Tortoise Investment Management’s PDF Solutions PDFS Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-2	Closed	-$52	–	1093
2025 Q3	$52	Buy	+2	New	+$44	﹤0.01%	1498
2024 Q4	–	Sell	-90	Closed	-$2.85K	–	889
2024 Q3	$2.85K	Hold	90	–	–	﹤0.01%	741
2024 Q2	$3.27K	Hold	90	–	–	﹤0.01%	719
2024 Q1	$3.03K	Hold	90	–	–	﹤0.01%	720
2023 Q4	$2.89K	Hold	90	–	–	﹤0.01%	668
2023 Q3	$2.92K	Hold	90	–	–	﹤0.01%	660
2023 Q2	$4.06K	Sell	90 -40	-31%	-$1.63K	﹤0.01%	633
2023 Q1	$5.51K	Sell	130 -120	-48%	-$4.21K	﹤0.01%	605
2022 Q4	$7.13K	Hold	250	–	–	﹤0.01%	578
2022 Q3	$6K	Hold	250	–	–	﹤0.01%	590
2022 Q2	$5K	Hold	250	–	–	﹤0.01%	587
2022 Q1	$7K	Hold	250	–	–	﹤0.01%	535
2021 Q4	$8K	Hold	250	–	–	﹤0.01%	503
2021 Q3	$6K	Hold	250	–	–	﹤0.01%	511
2021 Q2	$5K	Hold	250	–	–	﹤0.01%	517
2021 Q1	$4K	Hold	250	–	–	﹤0.01%	522
2020 Q4	$5K	Hold	250	–	–	﹤0.01%	472
2020 Q3	$5K	Hold	250	–	–	﹤0.01%	442
2020 Q2	$5K	Hold	250	–	–	﹤0.01%	418
2020 Q1	$3K	Hold	250	–	–	﹤0.01%	465
2019 Q4	$4K	Hold	250	–	–	﹤0.01%	498
2019 Q3	$3K	Hold	250	–	–	﹤0.01%	515
2019 Q2	$3K	Hold	250	–	–	﹤0.01%	543
2019 Q1	$3K	Hold	250	–	–	﹤0.01%	532
2018 Q4	$2K	Hold	250	–	–	﹤0.01%	508
2018 Q3	$2K	Hold	250	–	–	﹤0.01%	513
2018 Q2	$3K	Hold	250	–	–	﹤0.01%	505
2018 Q1	$3K	Hold	250	–	–	﹤0.01%	486
2017 Q4	$4K	Hold	250	–	–	﹤0.01%	478
2017 Q3	$4K	Hold	250	–	–	﹤0.01%	424
2017 Q2	$4K	Hold	250	–	–	﹤0.01%	422
2017 Q1	$6K	Hold	250	–	–	﹤0.01%	376
2016 Q4	$6K	Hold	250	–	–	﹤0.01%	384
2016 Q3	$5K	Hold	250	–	–	﹤0.01%	373
2016 Q2	$3K	Hold	250	–	–	﹤0.01%	423
2016 Q1	$3K	Hold	250	–	–	﹤0.01%	347
2015 Q4	$3K	Hold	250	–	–	﹤0.01%	371
2015 Q3	$3K	Hold	250	–	–	﹤0.01%	359
2015 Q2	$4K	Hold	250	–	–	﹤0.01%	376
2015 Q1	$4K	Hold	250	–	–	﹤0.01%	356
2014 Q4	$4K	Hold	250	–	–	﹤0.01%	377
2014 Q3	$3K	Hold	250	–	–	﹤0.01%	350
2014 Q2	$5K	Hold	250	–	–	﹤0.01%	353
2014 Q1	$5K	Hold	250	–	–	﹤0.01%	301
2013 Q4	$6K	Buy	+250	New	+$5.75K	﹤0.01%	275

Other funds holding PDFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Samjo Management New York $293M AUM 57.03% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Tortoise Investment Management's PDFS Position: Q4 2025 in Review

Tortoise Investment Management sold out of PDF Solutions (PDFS) in Q4 2025, closing a stake of 2 shares — an estimated $52 sold.

Tortoise Investment Management first reported a position in PDFS in Q4 2013 and held it in 45 quarters. The position peaked at $8K in Q4 2021. 187 funds tracked by Wall St. Rank hold PDFS as of Q4 2025.

Tortoise Investment Management reported no remaining PDF Solutions position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 2 PDF Solutions shares in Q4 2025, an estimated $52.
Tortoise Investment Management first reported a position in PDF Solutions in Q4 2013 and held it in 45 quarters.
Tortoise Investment Management's PDF Solutions position peaked at $8K in Q4 2021.
187 funds tracked by Wall St. Rank held PDF Solutions as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.