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PDF Solutions Inc

PDFS
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001120914

In the last 90 days, PDF Solutions Inc insiders filed 0 open-market purchases and 2 sales; 283 institutions reported holding it in 13F filings for Q2 2026, worth $2.75B in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in PDF Solutions Inc as of Dec 31, 2025. 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
188
+6 vs. Q3 2025
Shares held
30.6M
+1.07M (+3.6%) vs. Q3 2025
Total value
$874.0M
+$110.8M (+14.5%) vs. Q3 2025
New holders
30
71 more added
Sold out
24
60 more reduced

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PDFS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 188 institutions
Q1 2021: 102 institutionsQ2 2021: 116 institutionsQ3 2021: 112 institutionsQ4 2021: 134 institutionsQ1 2022: 129 institutionsQ2 2022: 127 institutionsQ3 2022: 136 institutionsQ4 2022: 151 institutionsQ1 2023: 178 institutionsQ2 2023: 180 institutionsQ3 2023: 184 institutionsQ4 2023: 198 institutionsQ1 2024: 180 institutionsQ2 2024: 173 institutionsQ3 2024: 176 institutionsQ4 2024: 178 institutionsQ1 2025: 168 institutionsQ2 2025: 173 institutionsQ3 2025: 183 institutionsQ4 2025: 188 institutionsQ1 2026: 208 institutionsQ2 2026: 283 institutions
Value heldQ4 2025: $874.0M
Q1 2021: $457.1MQ2 2021: $508.8MQ3 2021: $598.3MQ4 2021: $838.0MQ1 2022: $742.9MQ2 2022: $557.5MQ3 2022: $643.7MQ4 2022: $752.9MQ1 2023: $1.15BQ2 2023: $1.25BQ3 2023: $891.9MQ4 2023: $907.8MQ1 2024: $942.8MQ2 2024: $1.02BQ3 2024: $899.0MQ4 2024: $766.0MQ1 2025: $528.9MQ2 2025: $623.7MQ3 2025: $767.2MQ4 2025: $874.0MQ1 2026: $1.05BQ2 2026: $2.75B
Institutions holding PDFS and their total value by quarter
QuarterHoldersValue
Q2 2026283$2.75B
Q1 2026208$1.05B
Q4 2025188$874.0M
Q3 2025183$767.2M
Q2 2025173$623.7M
Q1 2025168$528.9M
Q4 2024178$766.0M
Q3 2024176$899.0M
Q2 2024173$1.02B
Q1 2024180$942.8M
Q4 2023198$907.8M
Q3 2023184$891.9M
Q2 2023180$1.25B
Q1 2023178$1.15B
Q4 2022151$752.9M
Q3 2022136$643.7M
Q2 2022127$557.5M
Q1 2022129$742.9M
Q4 2021134$838.0M
Q3 2021112$598.3M
Q2 2021116$508.8M
Q1 2021102$457.1M

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding PDF Solutions Inc; share changes are against Q3 2025.

