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Essential Partners’s PDF Solutions PDFS Stock Holding History

Essential Partners’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
Q3 		$1.79K Hold
35
– – ﹤0.01% 1961
2026
Q2 		$2.48K Hold
35
– – ﹤0.01% 1890
2026
Q1 		$1.15K Buy
35
+1
+3% +$33 ﹤0.01% 2196
2025
Q4 		$970 Hold
34
– – ﹤0.01% 2039
2025
Q3 		$878 Buy
34
+14
+70% +$306 ﹤0.01% 2060
2025
Q2 		$428 Buy
+20
New +$379 ﹤0.01% 1746

Other funds holding PDFS

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's PDFS Position: Q3 2026 in Review

Essential Partners held its PDF Solutions (PDFS) position steady in Q3 2026 at 35 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

Essential Partners first reported a position in PDFS in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.48K in Q2 2026. 15 funds tracked by Wall St. Rank hold PDFS as of Q3 2026.

  • Essential Partners held 35 shares of PDF Solutions worth $1.79K as of Q3 2026.
  • Essential Partners left its PDF Solutions share count unchanged in Q3 2026.
  • PDF Solutions made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1961 holding.
  • Essential Partners first reported a position in PDF Solutions in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's PDF Solutions position peaked at $2.48K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held PDF Solutions as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.