Prelude Capital Management’s PDF Solutions PDFS Stock Holding History

Prelude Capital 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	$2.97M	Sell	90,779 -25,671	-22%	-$839K	0.23%	108
2025 Q4	$3.32M	Buy	116,450 +15,399	+15%	+$426K	0.24%	83
2025 Q3	$2.61M	Buy	+101,051	New	+$2.21M	0.2%	103
2024 Q4	–	Sell	-7,978	Closed	-$253K	–	1487
2024 Q3	$253K	Buy	+7,978	New	+$259K	0.02%	949
2016 Q1	–	Sell	-228	Closed	-$2K	–	1478
2015 Q4	$2K	Buy	+228	New	+$2.47K	﹤0.01%	1402
2014 Q2	–	Sell	-6,600	Closed	-$120K	–	2128
2014 Q1	$120K	Buy	+6,600	New	+$146K	0.02%	960

Other funds holding PDFS

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Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return