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Dana Investment Advisors’s PDF Solutions PDFS Stock Holding History

Dana Investment Advisors’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
2026
Q2 		$2.61M Sell
36,922
-25,166
-41% -$1.25M 0.07% 282
2026
Q1 		$2.03M Buy
62,088
+6,811
+12% +$223K 0.06% 309
2025
Q4 		$1.58M Sell
55,277
-30,118
-35% -$833K 0.05% 345
2025
Q3 		$2.2M Buy
85,395
+25,985
+44% +$567K 0.06% 277
2025
Q2 		$1.27M Sell
59,410
-7,106
-11% -$135K 0.04% 357
2025
Q1 		$1.27M Buy
66,516
+10,413
+19% +$256K 0.05% 345
2024
Q4 		$1.52M Buy
56,103
+1,600
+3% +$48.2K 0.05% 328
2024
Q3 		$1.73M Sell
54,503
-161
-0.3% -$5.23K 0.06% 315
2024
Q2 		$1.99M Buy
54,664
+491
+0.9% +$16.4K 0.07% 279
2024
Q1 		$1.82M Buy
54,173
+3,630
+7% +$119K 0.06% 300
2023
Q4 		$1.62M Buy
+50,543
New +$1.53M 0.08% 180

Other funds holding PDFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Dana Investment Advisors's PDFS Position: Q2 2026 in Review

Dana Investment Advisors reduced its PDF Solutions (PDFS) stake by 41% in Q2 2026, selling an estimated $1.25M and leaving 36,922 shares worth $2.61M. The position accounts for 0.07% of the portfolio, ranked #282.

Dana Investment Advisors first reported a position in PDFS in Q4 2023 and has held it in 11 quarters since. 282 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

  • Dana Investment Advisors held 36,922 shares of PDF Solutions worth $2.61M as of Q2 2026.
  • Dana Investment Advisors sold 25,166 PDF Solutions shares in Q2 2026, an estimated $1.25M.
  • PDF Solutions made up 0.07% of Dana Investment Advisors's portfolio in Q2 2026, its #282 holding.
  • Dana Investment Advisors first reported a position in PDF Solutions in Q4 2023 and has held it in 11 quarters since.
  • 282 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.