Samjo Management’s PDF Solutions PDFS Stock Holding History

Samjo 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	$30.1M	Sell	919,955 -231,064	-20%	-$7.55M	13.01%	1
2025 Q4	$32.8M	Buy	1,151,019 +30,300	+3%	+$839K	12.69%	1
2025 Q3	$28.9M	Buy	1,120,719 +184,925	+20%	+$4.04M	11.05%	1
2025 Q2	$20M	Buy	935,794 +65,620	+8%	+$1.24M	8.44%	2
2025 Q1	$16.6M	Sell	870,174 -105,740	-11%	-$2.59M	7.05%	4
2024 Q4	$26.4M	Sell	975,914 -43,175	-4%	-$1.3M	9.96%	2
2024 Q3	$32.3M	Buy	1,019,089 +46,275	+5%	+$1.5M	11.14%	2
2024 Q2	$35.4M	Buy	972,814 +66,010	+7%	+$2.21M	13.18%	2
2024 Q1	$30.5M	Sell	906,804 -166,680	-16%	-$5.47M	10.74%	3
2023 Q4	$34.5M	Buy	+1,073,484	New	+$32.6M	12.22%	3

Other funds holding PDFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 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

Samjo Management's PDFS Position: Q1 2026 in Review

Samjo Management reduced its PDF Solutions (PDFS) stake by 20% in Q1 2026, selling an estimated $7.55M and leaving 919,955 shares worth $30.1M. The position accounts for 13.01% of the portfolio, ranked #1.

Samjo Management first reported a position in PDFS in Q4 2023 and has held it in 10 quarters since. The position peaked at $35.4M in Q2 2024. 208 funds tracked by Wall St. Rank hold PDFS as of Q1 2026.

Samjo Management held 919,955 shares of PDF Solutions worth $30.1M as of Q1 2026.
Samjo Management sold 231,064 PDF Solutions shares in Q1 2026, an estimated $7.55M.
PDF Solutions made up 13.01% of Samjo Management's portfolio in Q1 2026, its #1 holding.
Samjo Management first reported a position in PDF Solutions in Q4 2023 and has held it in 10 quarters since.
Samjo Management's PDF Solutions position peaked at $35.4M in Q2 2024.
208 funds tracked by Wall St. Rank held PDF Solutions as of Q1 2026.

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