$PDFS

$45.00 +$0.77 (1.74%) Pre-market

$PDFS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 42.2M shares outstanding

Who owns PDFS?

By type of holder

Institutions 91.9% Insiders 8.1% Everyone else 0.0%

Concentration Top 10 holders own 51.4%

BlackRock, Inc. 13.1% · Michaels Kimon 7.5%

Institutional ownership

91.9%

+15.6 pts vs last qtr

Institutional holders

282

+74 vs last qtr

Net shares bought

+6.6M

by institutions in Q2 2026

New / sold out

97 / 23

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jupiter Topco LLC NEW +927.8K
Jpmorgan Chase & Co +912.6K

Biggest sellers in Q2 2026

Janus Henderson Group PLC SOLD OUT −1.0M
William Blair Investment Management, LLC −701.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$228K

2 notices from 2 people

Shares covered

4.9K

0.01% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Andrzej Strojwas Officer $151K
Shuo Zhang Director $77.3K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+21.2%

+2.16% a year

Each share's claim on the business

−17.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$65.4M vs $162M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years59% 3–5 years9% 1–3 years8% Under 1 year24%

Quarterly turnover

24.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting PDFS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	5.6M	13.14%	+684.2K (+14.1%)	≤2021	0.0%
Shares held by quarter Peak holding5.6M (Q2'26) Change over 8 quarters+689.1K Share of the company13.140% BlackRock, Inc.'s full portfolio →
NI Needham Investment Management LLC	2.1M	4.89%	+42.3K (+2.1%)	≤2021	4.4%
Shares held by quarter Peak holding2.1M (Q2'26) Change over 8 quarters+305.5K Share of the company4.890% Needham Investment Management LLC's full portfolio →

BlackRock, Inc.

5.6M

% of company

13.14%

Change vs last qtr

+684.2K (+14.1%)

Held since

≤2021

Needham Investment Management LLC

2.1M

% of company

4.89%

Change vs last qtr

+42.3K (+2.1%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding PDF Solutions, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting PDFS on Form N-PORT; together they hold 44.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$161M	2.3M	5.38%	0.14%	June 30, 2026
NA Needham Aggressive Growth Fund Needham Funds Inc	$121M	1.7M	4.04%	4.63%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$161M

% of company

5.38%

% of the fund

0.14%

As of

June 30, 2026

Needham Aggressive Growth Fund

Needham Funds Inc

Position value

$121M

% of company

4.04%

% of the fund

4.63%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding PDF Solutions, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
MK Michaels Kimon Insider	3.2M	7.49%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company7.490% Michaels Kimon's insider activity →
KJ Kibarian John Kachig Insider	2.6M	6.07%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company6.070% Kibarian John Kachig's insider activity →

Michaels Kimon

Insider

3.2M

% of company

7.49%

Change vs last qtr

—

Held since

—

Kibarian John Kachig

Insider

2.6M

% of company

6.07%

Change vs last qtr

—

Held since

—

8 more holders behind a free account

See every insider and 5%+ holder of PDF Solutions, Inc..

Comments