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Mount Yale Investment Advisors’s PDF Solutions PDFS Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-928
Closed -$19.8K – 1338
2025
Q2 		$19.8K Buy
+928
New +$17.6K ﹤0.01% 1043

Other funds holding PDFS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 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
SM
Samjo Management New York $231M AUM 13.04% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Mount Yale Investment Advisors's PDFS Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of PDF Solutions (PDFS) in Q3 2025, closing a stake of 928 shares — an estimated $19.8K sold.

Mount Yale Investment Advisors first reported a position in PDFS in Q2 2025 and held it in 1 quarter. The position peaked at $19.8K in Q2 2025. 183 funds tracked by Wall St. Rank hold PDFS as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining PDF Solutions position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 928 PDF Solutions shares in Q3 2025, an estimated $19.8K.
  • Mount Yale Investment Advisors first reported a position in PDF Solutions in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's PDF Solutions position peaked at $19.8K in Q2 2025.
  • 183 funds tracked by Wall St. Rank held PDF Solutions as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.