Ranked by reported Q1 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. | 4.9M | $159.2M | -0.4% | 12.190% | 0.00% |
| 2 | NEEDHAM INVESTMENT MANAGEMENT LLC | 2.0M | $66.2M | +2.9% | 5.067% | 3.38% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.4M | $45.8M | β | 3.509% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | $45.4M | β | 3.477% | 0.00% |
| 5 | Ranger Investment Management, L.P. | 1.3M | $41.9M | +9.4% | 3.205% | 3.03% |
| 6 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.3M | $41.1M | -7.6% | 3.145% | 0.14% |
| 7 | STATE STREET CORP | 1.2M | $39.0M | +3.5% | 2.987% | 0.00% |
| 8 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.1M | $37.3M | β | 2.857% | 0.12% |
| 9 | Ophir Asset Management Pty Ltd | 1.1M | $37.2M | +57.3% | 2.849% | 4.33% |
| 10 | SNYDER CAPITAL MANAGEMENT L P | 1.1M | $34.7M | +11.0% | 2.656% | 0.67% |
| 11 | JANUS HENDERSON GROUP PLC | 1.0M | $33.9M | +13.5% | 2.594% | 0.02% |
| 12 | Samjo Management, LLC | 920K | $30.1M | -20.1% | 2.304% | 13.01% |
| 13 | EMERALD ADVISERS, LLC | 861K | $28.2M | -8.8% | 2.156% | 0.89% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 846K | $27.7M | +5.6% | 2.118% | 0.01% |
| 15 | LOOMIS SAYLES & CO L P | 827K | $27.1M | +77.8% | 2.072% | 0.04% |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 802K | $26.2M | +4.2% | 2.009% | 0.00% |
| 17 | Divisar Capital Management LLC | 623K | $20.4M | -18.0% | 1.562% | 5.20% |
| 18 | EMERALD MUTUAL FUND ADVISERS TRUST | 595K | $19.4M | 0.0% | 1.490% | 0.94% |
| 19 | WASATCH ADVISORS INC | 508K | $16.6M | -2.8% | 1.272% | 0.11% |
| 20 | Silverberg Bernstein Capital Management LLC | 473K | $15.5M | -0.2% | 1.184% | 8.52% |
| 21 | Russell Investments Group, Ltd. | 442K | $14.4M | +8.4% | 1.107% | 0.02% |
| 22 | ArrowMark Colorado Holdings LLC | 357K | $11.7M | -27.7% | 0.893% | 0.31% |
| 23 | DF DENT & CO INC | 353K | $11.5M | β | 0.884% | 0.22% |
| 24 | NORTHERN TRUST CORP | 353K | $11.5M | +1.3% | 0.883% | 0.00% |
| 25 | MORGAN STANLEY | 342K | $11.2M | -14.4% | 0.856% | 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 Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new PDFS position in Q1 2026
Institutions that fully closed their PDFS position in Q1 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 205 | +11% | 40.76% | +7.01 pp | $1.04B | +21% |
| Q4 2025 | 184 | +4.0% | 33.75% | +4.29 pp | $864M | +15% |
| Q3 2025 | 177 | +2.9% | 29.46% | +5.59 pp | $754M | +23% |
| Q2 2025 | 172 | +3.0% | 23.87% | +3.86 pp | $611M | +19% |
| Q1 2025 | 167 | 5.6% | 20.01% | 9.13 pp | $512M | 31% |
| Q4 2024 | 177 | +1.1% | 29.14% | 5.16 pp | $746M | 15% |
| Q3 2024 | 175 | +1.2% | 34.30% | 5.40 pp | $878M | 14% |
| Q2 2024 | 173 | β | 39.70% | β | $1.02B | 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 Q1 2026 13F filings, institutional ownership of PDF Solutions, Inc. stands at 40.8%, held across 205 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PDFS, with approximately 4,866,177 shares worth $0.16B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of PDFS.
Our composite Smart Money Score for PDFS is 52 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
43 institutions opened new positions in PDFS during Q1 2026, while 22 fully exited. 129 added to existing positions and 31 trimmed.
PDFS institutional ownership rose by 7.01 percentage points quarter-over-quarter, with a net change of +21 holders.
The top 10 institutions account for 52.5% of all reported 13F value in PDFS, and the top 25 account for 81.7%.
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