What is the 13F Pro Quality Score for PD?

13F Pro ranks PagerDuty, Inc. (PD) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View PD's current score at https://13fpro.ai/company/PD (free sign-up required for the full ranking).

Which hedge funds own the most PD stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of PD include Lynrock Lake, BlackRock,, Context Capital Management,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/PD as soon as new 13F filings post.

Where does 13F Pro source PD data?

All PagerDuty, Inc. fundamentals and ownership data come directly from SEC EDGAR. PagerDuty, Inc. files with the SEC under CIK 1568100. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is PD in?

PagerDuty, Inc. (PD) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives PD's revenue?

Per PagerDuty, Inc.'s latest 10-Q filed with the SEC on 2026-05-28, the biggest revenue drivers are: Cloud-hosted and term-license software subscriptions ($121.0M, +1.0% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/PD.

What are PD's largest expenses?

PagerDuty, Inc.'s latest 10-Q reports these as the largest expense items: Sales and marketing ($39.6M, -20.9% YoY); Research and development ($30.0M, -11.9% YoY); General and administrative ($23.2M, -13.7% YoY). Sourced directly from SEC EDGAR filing text for Q1 FY2027 (three months ended April 30, 2026).

How often is PD research updated on 13F Pro?

PD's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

PagerDuty, Inc.(PD)Stock Analysis

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SEC EDGAR: CIK 1568100 PD stock profile & AI dashboard →

13F Pro Quality Score

60.4/100

Rank #861 of 2,960 stocksTOP 50%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

45.2/100

Profitability

96.1/100

Balance Sheet

95.9/100

Earnings Quality

33.2/100

Free Cash Flow

79.4/100

Institutional Flow

37.7/100

Revenue Scale

37.1/100

Dilution Risk

9.0/100

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Why PD Scores 60/100

exact factor attribution · 2026-09-12

PD's composite is driven by profitability and capital efficiency, held back by shareholder dilution and scale. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+6.9 pts

96th pct

Capital efficiency

+4.6 pts

96th pct

Free cash flow

+4.4 pts

79th pct

Earnings growth

+1.7 pts

84th pct

Institutional flow

-0.6 pts

38th pct

Revenue growth

-1.0 pts

45th pct

Earnings quality

-1.7 pts

33th pct

Scale

-1.9 pts

37th pct

Shareholder dilution

-2.0 pts

9th pct

Latest change (2026-08-28): 58 → 55 · ↓ Profit margin 91→64; ↓ Capital efficiency 95→61; despite ↑ earnings_quality 32→85

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

PD Stock Analysis & AI Quality Score

Data updated 2026-09-12

AI stock analysis and institutional research for PagerDuty, Inc. (PD), a Technology sector company. 13F Pro's AI-powered ranking engine scores PD at 60.4/100 on a 32-signal composite quality model, placing it at rank #861 of 2,960 stocks — the top half of the AI-ranked universe. PD scores in the top quartile across profitability (96.1), balance sheet strength (95.9), free cash flow (79.4). Areas of concern include earnings quality (33.2) and revenue scale (37.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 9.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), PagerDuty, Inc. reports quarterly revenue of $124.4M, net income of $7.8M, an operating margin of 8.2%. Top institutional holders of PD by reported 13-F value include Lynrock Lake, BlackRock, Context Capital Management, based on the most recent SEC filings. PD trades on the NYSE exchange and files with the SEC under CIK 1568100. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for PagerDuty, Inc. directly from SEC EDGAR.

✦

Fun facts about PagerDuty, Inc.