Institutions holding PDFS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Federated Hermes, Inc.19,300$550.6K0.00%+19,300New
Nano Cap New Millennium Growth Fund L P19,500$556.3K0.47%+19,500New
Penn Capital Management Co Inc19,976$569.9K0.05%−97,487−83.0%Reduced
Prescott Group Capital Management, L.L.C.20,000$570.6K0.05%00.0%Unchanged
M&T Bank Corp20,165$575.1K0.00%+4,508+28.8%Added
Assenagon Asset Management S.A.21,329$608.5K0.00%+826+4.0%Added
Thrivent Financial for Lutherans21,992$627.0K0.00%−1,086−4.7%Reduced
Kings Path Partners LLC24,500$699.0K0.24%00.0%Unchanged
Great West Life Assurance Co25,033$714.0K0.00%−15,197−37.8%Reduced
Gsa Capital Partners LLP26,752$763.0K0.07%−40,379−60.1%Reduced
Prudential Financial Inc30,492$869.9K0.00%−2,489−7.5%Reduced
Two Sigma Advisers, LP30,900$881.6K0.00%+30,900New
California State Teachers Retirement System30,945$882.9K0.00%+2,226+7.8%Added
Williams Jones Wealth Management, LLC.32,000$913.0K0.01%00.0%Unchanged
Susquehanna Fundamental Investments, LLC32,230$919.5K0.03%+809+2.6%Added
CenterBook Partners LP34,476$983.6K0.05%−141,987−80.5%Reduced
New York State Common Retirement Fund35,411$1.01M0.00%00.0%Unchanged
Victory Capital Management Inc36,300$1.04M0.00%−1,300−3.5%Reduced
Verition Fund Management LLC37,536$1.07M0.01%+23,628+169.9%Added
Creative Planning37,604$1.07M0.00%−1,358−3.5%Reduced
Citadel Advisors LLC39,856$1.14M0.00%+2,566+6.9%Added
Fisher Asset Management, LLC40,603$1.16M0.00%+2,517+6.6%Added
Envestnet Asset Management Inc42,129$1.20M0.00%−4,154−9.0%Reduced
SEI Investments Co42,209$1.20M0.00%+42,209New
Alliancebernstein L.P.43,780$1.25M0.00%+10,400+31.2%Added
AQR Capital Management LLC46,232$1.32M0.00%−19,559−29.7%Reduced
Raymond James Financial Inc48,548$1.39M0.00%+14,772+43.7%Added
Arrowstreet Capital, Limited Partnership48,553$1.39M0.00%−59,329−55.0%Reduced
Jane Street Group, LLC49,156$1.40M0.00%+33,410+212.2%Added
Barclays PLC50,556$1.44M0.00%+925+1.9%Added
Voya Investment Management LLC52,828$1.51M0.00%+934+1.8%Added
Acadian Asset Management LLC53,169$1.51M0.00%−36,490−40.7%Reduced
Legato Capital Management LLC53,530$1.53M0.13%+26,268+96.4%Added
Dark Forest Capital Management LP55,068$1.57M0.07%+3,721+7.2%Added
Dana Investment Advisors, Inc.55,277$1.58M0.05%−30,118−35.3%Reduced
Boothbay Fund Management, LLC55,432$1.58M0.04%−2,010−3.5%Reduced
UBS Asset Management Americas Inc57,878$1.65M0.00%+8,914+18.2%Added
Ameriprise Financial Inc58,808$1.68M0.00%−4,398−7.0%Reduced
Swiss National Bank62,400$1.78M0.00%+2,300+3.8%Added
Deutsche Bank AG62,770$1.79M0.00%+99+0.2%Added
UBS Group AG63,081$1.80M0.00%−36,554−36.7%Reduced
Two Sigma Investments, LP64,986$1.85M0.00%+54,228+504.1%Added
Bank of America Corp79,873$2.28M0.00%+3,616+4.7%Added
Wells Fargo & Company80,702$2.30M0.00%+15,055+22.9%Added
Legal & General Group Plc81,420$2.32M0.00%−5,518−6.3%Reduced
Rhumbline Advisers82,477$2.35M0.00%−4,441−5.1%Reduced
Bridge City Capital, LLC102,324$2.92M0.86%−14,508−12.4%Reduced
Gem Investment Advisors, LLC105,526$3.01M2.85%+105,526New
Lisanti Capital Growth, LLC105,540$3.01M0.71%+105,540New
