About PDF Solutions, Inc. - Common Stock Company overview from Wikipedia

PDF Solutions, Inc. is an American multinational software and engineering services company based in Santa Clara, California. The company is listed in the Nasdaq stock exchange under the ticker symbol PDFS.

History

PDF Solutions was co-founded in 1991 by John Kibarian and Kimon Michaels. Kibarian was appointed CEO in 2000, and in July 2001, the company went public.

Acquisitions

In October 2006, PDF Solutions purchased Si Automation for $26.6 million in cash.

In 2019, the company purchased assets from StreamMosaic.

PDF Solutions acquired Cimetrix Incorporated in November 2020. In July 2023, the company acquired Lantern Machinery Analytics.

Corporate affairs

Financial results

The following is an overview of the main financial results from recent years:

Products and services

According to PDF Solutions the company currently serves more than 500 clients in 36 countries, including brands like TSMC, Intel, Analog Devices and Qualcomm. Clients come from the fields of foundries, semiconductor design companies and equipment manufacturers.

The company produces software, hardware and semiconductor-based intellectual property (IP) to provide advanced data management and analytics that support the manufacturing and testing of integrated circuits and systems on chips used in electronic devices such as smartphones, computers and the advanced driver assistance systems (ADAS) of modern automobiles.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

PDFS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price

$45.46

Market Cap

$1.80B

P/E (TTM)

-2273.0

EPS (TTM)

$-0.02

Revenue (TTM)

$219M

Div Yield

—

ROE

-0.24%

Debt/Equity

0.2

52W Range

$19 – $72

PDFS Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $219M

2016-12-31 → 2025-12-31

EPS $-0.02

2016-12-31 → 2025-12-31

Free Cash Flow $-9M

2016-12-31 → 2025-12-31

Margins -0.29%

2016-12-31 → 2025-12-31

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric

5Y trend

PDFS

Peer Median

P/E (TTM)

-2273.0

79.2

P/S (TTM)

8.2

5.2

P/B

6.6

2.5

EV / EBITDA

183.5

—

Price / FCF

-209.6

—

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric

5Y trend

PDFS

Peer Median

Gross Margin

72.3%

43.5%

Operating Margin

2.7%

—

Net Profit Margin

-0.29%

-4.0%

ROA

-0.17%

-4.0%

ROE

-0.24%

-5.6%

ROIC

-0.35%

—

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric

5Y trend

PDFS

Peer Median

Debt / Equity

0.2

—

Current Ratio

2.3

4.6

Quick Ratio

1.7

—

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric

5Y trend

PDFS

Peer Median

Revenue YoY

22.0%

—

Revenue CAGR 3Y

13.8%

—

Revenue CAGR 5Y

20.0%

—

EPS YoY

25.0%

—

Net Income YoY

30.7%

—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric

5Y trend

PDFS

Peer Median

EPS (Diluted)

$-0.02

—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric

5Y trend

PDFS

Peer Median

PDFS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 10 analysts

Strong Buy 2 20.0%
Buy 7 70.0%
Hold 1 10.0%
Sell 0 0.0%
Strong Sell 0 0.0%

12-Month Price Target

6 analysts · 2026-08-13

Median $61.50

← Below all targets $45.46

Low $50.00

High $74.00

Median target $61.50 +35.3%

Mean target $61.67 +35.7%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise

0.03%

Period	EPS Actual	EPS Est	Surprise
June 30, 2026	$0.27	$0.27	0.00%
March 31, 2026	$0.31	$0.24	0.07%
Dec. 31, 2025	$0.30	$0.24	0.06%
Sept. 30, 2025	$0.25	$0.23	0.02%
June 30, 2025	$0.19	$0.19	-0.00%
March 31, 2025	$0.21	$0.19	0.02%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker	Market Cap	P/E	Rev YoY	Net Margin	ROE	Gross Margin
PDFS	$1.13B	-1426.5	22.0%	-0.29%	-0.24%	72.3%
ACLS	$2.47B	21.1	-17.6%	14.3%	11.7%	44.9%
UCTT	$1.18B	-6.5	-2.1%	-8.8%	-22.9%	15.7%
VECO	$1.73B	48.4	-7.4%	5.3%	4.1%	40.0%
COHU	$1.17B	-14.8	12.7%	-16.4%	-9.2%	—
ICHR	$653M	-12.3	11.6%	-5.6%	-7.8%	9.3%
PLAB	$1.38B	10.5	-2.0%	16.1%	11.9%	35.3%
ALMU	$260M	-71.2	407.6%	-64.8%	-31.9%	—
ASYS	$133M	-4.4	-21.6%	-38.2%	-44.7%	34.0%
ATOM	$72M	-3.4	-51.8%	-31036.9%	-101.7%	-393.8%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 17

Annual Income Statement data for PDFS
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$219M	$179M	$166M	$149M	$111M	$88M	·	·	$102M	$107M	$98M	$100M
Cost of Revenue	$61M	$54M	$52M	$48M	$44M	$37M	$33M	$43M	$48M	$44M	$39M	$40M
Gross Profit	$158M	$125M	$114M	$101M	·	·	·	$43M	$54M	$63M	$59M	$60M
R&D Expense	$64M	$54M	$51M	$56M	$44M	$35M	$33M	$28M	$30M	$28M	$19M	$14M
SG&A Expense	$85M	$70M	$62M	$45M	$38M	$33M	$26M	$24M	$24M	$22M	$20M	$18M
Operating Expenses	·	·	·	·	·	·	·	$53M	$54M	$50M	$40M	$33M
Operating Income	$6M	$935.0K	$-151.0K	·	·	·	·	$-10M	$190.0K	$13M	$19M	$28M
Interest Income	$2M	$6M	$6M	$3M	$683.0K	·	·	·	·	·	·	·
Other Non-op	$1M	$6M	$5M	·	$683.0K	$-1M	$276.0K	$493.0K	$-264.0K	$-10.0K	$181.0K	$119.0K
Pretax Income	$3M	$7M	$5M	$470.0K	$-18M	$-18M	$-7M	$-9M	$-74.0K	$13M	$19M	$28M
Income Tax	$4M	$3M	$2M	$4M	$3M	$22M	$-2M	$-2M	$1M	$4M	$7M	$9M
Net Income	$-640.0K	$4M	$3M	$-3M	$-21M	$-40M	$-5M	$-8M	$-1M	$9M	$12M	$18M
EPS (Basic)	$-0.02	$0.11	$0.08	$-0.09	$-0.58	$-1.17	$-0.17	$-0.24	$-0.04	$0.29	$0.39	$0.60
EPS (Diluted)	$-0.02	$0.10	$0.08	$-0.09	$-0.58	$-1.17	$-0.17	$-0.24	$-0.04	$0.28	$0.39	$0.58
Shares (Basic)	39,317,000	38,602,000	38,015,000	37,309,000	37,138,000	34,458,000	32,411,000	32,169,000	32,038,000	31,373,000	31,424,000	30,743,000
Shares (Diluted)	39,317,000	39,047,000	38,937,000	37,309,000	37,138,000	34,458,000	32,411,000	32,169,000	32,038,000	32,431,000	32,164,000	31,939,000
EBITDA	$10M	$4M	$5M	$6M	$6M	$7M	·	$-5M	$5M	$17M	$22M	$30M

