PDF SolutionsPDFS
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 283 institutions reported holding PDF Solutions Inc. (PDFS) in their 13F filings, up 75 from Q1 2026. 93 opened new positions and 20 sold out. The largest holders were BlackRock, Inc. ($392.9M), Needham Investment Management LLC ($146.2M) and Vanguard Capital Management LLC ($117.8M). 7 famous investors held it, including Gavin Baker (0.4% of Atreides Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PDF Solutions Inc.
- CUSIP
- 693282105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $363.3M |
| Exits | 20 | $10.5M |
All 13F filers, Q1 2026 → Q2 2026: 10,442,264 shares bought and 3,613,707 shares sold, net +6,828,557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 283 holders
| BlackRock, Inc. | 0.01% | Add +14.1% | 5,550,335 | $392.9M |
| Needham Investment Management LLC | 4.40% | Add +2.1% | 2,065,000 | $146.2M |
| Vanguard Capital Management LLC | 0.00% | Add +19.9% | 1,664,256 | $117.8M |
| Vanguard Portfolio Management LLC | 0.00% | Add +4.1% | 1,457,748 | $103.2M |
| State Street Corp. | 0.00% | Add +16.3% | 1,386,498 | $98.2M |
| Wasatch Advisors LP | 0.64% | Add +171.9% | 1,380,739 | $97.7M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.28% | Add +15.7% | 1,319,627 | $93.4M |
| Ranger Investment Management, L.P. | 5.15% | Reduce -10.2% | 1,149,647 | $81.4M |
| Snyder Capital Management L P | 1.26% | Reduce -2.5% | 1,033,997 | $73.2M |
| Jupiter Topco LLC | 0.03% | — | 927,781 | $65.7M |
| Geode Capital Management, LLC | 0.00% | Add +14.4% | 917,962 | $65.0M |
| Emerald Advisers, LLC | 1.47% | Add +2.7% | 884,294 | $62.6M |
| JPMorgan Chase & Co. | 0.00% | Add +6221.7% | 927,267 | $61.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.5% | 841,186 | $59.5M |
| Jennison Associates LLC | 0.03% | New | 716,075 | $50.7M |
| Atreides Management | 0.42% | New | 658,536 | $46.6M |
| Loomis Sayles & Co. L P | 0.06% | Reduce -22.2% | 643,268 | $45.5M |
| Ophir Asset Management Pty Ltd | 3.54% | Reduce -46.6% | 607,343 | $43.0M |
| Point72 Asset Management | 0.07% | New | 598,902 | $42.4M |
| Emerald Mutual Fund Advisers Trust | 1.41% | Reduce -4.7% | 566,429 | $40.1M |
| William Blair Investment Management, LLC | 0.12% | Reduce -55.9% | 554,226 | $39.2M |
| Samjo Management, LLC | 13.25% | Reduce -40.4% | 548,285 | $38.8M |
| Silverberg Bernstein Capital Management LLC | 12.63% | Reduce -1.5% | 465,823 | $33.0M |
| Oberweis Asset Management Inc./ | 0.62% | New | 426,400 | $30.2M |
| Invesco Ltd. | 0.00% | Add +193.0% | 422,931 | $29.9M |
| Northern Trust Corp. | 0.00% | Add +13.1% | 398,614 | $28.2M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -10.6% | 395,078 | $28.0M |
| Morgan Stanley | 0.00% | Add +14.0% | 389,554 | $27.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +145.9% | 371,392 | $26.3M |
| Shannon River Fund Management LLC | 2.34% | New | 369,776 | $26.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +19.1% | 367,090 | $26.0M |
| DF Dent & Co. Inc. | 0.48% | Add +0.6% | 354,951 | $25.1M |
| Segall Bryant & Hamill, LLC | 0.29% | New | 347,244 | $24.6M |
| Baillie Gifford & Co. | 0.02% | New | 345,472 | $24.5M |
| FMR LLC | 0.00% | Add +2.7% | 310,389 | $22.0M |
| Divisar Capital Management LLC | 5.02% | Reduce -50.6% | 307,879 | $21.8M |
| ArrowMark Colorado Holdings LLC | 0.81% | Reduce -23.0% | 274,537 | $19.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +19.9% | 264,958 | $18.8M |
| First Trust Advisors LP | 0.01% | New | 261,686 | $18.5M |
| Bank of New York Mellon Corp | 0.00% | Add +9.3% | 208,318 | $14.7M |
| Penn Capital Management Company, LLC | 0.91% | Add +916.9% | 203,136 | $14.4M |
| T. Rowe Price Investment Management, Inc. | 0.01% | New | 203,163 | $14.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Reduce -41.2% | 193,520 | $13.7M |