Mutual of America Capital Management LLC107,649$3.07M0.03%−555−0.5%Reduced
Nuveen, LLC110,629$3.16M0.00%+30,245+37.6%Added
Public Sector Pension Investment Board110,729$3.16M0.01%−13,944−11.2%Reduced
Prelude Capital Management, LLC116,450$3.32M0.24%+15,399+15.2%Added
Brown Capital Management LLC125,137$3.57M0.29%+125,137New
Invesco Ltd.136,138$3.88M0.00%+28,615+26.6%Added
Rice Hall James & Associates, LLC147,655$4.21M0.23%−12,608−7.9%Reduced
Principal Financial Group Inc153,048$4.37M0.00%−1,627−1.1%Reduced
Goldman Sachs Group Inc189,818$5.42M0.00%+49,310+35.1%Added
Bank of New York Mellon Corp197,821$5.64M0.00%−7,096−3.5%Reduced
Squarepoint Ops LLC217,560$6.21M0.01%−36,951−14.5%Reduced
Roubaix Capital, LLC220,022$6.28M2.68%+13,674+6.6%Added
Herald Investment Management Ltd225,000$6.42M0.84%+25,000+12.5%Added
FMR LLC267,075$7.62M0.00%+28,779+12.1%Added
Charles Schwab Investment Management Inc306,825$8.75M0.00%+8,278+2.8%Added
Northern Trust Corp347,934$9.93M0.00%−15,855−4.4%Reduced
Pillsbury Lake Capital LLC376,069$10.7M4.37%+376,069New
Connor, Clark & Lunn Investment Management Ltd.388,337$11.1M0.03%−6,773−1.7%Reduced
Morgan Stanley399,222$11.4M0.00%+41,953+11.7%Added
Russell Investments Group, Ltd.407,370$11.6M0.01%+33,119+8.8%Added
Loomis Sayles & Co L P465,182$13.3M0.02%+101,999+28.1%Added
Silverberg Bernstein Capital Management LLC473,883$13.5M7.81%+15,100+3.3%Added
ArrowMark Colorado Holdings LLC493,343$14.1M0.31%+41,555+9.2%Added
Wasatch Advisors Inc522,320$14.9M0.09%−25,498−4.7%Reduced
Emerald Mutual Fund Advisers Trust594,610$17.0M0.83%00.0%Unchanged
Ophir Asset Management Pty Ltd723,127$20.6M2.31%+723,127New
Divisar Capital Management LLC759,815$21.7M6.09%+75,733+11.1%Added
Geode Capital Management, LLC770,152$22.0M0.00%+4,437+0.6%Added
Dimensional Fund Advisors LP800,963$22.9M0.00%−10,330−1.3%Reduced
Janus Henderson Group PLC912,135$26.0M0.01%+128,270+16.4%Added
Emerald Advisers, LLC943,372$26.9M0.83%+717+0.1%Added
Snyder Capital Management L P955,435$27.3M0.51%+155,078+19.4%Added
Samjo Management, LLC1,151,019$32.8M12.69%+30,300+2.7%Added
State Street Corp1,151,576$32.9M0.00%+5,619+0.5%Added
Ranger Investment Management, L.P.1,170,014$33.4M2.29%+112,804+10.7%Added
William Blair Investment Management, LLC1,358,481$38.8M0.11%+9,040+0.7%Added
Needham Investment Management LLC1,965,000$56.1M3.54%−53,550−2.7%Reduced
Vanguard Group Inc3,089,519$88.1M0.00%−65,100−2.1%Reduced
BlackRock, Inc.4,885,246$139.4M0.00%+22,042+0.5%Added
Cannell Capital LLC0$00.00%−337,315−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−105,790−100.0%Sold out
Renaissance Technologies LLC0$00.00%−90,100−100.0%Sold out
Algert Global LLC0$00.00%−89,292−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−57,860−100.0%Sold out
Man Group plc0$00.00%−42,385−100.0%Sold out
HRT Financial LP0$00.00%−35,058−100.0%Sold out
First Trust Advisors LP0$00.00%−34,767−100.0%Sold out
DRW Securities, LLC0$00.00%−23,986−100.0%Sold out
Pitcairn Co0$00.00%−18,028−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−16,610−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−16,318−100.0%Sold out