Balance Sheet 29

Annual Balance Sheet data for PDFS
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$42M	$91M	$99M	$120M	$28M	$30M	$98M	$96M	$101M	$117M	$126M	$115M
Short-term Investments	$0	$24M	$37M	$20M	$113M	$115M	$0	·	·	·	·	·
Receivables	$83M	$74M	$45M	$42M	$40M	$34M	$41M	$52M	$58M	$48M	$33M	$38M
Prepaid Expense	$39M	$17M	$17M	$12M	$8M	$14M	$9M	$10M	$5M	$5M	$4M	$3M
Other Current Assets	$4M	$942.0K	·	·	·	·	·	·	·	·	·	·
Current Assets	$164M	$206M	$198M	$193M	$189M	$193M	$148M	$157M	$164M	$170M	$163M	$159M
PP&E (Net)	$82M	$48M	$37M	$40M	$35M	$39M	$41M	$36M	$25M	$19M	$11M	$9M
PP&E (Gross)	$132M	$95M	$87M	$86M	$77M	$76M	$70M	$60M	$46M	$36M	$25M	$24M
Accum. Depreciation	$51M	$47M	$50M	$46M	$41M	$36M	$29M	$24M	$21M	$17M	$14M	$15M
Goodwill	$95M	$15M	$15M	$14M	$14M	$16M	$2M	$2M	$2M	$215.0K	$215.0K	$0
Intangibles	$52M	$12M	$16M	$18M	$21M	$25M	$6M	$5M	$6M	$4M	$5M	$0
Other Non-current Assets	$21M	$30M	$19M	$7M	$9M	$8M	$10M	$7M	$11M	$13M	$2M	$1M
Total Assets	$419M	$315M	$290M	$279M	$274M	$288M	$240M	$226M	$224M	$222M	$192M	$177M
Accounts Payable	$17M	$8M	$3M	$6M	$6M	$4M	$8M	$2M	$3M	$2M	$1M	$803.0K
Accrued Liabilities	$7M	$7M	$5M	$6M	$3M	$6M	$2M	$3M	$3M	$2M	$2M	$2M
Current Liabilities	$72M	$61M	$51M	$58M	$44M	$42M	$28M	$20M	$20M	$19M	$14M	$12M
Capital Leases	$4M	$4M	$5M	$6M	$5M	$7M	$8M	·	·	·	·	·
Other Non-current Liabilities	$3M	$2M	$3M	$2M	$2M	$1M	$2M	$3M	$2M	$2M	$466.0K	$627.0K
Total Liabilities	$148M	$69M	$61M	$69M	$54M	$53M	$43M	$26M	$26M	$24M	$17M	$16M
Long-term Debt	$67M	$0	·	·	·	·	·	·	·	·	·	·
Total Debt	$67M	·	·	·	·	·	·	·	·	·	·	·
Common Stock	$6.0K	$6.0K	$6.0K	$6.0K	$6.0K	$6.0K	$5.0K	$5.0K	$5.0K	$5.0K	$5.0K	$5.0K
Paid-in Capital	$534M	$503M	$473M	$447M	$423M	$407M	$325M	$311M	$298M	$281M	$266M	$249M
Retained Earnings	$-95M	$-94M	$-98M	$-101M	$-98M	$-76M	$-36M	$-30M	$-27M	$-26M	$-40M	$-52M
Treasury Stock	$166M	$159M	$144M	$134M	$105M	$96M	$92M	$79M	$72M	$55M	$50M	$34M
AOCI	$-2M	$-4M	$-2M	$-3M	$-1M	$-225.0K	$-1M	$-1M	$-705.0K	$-2M	$-2M	$-681.0K
Stockholders' Equity	$271M	$246M	$229M	$210M	$220M	$235M	$196M	$200M	$198M	$199M	$174M	$162M
Liabilities + Equity	$419M	$315M	$290M	$279M	$274M	$288M	$240M	$226M	$224M	$222M	$192M	$177M
Shares Outstanding	39,541,000	38,801,000	38,289,000	37,431,000	37,411,000	36,850,000	32,503,000	32,382,000	32,112,000	31,864,000	31,111,000	31,116,000

Cash Flow 18

Annual Cash Flow data for PDFS
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$4M	$4M	$5M	$6M	$6M	$7M	$6M	$5M	$5M	$4M	$3M	$2M
Stock-based Comp	$26M	$25M	$21M	$20M	$13M	$12M	$11M	$10M	$12M	$11M	$10M	$9M
Deferred Tax	$882.0K	$47.0K	$-105.0K	$-4.0K	$1M	$21M	$-5M	$-4M	$-504.0K	$216.0K	$2M	$3M
Amort. of Intangibles	$4M	$896.0K	$1M	$1M	$1M	$1M	$1M	$1M	$869.0K	$805.0K	$372.0K	$31.0K
Restructuring	·	·	·	·	·	$0	$92.0K	$576.0K	·	·	·	$57.0K
Other Non-cash	$-6M	$-23M	$-15M	$11M	$5M	$22M	·	$10M	$-4M	$-22M	$2M	$-5M
Operating Cash Flow	$24M	$10M	$15M	$32M	$4M	$22M	$25M	$13M	$11M	$2M	$30M	$29M
CapEx	$33M	$17M	$11M	$8M	$4M	$6M	$11M	$13M	$10M	$11M	$5M	$4M
Investing Cash Flow	$-137M	$-6M	$-29M	$85M	$-5M	$-151M	$-13M	$-13M	$-14M	$-11M	$-10M	$-4M
Debt Issued	$70M	$0	$0	·	·	·	·	·	·	·	·	·
Net Debt Issued	$68M	·	·	·	·	·	·	·	·	·	·	·
Stock Issued	·	·	·	·	·	$65M	$0	·	·	·	·	·
Stock Repurchased	$244.0K	$7M	$743.0K	$22M	$5M	$0	$10M	$5M	$13M	$2M	$15M	$4M
Net Stock Activity	$-244.0K	$-7M	$-743.0K	$-22M	$-5M	$65M	·	$-5M	$-13M	$-2M	$-15M	$-4M
Financing Cash Flow	$65M	$-11M	$-6M	$-24M	$-6M	$65M	$-10M	$-5M	$-12M	$30.0K	$-9M	$3M
Net Change in Cash	$-48M	$-8M	$-21M	$92M	$-6M	$-64M	$2M	$-5M	$-16M	$-9M	$11M	$26M
Taxes Paid	$3M	$3M	$4M	·	·	·	·	·	·	·	·	·
Free Cash Flow	$-9M	$-7M	$3M	$24M	$571.0K	$16M	·	$222.0K	$290.0K	$-9M	$24M	$23M

