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NYSE · Technology

PagerDuty, Inc. (PD)

As-reported financials and SEC filings for PagerDuty, Inc. The latest annual period is FY2026. The latest reported quarter is Q2 FY2027. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About PagerDuty, Inc.

PagerDuty, Inc. provides a cloud-based digital operations management platform designed to help enterprises manage complex infrastructure, applications, and systems. Its platform integrates with over 700 tools to detect, analyze, and resolve incidents in real time using AI and automation, serving industries such as retail, financial services, healthcare, and telecommunications. PagerDuty primarily serves enterprise customers, including many Fortune 500 companies, by offering subscription-based software that supports incident management, operational resilience, and workflow automation.

Snapshot

Revenue
$492.5M
Revenue growth (YoY)
5.4%
Net income
$173.4M
Diluted EPS
$1.87
Gross margin
84.9%
Operating margin
1.2%
Net margin
35.2%
FCF margin
22.7%
ROE
68.4%
net income / fiscal-year-end equity
P/E
6.8×
trailing when available, otherwise FY EPS
Market cap
$1.11B
Long-term debt / equity
1.66×
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended January 31, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at PagerDuty

  • Revenue grew 5.4% to $493M in FY2026, slower than the 8.5% the year before.
  • Operating margin turned positive at 1.2% in FY2026, from a 36.1% operating loss in FY2022.
  • Most recent quarter Q2 FY2027: revenue $124M, up 0.8% from Q2 FY2026.
  • Free cash flow was $112M in FY2026, 22.7% of revenue.
  • Net income turned positive at $173M in FY2026, from a $43M loss in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where PagerDuty’s fundamentals sit among the 332 software companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin84.9%
94th percentile of 264
Operating margin1.2%
48th percentile of 303
Net margin35.2%
94th percentile of 307
FCF margin22.7%
71st percentile of 285
Revenue growth (YoY)+5.4%
33rd percentile of 325
ROE68.4%
94th percentile of 285
P/E6.8×
8th percentile of 169
Long-term debt / equity1.66×
85th percentile of 127
Short interest7.46d
90th percentile of 330

PagerDuty’s gross margin of 84.9% ranks in the 94th percentile of the 264 software companies reporting it. PagerDuty’s net margin of 35.2% ranks in the 94th percentile of the 307 software companies reporting it. PagerDuty’s return on equity of 68.4% ranks in the 94th percentile of the 285 software companies reporting it.

No reported insider purchases (code P) in the last 90 days; 2 insider sales totaling $4.2M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among industry peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 6 quant / multi-strat books among the superinvestors we track; no conviction manager currently reports a position.

Conviction investors
0
+6 quant / multi-strat
Initiated / added
3
0 new, 3 added
Reduced / exited
4
3 trimmed, 1 exited
Combined position
$92.2M
reported long value
InvestorAs ofPosition valueSharesChange
D. E. ShawquantQ2 2026$40.7M4.2MAdded
AQR Capital ManagementquantQ2 2026$31.1M3.2MAdded
Two Sigma InvestmentsquantQ2 2026$7.8M812.9KReduced
Citadel AdvisorsquantQ2 2026$6.7M690.8KAdded
Renaissance TechnologiesquantQ2 2026$4.6M478.4KReduced
Point72 Asset ManagementquantQ2 2026$1.2M123.8KReduced

No longer held by: Millennium Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
2
$4.2M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-07-17
filed 2026-07-20
Tejada JenniferExecutive ChairSell96.8K$10.41$1.0M
2026-07-16
filed 2026-07-20
Tejada JenniferExecutive ChairSell302.1K$10.70$3.2M
2026-05-19
filed 2026-05-20
Tejada JenniferExecutive ChairSell105.1K$6.92$727K
2026-05-18
filed 2026-05-20
Tejada JenniferExecutive ChairSell358.4K$6.98$2.5M

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
8.4M
settled 2026-08-14
Change vs prior
+9.3%
vs previous settlement
Days to cover
7.46
at avg daily volume
Avg daily volume
1.1M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-148.4M+9.3%7.46
2026-07-317.6M+9.3%5.05
2026-07-157.0M+2.4%3.97
2026-06-306.8M-13.3%2.82
2026-06-157.9M-8.7%3.69
2026-05-298.6M+10.9%3.52
2026-05-157.8M-7.7%4.07
2026-04-308.4M-14.4%3.75

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$492.5M$467.5M$430.7M$370.8M$281.4M
Gross profit$418.4M$387.8M$352.9M$300.4M$233.0M
Operating income$5.8M$-59.8M$-96.2M$-129.4M$-101.7M
Net income$173.4M$-42.7M$-75.2M$-128.4M$-107.5M
Diluted EPS$1.87$-0.59$-0.89$-1.45$-1.27

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$114.9M$117.9M$72.0M$17.0M$-6.0M
Capital expenditure$2.9M$2.8M$2.2M$4.6M$3.5M
Free cash flow$111.9M$115.1M$69.8M$12.3M$-9.5M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2027$124.4M0.8%$7.8M$0.06
Q1 FY2027$121.0M1.0%$5.3M
Q4 FY2026$124.8M2.7%$9.4M$0.10
Q3 FY2026$124.5M4.7%$161.6M$1.69
Q2 FY2026$123.4M6.4%$9.6M$0.10
Q1 FY2026$119.8M7.8%$-7.2M$-0.07
Q4 FY2025$121.4M9.3%$-8.8M$-0.10
Q3 FY2025$118.9M9.4%$-5.9M$-0.07

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorTechnology
SIC industryServices-Prepackaged Software
Latest annual periodFY2026 (ended January 31, 2026)
Latest reported quarterQ2 FY2027 (ended July 31, 2026)
Oldest indexed filing2013
SEC CIK1568100

Selected SEC filings

10-K2026-03-12
View on EDGAR →
10-Q2026-08-27
View on EDGAR →
10-Q2026-05-28
View on EDGAR →
8-K2026-08-27
View on EDGAR →
8-K2026-07-14
View on EDGAR →
8-K2026-06-22
View on EDGAR →
8-K2026-06-22
View on EDGAR →

Largest software peers

All software stocksAll Technology companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.