KI
PDFS icon

Kula Investments’s PDF Solutions PDFS Stock Holding History

Kula Investments’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
2023
Q1 		$557K Buy
13,148
+4,043
+44% +$142K 0.14% 273
2022
Q4 		$260K Buy
+9,105
New +$246K 0.08% 436

Other funds holding PDFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SC
Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return

Kula Investments's PDFS Position: Q1 2023 in Review

Kula Investments increased its PDF Solutions (PDFS) stake by 44% in Q1 2023, buying an estimated $142K and bringing the position to 13,148 shares worth $557K. The position accounts for 0.14% of the portfolio, ranked #273.

Kula Investments first reported a position in PDFS in Q4 2022 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold PDFS as of Q1 2023.

  • Kula Investments held 13,148 shares of PDF Solutions worth $557K as of Q1 2023.
  • Kula Investments bought 4,043 PDF Solutions shares in Q1 2023, an estimated $142K.
  • PDF Solutions made up 0.14% of Kula Investments's portfolio in Q1 2023, its #273 holding.
  • Kula Investments first reported a position in PDF Solutions in Q4 2022 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held PDF Solutions as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.