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PDFS icon

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
Q2 		$38.8M Sell
548,285
-371,670
-40% -$18.4M 13.25% 1
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
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

Samjo Management's PDFS Position: Q2 2026 in Review

Samjo Management reduced its PDF Solutions (PDFS) stake by 40% in Q2 2026, selling an estimated $18.4M and leaving 548,285 shares worth $38.8M. The position accounts for 13.25% of the portfolio, ranked #1.

Samjo Management first reported a position in PDFS in Q4 2023 and has held it in 11 quarters since. 283 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

  • Samjo Management held 548,285 shares of PDF Solutions worth $38.8M as of Q2 2026.
  • Samjo Management sold 371,670 PDF Solutions shares in Q2 2026, an estimated $18.4M.
  • PDF Solutions made up 13.25% of Samjo Management's portfolio in Q2 2026, its #1 holding.
  • Samjo Management first reported a position in PDF Solutions in Q4 2023 and has held it in 11 quarters since.
  • 283 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

Based on Samjo Management's 13F filing for Q2 2026, filed 14 Aug 2026.