Position in PDFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$146,181,350
+$80,018,833 QoQ
Shares Held
2,065,000
+2.1% QoQ
Ownership
4.89%
of shares outstanding
% of Portfolio
4.40%
of 13F equity value
Holder Rank
#2
of 281 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PDFS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NEEDHAM INVESTMENT MANAGEMENT LLC holds $197,810,195 across 9 Software - Application names. PDFS ranks #1 (73.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDFS |
Pdf Solutions Inc
This page
|
2,065,000 | $146,181,350 | |
| 2 | ASUR |
Asure Software Inc
|
2,635,000 | $20,921,900 | |
| 3 | BSY |
Bentley Systems Inc
|
542,300 | $16,209,345 | |
| 4 | RSSS |
Research Solutions, Inc.
|
3,155,000 | $7,319,600 | |
| 5 | OCTV |
Octave Intelligence plc
|
300,000 | $4,890,000 | |
| 6 | KVYO |
Klaviyo, Inc.
|
65,000 | $981,500 | |
| 7 | CRM |
Salesforce, Inc.
|
5,000 | $783,300 | |
| 8 | CMRC |
Commerce.com, Inc.
|
120,000 | $355,200 |
All Filings in PDFS
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,181,350 | 2,065,000 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $66,162,517 | 2,022,700 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $56,061,450 | 1,965,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $52,118,961 | 2,018,550 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $52,118,961 | 2,018,550 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $40,910,630 | 1,913,500 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $35,640,150 | 1,865,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $49,217,900 | 1,817,500 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $55,742,544 | 1,759,550 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $48,385,400 | 1,330,000 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $37,710,400 | 1,120,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $27,720,750 | 862,500 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $22,599,000 | 697,500 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $29,653,250 | 657,500 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $26,902,800 | 634,500 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $19,935,194 | 698,990 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $19,378,700 | 790,000 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $18,423,551 | 856,511 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $24,172,514 | 867,331 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $30,371,848 | 955,390 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $29,122,560 | 1,264,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $27,615,420 | 1,519,000 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $23,362,920 | 1,314,000 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $21,038,400 | 974,000 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $18,073,860 | 966,000 | Shares | Defined | 2021-02-25 | |
| 2020-06-30 | $20,322,840 | 1,039,000 | Shares | Defined | 2021-02-25 | |
| 2020-03-31 | $14,938,487 | 1,274,615 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||