PDF Solutions Inc

PDFS

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001120914

SEC filings (opens in a new tab)

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.

Q1 2026 vs. Q4 2025

How the institutions holding PDF Solutions Inc changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of PDFS: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	188	4	208	+24
Shares	30.6M	3.10M	32.2M	+4.69M (+17.0%)
Value	$874.0M	$88.3M	$1.05B	+$268.2M (+34.1%)

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (40)

Institutions that held PDF Solutions Inc at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to PDFS in Q1 2026
Institution	Shares	Value	% of portfolio
Vanguard Portfolio Management LLC	1,400,722	$45.8M	0.00%
Vanguard Capital Management LLC	1,388,122	$45.4M	0.00%
Barrow Hanley Mewhinney & Strauss LLC	1,140,547	$37.3M	0.12%
DF Dent & Co Inc	352,960	$11.5M	0.22%
Vanguard Fiduciary Trust Co	221,080	$7.23M	0.00%
Inspire Advisors, LLC	84,169	$2.75M	0.22%
Lazard Asset Management LLC	36,349	$1.19M	0.00%
Crown Advisors Management, Inc.	25,000	$817.0K	0.54%
Campbell & CO Investment Adviser LLC	22,117	$723.4K	0.04%
Vanguard Asset Management, Ltd	21,145	$691.7K	0.00%
Vident Advisory, LLC	19,211	$628.4K	0.01%
Man Group plc	18,777	$614.2K	0.00%
XTX Topco Ltd	18,301	$598.6K	0.01%
Vanguard Global Advisers, LLC	13,201	$431.8K	0.00%
Voloridge Investment Management, LLC	11,583	$378.9K	0.00%
Polymer Capital Management (US) LLC	10,915	$357.0K	0.05%
Aptus Capital Advisors, LLC	10,590	$346.4K	0.00%
Caxton Associates LLP	10,243	$335.0K	0.01%
Graham Capital Management, L.P.	9,647	$315.6K	0.01%
Yorktown Management & Research Co Inc	9,550	$312.4K	0.26%
Inceptionr LLC	9,475	$309.9K	0.07%
Intrust Bank NA	9,286	$303.7K	0.02%
Central Pacific Bank - Trust Division	9,188	$300.5K	0.04%
Vanguard Investments Australia, Ltd.	7,341	$240.1K	0.00%
Mangrove Partners	6,584	$215.4K	0.02%
Punch & Associates Investment Management, Inc.	6,480	$212.0K	0.01%
Sittner & Nelson, LLC	1,677	$54.9K	0.02%
Advisory Services Network, LLC	387	$12.7K	0.00%
Jones Financial Companies LLLP	263	$8.80K	0.00%
Aster Capital Management (DIFC) Ltd	307	$5.87K	0.00%
Kemnay Advisory Services Inc.	171	$5.59K	0.00%
Northwestern Mutual Wealth Management Co	134	$4.38K	0.00%
Twin Peaks Wealth Advisors, LLC	76	$2.49K	0.00%
National Bank of Canada	69	$2.25K	0.00%
Zions Bancorporation, National Association	65	$2.13K	0.00%
Brown, Lisle/Cummings, Inc.	59	$1.93K	0.00%
Quarry LP	37	$1.21K	0.00%
Keating Financial Advisory Services, Inc.	25	$818	0.00%
MAI Capital Management	8	$262	0.00%
Abound Wealth Management	4	$131	0.00%

Sold out (16)

Institutions that held PDF Solutions Inc at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of PDFS in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Mutual of America Capital Management LLC	107,649	$3.07M
Two Sigma Investments, LP	64,986	$1.85M
Jane Street Group, LLC	49,156	$1.40M
Arrowstreet Capital, Limited Partnership	48,553	$1.39M
Verition Fund Management LLC	37,536	$1.07M
Susquehanna Fundamental Investments, LLC	32,230	$919.5K
Two Sigma Advisers, LP	30,900	$881.6K
Prescott Group Capital Management, L.L.C.	20,000	$570.6K
Quest Partners LLC	13,785	$393.3K
Quantbot Technologies LP	13,005	$371.0K
Guggenheim Capital LLC	11,757	$335.4K
D. E. Shaw & Co., Inc.	10,152	$289.6K
Kestra Advisory Services, LLC	2,874	$82.0K
Simplex Trading, LLC	540	$15.4K
SRS Capital Advisors, Inc.	131	$3.74K
Flagship Harbor Advisors, LLC	6	$171

Not filed for Q1 2026 yet (4)

Institutions that held PDF Solutions Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PDFS in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vanguard Group Inc	3,089,519	$88.1M
Comerica Bank	7,040	$200.9K
Global Retirement Partners, LLC	8	$228
CIBC Private Wealth Group, LLC	7	$200