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PDFS icon

Inspire Investing’s PDF Solutions PDFS Stock Holding History

Inspire Investing’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
Q1 		$520K Sell
15,897
-373
-2% -$12.2K 0.03% 532
2025
Q4 		$464K Sell
16,270
-1,516
-9% -$42K 0.04% 710
2025
Q3 		$459K Sell
17,786
-679
-4% -$14.8K 0.04% 388
2025
Q2 		$395K Buy
18,465
+525
+3% +$9.94K 0.04% 363
2025
Q1 		$343K Buy
17,940
+3,092
+21% +$75.9K 0.04% 621
2024
Q4 		$402K Buy
14,848
+1,793
+14% +$54.1K 0.05% 454
2024
Q3 		$414K Buy
13,055
+3,567
+38% +$116K 0.04% 470
2024
Q2 		$345K Sell
9,488
-1,169
-11% -$39.1K 0.04% 730
2024
Q1 		$359K Sell
10,657
-1,269
-11% -$41.6K 0.04% 558
2023
Q4 		$383K Buy
11,926
+2,405
+25% +$72.9K 0.04% 615
2023
Q3 		$308K Buy
+9,521
New +$365K 0.04% 460

Other funds holding PDFS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return