: 4Q1 2023: 623Q2 2023: 6Q3 2023: 7Q4 2023: 6Q1 2024: 924Q2 2024: 5Q3 2024: 3Q4 2024: 3Q1 2025: 325Q2 2025: 3Q3 2025: 1Q4 2025: 3Q1 2026: 126Q2 2026: 2
  • Q2 2019: 5
  • Q3 2019: 2
  • Q4 2019: 6
  • Q1 2020: 8
  • Q2 2020: 11
  • Q3 2020: 7
  • Q4 2020: 9
  • Q1 2021: 13
  • Q2 2021: 11
  • Q3 2021: 10
  • Q4 2021: 10
  • Q1 2022: 6
  • Q2 2022: 4
  • Q3 2022: 4
  • Q4 2022: 4
  • Q1 2023: 6
  • Q2 2023: 6
  • Q3 2023: 7
  • Q4 2023: 6
  • Q1 2024: 9
  • Q2 2024: 5
  • Q3 2024: 3
  • Q4 2024: 3
  • Q1 2025: 3
  • Q2 2025: 3
  • Q3 2025: 1
  • Q4 2025: 3
  • Q1 2026: 1
  • Q2 2026: 2
Their combined reported value
$0$569m$1bnQ2 2019: $167mQ3 2019: $16mQ4 2019: $26mQ1 2020: $54m20Q2 2020: $321mQ3 2020: $431mQ4 2020: $1.1bnQ1 2021: $1.1bn21Q2 2021: $951mQ3 2021: $730mQ4 2021: $575mQ1 2022: $503m22Q2 2022: $374mQ3 2022: $353mQ4 2022: $384mQ1 2023: $509m23Q2 2023: $377mQ3 2023: $383mQ4 2023: $437mQ1 2024: $411m24Q2 2024: $361mQ3 2024: $239mQ4 2024: $222mQ1 2025: $229m25Q2 2025: $140mQ3 2025: $146mQ4 2025: $113mQ1 2026: $976k26Q2 2026: $17m
  • Q2 2019: $167m
  • Q3 2019: $16m
  • Q4 2019: $26m
  • Q1 2020: $54m
  • Q2 2020: $321m
  • Q3 2020: $431m
  • Q4 2020: $1.1bn
  • Q1 2021: $1.1bn
  • Q2 2021: $951m
  • Q3 2021: $730m
  • Q4 2021: $575m
  • Q1 2022: $503m
  • Q2 2022: $374m
  • Q3 2022: $353m
  • Q4 2022: $384m
  • Q1 2023: $509m
  • Q2 2023: $377m
  • Q3 2023: $383m
  • Q4 2023: $437m
  • Q1 2024: $411m
  • Q2 2024: $361m
  • Q3 2024: $239m
  • Q4 2024: $222m
  • Q1 2025: $229m
  • Q2 2025: $140m
  • Q3 2025: $146m
  • Q4 2025: $113m
  • Q1 2026: $976k
  • Q2 2026: $17m

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

Largest decreases, by shares

No manager on file sold part of it.

Left it

No manager on file is shown leaving it.

ManagerValue over timeFirst listedLargestQ2 2026
Acadian Asset Management LLCQ2 2025$16m$16m
Freestone Grove Partners LPQ2 2025$1.6m$1.6m
ARK Investment Management LLCQ1 2020$482mlast listed Q4 2025
T. Rowe Price Associates IncQ4 2020$467mlast listed Q2 2021
Wellington Management Group LLPQ2 2019$138mlast listed Q2 2019
Janus Henderson Group LtdQ2 2020$138mlast listed Q1 2025
MFS Investment ManagementQ2 2020$59mlast listed Q1 2024
Two Sigma Investments LPQ2 2020$54mlast listed Q1 2022
Point72 Asset Management LPQ4 2019$50mlast listed Q4 2021
Two Sigma Advisers LPQ1 2021$48mlast listed Q1 2023
Renaissance Technologies LLCQ1 2021$40mlast listed Q2 2024
Holocene Advisors LPQ1 2020$27mlast listed Q3 2024

What PD is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

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How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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The holdings, every quarter, and the week between

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