224 tracked 13F filers disclose a position in PDFS as of the latest SEC 13F filings, a combined $1.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $159.2M | 4.9M | ▼−0.4% Reduced · −19K sh | Q1 2026 | |
| 2 | NEEDHAM INVESTMENT MANAGEMENT LLC | $66.2M | 2.0M | ▲+2.9% Added · +58K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $45.8M | 1.4M | →First observed position No prior filed position | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $45.4M | 1.4M | →First observed position No prior filed position | Q1 2026 | |
| 5 | STATE STREET CORP | $98.2M | 1.4M | ▲+16% Added · +194K sh | Q2 2026 | |
| 6 | WASATCH ADVISORS LP | $97.7M | 1.4M | ▲+172% Added · +873K sh | Q2 2026 | |
| 7 | Ranger Investment Management, L.P. | $81.4M | 1.1M | ▼−10% Reduced · −130K sh | Q2 2026 | |
| 8 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $37.3M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 9 | Janus Henderson Group Ltd. | $33.9M | 1.0M | ▲+14% Added · +124K sh | Q1 2026 | |
| 10 | SNYDER CAPITAL MANAGEMENT L P | $73.2M | 1.0M | ▼−2.5% Reduced · −26K sh | Q2 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $65.0M | 918K | ▲+14% Added · +116K sh | Q2 2026 | |
| 12 | EMERALD ADVISERS, LLC | $62.6M | 884K | ▲+2.7% Added · +23K sh | Q2 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $27.7M | 846K | ▲+5.6% Added · +45K sh | Q1 2026 | |
| 14 | LOOMIS SAYLES & CO L P | $27.1M | 827K | ▲+78% Added · +362K sh | Q1 2026 | |
| 15 | Atreides Management, LP | $46.6M | 659K | ▲New +659K sh | Q2 2026 | |
| 16 | Divisar Capital Management LLC | $20.4M | 623K | ▼−18% Reduced · −136K sh | Q1 2026 | |
| 17 | Ophir Asset Management Pty Ltd | $43.0M | 607K | ▼−47% Reduced · −530K sh | Q2 2026 | |
| 18 | EMERALD MUTUAL FUND ADVISERS TRUST | $40.1M | 566K | ▼−4.7% Reduced · −28K sh | Q2 2026 | |
| 19 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $39.2M | 554K | ▼−56% Reduced · −701K sh | Q2 2026 | |
| 20 | Samjo Management, LLC | $38.8M | 548K | ▼−40% Reduced · −372K sh | Q2 2026 | |
| 21 | Silverberg Bernstein Capital Management LLC | $33.0M | 466K | ▼−1.5% Reduced · −7K sh | Q2 2026 | |
| 22 | Russell Investments Group, Ltd. | $14.4M | 442K | ▲+8.4% Added · +34K sh | Q1 2026 | |
| 23 | ArrowMark Colorado Holdings LLC | $11.7M | 357K | ▼−28% Reduced · −137K sh | Q1 2026 | |
| 24 | DF DENT & CO INC | $11.5M | 353K | ▲New +353K sh | Q1 2026 | |
| 25 | NORTHERN TRUST CORP | $11.5M | 353K | ▲+1.3% Added · +5K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 17 funds opened a new position in PDFS and 22 added to an existing one, while 21 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 115 funds | $214.0B |
| MICROSOFT CORPMSFT | 115 funds | $187.7B |
| ALPHABET INC-CL AGOOGL | 114 funds | $112.9B |
| AMAZON.COM INCAMZN | 113 funds | $136.9B |
| NVIDIA CORPNVDA | 111 funds | $286.6B |
| META PLATFORMS INC-CLASS AMETA | 109 funds | $81.8B |
| MICRON TECHNOLOGY INCMU | 109 funds | $25.5B |
| JPMORGAN CHASE & COJPM | 108 funds | $40.6B |
| BROADCOM INCAVGO | 105 funds | $106.9B |
| ELI LILLY & COLLY | 105 funds | $57.2B |
| COSTCO WHOLESALE CORPCOST | 105 funds | $27.2B |
| VISA INC-CLASS A SHARESV | 104 funds | $46.8B |
Ranked by how many of PDFS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 31, 2026 | Strojwas Andrzej | Chief Technology Officer | Sell (S) | 3K | $151K |
| Aug 12, 2026 | Zhang Shuo | Director | Sell (S) | 2K | $77K |
| May 13, 2025 | GUSTAFSON MICHAEL B | Director | Buy (P) | 8K | $146K |
| Feb 25, 2025 | KIBARIAN JOHN KACHIG | PRESIDENT AND CEO, Director | Buy (P) | 16K | $346K |
| Feb 24, 2025 | KIBARIAN JOHN KACHIG | PRESIDENT AND CEO, Director | Buy (P) | 34K | $783K |
| Feb 24, 2025 | GUSTAFSON MICHAEL B | Director | Buy (P) | 4K | $92K |
| Dec 17, 2024 | Strojwas Andrzej | CTO | Sell (S) | 245 | $8K |
| Dec 17, 2024 | Strojwas Andrzej | CTO | Sell (S) | 6K | $182K |
| Dec 16, 2024 | Strojwas Andrzej | CTO | Sell (S) | 5K | $155K |
| Dec 11, 2024 | Erba Nancy | Director | Sell (S) | 2K | $62K |
| Jun 3, 2024 | Zhang Shuo | Director | Sell (S) | 6K | $191K |
| May 17, 2024 | Raza Adnan | EVP, FINANCE AND CFO | Sell (S) | 10K | $328K |
Connected entities for PDFS
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PDFS/capital-change-brief"
Use Arkolith's capital_change_brief for PDFS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PDFS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.