Profitability 8

Annual Profitability data for PDFS
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	72.3%	69.8%	·	·	·	·	·	·	53.3%	58.6%	60.2%	60.4%
Operating Margin	2.7%	·	·	·	·	·	·	·	0.19%	12.1%	19.6%	27.8%
Net Margin	-0.29%	2.3%	1.9%	-2.3%	-19.4%	·	·	·	-1.3%	8.5%	12.7%	18.4%
Pretax Margin	1.5%	3.7%	2.9%	0.32%	-16.5%	·	·	·	-0.07%	12.1%	19.8%	27.9%
EBITDA Margin	4.5%	2.0%	3.0%	3.7%	5.6%	·	·	·	4.9%	15.4%	22.3%	29.8%
ROA	-0.17%	1.3%	1.1%	-1.2%	-7.7%	-15.3%	·	-3.4%	-0.60%	4.2%	6.7%	11.2%
ROE	-0.24%	1.7%	1.4%	-1.7%	-9.7%	-16.2%	·	-3.9%	-0.67%	4.7%	7.4%	12.4%
ROIC	-0.35%	·	·	·	·	·	·	-4.1%	1.7%	4.6%	7.0%	11.4%

Liquidity & Solvency 4

Annual Liquidity & Solvency data for PDFS
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	2.3	3.4	3.9	3.3	4.3	4.6	·	8.1	8.3	9.2	11.3	12.9
Quick Ratio	1.7	3.1	3.5	3.1	4.1	4.3	·	7.6	8.1	8.9	11.0	12.4
Debt / Equity	0.2	·	·	·	·	·	·	·	·	·	·	·
LT Debt / Equity	0.2	·	·	·	·	·	·	·	·	·	·	·

Efficiency 2

Annual Efficiency data for PDFS
Metric	Trend	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover		0.6	0.6	0.6	0.5	0.4	·	·	·	0.5	0.5	0.5	0.6
Receivables Turnover		2.8	3.0	3.8	3.6	3.0	·	·	·	1.9	2.6	2.8	2.8

Per Share 5

Annual Per Share data for PDFS
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$6.85	$6.34	$5.98	$5.61	$5.87	$6.36	·	$6.17	$6.18	$6.24	$5.60	$5.20
Revenue / Share	$5.57	$4.60	$4.26	$3.98	$2.99	·	·	·	$3.18	$3.31	$3.05	$3.14
Cash Flow / Share	$0.61	$0.25	$0.38	$0.87	$0.11	$0.63	·	$0.41	$0.33	$0.06	$0.89	$0.85
Cash / Share	$1.07	$2.33	$2.58	$3.20	$0.74	$0.82	·	$2.97	$3.15	$3.67	$4.06	$3.71
EPS (TTM)	$-0.02	$0.10	$0.08	$-0.09	$-0.58	$-1.17	$-0.17	$-0.24	$-0.04	$0.28	$0.39	$0.58

Growth Rates 5

Annual Growth Rates data for PDFS
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	22.0%	8.2%	11.6%	33.8%	26.1%	·	·	·	·	·	·	·
Revenue CAGR 3Y	13.8%	17.3%	23.5%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	20.0%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	·	25.0%	·	·	·	·	·	·	·	·	·	·
Net Income YoY	·	30.7%	·	·	·	·	·	·	·	·	·	·

Valuation (TTM) 14

Annual Valuation (TTM) data for PDFS
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$219M	$179M	$166M	$149M	$111M	$88M	$86M	$86M	$102M	$107M	$98M	$100M
Net Income TTM	$-640.0K	$4M	$3M	$-3M	$-21M	$-40M	$-5M	$-8M	$-1M	$9M	$12M	$18M
Market Cap	$1.13B	$1.05B	$1.23B	$1.07B	$1.19B	$796M	·	$273M	$504M	$719M	$337M	$462M
Enterprise Value	$1.15B	·	·	·	·	·	·	·	·	·	·	·
P/E	-1426.5	270.8	401.8	-316.9	-54.8	-18.5	-99.4	-35.1	-392.5	80.5	27.8	25.6
P/S	5.2	5.9	7.4	7.2	10.7	9.0	·	3.2	4.9	6.7	3.4	4.6
P/B	4.2	4.3	5.4	5.1	5.4	3.4	·	1.4	2.5	3.6	1.9	2.9
P / Tangible Book	9.1	4.8	6.2	6.0	6.5	4.1	·	·	·	·	·	·
P / Cash Flow	46.9	108.3	84.3	33.1	280.3	36.5	·	20.5	47.8	359.3	11.8	17.1
P / FCF	-131.5	-141.0	365.8	44.7	2082.8	50.4	·	1229.6	1738.5	-77.4	14.2	20.0
EV / EBITDA	116.1	·	·	·	·	·	·	·	·	·	·	·
EV / FCF	-134.4	·	·	·	·	·	·	·	·	·	·	·
EV / Revenue	5.3	·	·	·	·	·	·	·	·	·	·	·
Earnings Yield	-0.07%	0.37%	0.25%	-0.32%	-1.8%	-5.4%	-1.0%	-2.9%	-0.25%	1.2%	3.6%	3.9%

