Williams Jones Wealth Management, LLC.
Position in PDFS — Pdf Solutions Inc
CIK 1788587
New York, NY
Position in PDFS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,046,720
+$133,760 QoQ
Shares Held
32,000
0.0% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PDFS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Williams Jones Wealth Management, LLC. holds $327,482,525 across 9 Software - Application names. PDFS ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
282,597 | $122,189,290 | |
| 2 | ADP |
Automatic Data Processing Inc
|
539,625 | $109,641,007 | |
| 3 | UBER |
Uber Technologies, Inc
|
1,154,197 | $83,021,390 | |
| 4 | ROP |
Roper Technologies Inc
|
13,471 | $4,766,848 | |
| 5 | PAYX |
Paychex Inc
|
48,305 | $4,449,856 | |
| 6 | NOW |
ServiceNow, Inc.
|
10,615 | $1,109,798 | |
| 7 | PDFS |
Pdf Solutions Inc
This page
|
32,000 | $1,046,720 | |
| 8 | SHOP |
Shopify Inc.
|
8,643 | $1,025,232 |
All Filings in PDFS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,046,720 | 32,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $912,960 | 32,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $826,240 | 32,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $684,160 | 32,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $611,520 | 32,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $866,560 | 32,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,013,760 | 32,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,164,160 | 32,000 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,077,440 | 32,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,028,480 | 32,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,036,800 | 32,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,443,200 | 32,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,356,800 | 32,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $912,640 | 32,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $784,960 | 32,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $688,320 | 32,000 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||