PDFS US Equity

PDF SOLUTIONS INC

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Information Technology · Services-Prepackaged Software · CIK 1120914 · FYE 1231

$44.59

-3.13 (-6.56%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding PDFS · 2026-Q1 methodology → sources →

207 holders

% of shares outstanding held

80.6%

Shares held (13F)

32,188,111

Reporting holders

207

Top holders

largest 100 of 207 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	4,866,1774.9M	$159M	12.19%	—
2	NEEDHAM INVESTMENT MANAGEMENT LLC	2,022,7002.0M	$66M	5.07%	ADD 3%
3	VANGUARD PORTFOLIO MANAGEMENT LLC	1,400,7221.4M	$46M	3.51%	NEW†
4	VANGUARD CAPITAL MANAGEMENT LLC	1,388,1221.4M	$45M	3.48%	NEW†
5	Ranger Investment Management, L.P.	1,279,6301.3M	$42M	3.21%	ADD 9%
6	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1,255,5591.3M	$41M	3.15%	TRIM -8%
7	STATE STREET CORP	1,192,4081.2M	$39M	2.99%	ADD 4%
8	BARROW HANLEY MEWHINNEY & STRAUSS LLC	1,140,5471.1M	$37M	2.86%	NEW†
9	Ophir Asset Management Pty Ltd	1,137,3491.1M	$37M	2.85%	ADD 57%
10	SNYDER CAPITAL MANAGEMENT L P	1,060,4781.1M	$35M	2.66%	ADD 11%
11	JANUS HENDERSON GROUP PLC	1,035,6661.0M	$34M	2.59%	ADD 14%
12	Samjo Management, LLC	919,955919,955	$30M	2.30%	TRIM -20%
13	EMERALD ADVISERS, LLC	860,819860,819	$28M	2.16%	TRIM -9%
14	DIMENSIONAL FUND ADVISORS LP	845,693845,693	$28M	2.12%	ADD 6%
15	LOOMIS SAYLES & CO L P	827,109827,109	$27M	2.07%	ADD 78%
16	GEODE CAPITAL MANAGEMENT, LLC	802,223802,223	$26M	2.01%	ADD 4%
17	Divisar Capital Management LLC	623,364623,364	$20M	1.56%	TRIM -18%
18	EMERALD MUTUAL FUND ADVISERS TRUST	594,610594,610	$19M	1.49%	—
19	WASATCH ADVISORS LP	507,737507,737	$17M	1.27%	TRIM -3%
20	Silverberg Bernstein Capital Management LLC	472,883472,883	$15M	1.18%	—
21	Russell Investments Group, Ltd.	441,716441,716	$14M	1.11%	ADD 8%
22	ArrowMark Colorado Holdings LLC	356,620356,620	$12M	0.89%	TRIM -28%
23	DF DENT & CO INC	352,960352,960	$12M	0.88%	NEW
24	NORTHERN TRUST CORP	352,559352,559	$12M	0.88%	—
25	MORGAN STANLEY	341,780341,780	$11M	0.86%	TRIM -14%
26	Connor, Clark & Lunn Investment Management Ltd.	328,905328,905	$11M	0.82%	TRIM -15%
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	308,174308,174	$10M	0.77%	—
28	FMR LLC	302,209302,209	$10M	0.76%	ADD 13%
29	Pillsbury Lake Capital LLC	270,668270,668	$9M	0.68%	TRIM -28%
30	VANGUARD FIDUCIARY TRUST CO	221,080221,080	$7M	0.55%	NEW
31	HERALD INVESTMENT MANAGEMENT Ltd	200,000200,000	$7M	0.50%	TRIM -11%
32	Bank of New York Mellon Corp	190,498190,498	$6M	0.48%	TRIM -4%
33	Roubaix Capital, LLC	181,937181,937	$6M	0.46%	TRIM -17%
34	PRINCIPAL FINANCIAL GROUP INC	156,515156,515	$5M	0.39%	ADD 2%
35	GOLDMAN SACHS GROUP INC	151,048151,048	$5M	0.38%	TRIM -20%
36	RICE HALL JAMES & ASSOCIATES, LLC	147,782147,782	$5M	0.37%	—
37	Invesco Ltd.	144,340144,340	$5M	0.36%	ADD 6%
38	Squarepoint Ops LLC	130,919130,919	$4M	0.33%	TRIM -40%
39	Public Sector Pension Investment Board	114,525114,525	$4M	0.29%	ADD 3%
40	Nuveen, LLC	111,994111,994	$4M	0.28%	—
41	Gem Investment Advisors, LLC	105,526105,526	$3M	0.26%	—
42	BROWN CAPITAL MANAGEMENT LLC	104,322104,322	$3M	0.26%	TRIM -17%
43	UBS Group AG	101,285101,285	$3M	0.25%	ADD 61%
44	Bridge City Capital, LLC	100,771100,771	$3M	0.25%	—
45	PRELUDE CAPITAL MANAGEMENT, LLC	90,77990,779	$3M	0.23%	TRIM -22%
46	SEI INVESTMENTS CO	90,39390,393	$3M	0.23%	ADD 114%
47	BANK OF AMERICA CORP /DE/	85,77685,776	$3M	0.21%	ADD 7%