Income Statement 16

Quarterly Income Statement data for PDFS
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue	$62M	$60M	$62M	$57M	$52M	$48M	$50M	$46M	$42M	$41M	$41M	$42M	$42M	$41M	$41M	$40M
Cost of Revenue	$19M	$17M	$17M	$16M	$15M	$13M	$16M	$12M	$12M	$14M	$13M	$14M	$12M	$12M	$12M	$13M
Gross Profit	·	$43M	$45M	$41M	$37M	$35M	$34M	$34M	$29M	$28M	·	·	·	·	·	·
R&D Expense	$17M	$18M	$19M	$15M	$15M	$15M	$14M	$14M	$13M	$13M	$12M	$13M	$12M	$13M	$14M	$14M
SG&A Expense	$19M	$17M	$22M	$20M	$20M	$23M	$19M	$18M	$16M	$16M	$16M	$16M	$15M	$16M	$13M	$12M
Operating Income	$5M	$6M	$3M	$5M	$1M	$-4M	$512.0K	$2M	$264.0K	$-2M	·	·	·	·	·	·
Interest Income	·	·	·	·	·	·	$918.0K	$2M	$1M	$2M	$2M	$2M	$1M	$911.0K	$-250.0K	$2M
Other Non-op	$666.0K	$592.0K	$345.0K	$-102.0K	$196.0K	$870.0K	$962.0K	$2M	$1M	$2M	·	·	·	·	·	·
Pretax Income	$5M	$6M	$3M	$3M	$71.0K	$-3M	$1M	$4M	$2M	$-268.0K	$143.0K	$1M	$3M	$745.0K	$1M	$2M
Income Tax	$353.0K	$1M	$3M	$2M	$-1M	$36.0K	$935.0K	$1M	$38.0K	$125.0K	$-744.0K	$6M	$-4M	$390.0K	$591.0K	$815.0K
Net Income	$4M	$5M	$-48.0K	$1M	$1M	$-3M	$539.0K	$2M	$2M	$-393.0K	$887.0K	$-5M	$7M	$355.0K	$483.0K	$1M
EPS (Basic)	$0.10	$0.12	$0.00	$0.03	$0.03	$-0.08	$0.02	$0.06	$0.04	$-0.01	$0.02	$-0.13	$0.18	$0.01	$0.01	$0.04
EPS (Diluted)	$0.10	$0.12	$0.00	$0.03	$0.03	$-0.08	$0.01	$0.06	$0.04	$-0.01	$0.03	$-0.13	$0.17	$0.01	$0.01	$0.04
Shares (Basic)	40,932,000	39,857,000	-78,419,000	39,500,000	39,148,000	39,088,000	-77,227,000	38,710,000	38,619,000	38,500,000	-75,768,000	38,187,000	37,859,000	37,737,000	-74,551,000	37,226,000
Shares (Diluted)	41,776,000	40,377,000	-78,650,000	39,619,000	39,260,000	39,088,000	-77,690,000	39,105,000	39,132,000	38,500,000	-77,185,000	38,187,000	39,076,000	38,859,000	-75,379,000	38,054,000
EBITDA	$5M	$8M	·	$5M	$1M	$-3M	·	·	·	$1M	·	·	·	$1M	·	·

Balance Sheet 29

Quarterly Balance Sheet data for PDFS
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	$115M	$31M	$42M	$36M	$37M	$44M	$91M	$96M	$92M	$85M	·	$112M	$100M	$114M	·	$94M
Short-term Investments	·	·	$0	$0	$3M	$10M	$24M	$24M	$26M	$38M	·	$24M	$24M	$19M	·	$22M
Receivables	$91M	$96M	$83M	$75M	$69M	$64M	$74M	$47M	$56M	$47M	·	$41M	$61M	$47M	·	$55M
Prepaid Expense	$47M	$48M	$39M	$35M	$25M	$23M	$17M	$25M	$19M	$17M	·	$18M	$19M	$13M	·	$9M
Other Current Assets	$4M	$4M	$4M	·	·	·	$942.0K	·	·	·	·	·	·	·	·	·
Current Assets	$253M	$176M	$164M	$146M	$135M	$141M	$206M	$191M	$193M	$187M	·	$194M	$204M	$193M	·	$181M
PP&E (Net)	$95M	$90M	$82M	$72M	$62M	$57M	$48M	$46M	$41M	$36M	·	$38M	$43M	$42M	·	$39M
PP&E (Gross)	$149M	$143M	$132M	$121M	$110M	$104M	$95M	$94M	$88M	$83M	·	$87M	$91M	$89M	·	$83M
Accum. Depreciation	$54M	$52M	$51M	$49M	$48M	$48M	$47M	$48M	$47M	$47M	·	$49M	$48M	$48M	·	$45M
Goodwill	$95M	$95M	$95M	$97M	$97M	$97M	$15M	$15M	$15M	$15M	$15M	$15M	$14M	$14M	$14M	$14M
Intangibles	$48M	$50M	$52M	$54M	$56M	$58M	$12M	$13M	$14M	$15M	·	$16M	$16M	$17M	·	$19M
Other Non-current Assets	$25M	$15M	$21M	$32M	$35M	$34M	$30M	$37M	$31M	$29M	·	$14M	$7M	$7M	·	$8M
Total Assets	$519M	$431M	$419M	$406M	$391M	$390M	$315M	$307M	$298M	$287M	·	$282M	$290M	$279M	·	$266M
Accounts Payable	$12M	$17M	$17M	$15M	$7M	$9M	$8M	$8M	$4M	$6M	·	$3M	$2M	$6M	·	$5M
Accrued Liabilities	$7M	$5M	$7M	$7M	·	$13M	$7M	$7M	$6M	$5M	·	$5M	$5M	$6M	·	$6M
Current Liabilities	$73M	$75M	$72M	$66M	$57M	$64M	$61M	$58M	$55M	$52M	·	$50M	$52M	$54M	·	$52M
Capital Leases	$3M	$3M	$4M	$4M	$4M	$3M	$4M	$4M	$4M	$4M	·	$5M	$5M	$6M	·	$6M
Other Non-current Liabilities	$2M	$3M	$3M	$3M	$4M	$4M	$2M	$2M	$4M	$2M	·	$3M	$6M	$3M	·	·
Total Liabilities	$147M	$150M	$148M	$142M	$134M	$141M	$69M	$67M	$66M	$61M	·	$61M	$66M	$66M	·	$63M
Long-term Debt	$67M	$66M	$67M	$68M	$68M	$69M	$0	·	·	·	·	·	·	·	·	·
Total Debt	$67M	$66M	·	$68M	$68M	$69M	·	·	·	·	·	·	·	·	·	·
Common Stock	$6.0K	$6.0K	$6.0K	$6.0K	$6.0K	$6.0K	$6.0K	$6.0K	$6.0K	$6.0K	·	$6.0K	$6.0K	$6.0K	·	$6.0K
Paid-in Capital	$630M	$542M	$534M	$527M	$518M	$512M	$503M	$496M	$487M	$481M	·	$467M	$459M	$454M	·	$442M
Retained Earnings	$-86M	$-90M	$-95M	$-95M	$-96M	$-97M	$-94M	$-95M	$-97M	$-98M	·	$-99M	$-94M	$-101M	·	$-102M
Treasury Stock	$170M	$170M	$166M	$166M	$163M	$163M	$159M	$159M	$155M	$155M	·	$144M	$138M	$138M	·	$133M
AOCI	$-2M	$-2M	$-2M	$-2M	$-2M	$-3M	$-4M	$-2M	$-3M	$-3M	·	$-3M	$-3M	$-2M	·	$-4M
Stockholders' Equity	$372M	$280M	$271M	$264M	$258M	$249M	$246M	$240M	$232M	$225M	$229M	$222M	$224M	$213M	$210M	$203M
Liabilities + Equity	$519M	$431M	$419M	$406M	$391M	$390M	$315M	$307M	$298M	$287M	·	$282M	$290M	$279M	·	$266M
Shares Outstanding	41,889,000	39,911,000	39,541,000	39,507,000	39,163,000	39,130,000	38,801,000	38,763,000	38,431,000	38,393,000	·	38,245,000	37,879,000	37,836,000	·	37,295,000

