Needham Investment Management’s PDF Solutions PDFS Stock Holding History

Needham 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 Q1	$66.2M	Buy	2,022,700 +57,700	+3%	+$1.89M	3.38%	4
2025 Q4	$56.1M	Sell	1,965,000 -53,550	-3%	-$1.48M	3.54%	3
2025 Q3	$52.1M	Buy	2,018,550 +105,050	+5%	+$2.29M	3.64%	4
2025 Q2	$40.9M	Buy	1,913,500 +48,500	+3%	+$918K	3.26%	3
2025 Q1	$35.6M	Buy	1,865,000 +47,500	+3%	+$1.17M	3.34%	3
2024 Q4	$49.2M	Buy	1,817,500 +57,950	+3%	+$1.75M	3.8%	1
2024 Q3	$55.7M	Buy	1,759,550 +429,550	+32%	+$13.9M	4.28%	2
2024 Q2	$48.4M	Buy	1,330,000 +210,000	+19%	+$7.02M	3.98%	3
2024 Q1	$37.7M	Buy	1,120,000 +257,500	+30%	+$8.45M	3.5%	3
2023 Q4	$27.7M	Buy	862,500 +165,000	+24%	+$5M	3.5%	4
2023 Q3	$22.6M	Buy	697,500 +40,000	+6%	+$1.53M	3.84%	3
2023 Q2	$29.7M	Buy	657,500 +23,000	+4%	+$939K	4.89%	2
2023 Q1	$26.9M	Sell	634,500 -64,490	-9%	-$2.26M	4.64%	1
2022 Q4	$19.9M	Sell	698,990 -91,010	-12%	-$2.46M	3.61%	3
2022 Q3	$19.4M	Sell	790,000 -66,511	-8%	-$1.68M	3.8%	2
2022 Q2	$18.4M	Sell	856,511 -10,820	-1%	-$250K	3.44%	4
2022 Q1	$24.2M	Sell	867,331 -88,059	-9%	-$2.46M	3.5%	3
2021 Q4	$30.4M	Sell	955,390 -308,610	-24%	-$8.58M	3.81%	3
2021 Q3	$29.1M	Sell	1,264,000 -255,000	-17%	-$5.25M	3.89%	4
2021 Q2	$27.6M	Buy	1,519,000 +205,000	+16%	+$3.67M	4.04%	3
2021 Q1	$23.4M	Buy	1,314,000 +340,000	+35%	+$6.74M	3.19%	3
2020 Q4	$21M	Buy	974,000 +8,000	+0.8%	+$168K	3.53%	3
2020 Q3	$18.1M	Sell	966,000 -73,000	-7%	-$1.5M	3.61%	3
2020 Q2	$20.3M	Sell	1,039,000 -235,615	-18%	-$3.83M	4.34%	2
2020 Q1	$14.9M	Buy	1,274,615 +112,800	+10%	+$1.67M	4.23%	3
2019 Q4	$19.6M	Sell	1,161,815 -141,385	-11%	-$2.17M	5.35%	2
2019 Q3	$17M	Sell	1,303,200 -12,900	-1%	-$163K	5.47%	2
2019 Q2	$17.3M	Buy	1,316,100 +16,000	+1%	+$205K	5.7%	1
2019 Q1	$16.1M	Hold	1,300,100	–	–	5.46%	3
2018 Q4	$11M	Buy	1,300,100 +84,100	+7%	+$713K	4.11%	4
2018 Q3	$11M	Buy	1,216,000 +253,500	+26%	+$2.55M	3.31%	10
2018 Q2	$11.5M	Sell	962,500 -70,000	-7%	-$836K	3.24%	8
2018 Q1	$12M	Buy	1,032,500 +60,000	+6%	+$797K	3.44%	6
2017 Q4	$15.3M	Buy	972,500 +29,600	+3%	+$475K	4.06%	5
2017 Q3	$14.6M	Buy	942,900 +197,900	+27%	+$3.19M	3.7%	5
2017 Q2	$12.3M	Buy	745,000 +82,050	+12%	+$1.52M	3.26%	8
2017 Q1	$15M	Hold	662,950	–	–	3.86%	5
2016 Q4	$14.9M	Sell	662,950 -4,550	-0.7%	-$95.2K	3.82%	6
2016 Q3	$12.1M	Buy	667,500 +27,500	+4%	+$448K	3.2%	8
2016 Q2	$8.95M	Buy	640,000 +10,000	+2%	+$136K	2.47%	10
2016 Q1	$8.43M	Buy	630,000 +41,500	+7%	+$455K	2.2%	14
2015 Q4	$6.38M	Sell	588,500 -19,000	-3%	-$206K	1.59%	22
2015 Q3	$6.08M	Buy	607,500 +63,250	+12%	+$795K	1.52%	22
2015 Q2	$8.71M	Buy	544,250 +16,750	+3%	+$288K	1.89%	18
2015 Q1	$9.45M	Buy	527,500 +10,000	+2%	+$174K	2.01%	16
2014 Q4	$7.69M	Buy	517,500 +45,000	+10%	+$589K	1.62%	22
2014 Q3	$5.96M	Sell	472,500 -38,000	-7%	-$754K	1.32%	26
2014 Q2	$10.8M	Sell	510,500 -42,000	-8%	-$803K	2.26%	13
2014 Q1	$10M	Sell	552,500 -32,500	-6%	-$717K	2.12%	14
2013 Q4	$15M	Hold	585,000	–	–	3.1%	8
2013 Q3	$12.4M	Sell	585,000 -125,000	-18%	-$2.57M	2.78%	10
2013 Q2	$13.1M	Buy	+710,000	New	+$12.4M	3.06%	6

Other funds holding PDFS

BlackRock New York $5.72T AUM 30.48% 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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Needham Investment Management's PDFS Position: Q1 2026 in Review

Needham Investment Management increased its PDF Solutions (PDFS) stake by 2.9% in Q1 2026, buying an estimated $1.89M and bringing the position to 2,022,700 shares worth $66.2M. The position accounts for 3.38% of the portfolio, ranked #4.

Needham Investment Management first reported a position in PDFS in Q2 2013 and has held it in 52 quarters since. 208 funds tracked by Wall St. Rank hold PDFS as of Q1 2026.

Needham Investment Management held 2,022,700 shares of PDF Solutions worth $66.2M as of Q1 2026.
Needham Investment Management bought 57,700 PDF Solutions shares in Q1 2026, an estimated $1.89M.
PDF Solutions made up 3.38% of Needham Investment Management's portfolio in Q1 2026, its #4 holding.
Needham Investment Management first reported a position in PDF Solutions in Q2 2013 and has held it in 52 quarters since.
208 funds tracked by Wall St. Rank held PDF Solutions as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.