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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, Q1 2026

Institutional positions in PDF Solutions Inc as of Mar 31, 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
208
+24 vs. Q4 2025
Shares held
32.2M
+4.69M (+17.0%) vs. Q4 2025
Total value
$1.05B
+$268.2M (+34.1%) vs. Q4 2025
New holders
40
72 more added
Sold out
16
59 more reduced

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 208 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 heldQ1 2026: $1.05B
Q1 2021: $457.1MQ2 2021: $508.8MQ3 2021: $598.3MQ4 2021: $839.9MQ1 2022: $742.9MQ2 2022: $557.5MQ3 2022: $643.7MQ4 2022: $752.9MQ1 2023: $1.15BQ2 2023: $1.25BQ3 2023: $891.9MQ4 2023: $939.7MQ1 2024: $989.4MQ2 2024: $1.02BQ3 2024: $901.4MQ4 2024: $766.0MQ1 2025: $530.0MQ2 2025: $624.1MQ3 2025: $767.5MQ4 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$767.5M
Q2 2025173$624.1M
Q1 2025168$530.0M
Q4 2024178$766.0M
Q3 2024176$901.4M
Q2 2024173$1.02B
Q1 2024180$989.4M
Q4 2023198$939.7M
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$839.9M
Q3 2021112$598.3M
Q2 2021116$508.8M
Q1 2021102$457.1M

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding PDF Solutions Inc; share changes are against Q4 2025.

