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Westerly Capital Management’s PDF Solutions PDFS Stock Holding History

Westerly 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
2024
Q4 		– Sell
-115,000
Closed -$3.64M – 50
2024
Q3 		$3.64M Hold
115,000
– – 2.05% 21
2024
Q2 		$4.18M Buy
115,000
+12,000
+12% +$401K 2.08% 21
2024
Q1 		$3.47M Buy
103,000
+53,000
+106% +$1.74M 1.32% 28
2023
Q4 		$1.61M Buy
+50,000
New +$1.52M 0.79% 42
2022
Q1 		– Sell
-100,000
Closed -$3.18M – 48
2021
Q4 		$3.18M Buy
+100,000
New +$2.78M 2.09% 21

Other funds holding PDFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SM
Samjo Management New York $231M AUM 13.04% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Westerly Capital Management's PDFS Position: Q4 2024 in Review

Westerly Capital Management sold out of PDF Solutions (PDFS) in Q4 2024, closing a stake of 115,000 shares — an estimated $3.64M sold.

Westerly Capital Management first reported a position in PDFS in Q4 2021 and held it in 5 quarters. The position peaked at $4.18M in Q2 2024. 178 funds tracked by Wall St. Rank hold PDFS as of Q4 2024.

  • Westerly Capital Management reported no remaining PDF Solutions position as of Q4 2024 after selling out during the quarter.
  • Westerly Capital Management sold 115,000 PDF Solutions shares in Q4 2024, an estimated $3.64M.
  • Westerly Capital Management first reported a position in PDF Solutions in Q4 2021 and held it in 5 quarters.
  • Westerly Capital Management's PDF Solutions position peaked at $4.18M in Q2 2024.
  • 178 funds tracked by Wall St. Rank held PDF Solutions as of Q4 2024.

Based on Westerly Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.