PD at a glance
PagerDuty, Inc. (PD, SEC CIK 1568100) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 27, 2026, an 8-K current report on August 27, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), PagerDuty, Inc. (PD) reported revenue of $492.5 million (up 5.4% from FY2025) and net income of $173.4 million. Diluted EPS was $1.87.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding PagerDuty, Inc. (PD) shares worth $402.4 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Tejada Jennifer on September 30, 2026 of 107,000 shares at $15.11 per share.
- In the last 90 days, PD insiders reported 0 open-market purchases ($0) and 4 open-market sales ($6.0M) on Form 4, a net sale of $6.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $492.5M
- +5.4% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$6.0M
- 13F holders
- 30 funds
- $402.4M · +1 vs prior quarter
- Latest 8-K
- Aug 27, 2026
- Item 2.02 · Item 2.05
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Quarterly revenue $124.4M, up 0.8% YoY from $123.4M, driven by new and existing customers
- Gross margin 83.9% vs 84.6% YoY
- Operating margin 8.2% vs 2.9% YoY, with net income margin 6.2% vs 7.6%
- ARR $501.4M vs $498.9M; dollar-based net retention 98% vs 102%
- Lower cash balance and interest rates reduced interest income to $4.1M from $6.1M; management cited inflation, rates, tariffs, trade wars, and economic uncertainty as headwinds
Risk Factors
- Restructuring risk: August 2026 realignment reduced headcount approximately 15%, potentially disrupting operations and increasing costs
- Leadership continuity risk: CEO succession in May 2026 and CFO transition in June 2026 may challenge business continuity and employee retention
- Talent risk: Departure of key employees could impair productivity without key-person insurance or timely replacements
- Financial risk: $100.0 million repurchase authorization could reduce cash resources, with $92.398 million remaining as of July 31, 2026
AI summary of the PD 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q2 2026 results reported for quarter ended July 31, 2026
- Press release furnished as Exhibit 99.1, containing the financial results
Item 2.05: Costs Associated with Exit or Disposal Activities
- Workforce reduction of approximately 15%, reflecting significant restructuring and resource realignment
- Estimated non-recurring charges of $5.5 million–$7.5 million, primarily severance and employee benefits
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Elena Gomez resigned from the Board and Audit Committee on July 11, 2026
- Company cited no disagreement regarding operations, policies, or practices
Item 7.01: Regulation FD Disclosure
- Elena Gomez resigned from PagerDuty’s Board, creating a board-composition change
- Mr. Shootman appointed to the Board, providing a leadership transition for investors to assess
Item EX-99.1: Item EX-99.1
- Alex Shootman appointed director effective July 14, 2026, adding enterprise SaaS scaling and M&A experience
- Shootman remains Alkami Technology CEO and director, creating a concurrent public-company leadership role
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Eric Prengel becomes CFO June 22, 2026, replacing Howard Wilson after Wilson’s tenure since 2016
- Wilson remains Strategic Advisor through no later than February 28, 2027, supporting transition continuity
Item 7.01: Regulation FD Disclosure
- PagerDuty appointed Mr. Prengel as Chief Financial Officer effective June 22, 2026
- CFO transition may affect financial strategy, investor communications, and capital allocation
Item EX-99.1: Item EX-99.1
- CFO transition: Eric Prengel succeeds Howard Wilson, who retires before July 31, 2026
- Prengel assumes oversight of Finance, Business Operations, Strategy, Corporate Development, and Investor Relations
AI summaries of PD 8-K current reports filed with the SEC. What 8-K item codes mean