Quirks, history, and lore behind PD — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. software-as-a-service company · mid-cap · listed on NYSE · headquartered in San Francisco.
2
The Numbers
Annual revenue in the range of roughly $400 million, with a customer base spanning thousands of enterprises worldwide — mostly IT and DevOps teams who really hate being woken up at 3 a.m.
3
The History
Founded around 2009, it was built on the idea that when a server breaks, the right human should know immediately — automatically, reliably, and without anyone playing phone tag.
4
The Secret
Its core product is essentially a very sophisticated on-call scheduling and alerting engine — making sure that a digital incident never silently ruins your customers' night.
5
The Lore
It became the go-to platform for IT incident management and coined the practice of "on-call culture" as a legitimate, structured discipline rather than organized chaos.
6
The Giveaway
Its name sounds like something you'd hear over a hospital intercom — because when your production system is down, you need a digital pager for your engineers, on duty, right now.

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What's Driving PD's Business? Latest 10-Q Breakdown

✓ 28/28 datapoints verified

AI-extracted from PagerDuty, Inc.'s 10-Q filed 2026-05-28 — Q1 FY2027 (three months ended April 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

PagerDuty returned to profitability with net income of $5.3M on flat revenue of $121.0M, while operating expenses declined 16.4% YoY due to headcount optimization and reduced stock-based compensation.

Biggest Revenue Drivers

Cloud-hosted and term-license software subscriptions$121.0M+1.0% YoY

Growth driven by new and existing customers, primarily through upsell of additional products and services.

Biggest Revenue Drivers

Total revenue: $121.0M+1.0% YoY

Cloud-hosted and term-license software subscriptions$121.0M+1.0% YoY

Growth driven by new and existing customers, primarily through upsell of additional products and services.

Largest Expense Items

Sales and marketing$39.6M-20.9% YoY

Decrease driven by reduced headcount, lower stock-based compensation, reduced training and travel costs, and lower media campaign spending.

Research and development$30.0M-11.9% YoY

Decrease primarily due to lower personnel costs from reduced stock-based compensation.

General and administrative$23.2M-13.7% YoY

Decrease driven by lower headcount, reduced stock-based compensation, and lower consulting services spend.

Cost of revenue$19.0M-0.9% YoY

Slight decrease from lower amortization of intangible assets and reduced outside services, offset by increased hosting and infrastructure costs.

Margins: Gross margin expanded slightly to 84.3% from 84.0% YoY despite flat revenue, reflecting operational leverage. Operating margin improved dramatically to 7.6% from -8.6% loss in prior year due to 16.4% reduction in total operating expenses.

Watch Items from the Filing

Dollar-based net retention rate declined to 97% from 104% YoY, indicating customer contraction or lower expansion, representing a significant slowdown in land-and-expand dynamics.
CEO transition announced in May 2026 with Jennifer Tejada departing and John DiLullo appointed as new CEO; CFO Howard Wilson also announced planned retirement—dual leadership transitions may create execution risk.
ARR essentially flat at $495.6M vs $496.0M YoY, indicating revenue stagnation; customer count increased modestly to 15,380 from 15,247 but customers >$100K ARR grew only 12 to 860.
Company completed $200M share repurchase program in Q1, retiring shares through open market purchases at average $10.75/share, reducing share count from 92.2M to 76.7M shares.
Remaining performance obligations of $441M with 72% expected to recognize within 12 months; deferred revenue decreased slightly to $243.4M from $248.9M sequentially, indicating potential headwinds.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$124.4M

Net Income

Q2 2026

$7.8M

Free Cash Flow

Q2 2026

$34.7M

Operating Margin

Q2 2026

8.2%

ROIC

Q2 2026

17.7%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+5.4% YoY

$492.5MFY 2026

FY23 $370.8MFY24 $430.7MFY25 $467.5MFY26 $492.5M

Net Income

+505.7% YoY

$173.4MFY 2026

FY23 $-128.4MFY24 $-75.2MFY25 $-42.7MFY26 $173.4M

Operating Income

+109.8% YoY

$5.8MFY 2026

FY23 $-129.4MFY24 $-96.2MFY25 $-59.8MFY26 $5.8M

EPS (Diluted)