Cash Flow 16

Quarterly Cash Flow data for PDFS
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
D&A	$2M	$2M	$1M	$1M	$804.0K	$685.0K	$733.0K	$766.0K	$1M	$1M	$1M	$1M	$1M	$1M	$1M	$1M
Stock-based Comp	$6M	$6M	$7M	$6M	$6M	$7M	$7M	$7M	$6M	$6M	$6M	$6M	$5M	$5M	$5M	$5M
Deferred Tax	·	·	$846.0K	$1M	$-986.0K	$-312.0K	$82.0K	$-52.0K	$8.0K	$9.0K	$-148.0K	$125.0K	$-59.0K	$-23.0K	$-50.0K	$29.0K
Amort. of Intangibles	$1M	$1M	$1M	$1M	$1M	$378.0K	$182.0K	$196.0K	$259.0K	$259.0K	$306.0K	$328.0K	$326.0K	$325.0K	$-782.0K	$318.0K
Other Non-cash	·	$-11M	·	·	·	$5M	·	·	·	$-9M	·	·	·	$-8M	·	·
Operating Cash Flow	$16M	$2M	$17M	$3M	$-5M	$9M	$2M	$9M	$684.0K	$-2M	$2M	$19M	$-6M	$-982.0K	$24M	$1M
CapEx	$14M	$10M	$10M	$6M	$9M	$8M	$6M	$4M	$5M	$2M	$3M	$3M	$3M	$3M	$2M	$2M
Investing Cash Flow	$-14M	$-10M	$-10M	$-3M	$-385.0K	$-124M	$-6M	$-4M	$7M	$-3M	$-15M	$-5M	$-7M	$-2M	$1M	$11M
Debt Issued	$0	$0	$0	$0	$400.0K	$70M	$0	$0	·	·	·	·	·	·	·	·
Net Debt Issued	·	$-625.0K	·	·	·	$69M	·	·	·	·	·	·	·	·	·	·
Stock Repurchased	·	·	$0	$244.0K	·	·	$0	$0	$0	$7M	$0	·	·	·	$0	$0
Net Stock Activity	·	·	·	·	·	·	·	·	·	$-7M	·	·	·	·	·	·
Financing Cash Flow	$81M	$-2M	$-890.0K	$-1M	$-1M	$68M	$-325.0K	$-2M	$-401.0K	$-9M	$-313.0K	$-3M	$-381.0K	$-2M	$-121.0K	$184.0K
Net Change in Cash	$84M	$-11M	$6M	$-2M	$-6M	$-47M	$-6M	$4M	$7M	$-14M	$-13M	$11M	$-14M	$-5M	$26M	$12M
Taxes Paid	$379.0K	$817.0K	$553.0K	$449.0K	$1M	$226.0K	$498.0K	$774.0K	·	·	·	·	·	·	·	·
Free Cash Flow	·	$-9M	·	·	·	$535.0K	·	·	·	$-4M	·	·	·	$-4M	·	·

Profitability 8

Quarterly Profitability data for PDFS
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Gross Margin	·	71.8%	·	72.3%	71.2%	72.9%	·	·	·	·	·	·	·	·	·	·
Operating Margin	8.2%	10.5%	·	8.5%	2.2%	-7.4%	·	·	·	·	·	·	·	·	·	·
Net Margin	6.9%	8.0%	·	2.3%	2.2%	-6.3%	·	4.8%	4.1%	-0.95%	·	-11.7%	16.4%	0.87%	·	3.5%
Pretax Margin	7.5%	9.7%	·	6.1%	0.14%	-6.3%	·	7.8%	4.2%	-0.65%	·	2.4%	7.1%	1.8%	·	5.5%
EBITDA Margin	8.2%	13.1%	·	8.5%	2.2%	-6.0%	·	·	·	2.6%	·	·	·	3.2%	·	·
ROA	0.94%	1.2%	·	0.36%	0.33%	-0.90%	·	0.75%	0.58%	-0.14%	·	-1.8%	2.5%	0.13%	·	0.51%
ROE	1.4%	1.8%	·	0.51%	0.47%	-1.3%	·	0.95%	0.75%	-0.18%	·	-2.3%	3.2%	0.17%	·	0.65%
ROIC	1.1%	1.5%	·	0.54%	5.5%	-1.1%	·	·	·	·	·	·	·	·	·	·

Liquidity & Solvency 4

Quarterly Liquidity & Solvency data for PDFS
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio	3.4	2.3	·	2.2	2.4	2.2	·	3.3	3.5	3.6	·	3.9	3.9	3.6	·	3.4
Quick Ratio	2.8	1.7	·	1.7	1.9	1.8	·	2.9	3.1	3.3	·	3.5	3.6	3.3	·	3.3
Debt / Equity	0.2	0.2	·	0.3	0.3	0.3	·	·	·	·	·	·	·	·	·	·
LT Debt / Equity	0.2	0.2	·	0.2	0.3	0.3	·	·	·	·	·	·	·	·	·	·

Efficiency 2

Quarterly Efficiency data for PDFS
Metric	Trend	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover		0.1	0.1	·	0.2	0.2	0.1	·	0.2	0.1	0.1	·	0.2	0.2	0.1	·	0.1
Receivables Turnover		0.8	0.8	·	0.9	0.8	0.9	·	1.1	0.7	0.9	·	0.9	0.9	1.0	·	0.9

Per Share 5

Quarterly Per Share data for PDFS
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$8.89	$7.03	·	$6.69	$6.58	$6.36	·	$6.20	$6.04	$5.87	·	$5.79	$5.92	$5.64	·	$5.45
Revenue / Share	$1.47	$1.49	·	$1.44	$1.32	$1.22	·	$1.19	$1.06	$1.07	·	$1.11	$1.06	$1.05	·	$1.05
Cash Flow / Share	·	$0.04	·	·	·	$0.22	·	·	·	$-0.05	·	·	·	$-0.03	·	·
Cash / Share	$2.74	$0.78	·	$0.91	$0.96	$1.12	·	$2.49	$2.39	$2.22	·	$2.92	$2.65	$3.02	·	$2.51
EPS (TTM)	$0.28	$0.10	·	$0.04	$0.05	$0.01	·	$-0.04	$0.07	$0.04	·	$0.06	$0.23	$0.03	·	$-0.29

