Herald Investment Management’s PDF Solutions PDFS Stock Holding History

Herald Investment 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	$8.46M	Sell	119,667 -80,333	-40%	-$3.98M	1.15%	25
2026 Q1	$6.54M	Sell	200,000 -25,000	-11%	-$817K	0.91%	33
2025 Q4	$6.42M	Buy	225,000 +25,000	+13%	+$692K	0.84%	34
2025 Q3	$5.16M	Hold	200,000	–	–	0.69%	37
2025 Q2	$4.27M	Hold	200,000	–	–	0.63%	42
2025 Q1	$3.82M	Buy	200,000 +125,000	+167%	+$3.07M	0.72%	37
2024 Q4	$2.03M	Hold	75,000	–	–	0.33%	74
2024 Q3	$2.38M	Hold	75,000	–	–	0.41%	61
2024 Q2	$2.72M	Buy	+75,000	New	+$2.51M	0.45%	55

Other funds holding PDFS

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

Herald Investment Management's PDFS Position: Q2 2026 in Review

Herald Investment Management reduced its PDF Solutions (PDFS) stake by 40% in Q2 2026, selling an estimated $3.98M and leaving 119,667 shares worth $8.46M. The position accounts for 1.15% of the portfolio, ranked #25.

Herald Investment Management first reported a position in PDFS in Q2 2024 and has held it in 9 quarters since. 283 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

Herald Investment Management held 119,667 shares of PDF Solutions worth $8.46M as of Q2 2026.
Herald Investment Management sold 80,333 PDF Solutions shares in Q2 2026, an estimated $3.98M.
PDF Solutions made up 1.15% of Herald Investment Management's portfolio in Q2 2026, its #25 holding.
Herald Investment Management first reported a position in PDF Solutions in Q2 2024 and has held it in 9 quarters since.
283 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.