PDF SOLUTIONS INC

PDFS
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001120914

13F holders, Q2 2026

Positions as of Jun 30, 2026.

Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
283
+75 vs. Q1 2026
Shares held
38.95M
+6.73M (+20.9%) vs. Q1 2026
Total value
$2.75B
+$1.7B (+161.0%) vs. Q1 2026

Compare with Q1 2026: new holders and sold out

Holders over time

112 in Q3 2021 → 283 in Q2 2026

Show by quarter
Number of institutions holding PDFS by quarter
QuarterHolders
Q2 2026283
Q1 2026208
Q4 2025188
Q3 2025183
Q2 2025173
Q1 2025168
Q4 2024178
Q3 2024176
Q2 2024173
Q1 2024180
Q4 2023198
Q3 2023184
Q2 2023180
Q1 2023178
Q4 2022151
Q3 2022136
Q2 2022127
Q1 2022129
Q4 2021134
Q3 2021112

Institutions

Institutions holding PDFS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.5,550,335$392.91M0.01%+684,158+14.1%Added
NEEDHAM INVESTMENT MANAGEMENT LLC2,065,000$146.18M4.40%+42,300+2.1%Added
VANGUARD CAPITAL MANAGEMENT LLC1,664,256$117.81M0.00%+276,134+19.9%Added
VANGUARD PORTFOLIO MANAGEMENT LLC1,457,748$103.19M0.00%+57,026+4.1%Added
STATE STREET CORP1,386,498$98.15M0.00%+194,090+16.3%Added
WASATCH ADVISORS INC1,380,739$97.74M0.64%+873,002+171.9%Added
BARROW HANLEY MEWHINNEY & STRAUSS LLC1,319,627$93.42M0.28%+179,080+15.7%Added
Ranger Investment Management, L.P.1,149,647$81.38M5.15%−129,983−10.2%Reduced
SNYDER CAPITAL MANAGEMENT L P1,033,997$73.2M1.26%−26,481−2.5%Reduced
Jupiter Topco LLC927,781$65.68M0.03%+927,781New
GEODE CAPITAL MANAGEMENT, LLC917,962$65M0.00%+115,739+14.4%Added
EMERALD ADVISERS, LLC884,294$62.6M1.47%+23,475+2.7%Added
JPMORGAN CHASE & CO927,267$61.13M0.00%+912,599+6,221.7%Added
DIMENSIONAL FUND ADVISORS LP841,186$59.54M0.01%−4,507−0.5%Reduced
JENNISON ASSOCIATES LLC716,075$50.69M0.03%+716,075New
Atreides Management, LP658,536$46.62M0.42%+658,536New
LOOMIS SAYLES & CO L P643,268$45.54M0.06%−183,841−22.2%Reduced
Ophir Asset Management Pty Ltd607,343$42.99M3.54%−530,006−46.6%Reduced
Point72 Asset Management, L.P.598,902$42.4M0.06%+598,902New
EMERALD MUTUAL FUND ADVISERS TRUST566,429$40.1M1.41%−28,181−4.7%Reduced
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC554,226$39.23M0.12%−701,333−55.9%Reduced
Samjo Management, LLC548,285$38.81M13.25%−371,670−40.4%Reduced
Silverberg Bernstein Capital Management LLC465,823$32.98M12.63%−7,060−1.5%Reduced
OBERWEIS ASSET MANAGEMENT INC/426,400$30.18M0.62%+426,400New
Invesco Ltd.422,931$29.94M0.00%+278,591+193.0%Added
NORTHERN TRUST CORP398,614$28.22M0.00%+46,055+13.1%Added
Russell Investments Group, Ltd.395,078$27.97M0.02%−46,638−10.6%Reduced
MORGAN STANLEY389,554$27.58M0.00%+47,774+14.0%Added
GOLDMAN SACHS GROUP INC371,392$26.29M0.00%+220,344+145.9%Added
Shannon River Fund Management LLC369,776$26.18M2.34%+369,776New
CHARLES SCHWAB INVESTMENT MANAGEMENT INC367,090$25.99M0.00%+58,916+19.1%Added
DF DENT & CO INC354,951$25.13M0.48%+1,991+0.6%Added
SEGALL BRYANT & HAMILL, LLC347,244$24.58M0.29%+347,244New
BAILLIE GIFFORD & CO345,472$24.46M0.02%+345,472New
FMR LLC310,389$21.97M0.00%+8,180+2.7%Added
Divisar Capital Management LLC307,879$21.79M5.02%−315,485−50.6%Reduced
ArrowMark Colorado Holdings LLC274,537$19.43M0.81%−82,083−23.0%Reduced
VANGUARD FIDUCIARY TRUST CO264,958$18.76M0.00%+43,878+19.8%Added
FIRST TRUST ADVISORS LP261,686$18.52M0.01%+261,686New
Bank of New York Mellon Corp208,318$14.75M0.00%+17,820+9.4%Added
PENN CAPITAL MANAGEMENT CO INC203,136$14.39M0.91%+183,160+916.9%Added
T. Rowe Price Investment Management, Inc.203,163$14.38M0.01%+203,163New
Connor, Clark & Lunn Investment Management Ltd.193,520$13.7M0.03%−135,385−41.2%Reduced
