PDF SOLUTIONS INC (PDFS) — Institutional Holders, Q2 2026

284 institutional investment managers reported a PDFS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← PDFS stock profile

PDFS in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

JPMORGAN CHASEAdded · +912,599 sh+$64.6M
WASATCH ADVISORSAdded · +873,002 sh+$61.8M
JENNISON ASSOCIATESNew · +716,075 sh+$50.7M
BlackRockAdded · +684,158 sh+$48.4M
Atreides ManagementNew · +658,536 sh+$46.6M

Biggest sellers

WILLIAM BLAIR INVESTMENT MANAGEMENTTrimmed · -701,333 sh-$49.6M
Ophir Asset Management Pty LtdTrimmed · -530,006 sh-$37.5M
Samjo ManagementTrimmed · -371,670 sh-$26.3M
Divisar Capital ManagementTrimmed · -315,485 sh-$22.3M
LOOMIS SAYLES & L PTrimmed · -183,841 sh-$13.0M

PDFS 13F holders ranked 1–100 of 284

Institutional investors reporting a position in PDF SOLUTIONS INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 5,550,335 sh	5,550,335	$392.9M	<0.01%	+14.1%
2	NEEDHAM INVESTMENT MANAGEMENT#2 · 2,065,000 sh	2,065,000	$146.2M	4.40%	+2.1%
3	VANGUARD CAPITAL MANAGEMENT#3 · 1,664,256 sh	1,664,256	$117.8M	<0.01%	+19.9%
4	VANGUARD PORTFOLIO MANAGEMENT#4 · 1,457,748 sh	1,457,748	$103.2M	<0.01%	+4.1%
5	STATE STREET#5 · 1,386,498 sh	1,386,498	$98.2M	<0.01%	+16.3%
6	WASATCH ADVISORS#6 · 1,380,739 sh	1,380,739	$97.7M	—	+171.9%
7	BARROW HANLEY MEWHINNEY & STRAUSS#7 · 1,319,627 sh	1,319,627	$93.4M	0.28%	+15.7%
8	Ranger Investment Management, L.P.#8 · 1,149,647 sh	1,149,647	$81.4M	5.15%	-10.2%
9	SNYDER CAPITAL MANAGEMENT L P#9 · 1,033,997 sh	1,033,997	$73.2M	1.26%	-2.5%
10	Jupiter Topco#10 · 927,781 sh	927,781	$65.7M	0.03%	—
11	GEODE CAPITAL MANAGEMENT#11 · 917,962 sh	917,962	$65.0M	<0.01%	+14.4%
12	EMERALD ADVISERS#12 · 884,294 sh	884,294	$62.6M	1.47%	+2.7%
13	JPMORGAN CHASE#13 · 927,267 sh	927,267	$61.1M	<0.01%	+6221.7%
14	DIMENSIONAL FUND ADVISORS#14 · 841,186 sh	841,186	$59.5M	0.01%	-0.5%
15	JENNISON ASSOCIATES#15 · 716,075 sh	716,075	$50.7M	0.03%	New
16	Atreides Management#16 · 658,536 sh	658,536	$46.6M	0.33%	New
17	LOOMIS SAYLES & L P#17 · 643,268 sh	643,268	$45.5M	0.06%	-22.2%
18	Ophir Asset Management Pty Ltd#18 · 607,343 sh	607,343	$43.0M	3.54%	-46.6%
19	Point72 Asset Management, L.P.#19 · 598,902 sh	598,902	$42.4M	0.05%	New
20	EMERALD MUTUAL FUND ADVISERS#20 · 566,429 sh	566,429	$40.1M	1.41%	-4.7%
21	WILLIAM BLAIR INVESTMENT MANAGEMENT#21 · 554,226 sh	554,226	$39.2M	0.12%	-55.9%
22	Samjo Management#22 · 548,285 sh	548,285	$38.8M	13.25%	-40.4%
23	Silverberg Bernstein Capital Management#23 · 465,823 sh	465,823	$33.0M	—	-1.5%
24	OBERWEIS ASSET MANAGEMENT#24 · 426,400 sh	426,400	$30.2M	0.62%	New
25	Invesco Ltd.#25 · 422,931 sh	422,931	$29.9M	<0.01%	+193.0%
26	NORTHERN#26 · 398,614 sh	398,614	$28.2M	<0.01%	+13.1%
27	Russell Investments Group, Ltd.#27 · 395,078 sh	395,078	$28.0M	0.02%	-10.6%
28	MORGAN STANLEY#28 · 389,554 sh	389,554	$27.6M	<0.01%	+14.0%
29	GOLDMAN SACHS GROUP#29 · 371,392 sh	371,392	$26.3M	<0.01%	+145.9%
30	Shannon River Fund Management#30 · 369,776 sh	369,776	$26.2M	2.34%	New
31	CHARLES SCHWAB INVESTMENT MANAGEMENT#31 · 367,090 sh	367,090	$26.0M	<0.01%	+19.1%
32	DF DENT#32 · 354,951 sh	354,951	$25.1M	0.48%	+0.6%
33	SEGALL BRYANT & HAMILL#33 · 347,244 sh	347,244	$24.6M	0.29%	New
34	BAILLIE GIFFORD#34 · 345,472 sh	345,472	$24.5M	0.02%	New
35	FMR#35 · 310,389 sh	310,389	$22.0M	<0.01%	+2.7%
36	Divisar Capital Management#36 · 307,879 sh	307,879	$21.8M	5.02%	-50.6%
37	ArrowMark Colorado#37 · 274,537 sh	274,537	$19.4M	0.81%	-23.0%
38	VANGUARD FIDUCIARY#38 · 264,958 sh	264,958	$18.8M	<0.01%	+19.8%
39	FIRST ADVISORS#39 · 261,686 sh	261,686	$18.5M	0.01%	New
40	Bank of New York Mellon#40 · 208,318 sh	208,318	$14.7M	<0.01%	+9.4%
41	Penn Capital Management Company#41 · 203,136 sh	203,136	$14.4M	0.91%	+916.9%
42	T. Rowe Price Investment Management#42 · 203,163 sh	203,163	$14.4M	<0.01%	New
43	Connor, Clark & Lunn Investment Management Ltd.#43 · 193,520 sh	193,520	$13.7M	0.03%	-41.2%