48	RHUMBLINE ADVISERS	84,54784,547	$3M	0.21%	ADD 3%
49	Inspire Advisors, LLC	84,16984,169	$3M	0.21%	NEW
50	Lisanti Capital Growth, LLC	81,36581,365	$3M	0.20%	TRIM -23%
51	Legal & General Group Plc	74,38774,387	$2M	0.19%	TRIM -9%
52	RAYMOND JAMES FINANCIAL INC	72,35772,357	$2M	0.18%	ADD 49%
53	WELLS FARGO & COMPANY/MN	67,16167,161	$2M	0.17%	TRIM -17%
54	DEUTSCHE BANK AG\	65,81265,812	$2M	0.16%	ADD 5%
55	LPL Financial LLC	62,53062,530	$2M	0.16%	ADD 501%
56	Swiss National Bank	62,40062,400	$2M	0.16%	—
57	Dana Investment Advisors, Inc.	62,08862,088	$2M	0.16%	ADD 12%
58	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	59,83959,839	$2M	0.15%	ADD 3%
59	AMERIPRISE FINANCIAL INC	52,32252,322	$2M	0.13%	TRIM -11%
60	Fisher Asset Management, LLC	51,44451,444	$2M	0.13%	ADD 27%
61	ACADIAN ASSET MANAGEMENT LLC	50,98850,988	$2M	0.13%	TRIM -4%
62	AQR CAPITAL MANAGEMENT LLC	48,57248,572	$2M	0.12%	ADD 5%
63	ENVESTNET ASSET MANAGEMENT INC	48,46748,467	$2M	0.12%	ADD 15%
64	Legato Capital Management LLC	43,76043,760	$1M	0.11%	TRIM -18%
65	VOYA INVESTMENT MANAGEMENT LLC	41,19141,191	$1M	0.10%	TRIM -22%
66	BOOTHBAY FUND MANAGEMENT, LLC	39,82439,824	$1M	0.10%	TRIM -28%
67	ALLIANCEBERNSTEIN L.P.	44,98044,980	$1M	0.11%	ADD 3%
68	Creative Planning	38,92738,927	$1M	0.10%	ADD 4%
69	SUSQUEHANNA INTERNATIONAL GROUP, LLP	38,75238,752	$1M	0.10%	ADD 147%
70	NEW YORK STATE COMMON RETIREMENT FUND	36,91136,911	$1M	0.09%	ADD 4%
71	LAZARD ASSET MANAGEMENT LLC	36,34936,349	$1M	0.09%	NEW
72	VICTORY CAPITAL MANAGEMENT INC	36,30036,300	$1M	0.09%	—
73	CITADEL ADVISORS LLC	34,58834,588	$1M	0.09%	TRIM -13%
74	PRUDENTIAL FINANCIAL INC	33,56233,562	$1M	0.08%	ADD 10%
75	Williams Jones Wealth Management, LLC.	32,00032,000	$1M	0.08%	—
76	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	30,70730,707	$1M	0.08%	—
77	GSA CAPITAL PARTNERS LLP	30,37830,378	$994,000	0.08%	ADD 14%
78	CANADA LIFE ASSURANCE Co	25,03325,033	$820,000	0.06%	—
79	CROWN ADVISORS MANAGEMENT, INC.	25,00025,000	$817,000	0.06%	NEW
80	PRICE T ROWE ASSOCIATES INC /MD/	22,88422,884	$749,000	0.06%	ADD 19%
81	Campbell & CO Investment Adviser LLC	22,11722,117	$723,447	0.06%	NEW
82	Quantinno Capital Management LP	21,65721,657	$708,400	0.05%	ADD 17%
83	Thrivent Financial for Lutherans	21,36321,363	$699,000	0.05%	TRIM -3%
84	VANGUARD ASSET MANAGEMENT, Ltd	21,14521,145	$691,653	0.05%	NEW
85	Assenagon Asset Management S.A.	20,50320,503	$670,653	0.05%	TRIM -4%
86	Penn Capital Management Company, LLC	19,97619,976	$653,415	0.05%	—
87	Numerai GP LLC	19,57319,573	$640,233	0.05%	ADD 161%
88	FEDERATED HERMES, INC.	19,30019,300	$631,303	0.05%	—
89	Vident Advisory, LLC	19,21119,211	$628,392	0.05%	NEW
90	Man Group plc	18,77718,777	$614,196	0.05%	NEW
91	MetLife Investment Management, LLC	18,69218,692	$611,415	0.05%	—
92	XTX Topco Ltd	18,30118,301	$598,626	0.05%	NEW
93	CVA Family Office, LLC	17,77417,774	$581,388	0.04%	—
94	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	16,41816,418	$569,862	0.04%	ADD 2%
95	CenterBook Partners LP	17,40517,405	$569,318	0.04%	TRIM -50%
96	State of Alaska, Department of Revenue	17,25317,253	$563,000	0.04%	—
97	NATIXIS ADVISORS, LLC	17,01917,019	$557,000	0.04%	ADD 6%
98	Illinois Municipal Retirement Fund	16,38516,385	$535,953	0.04%	ADD 12%
99	Inspire Investing, LLC	15,89715,897	$519,979	0.04%	TRIM -2%
100	SG Americas Securities, LLC	15,17815,178	$496,000	0.04%	TRIM -20%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

