Position in PDFS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,542,000
+$122,750 QoQ
Shares Held
200,000
-11.1% QoQ
Ownership
0.501%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PDFS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026HERALD INVESTMENT MANAGEMENT Ltd holds $110,755,444 across 22 Software - Application names. PDFS ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEGA |
Pegasystems Inc
|
686,600 | $29,221,696 | |
| 2 | DSGX |
Descartes Systems Group Inc
|
145,000 | $10,376,200 | |
| 3 | FROG |
JFrog Ltd
|
200,000 | $9,386,000 | |
| 4 | ALKT |
Alkami Technology, Inc.
|
500,000 | $7,835,000 | |
| 5 | RDVT |
Red Violet, Inc.
|
190,208 | $6,581,196 | |
| 6 | PDFS |
Pdf Solutions Inc
This page
|
200,000 | $6,542,000 | |
| 7 | IDN |
Intellicheck, Inc.
|
819,816 | $5,730,513 | |
| 8 | PLUS |
Eplus Inc
|
75,000 | $5,643,750 |
All Filings in PDFS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,542,000 | 200,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,419,250 | 225,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,164,000 | 200,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,276,000 | 200,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,822,000 | 200,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,031,000 | 75,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,376,000 | 75,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,728,500 | 75,000 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||