Who owns PDF Solutions (PDFS)
Which tracked institutional funds hold PDFS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PDFS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PDFS is one-sided between 2026-Q1 and 2026-Q2: 143 added or opened and 17 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PDFS’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PDFS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PDFS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 264 tracked filers holding PDFS, 180 increased or opened the position and 95 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PDFS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 37
- Jupiter Topco LLC$66M
- JENNISON ASSOCIATES LLC$51M
- Atreides Management, LP$47M
- Point72 Asset Management, L.P.$42M
- OBERWEIS ASSET MANAGEMENT INC/$30M
- Shannon River Fund Management LLC$26M
Full exits 12
- JANUS HENDERSON GROUP PLC$34M
- Inspire Advisors, LLC$3M
- Lisanti Capital Growth, LLC$3M
- ACADIAN ASSET MANAGEMENT LLC$2M
- LAZARD ASSET MANAGEMENT LLC$1M
- GSA CAPITAL PARTNERS LLP$994K
Largest adds
- BlackRock, Inc.$234M
- WASATCH ADVISORS LP$81M
- NEEDHAM INVESTMENT MANAGEMENT LLC$80M
- VANGUARD CAPITAL MANAGEMENT LLC$72M
- JPMORGAN CHASE & CO$61M
- STATE STREET CORP$59M
Largest trims
- Roubaix Capital, LLC$2M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$2M
- Legato Capital Management LLC$659K
- Pillsbury Lake Capital LLC$511K
- Assenagon Asset Management S.A.$324K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 5,550,335 | $393M | 14.8% | 2026-Q2 |
| NEEDHAM INVESTMENT MANAGEMENT LLC added | 2,065,000 | $146M | 5.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,664,256 | $118M | 4.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,457,748 | $103M | 3.9% | 2026-Q2 |
| STATE STREET CORP added | 1,386,498 | $98M | 3.7% | 2026-Q2 |
| WASATCH ADVISORS LP added | 1,380,739 | $98M | 3.7% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 1,319,627 | $93M | 3.5% | 2026-Q2 |
| Ranger Investment Management, L.P. trimmed | 1,149,647 | $81M | 3.1% | 2026-Q2 |
| SNYDER CAPITAL MANAGEMENT L P trimmed | 1,033,997 | $73M | 2.8% | 2026-Q2 |
| Jupiter Topco LLC new | 927,781 | $66M | 2.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 927,267 | $61M | 2.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 917,962 | $65M | 2.5% | 2026-Q2 |
| EMERALD ADVISERS, LLC added | 884,294 | $63M | 2.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 841,186 | $60M | 2.2% | 2026-Q2 |
| JENNISON ASSOCIATES LLC new | 716,075 | $51M | 1.9% | 2026-Q2 |
| Atreides Management, LP new | 658,536 | $47M | 1.8% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 643,268 | $46M | 1.7% | 2026-Q2 |
| Ophir Asset Management Pty Ltd trimmed | 607,343 | $43M | 1.6% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 598,902 | $42M | 1.6% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST trimmed | 566,429 | $40M | 1.5% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 554,226 | $39M | 1.5% | 2026-Q2 |
| Samjo Management, LLC trimmed | 548,285 | $39M | 1.5% | 2026-Q2 |
| Silverberg Bernstein Capital Management LLC trimmed | 465,823 | $33M | 1.2% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ new | 426,400 | $30M | 1.1% | 2026-Q2 |
| Invesco Ltd. added | 422,931 | $30M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 398,614 | $28M | 1.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 395,078 | $28M | 1.1% | 2026-Q2 |
| MORGAN STANLEY added | 389,554 | $28M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 371,392 | $26M | 1.0% | 2026-Q2 |
| Shannon River Fund Management LLC new | 369,776 | $26M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 367,090 | $26M | 1.0% | 2026-Q2 |
| DF DENT & CO INC added | 354,951 | $25M | 0.9% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 347,244 | $25M | 0.9% | 2026-Q2 |
| BAILLIE GIFFORD & CO new | 345,472 | $24M | 0.9% | 2026-Q2 |
| FMR LLC added | 310,389 | $22M | 0.8% | 2026-Q2 |
| Divisar Capital Management LLC trimmed | 307,879 | $22M | 0.8% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC trimmed | 274,537 | $19M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 264,958 | $19M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 261,686 | $19M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 208,318 | $15M | 0.6% | 2026-Q2 |
| Penn Capital Management Company, LLC added | 203,136 | $14M | 0.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 193,520 | $14M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 183,845 | $13M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 182,442 | $13M | 0.5% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 164,574 | $12M | 0.4% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 163,000 | $12M | 0.4% | 2026-Q2 |
| DAVENPORT & Co LLC new | 150,419 | $11M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 132,536 | $9M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board added | 129,443 | $9M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 126,387 | $9M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO added | 121,307 | $9M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 121,122 | $9M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 120,966 | $9M | 0.3% | 2026-Q2 |
| HERALD INVESTMENT MANAGEMENT Ltd trimmed | 119,667 | $8M | 0.3% | 2026-Q2 |
| Pillsbury Lake Capital LLC trimmed | 117,854 | $8M | 0.3% | 2026-Q2 |
| Gem Investment Advisors, LLC | 105,526 | $7M | 0.3% | 2026-Q2 |
| BROWN CAPITAL MANAGEMENT LLC trimmed | 102,231 | $7M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 102,116 | $7M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 96,826 | $7M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 95,744 | $7M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 95,294 | $7M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 95,117 | $7M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 93,359 | $7M | 0.2% | 2026-Q2 |
| Informed Momentum Co LLC new | 88,116 | $6M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 87,071 | $6M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 84,419 | $6M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 81,139 | $6M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 81,024 | $6M | 0.2% | 2026-Q2 |
| Bridge City Capital, LLC trimmed | 76,507 | $5M | 0.2% | 2026-Q2 |
| SEVEN GRAND MANAGERS, LLC new | 75,000 | $5M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 74,062 | $5M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 66,592 | $5M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 65,049 | $5M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 64,210 | $5M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 64,000 | $5M | 0.2% | 2026-Q2 |
| Bouvel Investment Partners, LLC new | 63,352 | $4M | 0.2% | 2026-Q2 |
| GILDER GAGNON HOWE & CO LLC new | 56,590 | $4M | 0.2% | 2026-Q2 |
| Roubaix Capital, LLC trimmed | 53,546 | $4M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 51,061 | $4M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 45,944 | $3M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 45,580 | $3M | 0.1% | 2026-Q2 |
| Riverwater Partners LLC new | 44,866 | $3M | 0.1% | 2026-Q2 |
| Creative Planning added | 42,124 | $3M | 0.1% | 2026-Q2 |
| CROWN ADVISORS MANAGEMENT, INC. added | 40,000 | $3M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 38,674 | $3M | 0.1% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 38,460 | $3M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 37,822 | $3M | 0.1% | 2026-Q2 |
| Dana Investment Advisors, Inc. trimmed | 36,922 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 36,126 | $3M | 0.1% | 2026-Q2 |
| Williams Jones Wealth Management, LLC. | 32,000 | $2M | 0.1% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 30,633 | $2M | 0.1% | 2026-Q2 |
| Regal Partners Ltd new | 30,460 | $2M | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 29,966 | $2M | 0.1% | 2026-Q2 |
| Odyssean, LLC new | 29,779 | $2M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 27,185 | $2M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 26,530 | $2M | 0.1% | 2026-Q2 |
| M&T Bank Corp added | 23,977 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 23,570 | $2M | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 22,609 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 21,145 | $1M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.