5.0M

4.9M

4.8M

4.9M

$159M

NEEDHAM INVESTMENT MANAGEMENT LLC

1.8M

1.9M

2.0M

$66M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

1.4M

$46M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.4M

$45M

Ranger Investment Management, L.P.

887K

877K

1.0M

1.1M

1.2M

1.3M

$42M

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

1.1M

1.2M

1.3M

1.4M

1.3M

$41M

STATE STREET CORP

1.2M

1.1M

1.2M

$39M

BARROW HANLEY MEWHINNEY & STRAUSS LLC

—

1.1M

$37M

Ophir Asset Management Pty Ltd

784K

—

723K

1.1M

$37M

SNYDER CAPITAL MANAGEMENT L P

779K

754K

813K

800K

955K

1.1M

$35M

JANUS HENDERSON GROUP PLC

648K

802K

784K

912K

1.0M

$34M

Samjo Management, LLC

976K

870K

936K

1.1M

1.2M

920K

$30M

EMERALD ADVISERS, LLC

924K

925K

954K

943K

861K

$28M

DIMENSIONAL FUND ADVISORS LP

910K

854K

846K

811K

801K

846K

$28M

LOOMIS SAYLES & CO L P

—

42K

363K

465K

827K

$27M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	207	32,188,111	80.6%	$1.1B
2025-Q4

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · PDFS

Large holders — 13G, passive (top 4 by % of class)

Holder	% of class	Type	As of
KIBARIAN JOHN KACHIG	6.5%	Exempt	2025-12-31	SEC →
NEEDHAM INVESTMENT MANAGEMENT LLC	5.1%	QII	2026-03-31	SEC →
ADVANTEST CORP	0%	Passive	2026-05-15	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).

