Form 13-F position report

PDF SOLUTIONS INC

Reported by MORGAN STANLEY

PDFS CUSIP 693282105 Manager CIK 0000895421

Reported 434,416 shares, down 7,461 (1.7%) from the prior quarter.

Reported value -16.0%; share count -1.7% vs. the prior quarter.

Reduced
% of reported 13F value < 0.01% This manager · Q4 2024
Shares 434,416 Quarter-end amount reported
Reported value $11,763,995 Fair value at quarter end
Consecutive quarters held 47 Through Q4 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 5200000
2021-12-31 9167000
2022-03-31 7910000
2022-06-30 9072000
2022-09-30 10770000
2022-12-31 11327318
2023-03-31 21041381
2023-06-30 23044521
2023-09-30 17150907
2023-12-31 29779734
2024-03-31 22076620
2024-06-30 17009433
2024-09-30 13998663
2024-12-31 11763995
2025-03-31 8641026
2025-06-30 12137458
2025-09-30 9224688
2025-12-31 11389854
2026-03-31 11179627
2026-06-30 27576672

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for PDF SOLUTIONS INC held by MORGAN STANLEY.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 389,554 +47,774 (14.0%) < 0.01% $27,576,672 2026-08-13
Q1 2026 Reduced 341,780 -57,442 (-14.4%) < 0.01% $11,179,627 2026-05-15
Q4 2025 Added 399,222 +41,953 (11.7%) < 0.01% $11,389,854 2026-02-13
Q3 2025 Reduced 357,269 -210,432 (-37.1%) < 0.01% $9,224,688 2025-11-14
Q2 2025 Added 567,701 +115,528 (25.5%) < 0.01% $12,137,458 2025-08-15
Q1 2025 Added 452,173 +17,757 (4.1%) < 0.01% $8,641,026 2025-05-15
Q4 2024 Reduced 434,416 -7,461 (-1.7%) < 0.01% $11,763,995 2025-02-14
Q3 2024 Reduced 441,877 -25,672 (-5.5%) < 0.01% $13,998,663 2024-11-14
Q2 2024 Reduced 467,549 -188,127 (-28.7%) < 0.01% $17,009,433 2024-08-14
Q1 2024 Reduced 655,676 -270,887 (-29.2%) < 0.01% $22,076,620 2024-05-15
Q4 2023 Added 926,563 +397,214 (75.0%) < 0.01% $29,779,734 2024-02-13
Q3 2023 Added 529,349 +18,384 (3.6%) < 0.01% $17,150,907 2023-11-15
Q2 2023 Added 510,965 +14,706 (3.0%) < 0.01% $23,044,521 2023-08-14
Q1 2023 Added 496,259 +99,088 (24.9%) < 0.01% $21,041,381 2023-05-15
Q4 2022 Reduced 397,171 -41,913 (-9.5%) < 0.01% $11,327,318 2023-02-14
Q3 2022 Added 439,084 +17,298 (4.1%) < 0.01% $10,770,000 2022-11-14
Q2 2022 Added 421,786 +137,983 (48.6%) < 0.01% $9,072,000 2022-08-15
Q1 2022 Reduced 283,803 -4,565 (-1.6%) < 0.01% $7,910,000 2022-05-13
Q4 2021 Added 288,368 +62,690 (27.8%) < 0.01% $9,167,000 2022-02-14
Q3 2021 Reduced 225,678 -153,775 (-40.5%) < 0.01% $5,200,000 2021-11-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

202 managers reported PDF SOLUTIONS INC for Q4 2024.

Managers reporting PDF SOLUTIONS INC in Q4 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 4,958,817 +97,562 < 0.01% $134,284,764 2 qtrs
VANGUARD GROUP INC Reduced 3,172,787 -6,460 < 0.01% $85,919,072 47 qtrs
NEEDHAM INVESTMENT MANAGEMENT LLC Added 1,817,500 +57,950 3.8% $49,217,900 47 qtrs
STATE STREET CORPORATION Added 1,202,699 +55,077 < 0.01% $32,569,089 47 qtrs
WASATCH ADVISORS INC Reduced 1,186,374 -65,332 0.16% $32,127,008 12 qtrs
WILLIAM BLAIR INVESTMENT MANAGEMENT LLC Added 1,063,583 +161,306 0.07% $28,801,828 19 qtrs
Samjo Management LLC Reduced 975,914 -43,175 9.96% $26,427,751 5 qtrs
EMERALD ADVISERS LLC Added 924,345 +29,097 0.97% $25,031,263 11 qtrs
DIMENSIONAL FUND ADVISORS LP Added 910,314 +34,575 < 0.01% $24,652,134 47 qtrs
Ranger Investment Management L P Reduced 886,813 -97,040 1.52% $24,014,896 20 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2024
Filed
February 14, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
407,377
Shared
0
None
27,039

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.