44	PRINCIPAL FINANCIAL GROUP#44 · 183,845 sh	183,845	$13.0M	<0.01%	+17.5%
45	Rockefeller Capital Management L.P.#45 · 182,442 sh	182,442	$12.9M	0.02%	New
46	NEW YORK STATE COMMON RETIREMENT FUND#46 · 164,574 sh	164,574	$11.7M	0.01%	+345.9%
47	RICE HALL JAMES & ASSOCIATES#47 · 163,000 sh	163,000	$11.5M	0.56%	+10.3%
48	DAVENPORT#48 · 150,419 sh	150,419	$10.6M	—	New
49	DEUTSCHE BANK AG\#49 · 132,536 sh	132,536	$9.4M	<0.01%	+101.4%
50	PUBLIC SECTOR PENSION INVESTMENT BOARD#50 · 129,443 sh	129,443	$9.2M	0.02%	+13.0%
51	SUSQUEHANNA INTERNATIONAL GROUP, LLP#51 · 126,387 sh	126,387	$8.9M	<0.01%	+226.1%
52	SEI INVESTMENTS#52 · 121,307 sh	121,307	$8.6M	<0.01%	+34.2%
53	Nuveen#53 · 121,122 sh	121,122	$8.6M	<0.01%	+8.2%
54	AMERIPRISE FINANCIAL#54 · 120,966 sh	120,966	$8.6M	<0.01%	+131.2%
55	Herald Investment Management Ltd#55 · 119,667 sh	119,667	$8.5M	—	-40.2%
56	Pillsbury Lake Capital#56 · 117,854 sh	117,854	$8.3M	2.28%	-56.5%
57	Gem Investment Advisors#57 · 105,526 sh	105,526	$7.5M	4.58%	0.0%
58	BROWN CAPITAL MANAGEMENT#58 · 102,231 sh	102,231	$7.2M	1.45%	-2.0%
59	JANE STREET GROUP#59 · 102,116 sh	102,116	$7.2M	<0.01%	New
60	ENVESTNET ASSET MANAGEMENT#60 · 96,826 sh	96,826	$6.9M	<0.01%	+99.8%
61	UBS Group AG#61 · 95,744 sh	95,744	$6.8M	<0.01%	-5.5%
62	Squarepoint Ops#62 · 95,294 sh	95,294	$6.7M	<0.01%	-27.2%
63	BANK OF AMERICA#63 · 95,117 sh	95,117	$6.7M	<0.01%	+10.9%
64	OSAIC#64 · 93,359 sh	93,359	$6.6M	<0.01%	+761.7%
65	Informed Momentum#65 · 88,116 sh	88,116	$6.2M	0.56%	New
66	WELLS FARGO & COMPANY#66 · 87,071 sh	87,071	$6.2M	<0.01%	+29.6%
67	CITADEL ADVISORS#67 · 84,419 sh	84,419	$6.0M	<0.01%	+144.1%
68	RHUMBLINE ADVISERS#68 · 81,139 sh	81,139	$5.7M	<0.01%	-4.0%
69	Legal & General Group Plc#69 · 81,024 sh	81,024	$5.7M	<0.01%	+8.9%
70	Bridge City Capital#70 · 76,507 sh	76,507	$5.4M	1.24%	-24.1%
71	SEVEN GRAND MANAGERS#71 · 75,000 sh	75,000	$5.3M	0.21%	New
72	RAYMOND JAMES FINANCIAL#72 · 74,062 sh	74,062	$5.2M	<0.01%	+2.4%
73	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#73 · 66,592 sh	66,592	$4.7M	<0.01%	New
74	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#74 · 65,049 sh	65,049	$4.6M	<0.01%	+8.7%
75	LPL Financial#75 · 64,210 sh	64,210	$4.5M	<0.01%	+2.7%
76	Swiss National Bank#76 · 64,000 sh	64,000	$4.5M	<0.01%	+2.6%
77	Bouvel Investment Partners#77 · 63,352 sh	63,352	$4.5M	—	New
78	GILDER GAGNON HOWE#78 · 56,590 sh	56,590	$4.0M	0.04%	New
79	Roubaix Capital#79 · 53,546 sh	53,546	$3.8M	1.36%	-70.6%
80	CITIGROUP#80 · 51,061 sh	51,061	$3.6M	<0.01%	+697.1%
81	MILLENNIUM MANAGEMENT#81 · 45,944 sh	45,944	$3.3M	<0.01%	New
82	AQR CAPITAL MANAGEMENT#82 · 45,580 sh	45,580	$3.2M	<0.01%	-6.2%
83	Riverwater Partners#83 · 44,866 sh	44,866	$3.2M	0.94%	New
84	Creative Planning#84 · 42,124 sh	42,124	$3.0M	<0.01%	+8.2%
85	ACADIAN ASSET MANAGEMENT#85 · 40,393 sh	40,393	$2.9M	<0.01%	-20.8%
86	CROWN ADVISORS MANAGEMENT#86 · 40,000 sh	40,000	$2.8M	1.55%	+60.0%
87	BNP PARIBAS FINANCIAL MARKETS#87 · 38,674 sh	38,674	$2.7M	<0.01%	+407.6%
88	PRELUDE CAPITAL MANAGEMENT#88 · 38,460 sh	38,460	$2.7M	0.20%	-57.6%
89	PRUDENTIAL FINANCIAL#89 · 37,822 sh	37,822	$2.7M	<0.01%	+12.7%
90	Dana Investment Advisors#90 · 36,922 sh	36,922	$2.6M	0.07%	-40.5%
91	Williams Jones Wealth Management#91 · 32,000 sh	32,000	$2.3M	0.03%	0.0%
92	Fisher Asset Management#92 · 30,633 sh	30,633	$2.2M	<0.01%	-40.5%
93	Regal Partners Ltd#93 · 30,460 sh	30,460	$2.2M	0.12%	New
94	Vident Advisory#94 · 29,966 sh	29,966	$2.1M	0.02%	+56.0%
95	Odyssean#95 · 29,779 sh	29,779	$2.1M	0.34%	New
96	GREAT WEST LIFE ASSURANCE#96 · 28,724 sh	28,724	$2.0M	<0.01%	+14.7%
97	PRICE T ROWE ASSOCIATES#97 · 27,185 sh	27,185	$1.9M	<0.01%	+18.8%
98	VOYA INVESTMENT MANAGEMENT#98 · 26,530 sh	26,530	$1.9M	<0.01%	-35.6%
99	THRIVENT FINANCIAL FOR LUTHERANS#99 · 24,744 sh	24,744	$1.8M	<0.01%	+15.8%
100	M&T BANK#100 · 23,977 sh	23,977	$1.7M	<0.01%	+92.9%