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Prengel Eric Theodore | F | Oct 2, 2026 | 19,277 | $15.34 |
| Tejada Jennifer | F | Oct 2, 2026 | 71,210 | $15.34 |
| Underwood Paul D. | F | Oct 2, 2026 | 4,264 | $15.34 |
| Ferro Christopher G. | F | Oct 2, 2026 | 5,887 | $15.34 |
| Tejada Jennifer | Sell | Sep 30, 2026 | 107,000 | $15.11 |
| Tejada Jennifer | Sell | Sep 24, 2026 | 8,000 | $15.00 |
| DiLullo John D | F | Aug 26, 2026 | 28,847 | $12.19 |
| DiLullo John D | A | Aug 26, 2026 | 294,464 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | $430.7M | $467.5M | $492.5M |
| Gross Profit | - | $387.8M | $418.4M |
| Operating Income | - | -$59.8M | $5.8M |
| Net Income | - | -$42.7M | $173.4M |
| Gross Margin | - | 83.0% | 84.9% |
| Op. Margin | - | -12.8% | 1.2% |
| Net Margin | - | -9.1% | 35.2% |
| Balance Sheet | |||
| Total Assets | - | $927.3M | $990.5M |
| Equity | - | $129.8M | $253.6M |
| ROE | - | -32.9% | 68.4% |
| Per Share | |||
| EPS | - | $-0.59 | $1.87 |
| Cash Flow | |||
| Operating CF | - | $117.9M | $114.9M |
| CapEx | $2.2M | $2.8M | $2.9M |
Source: XBRL data in PagerDuty, Inc. (PD)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PD share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $402.4M |
| Q1 2026 | 29 | $274.4M |
| Q4 2025 | 29 | $596.1M |
| Q3 2025 | 30 | $767.8M |
| Q2 2025 | 28 | $641.4M |
| Q1 2025 | 24 | $622.0M |
| Q4 2024 | 20 | $511.2M |
| Q3 2024 | 17 | $307.4M |
- AQR Capital Management+885.9K (+38%)
- Ameriprise Financial+391.5K (+33%)
- D.E. Shaw & Co+237.6K (+6%)
- Franklin Resources+214.1K (+56%)
- Citigroup+156.6K (+31%)
- Vanguard Portfolio Management LLC−1.62M (-22%)
- BlackRock−986.6K (-10%)
- Vanguard Capital Management LLC−688.9K (-18%)
- Two Sigma Investments−568.8K (-41%)
- Dimensional Fund Advisors−486.8K (-50%)
- Raymond James Financial+219.8K
- Allstate+60.5K
- Millennium Management−21.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 207 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PD filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 8-K | Aug 27, 2026 | - | Analysis | - |
| 10-Q | Aug 27, 2026 | Jul 31, 2026 | Analysis | |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 15, 2026 | - | - | - |
| 8-K | Jul 14, 2026 | - | Analysis | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
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PD SEC filings: frequently asked questions
Are PD insiders buying or selling?
In the last 90 days, PagerDuty, Inc. (PD) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $6.0 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PD stock?
As of June 30, 2026, the largest PagerDuty, Inc. (PD) holders among the 13F filers tracked by SignalX were BlackRock ($89.3 million), Vanguard Portfolio Management LLC ($54.7 million), D.E. Shaw & Co ($40.7 million), AQR Capital Management ($31.1 million), Vanguard Capital Management LLC ($30.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PD's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), PagerDuty, Inc. (PD) reported revenue of $492.5 million (up 5.4% from FY2025) and net income of $173.4 million. Diluted EPS was $1.87. The figures come from the XBRL data in the 10-K.
What did PD report in its latest 8-K?
PagerDuty, Inc. (PD) filed an 8-K on August 27, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 2.05 (Costs Associated with Exit or Disposal Activities). Fiscal Q2 2026 results reported for quarter ended July 31, 2026.
What are the latest PD SEC filings?
PagerDuty, Inc. (PD) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 27, 2026, an 8-K current report on August 27, 2026 and a Form 4 insider filing on October 6, 2026.
What is PD's SEC CIK number?
PagerDuty, Inc. (PD)'s SEC Central Index Key (CIK) is 1568100. EDGAR lists every PD filing under that number.
Ask anything about PD
The research agent reads PD's filings, financials, insider trades and 13F holders, then answers with sources.