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Clearstead Trust’s PDF Solutions PDFS Stock Holding History

Clearstead Trust’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13
Closed -$336 – 1379
2025
Q3 		$336 Hold
13
– – ﹤0.01% 1436
2025
Q2 		$278 Buy
+13
New +$246 ﹤0.01% 1436

Other funds holding PDFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SM
Samjo Management New York $293M AUM 57.03% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Clearstead Trust's PDFS Position: Q4 2025 in Review

Clearstead Trust sold out of PDF Solutions (PDFS) in Q4 2025, closing a stake of 13 shares — an estimated $336 sold.

Clearstead Trust first reported a position in PDFS in Q2 2025 and held it in 2 quarters. The position peaked at $336 in Q3 2025. 187 funds tracked by Wall St. Rank hold PDFS as of Q4 2025.

  • Clearstead Trust reported no remaining PDF Solutions position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 13 PDF Solutions shares in Q4 2025, an estimated $336.
  • Clearstead Trust first reported a position in PDF Solutions in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's PDF Solutions position peaked at $336 in Q3 2025.
  • 187 funds tracked by Wall St. Rank held PDF Solutions as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.