Pdf Solutions Inc (PDFS) Institutional Holdings & 13F Data (Q2 2026)

PDFS ranks #2241 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

PDFS is a top-conviction position for Samjo Management, LLC — at 13.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in PDFS belongs to BlackRock, Inc., but the position matters far more to Samjo Management, LLC, who has 13.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Wasatch Advisors LP has added to its PDFS position for two straight quarters, increasing it by $118.5M to reach $135.1M today.

Assenagon Asset Management S.A. has trimmed its PDFS position for two straight quarters, cutting it by $420.5K while still holding $250.2K.

PDFS is down 5% today, but institutions show net buying of $689.5M this quarter — a divergence between today's price move and the underlying institutional flow.

PDFS posted net income of $10.3M over the trailing twelve months, and currently trades at a P/E of 149.6.

• Profitable — net income of $10.3M over the trailing twelve months
• Revenue grew 2.9% year over year
• Net income improved year over year, from $859.0K to $10.3M
• Generated $24.1M in positive operating cash flow
• Current ratio of 2.28x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.54x equity — within a conventional range