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Pillsbury Lake Capital’s PDF Solutions PDFS Stock Holding History

Pillsbury Lake Capital’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 		$8.34M Sell
117,854
-152,814
-56% -$7.58M 2.28% 25
2026
Q1 		$8.85M Sell
270,668
-105,401
-28% -$3.44M 4% 11
2025
Q4 		$10.7M Buy
+376,069
New +$10.4M 3.75% 10

Other funds holding PDFS

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
JT
Jupiter Topco New York $245B AUM

Pillsbury Lake Capital's PDFS Position: Q2 2026 in Review

Pillsbury Lake Capital reduced its PDF Solutions (PDFS) stake by 56% in Q2 2026, selling an estimated $7.58M and leaving 117,854 shares worth $8.34M. The position accounts for 2.28% of the portfolio, ranked #25.

Pillsbury Lake Capital first reported a position in PDFS in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.7M in Q4 2025. 282 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

  • Pillsbury Lake Capital held 117,854 shares of PDF Solutions worth $8.34M as of Q2 2026.
  • Pillsbury Lake Capital sold 152,814 PDF Solutions shares in Q2 2026, an estimated $7.58M.
  • PDF Solutions made up 2.28% of Pillsbury Lake Capital's portfolio in Q2 2026, its #25 holding.
  • Pillsbury Lake Capital first reported a position in PDF Solutions in Q4 2025 and has held it in 3 quarters since.
  • Pillsbury Lake Capital's PDF Solutions position peaked at $10.7M in Q4 2025.
  • 282 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

Based on Pillsbury Lake Capital's 13F filing for Q2 2026, filed 14 Aug 2026.