Funds that sold out of PDFS in Q2 2026 (21)

Held PDFS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held PDFS in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Inspire Advisors84,169 sh	84,169	$2.8M
Lisanti Capital Growth81,365 sh	81,365	$2.7M
LAZARD ASSET MANAGEMENT36,349 sh	36,349	$1.2M
GSA CAPITAL PARTNERS LLP30,378 sh	30,378	$994.0K
Arete Wealth Advisors30,108 sh	30,108	$855.9K
CenterBook Partners17,405 sh	17,405	$569.3K
NANO CAP NEW MILLENNIUM GROWTH FUND L P12,500 sh	12,500	$408.9K
DARK FOREST CAPITAL MANAGEMENT11,589 sh	11,589	$379.1K
VOLORIDGE INVESTMENT MANAGEMENT11,583 sh	11,583	$378.9K
Polymer Capital Management (US)10,915 sh	10,915	$357.0K
INCEPTIONR9,475 sh	9,475	$309.9K
Susquehanna Portfolio Strategies8,353 sh	8,353	$273.2K
MANGROVE PARTNERS IM6,584 sh	6,584	$215.4K
QUADRANT CAPITAL GROUP1,590 sh	1,590	$75.0K
Advisory Services Network387 sh	387	$12.7K
Sound Income Strategies182 sh	182	$6.1K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT134 sh	134	$4.4K
TWIN PEAKS WEALTH ADVISORS76 sh	76	$2.5K
Root Financial Partners44 sh	44	$1.4K
Annis Gardner Whiting Capital Advisors30 sh	30	$982.00
MAI Capital Management8 sh	8	$262.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.