Valuation (TTM) 14

Quarterly Valuation (TTM) data for PDFS
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$231M	$217M	·	$203M	$188M	$177M	·	$172M	$167M	$166M	·	$165M	$163M	$156M	·	$138M
Net Income TTM	$12M	$4M	·	$2M	$2M	$486.0K	·	$-1M	$3M	$2M	·	$3M	$9M	$1M	·	$-11M
Market Cap	$2.97B	$1.31B	·	$1.02B	$837M	$748M	·	$1.23B	$1.40B	$1.29B	·	$1.24B	$1.71B	$1.60B	·	$915M
Enterprise Value	$2.92B	$1.34B	·	$1.05B	$865M	$762M	·	·	·	·	·	·	·	·	·	·
P/E	252.8	327.1	·	645.5	427.6	1911.0	·	-792.0	519.7	841.8	·	540.0	196.1	1413.3	·	-84.6
P/S	12.9	6.0	·	5.0	4.5	4.2	·	7.2	8.4	7.8	·	7.5	10.5	10.3	·	6.6
P/B	8.0	4.7	·	3.9	3.3	3.0	·	5.1	6.0	5.7	·	5.6	7.6	7.5	·	4.5
P / Tangible Book	12.9	9.6	·	9.0	8.0	8.0	·	5.8	6.9	6.6	·	6.5	8.8	8.8	·	5.4
P / Cash Flow	·	779.9	·	·	·	86.5	·	·	·	-694.2	·	·	·	-1633.7	·	·
P / FCF	·	-148.4	·	·	·	1397.7	·	·	·	-332.7	·	·	·	-413.0	·	·
EV / EBITDA	576.0	170.3	·	217.9	774.4	-265.6	·	·	·	·	·	·	·	·	·	·
EV / FCF	·	-152.4	·	·	·	1424.8	·	·	·	·	·	·	·	·	·	·
EV / Revenue	12.7	6.2	·	5.2	4.6	4.3	·	·	·	·	·	·	·	·	·	·
Earnings Yield	0.40%	0.31%	·	0.15%	0.23%	0.05%	·	-0.13%	0.19%	0.12%	·	0.19%	0.51%	0.07%	·	-1.2%

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Revenue	$219M	$179M	$166M	$149M	$111M
Gross Margin %	72.3%	69.8%	—	—	—
Operating Margin %	2.7%	—	—	—	—
Net Income	$-640.0K	$4M	$3M	$-3M	$-21M
Diluted EPS	$-0.02	$0.10	$0.08	$-0.09	$-0.58

Balance Sheet

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Debt / Equity	0.2	—	—	—	—
Current Ratio	2.3	3.4	3.9	3.3	4.3
Quick Ratio	1.7	3.1	3.5	3.1	4.1

Cash Flow

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Free Cash Flow	$-9M	$-7M	$3M	$24M	$571.0K

Latest News Recent headlines mentioning this company

Northland Lifts PT on PDF Solutions (PDFS) Following “a Strong Quarter” Yahoo Finance · 2 months, 3 weeks ago

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

BOUNCE_UP @ $26.54 RR 1.50 Nov 11

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Institutional owners (13F) 295 filers · $1.7B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter

New positions	Exited positions	Increased	Decreased	Net shares change
104 (+62 vs prior Q)	20 (+5 vs prior Q)	79 (+18 vs prior Q)	64 (+6 vs prior Q)	+6.0M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution	Value	Shares	% of tracked 13F	Type
VANGUARD CAPITAL MANAGEMENT LLC	$117,812,682	1,664,256	6.97%	Shares
VANGUARD PORTFOLIO MANAGEMENT LLC	$103,193,981	1,457,748	6.11%	Shares
STATE STREET CORP	$98,150,193	1,386,498	5.81%	Shares
Ranger Investment Management, L.P.	$81,383,511	1,149,647	4.82%	Shares
SNYDER CAPITAL MANAGEMENT L P	$73,196,648	1,033,997	4.33%	Shares
EMERALD ADVISERS, LLC	$62,599,172	884,294	3.70%	Shares
DIMENSIONAL FUND ADVISORS LP	$56,735,920	801,468	3.36%	Shares
GEODE CAPITAL MANAGEMENT, LLC	$55,613,150	785,407	3.29%	Shares
Atreides Management, LP	$46,617,763	658,536	2.76%	Shares
Ophir Asset Management Pty Ltd	$42,993,811	607,343	2.54%	Shares
Point72 Asset Management, L.P.	$42,396,273	598,902	2.51%	Shares
LOOMIS SAYLES & CO L P	$41,203,365	582,051	2.44%	Shares
EMERALD MUTUAL FUND ADVISERS TRUST	$40,097,509	566,429	2.37%	Shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$39,233,659	554,226	2.32%	Shares
JENNISON ASSOCIATES LLC	$38,522,998	544,187	2.28%	Shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC	$33,295,935	470,348	1.97%	Shares
Silverberg Bernstein Capital Management LLC	$32,975,610	465,823	1.95%	Shares
OBERWEIS ASSET MANAGEMENT INC/	$30,184,856	426,400	1.79%	Shares
Shannon River Fund Management LLC	$26,176,443	369,776	1.55%	Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$25,986,301	367,090	1.54%	Shares
DF DENT & CO INC	$25,127,000	354,951	1.49%	Shares
SEGALL BRYANT & HAMILL, LLC	$24,581,403	347,244	1.45%	Shares
Divisar Capital Management LLC	$21,794,754	307,879	1.29%	Shares
Samjo Management, LLC	$21,067,104	297,600	1.25%	Shares
FMR LLC	$20,912,640	295,418	1.24%	Shares
GOLDMAN SACHS GROUP INC	$20,082,344	283,689	1.19%	Shares
ArrowMark Colorado Holdings LLC	$19,434,474	274,537	1.15%	Shares
VANGUARD FIDUCIARY TRUST CO	$18,756,377	264,958	1.11%	Shares
FIRST TRUST ADVISORS LP	$18,524,751	261,686	1.10%	Shares
WASATCH ADVISORS LP	$16,608,077	507,737	0.98%	Shares
Penn Capital Management Company, LLC	$14,394,106	203,136	0.85%	Shares
Connor, Clark & Lunn Investment Management Ltd.	$13,699,281	193,520	0.81%	Shares
Rockefeller Capital Management L.P.	$12,368,570	174,722	0.73%	Shares
NEW YORK STATE COMMON RETIREMENT FUND	$11,650,193	164,574	0.69%	Shares
RICE HALL JAMES & ASSOCIATES, LLC	$11,538,770	163,000	0.68%	Shares
PEAK6 LLC	$10,802,554	152,600	0.64%	Call option
DAVENPORT & Co LLC	$10,648,161	150,419	0.63%	Shares
NEEDHAM INVESTMENT MANAGEMENT LLC	$9,910,600	140,000	0.59%	Shares
Public Sector Pension Investment Board	$9,163,270	129,443	0.54%	Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$8,946,936	126,387	0.53%	Shares
AMERIPRISE FINANCIAL INC	$8,549,662	120,775	0.51%	Shares
HERALD INVESTMENT MANAGEMENT Ltd	$8,462,850	119,667	0.50%	Shares
Pillsbury Lake Capital LLC	$8,342,885	117,854	0.49%	Shares
Gem Investment Advisors, LLC	$7,470,186	105,526	0.44%	Shares
Bank of New York Mellon Corp	$7,293,635	103,032	0.43%	Shares
BROWN CAPITAL MANAGEMENT LLC	$7,236,932	102,231	0.43%	Shares
BAILLIE GIFFORD & CO	$6,977,275	98,563	0.41%	Shares
ENVESTNET ASSET MANAGEMENT INC	$6,854,313	96,826	0.41%	Shares
Squarepoint Ops LLC	$6,745,862	95,294	0.40%	Shares
Informed Momentum Co LLC	$6,237,732	88,116	0.37%	Shares
CITADEL ADVISORS LLC	$5,976,021	84,419	0.35%	Shares
RHUMBLINE ADVISERS	$5,743,814	81,139	0.34%	Shares
Bridge City Capital, LLC	$5,415,931	76,507	0.32%	Shares
SEVEN GRAND MANAGERS, LLC	$5,309,250	75,000	0.31%	Shares
OSAIC HOLDINGS, INC.	$4,951,936	69,955	0.29%	Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$4,714,048	66,592	0.28%	Shares
LPL Financial LLC	$4,545,426	64,210	0.27%	Shares
Swiss National Bank	$4,530,560	64,000	0.27%	Shares
Bouvel Investment Partners, LLC	$4,484,688	63,352	0.27%	Shares
DEUTSCHE BANK AG\	$4,291,290	60,620	0.25%	Shares
Legal & General Group Plc	$4,053,055	57,287	0.24%	Shares
GILDER GAGNON HOWE & CO LLC	$4,006,006	56,590	0.24%	Shares
Kent Lake PR LLC	$3,873,000	150,000	0.23%	Shares
RAYMOND JAMES FINANCIAL INC	$3,848,994	54,372	0.23%	Shares
WELLS FARGO & COMPANY/MN	$3,819,050	53,949	0.23%	Shares
Roubaix Capital, LLC	$3,790,521	53,546	0.22%	Shares
CITIGROUP INC	$3,479,470	49,152	0.21%	Shares
MILLENNIUM MANAGEMENT LLC	$3,252,376	45,944	0.19%	Shares
Riverwater Partners LLC	$3,176,064	44,866	0.19%	Shares
JANE STREET GROUP, LLC	$2,888,232	40,800	0.17%	Put option
CROWN ADVISORS MANAGEMENT, INC.	$2,831,600	40,000	0.17%	Shares
Russell Investments Group, Ltd.	$2,786,255	39,359	0.16%	Shares
BNP PARIBAS FINANCIAL MARKETS	$2,737,732	38,674	0.16%	Shares
PRELUDE CAPITAL MANAGEMENT, LLC	$2,722,583	38,460	0.16%	Shares
PRUDENTIAL FINANCIAL INC	$2,677,419	37,822	0.16%	Shares
Dana Investment Advisors, Inc.	$2,613,709	36,922	0.15%	Shares
BANK OF AMERICA CORP /DE/	$2,459,032	34,737	0.15%	Shares
Williams Jones Wealth Management, LLC.	$2,265,280	32,000	0.13%	Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2,187,411	30,900	0.13%	Call option
Fisher Asset Management, LLC	$2,168,559	30,633	0.13%	Shares
Regal Partners Ltd	$2,156,263	30,460	0.13%	Shares
JANE STREET GROUP, LLC	$2,144,937	30,300	0.13%	Call option
Odyssean, LLC	$2,108,055	29,779	0.12%	Shares
JPMORGAN CHASE & CO	$1,998,760	30,321	0.12%	Shares
VOYA INVESTMENT MANAGEMENT LLC	$1,878,059	26,530	0.11%	Shares
BlackRock, Inc.	$1,818,170	25,684	0.11%	Shares
Quantinno Capital Management LP	$1,668,520	23,570	0.10%	Shares
LOS ANGELES CAPITAL MANAGEMENT LLC	$1,600,491	22,609	0.09%	Shares
CITADEL ADVISORS LLC	$1,550,301	21,900	0.09%	Call option
JANE STREET GROUP, LLC	$1,524,392	21,534	0.09%	Shares
VANGUARD ASSET MANAGEMENT, Ltd	$1,496,855	21,145	0.09%	Shares
Pinnacle Financial Partners, Inc.	$1,479,086	20,894	0.09%	Shares
Hel Ved Capital Management Ltd	$1,415,800	20,000	0.08%	Shares
KORNITZER CAPITAL MANAGEMENT INC /KS	$1,415,800	20,000	0.08%	Shares
Kings Path Partners LLC	$1,390,670	19,645	0.08%	Shares
Numerai GP LLC	$1,387,342	19,598	0.08%	Shares
FEDERATED HERMES, INC.	$1,366,247	19,300	0.08%	Shares
MetLife Investment Management, LLC	$1,365,893	19,295	0.08%	Shares
UBS Group AG	$1,363,132	19,256	0.08%	Shares
ALLIANCEBERNSTEIN L.P.	$1,352,264	41,341	0.08%	Shares

Company insiders 30 insiders · 15 officers · 13 directors

Insider	Role	Last activity	Shares owned	Sells 12m	Net 12m
John Kachig Kibarian	President and CEO	Nov. 15, 2009 F	2,487,474	0	$0
Adnan Raza	EVP, Finance and CFO	July 1, 2026 A	80,697	0	$0
Keith A Jones	VP Finance & CFO	March 15, 2010 F	64,134	0	$0
Rebecca M Baybrook	Vice-President Human Resources	Nov. 7, 2007 A	4,388	0	$0
Michael J Buehler-Garcia	Vice-President of Marketing	April 28, 2004 M	0	0	$0
Andrzej Strojwas	Chief Technology Officer	July 1, 2026 A	94,203	0	$0
Cornelis Hartgring	VP- Client Services & Sales	Nov. 15, 2010 F	39,117	0	$0
David Joseph	Chief Strategy Officer	May 15, 2010 F	264,174	0	$0
Joy E Leo	Exe.VP/Chief Administration	Oct. 29, 2009 A	—	0	$0
James D Jensen	VP, Yield Aware - FDC	Aug. 27, 2009 P	51,219	0	$0
Steven P Melman	VP Investor Relations	May 15, 2009 F	156,878	0	$0
Andre Hawit	VP/GM Yield Mngmt Solutions	Nov. 26, 2008 S	7,000	0	$0
Zia Malik	VP of Sales	Nov. 13, 2006 M	0	0	$0
Kevin Maclean	VP, Gen. Manager DFM Solutions	Nov. 7, 2006 M	1,974	0	$0
Thomas Cobourn	VP, Yield Analysis	Nov. 24, 2004 S	773,257	0	$0
Nancy Erba	Director	July 1, 2026 A	11,943	0	$0
Ye Jane Li	Director	July 1, 2026 A	26,632	0	$0
Chi-Foon Chan	Director	July 1, 2026 A	24,168	0	$0
Michael B Gustafson	Director	July 1, 2026 A	40,192	0	$0
Joseph R Bronson	Director	July 1, 2026 A	40,956	0	$0
Albert Yc Yu	Director	Nov. 26, 2010 S	16,516	0	$0
Thomas Caulfield	Director	May 18, 2010 A	18,215	0	$0
Stephen R Heinrichs	Director	May 18, 2010 A	—	0	$0
Lucio Lanza	Director	May 18, 2010 A	75,274	0	$0
Susan Billat	Director	Aug. 19, 2008 A	—	0	$0
Bj Cassin	Director	May 24, 2006 A	100,000	0	$0
Donald L Lucas	Director	May 26, 2005 A	0	0	$0
Shuo Zhang	—	Aug. 12, 2026 S	23,380	1	$-77,256
Marco Iansiti	—	July 1, 2021 A	32,253	0	$0
Kimon Michaels	—	July 1, 2021 F	118,660	0	$0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 1 position

