PDFS · Pdf Solutions Inc · Shareholders & Ownership

$44.23 +3.41 (+8.35%) At close · Oct 27 Q2 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.72B

42.23M

Volume · Oct 27 638.55K Avg daily vol (3M) 598.01K

Every disclosed holder of PDFS in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns PDFS

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	284	40,269,306	95.36%	Yes
Insiders (Forms 3, 4, 5)	10	4,534,922	10.74%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	2,577,012	-6.10%	Negative
Registered funds (N-PORT, not summed)	247	18,923,187	44.81%	No

Shares outstanding: 42,227,216, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of PDFS

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,550,335	13.14%	+684,158	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,270,558	5.38%	+350,811	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	862,900	2.04%	+78,561	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	338,616	0.80%	+62,561	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	305,404	0.72%	+45,743	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	61,850	0.15%	+10,558	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	2,646,572	6.27%	+1,265,833	Sep 30, 2026
2.1	WASATCH ADVISORS LP 13G CIK 814133 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,646,572	6.27%	—	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Wasatch Core Growth Fund Fund S000000877 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	332,318	0.79%	—	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
2.3	Wasatch Ultra Growth Fund Fund S000000879 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	193,528	0.46%	-286,698	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
2.4	Wasatch Small Cap Growth Fund Fund S000000887 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	169,596	0.40%	—	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
2.5	Wasatch Micro Cap Fund Fund S000000885 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	80,744	0.19%	—	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
3	KIBARIAN JOHN KACHIG Insider CIK 1164239 · Sep 1, 2026 Director, PRESIDENT AND CEO, issuer-wide	2,562,474	6.07%	0	Sep 1, 2026	Director, PRESIDENT AND CEO, issuer-wide
3.1	John Kachig Kibarian 13G CIK 1164239 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor, not summed	2,562,474	6.07%	+50,000	Dec 31, 2025	Rule 13d-1(d), exempt investor, not summed
4	NEEDHAM INVESTMENT MANAGEMENT LLC 13F CIK 1167212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,065,000	4.89%	+42,300	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Needham Aggressive Growth Fund Fund S000003815 · Registered fund · Jun 30, 2026 Needham Funds Inc, not summed	1,705,000	4.04%	+117,500	Jun 30, 2026	Needham Funds Inc, not summed
4.2	Needham Growth Fund Fund S000003649 · Registered fund · Jun 30, 2026 Needham Funds Inc, not summed	220,000	0.52%	-16,800	Jun 30, 2026	Needham Funds Inc, not summed
4.3	Needham Small Cap Growth Fund Fund S000003816 · Registered fund · Jun 30, 2026 Needham Funds Inc, not summed	140,000	0.33%	-58,400	Jun 30, 2026	Needham Funds Inc, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,664,256	3.94%	+276,134	Jun 30, 2026	carried, not yet filed for the newest quarter
6	MICHAELS KIMON Insider CIK 1165534 · Sep 1, 2026 Director, EVP of Products and Solutions, issuer-wide	1,570,370	3.72%	0	Sep 1, 2026	Director, EVP of Products and Solutions, issuer-wide
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,457,748	3.45%	+57,026	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,386,498	3.28%	+194,090	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	344,499	0.82%	+52,209	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	216,813	0.51%	+47,980	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	11,229	0.03%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.4	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	6,237	0.01%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.5	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	835	0.00%	+88	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
9	BARROW HANLEY MEWHINNEY & STRAUSS LLC 13F CIK 313028 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,319,627	3.13%	+179,080	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,193,069	2.83%	+194,507	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	Ranger Investment Management, L.P. 13F CIK 1319691 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,149,647	2.72%	-129,983	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Ranger Micro Cap Fund Fund S000033850 · Registered fund · Jul 31, 2026 SPEND LIFE WISELY FUNDS INVESTMENT TRUST, not summed	10,230	0.02%	-1,095	Jul 31, 2026	SPEND LIFE WISELY FUNDS INVESTMENT TRUST, not summed
11.2	Ranger Small Cap Fund Fund S000033849 · Registered fund · Jul 31, 2026 SPEND LIFE WISELY FUNDS INVESTMENT TRUST, not summed	7,140	0.02%	-8,415	Jul 31, 2026	SPEND LIFE WISELY FUNDS INVESTMENT TRUST, not summed
12	SNYDER CAPITAL MANAGEMENT L P 13F CIK 1050477 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,033,997	2.45%	-26,481	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	927,781	2.20%	-107,885	Jun 30, 2026	carried, not yet filed for the newest quarter
14	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	927,267	2.20%	+912,599	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	917,962	2.17%	+115,739	Jun 30, 2026	carried, not yet filed for the newest quarter
16	EMERALD ADVISERS, LLC 13F CIK 1015083 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	884,294	2.09%	+23,475	Jun 30, 2026	carried, not yet filed for the newest quarter
17	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	841,186	1.99%	-4,507	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	174,058	0.41%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	133,448	0.32%	+3,155	Jul 31, 2026	Dimensional ETF Trust, not summed
17.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	127,407	0.30%	+1,000	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	85,284	0.20%	-284	Jul 31, 2026	Dimensional ETF Trust, not summed
17.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	69,493	0.16%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
18	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	787,323	1.86%	+2,804	May 31, 2026	VANGUARD WORLD FUND, not summed
19	Janus Henderson Venture Fund Fund S000010488 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	751,580	1.78%	-88,634	Jun 30, 2026	Janus Investment Fund, not summed
20	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	716,075	1.70%	+716,075	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Atreides Management, LP 13F CIK 1777813 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	658,536	1.56%	+658,536	Jun 30, 2026	carried, not yet filed for the newest quarter
22	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	643,268	1.52%	-183,841	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Loomis Sayles Small Cap Value Fund Fund S000006647 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS I, not summed	54,868	0.13%	-2,138	Jun 30, 2026	LOOMIS SAYLES FUNDS I, not summed
23	Ophir Asset Management Pty Ltd 13F CIK 1844640 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	607,343	1.44%	-530,006	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	598,902	1.42%	+598,902	Jun 30, 2026	carried, not yet filed for the newest quarter