| Principal Financial Group Inc. | 0.01% | Add +17.5% | 183,845 | $13.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +57271.7% | 182,442 | $12.9M |
| New York State Common Retirement Fund | 0.01% | Add +345.9% | 164,574 | $11.7M |
| Rice Hall James & Associates, LLC | 0.56% | Add +10.3% | 163,000 | $11.5M |
| DAVENPORT & Co LLC | 0.05% | New | 150,419 | $10.6M |
| Deutsche Bank AG | 0.00% | Add +101.4% | 132,536 | $9.4M |
| Public Sector Pension Investment Board | 0.02% | Add +13.0% | 129,443 | $9.2M |
| Susquehanna International Group, LLP | 0.01% | Add +226.1% | 126,387 | $8.9M |
| Sei Investments Co. | 0.01% | Add +34.2% | 121,307 | $8.6M |
| Nuveen, LLC | 0.00% | Add +8.2% | 121,122 | $8.6M |
| Ameriprise Financial Inc. | 0.00% | Add +131.2% | 120,966 | $8.6M |
| HERALD INVESTMENT MANAGEMENT Ltd | 1.15% | Reduce -40.2% | 119,667 | $8.5M |
| Pillsbury Lake Capital LLC | 2.29% | Reduce -56.5% | 117,854 | $8.3M |
| Gem Investment Advisors, LLC | 4.58% | No change | 105,526 | $7.5M |
| Brown Capital Management LLC | 1.45% | Reduce -2.0% | 102,231 | $7.2M |
| Jane Street Group, LLC | 0.00% | New | 102,116 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +99.8% | 96,826 | $6.9M |
| UBS Group AG | 0.00% | Reduce -5.5% | 95,744 | $6.8M |
| Squarepoint Ops LLC | 0.01% | Reduce -27.2% | 95,294 | $6.7M |
| Bank of America Corp. | 0.00% | Add +10.9% | 95,117 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Add +761.7% | 93,359 | $6.6M |
| Informed Momentum Co LLC | 0.56% | New | 88,116 | $6.2M |
| Wells Fargo & Company | 0.00% | Add +29.6% | 87,071 | $6.2M |
| Citadel Advisors | 0.00% | Add +144.1% | 84,419 | $6.0M |
| Rhumbline Advisers | 0.00% | Reduce -4.0% | 81,139 | $5.7M |
| Legal & General Group Plc | 0.00% | Add +8.9% | 81,024 | $5.7M |
| Bridge City Capital, LLC | 1.24% | Reduce -24.1% | 76,507 | $5.4M |
| Seven Grand Managers, LLC | 0.21% | New | 75,000 | $5.3M |
| Raymond James Financial Inc. | 0.00% | Add +2.4% | 74,062 | $5.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 66,592 | $4.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +8.7% | 65,049 | $4.6M |
| LPL Financial LLC | 0.00% | Add +2.7% | 64,210 | $4.5M |
| Swiss National Bank | 0.00% | Add +2.6% | 64,000 | $4.5M |
| Bouvel Investment Partners, LLC | 1.01% | New | 63,352 | $4.5M |
| Gilder Gagnon Howe & Co. LLC | 0.04% | New | 56,590 | $4.0M |
| Roubaix Capital, LLC | 1.36% | Reduce -70.6% | 53,546 | $3.8M |
| Citigroup Inc. | 0.00% | Add +697.1% | 51,061 | $3.6M |
| Millennium Management | 0.00% | New | 45,944 | $3.3M |
| AQR Capital Management | 0.00% | Reduce -6.2% | 45,580 | $3.2M |
| Riverwater Partners LLC | 0.94% | New | 44,866 | $3.2M |
| Creative Planning | 0.00% | Add +8.2% | 42,124 | $3.0M |
| Acadian Asset Management LLC | 0.00% | Reduce -20.8% | 40,393 | $2.9M |
| Crown Advisors Management, Inc. | 1.55% | Add +60.0% | 40,000 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Add +407.6% | 38,674 | $2.7M |
| Prelude Capital Management, LLC | 0.20% | Reduce -57.6% | 38,460 | $2.7M |
| Prudential Financial Inc. | 0.00% | Add +12.7% | 37,822 | $2.7M |
| Dana Investment Advisors, Inc. | 0.07% | Reduce -40.5% | 36,922 | $2.6M |
| California State Teachers Retirement System | 0.00% | Add +17.6% | 36,126 | $2.6M |
| Williams Jones Wealth Management, LLC. | 0.03% | No change | 32,000 | $2.3M |
| Fisher Asset Management | 0.00% | Reduce -40.5% | 30,633 | $2.2M |
| Regal Partners Ltd | 0.12% | New | 30,460 | $2.2M |
| Vident Advisory, LLC | 0.02% | Add +56.0% | 29,966 | $2.1M |
| Odyssean, LLC | 0.34% | New | 29,779 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +14.7% | 28,724 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +18.8% | 27,185 | $1.9M |
| Voya Investment Management LLC | 0.00% | Reduce -35.6% | 26,530 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Add +15.8% | 24,744 | $1.8M |
"% of holder's portfolio" is PDFS's weight in each manager's 13F, not the share of PDF Solutions Inc. the manager owns.