Cliff Asness's PD Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 2.34 M shares of PagerDuty, Inc. (PD) worth $14.53 M, representing 0.01% of the portfolio. First purchased in 2020-Q3, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in PD, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 1.99 M shares. Largest reduction occurred in Q4 2025, reducing 372,411 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's PagerDuty (PD) Holding Value Over Time
Track share changes against reported price movement
Quarterly PagerDuty (PD) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +1.99 M | Add 566.39% | 2.34 M | $6.21 |
| Q4 2025 | -372,411 | Reduce 51.47% | 351,150 | $13.11 |
| Q3 2025 | +274,413 | Add 61.10% | 723,561 | $16.52 |
| Q2 2025 | +302,021 | Add 205.28% | 449,148 | $15.28 |
| Q1 2025 | +77,251 | Add 110.55% | 147,127 | $18.21 |
| Q4 2024 | -9,941 | Reduce 12.45% | 69,876 | $18.14 |
| Q3 2024 | +46,833 | Add 141.99% | 79,817 | $18.55 |
| Q2 2024 | -51,593 | Reduce 61.00% | 32,984 | $22.91 |
| Q1 2024 | +49,459 | Add 140.84% | 84,577 | $22.64 |
| Q4 2023 | -155,449 | Reduce 81.57% | 35,118 | $23.15 |
| Q3 2023 | +68,442 | Add 56.04% | 190,567 | $22.49 |
| Q2 2023 | +104,316 | Add 585.75% | 122,125 | $22.26 |
| Q1 2023 | +9,605 | Add 117.08% | 17,809 | $33.87 |
| Q4 2022 | +8,204 | New Buy | 8,204 | $26.32 |
| Q1 2022 | -6,373 | Sold Out | 0 | $0.00 |
| Q4 2021 | +6,373 | New Buy | 6,373 | $34.68 |
| Q2 2021 | -24,080 | Sold Out | 0 | $0.00 |
| Q1 2021 | +14,384 | Add 148.35% | 24,080 | $40.24 |
| Q4 2020 | +2,061 | Add 26.99% | 9,696 | $41.67 |
| Q3 2020 | +7,635 | New Buy | 7,635 | $27.11 |
Cliff Asness's PagerDuty Investment FAQs
Cliff Asness first purchased PagerDuty, Inc. (PD) in Q3 2020, acquiring 7,635 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held PagerDuty, Inc. (PD) for 20 quarters since Q3 2020.
Cliff Asness's largest addition to PagerDuty, Inc. (PD) was in Q1 2026, adding 2,340,022 shares worth $14.53 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 2,340,022 shares of PagerDuty, Inc. (PD), valued at approximately $14.53 M.
As of the Q1 2026 filing, PagerDuty, Inc. (PD) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in PagerDuty, Inc. (PD) was 2,340,022 shares, as reported at the end of Q1 2026.