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer	Filed	Stake	Status	Purpose	Filing
VIEX Opportunities Fund, LP – Series One, VIEX Opportunities Fund, LP – Series Two, VIEX Special Opportunities Fund II, LP, VIEX GP, LLC, VIEX Special Opportunities GP II, LLC, VIEX Capital Advisors, LLC, Eric Singer ×3 filings	April 19, 2019	—	Initial filing	—	SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 52 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund	Weight	Units	As of	Source
PTF · Invesco Exchange-Traded Fund Trust	1.67%	216,370 SH	Aug. 8, 2026	Daily
PSCT · Invesco Exchange-Traded Fund Trust …	0.79%	82,207 SH	Aug. 8, 2026	Daily
FYC · First Trust Exchange-Traded AlphaDE…	0.58%	142,573 NS	April 30, 2026	N-PORT
RZG · Invesco Exchange-Traded Fund Trust	0.43%	11,990 SH	Aug. 8, 2026	Daily
DWAS · Invesco Exchange-Traded Fund Trust …	0.31%	27,888 SH	Aug. 8, 2026	Daily
FYX · First Trust Exchange-Traded AlphaDE…	0.30%	84,898 NS	April 30, 2026	N-PORT
VIOG · VANGUARD ADMIRAL FUNDS	0.29%	44,852 SH	Aug. 8, 2026	Daily
IJT · iShares Trust	0.19%	349,174 SH	Aug. 8, 2026	Daily
VIOO · VANGUARD ADMIRAL FUNDS	0.14%	131,737 SH	Aug. 8, 2026	Daily
VTWG · VANGUARD SCOTTSDALE FUNDS	0.14%	35,468 SH	Aug. 8, 2026	Daily
FAD · First Trust Exchange-Traded AlphaDE…	0.12%	13,302 NS	April 30, 2026	N-PORT
NUSC · Nushares ETF Trust	0.11%	33,111 NS	April 30, 2026	N-PORT
XJR · iShares Trust	0.11%	4,440 SH	Aug. 8, 2026	Daily
QVMS · Invesco Exchange-Traded Fund Trust …	0.10%	4,966 SH	Aug. 8, 2026	Daily
IJR · iShares Trust	0.09%	2,300,296 SH	Aug. 8, 2026	Daily
IWO · iShares Trust	0.09%	300,756 SH	Aug. 8, 2026	Daily
VFMO · VANGUARD WELLINGTON FUND	0.09%	26,797 SH	Aug. 8, 2026	Daily
SAA · ProShares Trust	0.08%	439 NS	May 31, 2026	N-PORT
GSSC · Goldman Sachs ETF Trust	0.08%	15,915 NS	May 31, 2026	N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS	0.07%	190,400 SH	Aug. 8, 2026	Daily
ESML · iShares Trust	0.07%	42,257 SH	Aug. 8, 2026	Daily
IWM · iShares Trust	0.05%	845,428 SH	Aug. 8, 2026	Daily
ISCG · iShares Trust	0.05%	10,203 SH	Aug. 8, 2026	Daily
PRFZ · Invesco Exchange-Traded Fund Trust	0.05%	26,835 SH	Aug. 8, 2026	Daily
RSSL · Global X Funds	0.04%	13,804 NS	April 30, 2026	N-PORT
DFAS · Dimensional ETF Trust	0.04%	130,293 NS	April 30, 2026	N-PORT
ITWO · ProShares Trust	0.04%	1,503 NS	May 31, 2026	N-PORT
SCHA · SCHWAB STRATEGIC TRUST	0.04%	175,932 NS	May 31, 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0.03%	432,534 SH	Aug. 8, 2026	Daily
VGT · VANGUARD WORLD FUND	0.03%	785,485 SH	Aug. 8, 2026	Daily
FTEC · FIDELITY COVINGTON TRUST	0.02%	98,945 NS	April 30, 2026	N-PORT
ISCB · iShares Trust	0.02%	1,489 SH	Aug. 8, 2026	Daily
UWM · ProShares Trust	0.02%	1,175 NS	May 31, 2026	N-PORT
URTY · ProShares Trust	0.02%	1,192 NS	May 31, 2026	N-PORT
WSML · iShares Trust	0.02%	2,357 SH	Aug. 8, 2026	Daily
RWJ · Invesco Exchange-Traded Fund Trust …	0.01%	5,049 SH	Aug. 8, 2026	Daily
DFAC · Dimensional ETF Trust	0.01%	85,568 NS	April 30, 2026	N-PORT
IGM · iShares Trust	0.01%	17,686 SH	Aug. 8, 2026	Daily
MSSM · MORGAN STANLEY PATHWAY FUNDS	0.01%	1,114 NS	May 31, 2026	N-PORT
HDG · ProShares Trust	0.01%	30 NS	May 31, 2026	N-PORT
DFSU · Dimensional ETF Trust	0.00%	2,174 NS	April 30, 2026	N-PORT
DCOR · Dimensional ETF Trust	0.00%	2,696 NS	April 30, 2026	N-PORT
DFAU · Dimensional ETF Trust	0.00%	7,656 NS	April 30, 2026	N-PORT
SCHB · SCHWAB STRATEGIC TRUST	0.00%	22,883 NS	May 31, 2026	N-PORT
ITOT · iShares Trust	0.00%	50,578 SH	Aug. 8, 2026	Daily
DFUS · Dimensional ETF Trust	0.00%	9,966 NS	April 30, 2026	N-PORT
IWV · iShares Trust	0.00%	7,670 SH	Aug. 8, 2026	Daily
ONEQ · Fidelity Commonwealth Trust	0.00%	1,419 NS	May 31, 2026	N-PORT
TILT · FlexShares Trust	0.00%	92 NS	April 30, 2026	N-PORT
EBI · RBB Fund Trust	0.00%	7 NS	May 31, 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0.00%	1,193,433 SH	Aug. 8, 2026	Daily
VTHR · VANGUARD SCOTTSDALE FUNDS	0.00%	2,735 SH	Aug. 8, 2026	Daily

About PDF Solutions, Inc. - Common Stock Company overview from Wikipedia

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Institutional owners (13F) 295 filers · $1.7B total · As of June 30, 2026

Company insiders 30 insiders · 15 officers · 13 directors

Activists & 5%+ owners 1 position

ETF ownership Held by 52 ETFs