Institutions holding PDFS in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.4,866,177$159.2M0.00%−19,069−0.4%Reduced
Needham Investment Management LLC2,022,700$66.2M3.38%+57,700+2.9%Added
Vanguard Portfolio Management LLC1,400,722$45.8M0.00%+1,400,722New
Vanguard Capital Management LLC1,388,122$45.4M0.00%+1,388,122New
Ranger Investment Management, L.P.1,279,630$41.9M3.03%+109,616+9.4%Added
William Blair Investment Management, LLC1,255,559$41.1M0.14%−102,922−7.6%Reduced
State Street Corp1,192,408$39.0M0.00%+40,832+3.5%Added
Barrow Hanley Mewhinney & Strauss LLC1,140,547$37.3M0.12%+1,140,547New
Ophir Asset Management Pty Ltd1,137,349$37.2M4.33%+414,222+57.3%Added
Snyder Capital Management L P1,060,478$34.7M0.67%+105,043+11.0%Added
Janus Henderson Group PLC1,035,666$33.9M0.02%+123,531+13.5%Added
Samjo Management, LLC919,955$30.1M13.01%−231,064−20.1%Reduced
Emerald Advisers, LLC860,819$28.2M0.89%−82,553−8.8%Reduced
Dimensional Fund Advisors LP845,693$27.7M0.01%+44,730+5.6%Added
Loomis Sayles & Co L P827,109$27.1M0.04%+361,927+77.8%Added
Geode Capital Management, LLC802,223$26.2M0.00%+32,071+4.2%Added
Divisar Capital Management LLC623,364$20.4M5.20%−136,451−18.0%Reduced
Emerald Mutual Fund Advisers Trust594,610$19.4M0.94%00.0%Unchanged
Wasatch Advisors Inc507,737$16.6M0.11%−14,583−2.8%Reduced
Silverberg Bernstein Capital Management LLC472,883$15.5M8.52%−1,000−0.2%Reduced
Russell Investments Group, Ltd.441,716$14.4M0.02%+34,346+8.4%Added
ArrowMark Colorado Holdings LLC356,620$11.7M0.31%−136,723−27.7%Reduced
DF Dent & Co Inc352,960$11.5M0.22%+352,960New
Northern Trust Corp352,559$11.5M0.00%+4,625+1.3%Added
Morgan Stanley341,780$11.2M0.00%−57,442−14.4%Reduced
Connor, Clark & Lunn Investment Management Ltd.328,905$10.8M0.02%−59,432−15.3%Reduced
Charles Schwab Investment Management Inc308,174$10.1M0.00%+1,349+0.4%Added
FMR LLC302,209$9.89M0.00%+35,134+13.2%Added
Pillsbury Lake Capital LLC270,668$8.85M4.01%−105,401−28.0%Reduced
Vanguard Fiduciary Trust Co221,080$7.23M0.00%+221,080New
Herald Investment Management Ltd200,000$6.54M0.91%−25,000−11.1%Reduced
Bank of New York Mellon Corp190,498$6.23M0.00%−7,323−3.7%Reduced
Roubaix Capital, LLC181,937$5.95M2.78%−38,085−17.3%Reduced
Principal Financial Group Inc156,515$5.12M0.00%+3,467+2.3%Added
Goldman Sachs Group Inc151,048$4.94M0.00%−38,770−20.4%Reduced
Rice Hall James & Associates, LLC147,782$4.83M0.27%+127+0.1%Added
Invesco Ltd.144,340$4.72M0.00%+8,202+6.0%Added
Squarepoint Ops LLC130,919$4.28M0.01%−86,641−39.8%Reduced
Public Sector Pension Investment Board114,525$3.75M0.01%+3,796+3.4%Added
Nuveen, LLC111,994$3.66M0.00%+1,365+1.2%Added
Gem Investment Advisors, LLC105,526$3.45M3.39%00.0%Unchanged
Brown Capital Management LLC104,322$3.41M0.48%−20,815−16.6%Reduced
UBS Group AG101,285$3.31M0.00%+38,204+60.6%Added
Bridge City Capital, LLC100,771$3.30M0.91%−1,553−1.5%Reduced
Prelude Capital Management, LLC90,779$2.97M0.23%−25,671−22.0%Reduced
SEI Investments Co90,393$2.96M0.00%+48,184+114.2%Added
Bank of America Corp85,776$2.81M0.00%+5,903+7.4%Added
Rhumbline Advisers84,547$2.77M0.00%+2,070+2.5%Added
Inspire Advisors, LLC84,169$2.75M0.22%+84,169New
Lisanti Capital Growth, LLC81,365$2.66M0.67%−24,175−22.9%Reduced
Legal & General Group Plc74,387$2.43M0.00%−7,033−8.6%Reduced
Raymond James Financial Inc72,357$2.37M0.00%+23,809+49.0%Added
Wells Fargo & Company67,161$2.20M0.00%−13,541−16.8%Reduced
Deutsche Bank AG65,812$2.15M0.00%+3,042+4.8%Added
LPL Financial LLC62,530$2.05M0.00%+52,131+501.3%Added
Swiss National Bank62,400$2.04M0.00%00.0%Unchanged
Dana Investment Advisors, Inc.62,088$2.03M0.06%+6,811+12.3%Added
UBS Asset Management Americas Inc59,839$1.96M0.00%+1,961+3.4%Added
Ameriprise Financial Inc52,322$1.71M0.00%−6,486−11.0%Reduced
Fisher Asset Management, LLC51,444$1.68M0.00%+10,841+26.7%Added
Acadian Asset Management LLC50,988$1.66M0.00%−2,181−4.1%Reduced
AQR Capital Management LLC48,572$1.59M0.00%+2,340+5.1%Added
Envestnet Asset Management Inc48,467$1.59M0.00%+6,338+15.0%Added
Legato Capital Management LLC43,760$1.43M0.13%−9,770−18.3%Reduced
Voya Investment Management LLC41,191$1.35M0.00%−11,637−22.0%Reduced
Boothbay Fund Management, LLC39,824$1.30M0.03%−15,608−28.2%Reduced
Alliancebernstein L.P.44,980$1.28M0.00%+1,200+2.7%Added
Creative Planning38,927$1.27M0.00%+1,323+3.5%Added
Susquehanna International Group, LLP38,752$1.27M0.00%+23,050+146.8%Added
New York State Common Retirement Fund36,911$1.21M0.00%+1,500+4.2%Added
Lazard Asset Management LLC36,349$1.19M0.00%+36,349New
Victory Capital Management Inc36,300$1.19M0.00%00.0%Unchanged
Citadel Advisors LLC34,588$1.13M0.00%−5,268−13.2%Reduced
Prudential Financial Inc33,562$1.10M0.00%+3,070+10.1%Added
Williams Jones Wealth Management, LLC.32,000$1.05M0.01%00.0%Unchanged
California State Teachers Retirement System30,707$1.00M0.00%−238−0.8%Reduced
Gsa Capital Partners LLP30,378$994.0K0.06%+3,626+13.6%Added
Great West Life Assurance Co25,033$820.0K0.00%00.0%Unchanged
Crown Advisors Management, Inc.25,000$817.0K0.54%+25,000New
Kings Path Partners LLC24,500$801.4K0.28%00.0%Unchanged
M&T Bank Corp23,996$784.5K0.00%+3,831+19.0%Added
Price T Rowe Associates Inc22,884$749.0K0.00%+3,728+19.5%Added
Campbell & CO Investment Adviser LLC22,117$723.4K0.04%+22,117New
Quantinno Capital Management LP21,657$708.4K0.00%+3,219+17.5%Added
Thrivent Financial for Lutherans21,363$699.0K0.00%−629−2.9%Reduced
Vanguard Asset Management, Ltd21,145$691.7K0.00%+21,145New
Assenagon Asset Management S.A.20,503$670.7K0.00%−826−3.9%Reduced
Penn Capital Management Co Inc19,976$653.4K0.05%00.0%Unchanged
Numerai GP LLC19,573$640.2K0.06%+12,081+161.3%Added
Federated Hermes, Inc.19,300$631.3K0.00%00.0%Unchanged
Vident Advisory, LLC19,211$628.4K0.01%+19,211New
Man Group plc18,777$614.2K0.00%+18,777New
MetLife Investment Management18,692$611.4K0.00%00.0%Unchanged
XTX Topco Ltd18,301$598.6K0.01%+18,301New
CVA Family Office, LLC17,774$581.4K0.06%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC16,418$569.9K0.00%+373+2.3%Added
CenterBook Partners LP17,405$569.3K0.03%−17,071−49.5%Reduced
State of Alaska, Department of Revenue17,253$563.0K0.01%−334−1.9%Reduced
Natixis Advisors, L.P.17,019$557.0K0.00%+949+5.9%Added
Illinois Municipal Retirement Fund16,385$536.0K0.01%+1,718+11.7%Added