PDF Solutions
PDFS
283 hedge funds and large institutions have $2.75B invested in PDF Solutions in 2026 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 93 increasing their positions, 63 reducing their positions, and 20 closing their positions.
385% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 20
365% more call options, than puts
Call options by funds: $17M | Put options by funds: $3.65M
225% more capital inflows, than outflows
Capital inflows: $564M | Capital outflows: $174M
48% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 63
36% more funds holding
Funds holding: 208 → 283 (+75)
16.77% more ownership
Funds ownership: 80.78% → 97.55% (+17%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$45.2M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$43.3M |
| 3 |
Jennison Associates
New York
|
+$35.5M |
| 4 |
BlackRock
New York
|
+$33.9M |
| 5 |
AM
Atreides Management
Boston,
Massachusetts
|
+$32.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$34.8M |
| 2 |
OAM
Ophir Asset Management
Sydney,
Australia
|
-$26.3M |
| 3 |
SM
Samjo Management
New York
|
-$18.4M |
| 4 |
DCM
Divisar Capital Management
San Francisco,
California
|
-$15.6M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$9.11M |
PDFS Hedge Fund Activity: Q2 2026 in Review
283 of the 8,351 institutional investors tracked by Wall St. Rank reported a position in PDF Solutions (PDFS) for Q2 2026, worth a combined $2.75B — up 161% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new PDFS positions and 20 closed out — a net gain of 77 holders — while 93 added to existing stakes and 63 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $45.2M. The largest seller was William Blair Investment Management, cutting an estimated $34.8M.
- 283 institutional investors held PDF Solutions (PDFS) as of Q2 2026, up from 208 in Q1 2026.
- Funds reported $2.75B of PDF Solutions stock for Q2 2026, up 161% quarter-over-quarter.
- 97 funds opened new PDF Solutions positions in Q2 2026 and 20 closed out, a net change of +77 holders.
- The largest PDF Solutions buyer in Q2 2026 was JP Morgan Chase, an estimated $45.2M added.
- The largest PDF Solutions seller in Q2 2026 was William Blair Investment Management, an estimated $34.8M sold.
Based on aggregated 13F filings for Q2 2026.