HERALD INVESTMENT MANAGEMENT Ltd PDFS — PDF Solutions Inc

Ownership history in HERALD INVESTMENT MANAGEMENT Ltd  ·  8 quarters on record

AI Ownership Summary

HERALD INVESTMENT MANAGEMENT Ltd reported PDF Solutions Inc (PDFS) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.91% in 2026 Q1. The latest visible filing shows PDFS at 0.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PDFS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HERALD INVESTMENT MANAGEMENT Ltd's position in PDF Solutions Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PDFS was reported at 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.91% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PDFS stock page HERALD INVESTMENT MANAGEMENT Ltd fund profile HERALD INVESTMENT MANAGEMENT Ltd full holdings
How HERALD INVESTMENT MANAGEMENT Ltd held PDFS — position size vs. price
% of Fund (quarterly)    PDFS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 11.1% +101.5% ❌ 200,000 -25,000 -11.1% 0.91% $6.5M 2026-05-13 $51.57
2025 Q4 ADDED — — — 225,000 +25,000 +12.5% 0.84% $6.4M 2026-02-13 $33.69
2025 Q3 UNCHANGED — — — 200,000 — 0% 0.69% $5.2M 2025-11-07 $26.45
2025 Q2 UNCHANGED — — — 200,000 — 0% 0.63% $4.3M 2025-07-22 $23.72
2025 Q1 ADDED — — — 200,000 +125,000 +166.7% 0.72% $3.8M 2025-05-12 $19.32
2024 Q4 UNCHANGED — — — 75,000 — 0% 0.33% $2.0M 2025-02-13 $28.08
2024 Q3 UNCHANGED — — — 75,000 — 0% 0.41% $2.4M 2024-11-13 $31.87
2024 Q2 INITIATED — — — 75,000 — — 0.45% $2.7M 2024-08-09 $30.87

🏢 Other funds also holding PDFS

As of 2026 Q2 — sorted by position size

Silverberg Bernstein Capital Management LLC 12.63% Significant Wealth Partners LLC 0.69% WASATCH ADVISORS LP 3Y 7Y 0.64% Kings Path Partners LLC 0.23% 1620 INVESTMENT ADVISORS, INC. 3Y 0.11% Net Worth Advisory Group 0.09% Central Pacific Bank - Trust Division 0.09% DAVENPORT & Co LLC 3Y 7Y 0.05% Versant Capital Management, Inc 3Y 7Y 0.01% GAMMA Investing LLC 0.01%

FAQ About HERALD INVESTMENT MANAGEMENT Ltd and PDFS

These are the practical questions this page is built to answer before you even open the full history table.

How long has HERALD INVESTMENT MANAGEMENT Ltd reported owning PDFS?

HERALD INVESTMENT MANAGEMENT Ltd reported PDFS across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported PDFS position in HERALD INVESTMENT MANAGEMENT Ltd's portfolio?

The largest reported portfolio weight for PDFS was 0.91% in 2026 Q1.

What is the latest reported PDFS position on this page?

The most recent filing on this page is 2026 Q1, when HERALD INVESTMENT MANAGEMENT Ltd reported 200,000 shares, equal to 0.91% of portfolio, with an estimated market value of $6.5M.

What does the chart on this PDFS ownership page compare?

The chart compares HERALD INVESTMENT MANAGEMENT Ltd's quarterly PDFS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HERALD INVESTMENT MANAGEMENT Ltd time their PDFS position?

Based on 13F filing dates vs. subsequent PDFS price moves, HERALD INVESTMENT MANAGEMENT Ltd correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on PDFS relative to SPY over the holding period was +9.6%.

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