Institutional ownership· 13F filers holding PDFS · 2026-Q1 methodology → sources →

207 holders

% of shares outstanding held

80.6%

Shares held (13F)

32,188,111

Reporting holders

207

Top holders

largest 100 of 207 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	4,866,1774.9M	$159M	12.19%	—
2	NEEDHAM INVESTMENT MANAGEMENT LLC	2,022,7002.0M	$66M	5.07%	ADD 3%
3	VANGUARD PORTFOLIO MANAGEMENT LLC	1,400,7221.4M	$46M	3.51%	NEW†
4	VANGUARD CAPITAL MANAGEMENT LLC	1,388,1221.4M	$45M	3.48%	NEW†
5	Ranger Investment Management, L.P.	1,279,6301.3M	$42M	3.21%	ADD 9%
6	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1,255,5591.3M	$41M	3.15%	TRIM -8%
7	STATE STREET CORP	1,192,4081.2M	$39M	2.99%	ADD 4%
8	BARROW HANLEY MEWHINNEY & STRAUSS LLC	1,140,5471.1M	$37M	2.86%	NEW†
9	Ophir Asset Management Pty Ltd	1,137,3491.1M	$37M	2.85%	ADD 57%
10	SNYDER CAPITAL MANAGEMENT L P	1,060,4781.1M	$35M	2.66%	ADD 11%
11	JANUS HENDERSON GROUP PLC	1,035,6661.0M	$34M	2.59%	ADD 14%
12	Samjo Management, LLC	919,955919,955	$30M	2.30%	TRIM -20%
13	EMERALD ADVISERS, LLC	860,819860,819	$28M	2.16%	TRIM -9%
14	DIMENSIONAL FUND ADVISORS LP	845,693845,693	$28M	2.12%	ADD 6%
15	LOOMIS SAYLES & CO L P	827,109827,109	$27M	2.07%	ADD 78%
16	GEODE CAPITAL MANAGEMENT, LLC	802,223802,223	$26M	2.01%	ADD 4%
17	Divisar Capital Management LLC	623,364623,364	$20M	1.56%	TRIM -18%
18	EMERALD MUTUAL FUND ADVISERS TRUST	594,610594,610	$19M	1.49%	—
19	WASATCH ADVISORS LP	507,737507,737	$17M	1.27%	TRIM -3%
20	Silverberg Bernstein Capital Management LLC	472,883472,883	$15M	1.18%	—
21	Russell Investments Group, Ltd.	441,716441,716	$14M	1.11%	ADD 8%
22	ArrowMark Colorado Holdings LLC	356,620356,620	$12M	0.89%	TRIM -28%
23	DF DENT & CO INC	352,960352,960	$12M	0.88%	NEW
24	NORTHERN TRUST CORP	352,559352,559	$12M	0.88%	—
25	MORGAN STANLEY	341,780341,780	$11M	0.86%	TRIM -14%
26	Connor, Clark & Lunn Investment Management Ltd.	328,905328,905	$11M	0.82%	TRIM -15%
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	308,174308,174	$10M	0.77%	—
28	FMR LLC	302,209302,209	$10M	0.76%	ADD 13%
29	Pillsbury Lake Capital LLC	270,668270,668	$9M	0.68%	TRIM -28%
30	VANGUARD FIDUCIARY TRUST CO	221,080221,080	$7M	0.55%	NEW
31	HERALD INVESTMENT MANAGEMENT Ltd	200,000200,000	$7M	0.50%	TRIM -11%
32	Bank of New York Mellon Corp	190,498190,498	$6M	0.48%	TRIM -4%
33	Roubaix Capital, LLC	181,937181,937	$6M	0.46%	TRIM -17%
34	PRINCIPAL FINANCIAL GROUP INC	156,515156,515	$5M	0.39%	ADD 2%
35	GOLDMAN SACHS GROUP INC	151,048151,048	$5M	0.38%	TRIM -20%
36	RICE HALL JAMES & ASSOCIATES, LLC	147,782147,782	$5M	0.37%	—
37	Invesco Ltd.	144,340144,340	$5M	0.36%	ADD 6%
38	Squarepoint Ops LLC	130,919130,919	$4M	0.33%	TRIM -40%
39	Public Sector Pension Investment Board	114,525114,525	$4M	0.29%	ADD 3%
40	Nuveen, LLC	111,994111,994	$4M	0.28%	—
41	Gem Investment Advisors, LLC	105,526105,526	$3M	0.26%	—
42	BROWN CAPITAL MANAGEMENT LLC	104,322104,322	$3M	0.26%	TRIM -17%
43	UBS Group AG	101,285101,285	$3M	0.25%	ADD 61%
44	Bridge City Capital, LLC	100,771100,771	$3M	0.25%	—
45	PRELUDE CAPITAL MANAGEMENT, LLC	90,77990,779	$3M	0.23%	TRIM -22%
46	SEI INVESTMENTS CO	90,39390,393	$3M	0.23%	ADD 114%
47	BANK OF AMERICA CORP /DE/	85,77685,776	$3M	0.21%	ADD 7%
48	RHUMBLINE ADVISERS	84,54784,547	$3M	0.21%	ADD 3%
49	Inspire Advisors, LLC	84,16984,169	$3M	0.21%	NEW
