Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in PDFS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.6M | $392.9M | +14.1% | 13.257% | 0.01% |
| 2 | NEEDHAM INVESTMENT MANAGEMENT LLC | 2.1M | $146.2M | +2.1% | 4.932% | 4.40% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $117.8M | +19.9% | 3.975% | 0.00% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.5M | $103.2M | +4.1% | 3.482% | 0.00% |
| 5 | STATE STREET CORP | 1.4M | $98.2M | +16.3% | 3.312% | 0.00% |
| 6 | WASATCH ADVISORS LP | 1.4M | $97.7M | +171.9% | 3.298% | 0.64% |
| 7 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.3M | $93.4M | +15.7% | 3.152% | 0.28% |
| 8 | Ranger Investment Management, L.P. | 1.1M | $81.4M | -10.2% | 2.746% | 5.15% |
| 9 | SNYDER CAPITAL MANAGEMENT L P | 1.0M | $73.2M | -2.5% | 2.470% | 1.26% |
| 10 | Jupiter Topco LLC | 928K | $65.7M | β | 2.216% | 0.03% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 918K | $65.0M | +14.4% | 2.192% | 0.00% |
| 12 | EMERALD ADVISERS, LLC | 884K | $62.6M | +2.7% | 2.112% | 1.47% |
| 13 | JPMORGAN CHASE & CO | 927K | $61.1M | +6221.7% | 2.215% | 0.00% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 841K | $59.5M | -0.5% | 2.009% | 0.01% |
| 15 | JENNISON ASSOCIATES LLC | 716K | $50.7M | β | 1.710% | 0.03% |
| 16 | Atreides Management, LP | 659K | $46.6M | β | 1.573% | 0.33% |
| 17 | LOOMIS SAYLES & CO L P | 643K | $45.5M | -22.2% | 1.536% | 0.06% |
| 18 | Ophir Asset Management Pty Ltd | 607K | $43.0M | -46.6% | 1.451% | 3.54% |
| 19 | Point72 Asset Management, L.P. | 599K | $42.4M | β | 1.431% | 0.05% |
| 20 | EMERALD MUTUAL FUND ADVISERS TRUST | 566K | $40.1M | -4.7% | 1.353% | 1.41% |
| 21 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 554K | $39.2M | -55.9% | 1.324% | 0.12% |
| 22 | Samjo Management, LLC | 548K | $38.8M | -40.4% | 1.310% | 13.25% |
| 23 | Silverberg Bernstein Capital Management LLC | 466K | $33.0M | -1.5% | 1.113% | 12.63% |
| 24 | OBERWEIS ASSET MANAGEMENT INC/ | 426K | $30.2M | β | 1.018% | 0.62% |
| 25 | Invesco Ltd. | 423K | $29.9M | +193.0% | 1.010% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in PDFS β a direct measure of their conviction.
Filings activity in PDFS during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new PDFS position in Q2 2026
Institutions that fully closed their PDFS position in Q2 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 282 | +34% | 93.66% | +12.79 pp | $2.74B | +162% |
| Q1 2026 | 210 | +14% | 80.87% | +3.74 pp | $1.05B | +21% |
| Q4 2025 | 184 | +4.0% | 77.13% | +2.04 pp | $864M | +15% |
| Q3 2025 | 177 | +2.9% | 75.09% | +0.65 pp | $754M | +23% |
| Q2 2025 | 172 | +3.0% | 74.44% | +4.26 pp | $611M | +19% |
| Q1 2025 | 167 | 5.6% | 70.18% | 2.66 pp | $512M | 31% |
| Q4 2024 | 177 | +1.1% | 72.84% | 0.39 pp | $746M | 15% |
| Q3 2024 | 175 | β | 73.23% | β | $878M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PDFS stock.
Based on Q2 2026 13F filings, institutional ownership of PDF Solutions, Inc. stands at 93.7%, held across 282 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PDFS, with approximately 5,550,335 shares worth $0.39B as of Q2 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of PDFS, including Atreides Management, LP, Point72 Asset Management, L.P..
Our composite Smart Money Score for PDFS is 79 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
91 institutions opened new positions in PDFS during Q2 2026, while 20 fully exited. 172 added to existing positions and 12 trimmed.
PDFS institutional ownership rose by 12.79 percentage points quarter-over-quarter, with a net change of +72 holders.
The top 10 institutions account for 46.3% of all reported 13F value in PDFS, and the top 25 account for 71.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
PDF Solutions, Inc. (PDFS) Institutional Ownership