SAM
PDFS icon

Smartleaf Asset Management’s PDF Solutions PDFS Stock Holding History

Smartleaf Asset 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 		$33.9K Buy
1,098
+818
+292% +$26.7K ﹤0.01% 1676
2025
Q4 		$8.3K Buy
280
+24
+9% +$664 ﹤0.01% 2472
2025
Q3 		$6.68K Buy
256
+8
+3% +$175 ﹤0.01% 2271
2025
Q2 		$5.25K Sell
248
-221
-47% -$4.18K ﹤0.01% 2032
2025
Q1 		$9.04K Sell
469
-185
-28% -$4.54K ﹤0.01% 1965
2024
Q4 		$18K Buy
654
+356
+119% +$10.7K ﹤0.01% 1704
2024
Q3 		$9.48K Buy
298
+110
+59% +$3.57K ﹤0.01% 1787
2024
Q2 		$6.79K Buy
+188
New +$6.29K ﹤0.01% 1635

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NIM
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VPM
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VCM
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RIM
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
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
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