50	Lisanti Capital Growth, LLC	81,36581,365	$3M	0.20%	TRIM -23%
51	Legal & General Group Plc	74,38774,387	$2M	0.19%	TRIM -9%
52	RAYMOND JAMES FINANCIAL INC	72,35772,357	$2M	0.18%	ADD 49%
53	WELLS FARGO & COMPANY/MN	67,16167,161	$2M	0.17%	TRIM -17%
54	DEUTSCHE BANK AG\	65,81265,812	$2M	0.16%	ADD 5%
55	LPL Financial LLC	62,53062,530	$2M	0.16%	ADD 501%
56	Swiss National Bank	62,40062,400	$2M	0.16%	—
57	Dana Investment Advisors, Inc.	62,08862,088	$2M	0.16%	ADD 12%
58	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	59,83959,839	$2M	0.15%	ADD 3%
59	AMERIPRISE FINANCIAL INC	52,32252,322	$2M	0.13%	TRIM -11%
60	Fisher Asset Management, LLC	51,44451,444	$2M	0.13%	ADD 27%
61	ACADIAN ASSET MANAGEMENT LLC	50,98850,988	$2M	0.13%	TRIM -4%
62	AQR CAPITAL MANAGEMENT LLC	48,57248,572	$2M	0.12%	ADD 5%
63	ENVESTNET ASSET MANAGEMENT INC	48,46748,467	$2M	0.12%	ADD 15%
64	Legato Capital Management LLC	43,76043,760	$1M	0.11%	TRIM -18%
65	VOYA INVESTMENT MANAGEMENT LLC	41,19141,191	$1M	0.10%	TRIM -22%
66	BOOTHBAY FUND MANAGEMENT, LLC	39,82439,824	$1M	0.10%	TRIM -28%
67	ALLIANCEBERNSTEIN L.P.	44,98044,980	$1M	0.11%	ADD 3%
68	Creative Planning	38,92738,927	$1M	0.10%	ADD 4%
69	SUSQUEHANNA INTERNATIONAL GROUP, LLP	38,75238,752	$1M	0.10%	ADD 147%
70	NEW YORK STATE COMMON RETIREMENT FUND	36,91136,911	$1M	0.09%	ADD 4%
71	LAZARD ASSET MANAGEMENT LLC	36,34936,349	$1M	0.09%	NEW
72	VICTORY CAPITAL MANAGEMENT INC	36,30036,300	$1M	0.09%	—
73	CITADEL ADVISORS LLC	34,58834,588	$1M	0.09%	TRIM -13%
74	PRUDENTIAL FINANCIAL INC	33,56233,562	$1M	0.08%	ADD 10%
75	Williams Jones Wealth Management, LLC.	32,00032,000	$1M	0.08%	—
76	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	30,70730,707	$1M	0.08%	—
77	GSA CAPITAL PARTNERS LLP	30,37830,378	$994,000	0.08%	ADD 14%
78	CANADA LIFE ASSURANCE Co	25,03325,033	$820,000	0.06%	—
79	CROWN ADVISORS MANAGEMENT, INC.	25,00025,000	$817,000	0.06%	NEW
80	PRICE T ROWE ASSOCIATES INC /MD/	22,88422,884	$749,000	0.06%	ADD 19%
81	Campbell & CO Investment Adviser LLC	22,11722,117	$723,447	0.06%	NEW
82	Quantinno Capital Management LP	21,65721,657	$708,400	0.05%	ADD 17%
83	Thrivent Financial for Lutherans	21,36321,363	$699,000	0.05%	TRIM -3%
84	VANGUARD ASSET MANAGEMENT, Ltd	21,14521,145	$691,653	0.05%	NEW
85	Assenagon Asset Management S.A.	20,50320,503	$670,653	0.05%	TRIM -4%
86	Penn Capital Management Company, LLC	19,97619,976	$653,415	0.05%	—
87	Numerai GP LLC	19,57319,573	$640,233	0.05%	ADD 161%
88	FEDERATED HERMES, INC.	19,30019,300	$631,303	0.05%	—
89	Vident Advisory, LLC	19,21119,211	$628,392	0.05%	NEW
90	Man Group plc	18,77718,777	$614,196	0.05%	NEW
91	MetLife Investment Management, LLC	18,69218,692	$611,415	0.05%	—
92	XTX Topco Ltd	18,30118,301	$598,626	0.05%	NEW
93	CVA Family Office, LLC	17,77417,774	$581,388	0.04%	—
94	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	16,41816,418	$569,862	0.04%	ADD 2%
95	CenterBook Partners LP	17,40517,405	$569,318	0.04%	TRIM -50%
96	State of Alaska, Department of Revenue	17,25317,253	$563,000	0.04%	—
97	NATIXIS ADVISORS, LLC	17,01917,019	$557,000	0.04%	ADD 6%
98	Illinois Municipal Retirement Fund	16,38516,385	$535,953	0.04%	ADD 12%
99	Inspire Investing, LLC	15,89715,897	$519,979	0.04%	TRIM -2%
100	SG Americas Securities, LLC	15,17815,178	$496,000	0.04%	TRIM -20%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

