Envestnet Asset Management
PDFS icon

Envestnet Asset Management’s PDF Solutions PDFS Stock Holding History

Envestnet Asset Management’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 		$6.85M Buy
96,826
+48,359
+100% +$2.4M ﹤0.01% 2231
2026
Q1 		$1.59M Buy
48,467
+6,338
+15% +$207K ﹤0.01% 3165
2025
Q4 		$1.2M Sell
42,129
-4,154
-9% -$115K ﹤0.01% 3160
2025
Q3 		$1.2M Sell
46,283
-3,270
-7% -$71.4K ﹤0.01% 3229
2025
Q2 		$1.06M Sell
49,553
-2,603
-5% -$49.3K ﹤0.01% 3250
2025
Q1 		$997K Buy
52,156
+8,393
+19% +$206K ﹤0.01% 3212
2024
Q4 		$1.19M Buy
43,763
+2,015
+5% +$60.7K ﹤0.01% 3053
2024
Q3 		$1.32M Buy
41,748
+4,959
+13% +$161K ﹤0.01% 2936
2024
Q2 		$1.34M Buy
36,789
+367
+1% +$12.3K ﹤0.01% 2836
2024
Q1 		$1.23M Buy
36,422
+2,564
+8% +$84.1K ﹤0.01% 2899
2023
Q4 		$1.09M Buy
+33,858
New +$1.03M ﹤0.01% 2882

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

Envestnet Asset Management's PDFS Position: Q2 2026 in Review

Envestnet Asset Management increased its PDF Solutions (PDFS) stake by 100% in Q2 2026, buying an estimated $2.4M and bringing the position to 96,826 shares worth $6.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2231.

Envestnet Asset Management 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.

  • Envestnet Asset Management held 96,826 shares of PDF Solutions worth $6.85M as of Q2 2026.
  • Envestnet Asset Management bought 48,359 PDF Solutions shares in Q2 2026, an estimated $2.4M.
  • PDF Solutions made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2231 holding.
  • Envestnet Asset Management 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.