13FPulse
中
PD

PDFS PDF SOLUTIONS INC

2026Q2 · CUSIP 693282105 · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
280
Institutions that reported holding it to the SEC
Net increase in holders
+72
Last quarter 208 → now 280
How unusual is that
Top 5%
Stronger buying than 97% of US stocks
What the filings say, in one paragraph

280 funds held PDFS at the end of 2026Q2, up 72 from the quarter before. That is stronger buying than 97.0% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $241M(YoY +23.1%), the P/E is 167.2x, return on equity is 2.8%. PDFS has had 4 buying rushes in its history, and the price moved +5.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=96 2013Q4: holders=102 2014Q1: holders=110 2014Q2: holders=108 2014Q3: holders=104 2014Q4: holders=91 2015Q1: holders=99 2015Q2: holders=104 2015Q3: holders=107 2015Q4: holders=111 2016Q1: holders=105 2016Q2: holders=108 2016Q3: holders=95 2016Q4: holders=103 2017Q1: holders=107 2017Q2: holders=92 2017Q3: holders=94 2017Q4: holders=116 2018Q1: holders=102 2018Q2: holders=104 2018Q3: holders=100 2018Q4: holders=105 2019Q1: holders=102 2019Q2: holders=103 2019Q3: holders=106 2019Q4: holders=110 2020Q1: holders=98 2020Q2: holders=110 2020Q3: holders=108 2020Q4: holders=115 2021Q1: holders=102 2021Q2: holders=115 2021Q3: holders=111 2021Q4: holders=134 2022Q1: holders=127 2022Q2: holders=126 2022Q3: holders=134 2022Q4: holders=151 2023Q1: holders=178 2023Q2: holders=181 2023Q3: holders=184 2023Q4: holders=199 2024Q1: holders=181 2024Q2: holders=175 2024Q3: holders=176 2024Q4: holders=179 2025Q1: holders=169 2025Q2: holders=172 2025Q3: holders=183 2025Q4: holders=187 2026Q1: holders=208 2026Q2: holders=280 -72 -36 +0 +36 +72 81188294 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 4 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5% — —
2026Q1 Top 20% +35.6% —
2023Q1 Top 10% +17.3% -13.5%
2022Q3 Top 20% -7.6% +23.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
138
Change in large funds
+38
Total value they hold
$2.7B
Funds buying for the first time
98
Funds that sold out entirely
26
Price change that quarter
-4.2%
Funds holding puts (bearish)
3
Funds holding calls (bullish)
4

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
167.2
EPS (TTM)
$0.25
EPS YoY
+1150.0%
Revenue (TTM)
$0.2B
Revenue YoY
+23.1%
Net margin
4.3%
ROE
2.8%
Debt ratio
28.2%
FCF (TTM)
-$2M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -0.06 2021-12-31: EPS -0.19 2022-03-31: EPS -0.11 2022-06-30: EPS -0.03 2022-09-30: EPS 0.04 2022-12-31: EPS 0.01 2023-03-31: EPS 0.01 2023-06-30: EPS 0.17 2023-09-30: EPS -0.13 2023-12-31: EPS 0.03 2024-03-31: EPS -0.01 2024-06-30: EPS 0.04 2024-09-30: EPS 0.06 2024-12-31: EPS 0.01 2025-03-31: EPS -0.08 2025-06-30: EPS 0.03 2025-09-30: EPS 0.03 2025-12-31: EPS 0.00 2026-03-31: EPS 0.12 2026-06-30: EPS 0.10 0M 31M 62M $M -0.21 -0.01 0.19 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 438 136 749 1362 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-14M4M23M 20162017201820192020202120222023202420252026
Latest quarter $-9M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.