+416.9% YoY

$1.87FY 2026

FY23 $-1.45FY24 $-0.89FY25 $-0.59FY26 $1.87

Total Assets

+6.8% YoY

$990.5MFY 2026

FY23 $817.9MFY24 $925.3MFY25 $927.3MFY26 $990.5M

Total Debt

-13.2% YoY

$420.6MFY 2026

FY23 $296.5MFY24 $489.5MFY25 $484.5MFY26 $420.6M

Op. Cash Flow

-2.6% YoY

$114.9MFY 2026

FY23 $17.0MFY24 $72.0MFY25 $117.9MFY26 $114.9M

Free Cash Flow

-2.8% YoY

$111.9MFY 2026

FY23 $12.3MFY24 $69.8MFY25 $115.1MFY26 $111.9M

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$492.5M +5.4%	$467.5M +8.5%	$430.7M +16.2%	$370.8M +31.8%	$281.4M +31.8%	$213.6M
Net Income	$173.4M +505.7%	$-42.7M +43.2%	$-75.2M +41.5%	$-128.4M -19.5%	$-107.5M -56.0%	$-68.9M
Operating Income	$5.8M +109.8%	$-59.8M +37.9%	$-96.2M +25.6%	$-129.4M -27.2%	$-101.7M -53.5%	$-66.3M
EPS (Diluted)	$1.87 +416.9%	$-0.59 +33.7%	$-0.89 +38.6%	$-1.45 -14.2%	$-1.27 -46.0%	$-0.87
Total Assets	$990.5M +6.8%	$927.3M +0.2%	$925.3M +13.1%	$817.9M +1.4%	$806.4M +1.4%	$795.4M
Total Debt	$420.6M -13.2%	$484.5M -1.0%	$489.5M +65.1%	$296.5M -1.2%	$300.1M -1.2%	$303.7M
Operating Cash Flow	$114.9M -2.6%	$117.9M +63.8%	$72.0M +323.9%	$17.0M +382.0%	$-6.0M -159.6%	$10.1M
Free Cash Flow	$111.9M -2.8%	$115.1M +64.9%	$69.8M +465.6%	$12.3M +230.2%	$-9.5M -256.5%	$6.1M

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Available Research

13F Pro tracks comprehensive data for PagerDuty, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of PD

Lynrock Lake LP
$208.3M221,717,000 sh
BlackRock, Inc.
$89.3M9,251,425 sh
Context Capital Management, LLC
$60.7M64,621,000 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$54.7M5,670,562 sh
D. E. Shaw & Co., Inc.
$40.7M4,222,054 sh
Lynrock Lake LP
$35.7M3,704,439 sh
AQR CAPITAL MANAGEMENT LLC
$31.1M3,225,921 sh
VANGUARD CAPITAL MANAGEMENT LLC
$30.6M3,169,571 sh
Empyrean Capital Partners, LP
$28.0M29,850,000 sh
STATE STREET CORP
$24.0M2,490,980 sh

Fund	Value	Shares
Lynrock Lake LP	$208.3M	221,717,000
BlackRock, Inc.	$89.3M	9,251,425
Context Capital Management, LLC	$60.7M	64,621,000
VANGUARD PORTFOLIO MANAGEMENT LLC	$54.7M	5,670,562
D. E. Shaw & Co., Inc.	$40.7M	4,222,054
Lynrock Lake LP	$35.7M	3,704,439
AQR CAPITAL MANAGEMENT LLC	$31.1M	3,225,921
VANGUARD CAPITAL MANAGEMENT LLC	$30.6M	3,169,571
Empyrean Capital Partners, LP	$28.0M	29,850,000
STATE STREET CORP	$24.0M	2,490,980

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Is PD a good stock to buy?

13F Pro's AI-powered analysis of PagerDuty, Inc. (PD) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PD are available on the PD stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. PD is classified as a small company.

Which hedge funds own PD?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PD. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of PagerDuty, Inc.'s investment landscape.