5.0M

4.9M

4.8M

4.9M

$159M

NEEDHAM INVESTMENT MANAGEMENT LLC

1.8M

1.9M

2.0M

$66M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

1.4M

$46M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.4M

$45M

Ranger Investment Management, L.P.

887K

877K

1.0M

1.1M

1.2M

1.3M

$42M

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

1.1M

1.2M

1.3M

1.4M

1.3M

$41M

STATE STREET CORP

1.2M

1.1M

1.2M

$39M

BARROW HANLEY MEWHINNEY & STRAUSS LLC

—

1.1M

$37M

Ophir Asset Management Pty Ltd

784K

—

723K

1.1M

$37M

SNYDER CAPITAL MANAGEMENT L P

779K

754K

813K

800K

955K

1.1M

$35M

JANUS HENDERSON GROUP PLC

648K

802K

784K

912K

1.0M

$34M

Samjo Management, LLC

976K

870K

936K

1.1M

1.2M

920K

$30M

EMERALD ADVISERS, LLC

924K

925K

954K

943K

861K

$28M

DIMENSIONAL FUND ADVISORS LP

910K

854K

846K

811K

801K

846K

$28M

LOOMIS SAYLES & CO L P

—

42K

363K

465K

827K

$27M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	207	32,188,111	80.6%	$1.1B
2025-Q4

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · PDFS

Large holders — 13G, passive (top 4 by % of class)

Holder	% of class	Type	As of
KIBARIAN JOHN KACHIG	6.5%	Exempt	2025-12-31	SEC →
NEEDHAM INVESTMENT MANAGEMENT LLC	5.1%	QII	2026-03-31	SEC →
ADVANTEST CORP	0%	Passive	2026-05-15	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

PDFS US Equity☆

Institutional ownership· 13F filers holding PDFS · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · PDFS

Institutional ownership· 13F filers holding PDFS · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · PDFS

PDFS US Equity