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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, Q2 2026

Institutional positions in PDF Solutions Inc 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
+77 vs. Q1 2026
Shares held
38.9M
+7.76M (+24.9%) vs. Q1 2026
Total value
$2.75B
+$1.73B (+169.7%) vs. Q1 2026
New holders
97
93 more added
Sold out
20
63 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 283 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 heldQ2 2026: $2.75B
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, Q2 2026

Shares, value and share of portfolio for each institution holding PDF Solutions Inc; share changes are against Q1 2026.

Institutions holding PDFS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.5,550,335$392.9M0.01%+684,158+14.1%Added
Needham Investment Management LLC2,065,000$146.2M4.40%+42,300+2.1%Added
Vanguard Capital Management LLC1,664,256$117.8M0.00%+276,134+19.9%Added
Vanguard Portfolio Management LLC1,457,748$103.2M0.00%+57,026+4.1%Added
State Street Corp1,386,498$98.2M0.00%+194,090+16.3%Added
Wasatch Advisors Inc1,380,739$97.7M0.64%+873,002+171.9%Added
Barrow Hanley Mewhinney & Strauss LLC1,319,627$93.4M0.28%+179,080+15.7%Added
Ranger Investment Management, L.P.1,149,647$81.4M5.15%−129,983−10.2%Reduced
Snyder Capital Management L P1,033,997$73.2M1.26%−26,481−2.5%Reduced
Jupiter Topco LLC927,781$65.7M0.03%+927,781New
Geode Capital Management, LLC917,962$65.0M0.00%+115,739+14.4%Added
Emerald Advisers, LLC884,294$62.6M1.47%+23,475+2.7%Added
JPMorgan Chase & Co927,267$61.1M0.00%+912,599+6,221.7%Added
Dimensional Fund Advisors LP841,186$59.5M0.01%−4,507−0.5%Reduced
Jennison Associates LLC716,075$50.7M0.03%+716,075New
Atreides Management, LP658,536$46.6M0.42%+658,536New
Loomis Sayles & Co L P643,268$45.5M0.06%−183,841−22.2%Reduced
Ophir Asset Management Pty Ltd607,343$43.0M3.54%−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$39.2M0.12%−701,333−55.9%Reduced
Samjo Management, LLC548,285$38.8M13.25%−371,670−40.4%Reduced
Silverberg Bernstein Capital Management LLC465,823$33.0M12.63%−7,060−1.5%Reduced
Oberweis Asset Management Inc426,400$30.2M0.62%+426,400New
Invesco Ltd.422,931$29.9M0.00%+278,591+193.0%Added
Northern Trust Corp398,614$28.2M0.00%+46,055+13.1%Added
Russell Investments Group, Ltd.395,078$28.0M0.02%−46,638−10.6%Reduced
Morgan Stanley389,554$27.6M0.00%+47,774+14.0%Added
Goldman Sachs Group Inc371,392$26.3M0.00%+220,344+145.9%Added
Shannon River Fund Management LLC369,776$26.2M2.34%+369,776New
Charles Schwab Investment Management Inc367,090$26.0M0.00%+58,916+19.1%Added
DF Dent & Co Inc354,951$25.1M0.48%+1,991+0.6%Added
Segall Bryant & Hamill, LLC347,244$24.6M0.29%+347,244New
Baillie Gifford & Co345,472$24.5M0.02%+345,472New
FMR LLC310,389$22.0M0.00%+8,180+2.7%Added
Divisar Capital Management LLC307,879$21.8M5.02%−315,485−50.6%Reduced
ArrowMark Colorado Holdings LLC274,537$19.4M0.81%−82,083−23.0%Reduced
Vanguard Fiduciary Trust Co264,958$18.8M0.00%+43,878+19.8%Added
First Trust Advisors LP261,686$18.5M0.01%+261,686New
Bank of New York Mellon Corp208,318$14.7M0.00%+17,820+9.4%Added
Penn Capital Management Co Inc203,136$14.4M0.91%+183,160+916.9%Added
T. Rowe Price Investment Management, Inc.203,163$14.4M0.01%+203,163New
Connor, Clark & Lunn Investment Management Ltd.193,520$13.7M0.03%−135,385−41.2%Reduced
Principal Financial Group Inc183,845$13.0M0.01%+27,330+17.5%Added
Rockefeller Capital Management L.P.182,442$12.9M0.02%+182,124+57,271.7%Added
New York State Common Retirement Fund164,574$11.7M0.01%+127,663+345.9%Added
Rice Hall James & Associates, LLC163,000$11.5M0.56%+15,218+10.3%Added
Davenport & Co LLC150,419$10.6M0.05%+150,419New
Deutsche Bank AG132,536$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 Corp95,117$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 & Company87,071$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$4.60M0.00%+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$2.85M0.00%−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 Co28,724$2.03M0.00%+3,691+14.7%Added
Price T Rowe Associates Inc27,185$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