PDF Solutions
PDFS
208 hedge funds and large institutions have $1.05B invested in PDF Solutions in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 70 increasing their positions, 60 reducing their positions, and 16 closing their positions.
156% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 16
21% more capital invested
Capital invested by funds: $874M → $1.05B (+$180M)
17% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 60
11% more funds holding
Funds holding: 187 → 208 (+21)
3.25% more ownership
Funds ownership: 77.5% → 80.75% (+3.3%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
68% less call options, than puts
Call options by funds: $379K | Put options by funds: $1.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$37.3M |
| 2 |
OAM
Ophir Asset Management
Sydney,
Australia
|
+$13.5M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$11.8M |
| 4 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
+$11.5M |
| 5 |
Janus Henderson Group
London,
|
+$4.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
Samjo Management
New York
|
-$7.55M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$4.47M |
| 3 |
DCM
Divisar Capital Management
San Francisco,
California
|
-$4.46M |
| 4 |
PLC
Pillsbury Lake Capital
San Francisco,
California
|
-$3.44M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
-$3.36M |
PDFS Hedge Fund Activity: Q1 2026 in Review
208 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in PDF Solutions (PDFS) for Q1 2026, worth a combined $1.05B — up 21% from $874M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new PDFS positions and 16 closed out — a net gain of 25 holders — while 70 added to existing stakes and 60 trimmed.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $37.3M. The largest seller was Samjo Management, cutting an estimated $7.55M.
- 208 institutional investors held PDF Solutions (PDFS) as of Q1 2026, up from 187 in Q4 2025.
- Funds reported $1.05B of PDF Solutions stock for Q1 2026, up 21% quarter-over-quarter.
- 41 funds opened new PDF Solutions positions in Q1 2026 and 16 closed out, a net change of +25 holders.
- The largest PDF Solutions buyer in Q1 2026 was Barrow, Hanley, Mewhinney & Strauss, an estimated $37.3M added.
- The largest PDF Solutions seller in Q1 2026 was Samjo Management, an estimated $7.55M sold.
Based on aggregated 13F filings for Q1 2026.