PRINCIPAL FINANCIAL GROUP INC183,845$13.01M0.01%+27,330+17.5%Added
Rockefeller Capital Management L.P.182,442$12.92M0.02%+182,124+57,271.7%Added
NEW YORK STATE COMMON RETIREMENT FUND164,574$11.65M0.01%+127,663+345.9%Added
RICE HALL JAMES & ASSOCIATES, LLC163,000$11.54M0.56%+15,218+10.3%Added
DAVENPORT & Co LLC150,419$10.65M0.05%+150,419New
DEUTSCHE BANK AG\132,536$9.38M0.00%+66,724+101.4%Added
Public Sector Pension Investment Board129,443$9.16M0.02%+14,918+13.0%Added
SUSQUEHANNA INTERNATIONAL GROUP, LLP126,387$8.95M0.01%+87,635+226.1%Added
SEI INVESTMENTS CO121,307$8.59M0.01%+30,914+34.2%Added
Nuveen, LLC121,122$8.57M0.00%+9,128+8.2%Added
AMERIPRISE FINANCIAL INC120,966$8.56M0.00%+68,644+131.2%Added
Herald Investment Management Ltd119,667$8.46M1.15%−80,333−40.2%Reduced
Pillsbury Lake Capital LLC117,854$8.34M2.29%−152,814−56.5%Reduced
Gem Investment Advisors, LLC105,526$7.47M4.58%00.0%Unchanged
BROWN CAPITAL MANAGEMENT LLC102,231$7.24M1.45%−2,091−2.0%Reduced
JANE STREET GROUP, LLC102,116$7.23M0.00%+102,116New
ENVESTNET ASSET MANAGEMENT INC96,826$6.85M0.00%+48,359+99.8%Added
UBS Group AG95,744$6.78M0.00%−5,541−5.5%Reduced
Squarepoint Ops LLC95,294$6.75M0.01%−35,625−27.2%Reduced
BANK OF AMERICA CORP /DE/95,117$6.73M0.00%+9,341+10.9%Added
ADVISOR GROUP HOLDINGS, INC.93,359$6.61M0.01%+82,525+761.7%Added
EAM Investors, LLC88,116$6.24M0.56%+88,116New
WELLS FARGO & COMPANY/MN87,071$6.16M0.00%+19,910+29.6%Added
CITADEL ADVISORS LLC84,419$5.98M0.00%+49,831+144.1%Added
RHUMBLINE ADVISERS81,139$5.74M0.00%−3,408−4.0%Reduced
Legal & General Group Plc81,024$5.73M0.00%+6,637+8.9%Added
Bridge City Capital, LLC76,507$5.42M1.24%−24,264−24.1%Reduced
SEVEN GRAND MANAGERS, LLC75,000$5.31M0.21%+75,000New
RAYMOND JAMES FINANCIAL INC74,062$5.24M0.00%+1,705+2.4%Added
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP66,592$4.71M0.00%+66,592New
UBS ASSET MANAGEMENT AMERICAS INC65,049$4.6M0.00%+5,210+8.7%Added
LPL Financial LLC64,210$4.55M0.00%+1,680+2.7%Added
Swiss National Bank64,000$4.53M0.00%+1,600+2.6%Added
Bouvel Investment Partners, LLC63,352$4.48M1.01%+63,352New
GILDER GAGNON HOWE & CO LLC56,590$4.01M0.04%+56,590New
Roubaix Capital, LLC53,546$3.79M1.36%−128,391−70.6%Reduced
CITIGROUP INC51,061$3.61M0.00%+44,655+697.1%Added
MILLENNIUM MANAGEMENT LLC45,944$3.25M0.00%+45,944New
AQR CAPITAL MANAGEMENT LLC45,580$3.23M0.00%−2,992−6.2%Reduced
Riverwater Partners LLC44,866$3.18M0.94%+44,866New
Creative Planning42,124$2.98M0.00%+3,197+8.2%Added
ACADIAN ASSET MANAGEMENT LLC40,393$2.86M0.00%−10,595−20.8%Reduced
CROWN ADVISORS MANAGEMENT, INC.40,000$2.83M1.55%+15,000+60.0%Added
BNP PARIBAS ARBITRAGE, SA38,674$2.74M0.00%+31,055+407.6%Added
PRELUDE CAPITAL MANAGEMENT, LLC38,460$2.72M0.20%−52,319−57.6%Reduced
PRUDENTIAL FINANCIAL INC37,822$2.68M0.00%+4,260+12.7%Added
Dana Investment Advisors, Inc.36,922$2.61M0.07%−25,166−40.5%Reduced
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM36,126$2.56M0.00%+5,419+17.6%Added
Williams Jones Wealth Management, LLC.32,000$2.27M0.03%00.0%Unchanged
Fisher Asset Management, LLC30,633$2.17M0.00%−20,811−40.5%Reduced
VGI Partners Ltd30,460$2.16M0.12%+30,460New
Vident Advisory, LLC29,966$2.12M0.02%+10,755+56.0%Added
Odyssean, LLC29,779$2.11M0.34%+29,779New
GREAT WEST LIFE ASSURANCE CO /CAN/28,724$2.03M0.00%+3,691+14.7%Added
PRICE T ROWE ASSOCIATES INC /MD/27,185$1.93M0.00%+4,301+18.8%Added
Voya Investment Management LLC26,530$1.88M0.00%−14,661−35.6%Reduced
Thrivent Financial for Lutherans24,744$1.75M0.00%+3,381+15.8%Added