25	EMERALD MUTUAL FUND ADVISERS TRUST 13F CIK 1352895 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	566,429	1.34%	-28,181	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Emerald Growth Fund Fund S000036390 · Registered fund · Apr 30, 2026 FINANCIAL INVESTORS TRUST, not summed	278,412	0.66%	-72,510	Apr 30, 2026	FINANCIAL INVESTORS TRUST, not summed
26	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	554,226	1.31%	-701,333	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	164,799	0.39%	-221,800	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
26.2	William Blair Growth Fund Fund S000008594 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	35,149	0.08%	-27,940	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
27	Samjo Management, LLC 13F CIK 1986590 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	548,285	1.30%	-371,670	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Silverberg Bernstein Capital Management LLC 13F CIK 2007880 · Registered investment adviser · Sep 30, 2026	441,964	1.05%	-23,859	Sep 30, 2026
29	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	432,648	1.02%	+75,923	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	426,400	1.01%	+426,400	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Oberweis Micro-Cap Fund Fund S000010231 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	411,800	0.98%	—	Jun 30, 2026	OBERWEIS FUNDS, not summed
31	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	422,931	1.00%	+278,591	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Invesco Dorsey Wright Technology Momentum ETF Fund S000013110 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	221,845	0.53%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
31.2	Invesco S&P SmallCap Information Technology ETF Fund S000028301 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	74,004	0.18%	+18,358	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
31.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	26,850	0.06%	-8,160	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
31.4	Invesco S&P Smallcap 600 Pure Growth ETF Fund S000060799 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	12,173	0.03%	+438	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
31.5	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	7,260	0.02%	-6	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
32	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	398,614	0.94%	+46,055	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	16,726	0.04%	+1,884	Jun 30, 2026	Northern Funds, not summed
32.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	9,055	0.02%	-258	Jun 30, 2026	Northern Funds, not summed
32.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	92	0.00%	0	Jul 31, 2026	FlexShares Trust, not summed
33	JPMorgan Small Cap Growth Fund Fund S000003859 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	395,497	0.94%	—	Jun 30, 2026	JPMorgan Trust II, not summed
34	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	395,078	0.94%	-46,638	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	108,097	0.26%	-22,239	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
34.2	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	31,400	0.07%	-6,042	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
34.3	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	7,116	0.02%	+768	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
35	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	389,554	0.92%	+47,774	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	20	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
36	American Beacon Small Cap Value Fund Fund S000001818 · Registered fund · Jul 31, 2026 AMERICAN BEACON FUNDS, not summed	382,421	0.91%	-29,331	Jul 31, 2026	AMERICAN BEACON FUNDS, not summed
37	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	371,392	0.88%	+220,344	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	23,800	0.06%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
37.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	20,154	0.05%	+4,239	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
37.3	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	14,030	0.03%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
37.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	2,352	0.01%	-1,836	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
38	Shannon River Fund Management LLC 13F CIK 1301050 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	369,776	0.88%	+369,776	Jun 30, 2026	carried, not yet filed for the newest quarter
39	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	367,090	0.87%	+58,916	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	179,908	0.43%	+3,976	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
39.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	80,034	0.19%	+10,111	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
39.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	24,651	0.06%	+3,892	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
39.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	22,883	0.05%	0	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
39.5	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	19,246	0.05%	—	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
40	DF DENT & CO INC 13F CIK 934999 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	354,951	0.84%	+1,991	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	DF DENT SMALL CAP GROWTH FUND Fund S000037552 · Registered fund · Jun 30, 2026 FORUM FUNDS, not summed	55,653	0.13%	-1,025	Jun 30, 2026	FORUM FUNDS, not summed
41	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	347,244	0.82%	+347,244	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	SBH SMALL CAP CORE FUND Fund S000067438 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	19,744	0.05%	—	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
42	BAILLIE GIFFORD & CO 13F CIK 1088875 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	345,472	0.82%	+345,472	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Emerald Growth Fund Fund S000093696 · Registered fund · Jul 31, 2026 RBB Fund, Inc., not summed	344,226	0.82%	—	Jul 31, 2026	RBB Fund, Inc., not summed
44	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	310,389	0.74%	+8,180	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	361,713	0.86%	+46,455	Jul 31, 2026	Fidelity Salem Street Trust, not summed
44.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	209,653	0.50%	+20,913	Jun 30, 2026	Fidelity Covington Trust, not summed
44.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	180,995	0.43%	-9,060	Aug 31, 2026	Fidelity Concord Street Trust, not summed
44.4	Fidelity MSCI Information Technology Index ETF Fund S000042577 · Registered fund · Jul 31, 2026 FIDELITY COVINGTON TRUST, not summed	100,191	0.24%	+1,246	Jul 31, 2026	FIDELITY COVINGTON TRUST, not summed
44.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	72,303	0.17%	+2,944	Aug 31, 2026	Fidelity Concord Street Trust, not summed
45	Divisar Capital Management LLC 13F CIK 1645721 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	307,879	0.73%	-315,485	Jun 30, 2026	carried, not yet filed for the newest quarter
46	PGIM Jennison Small Company Fund Fund S000004629 · Registered fund · Jun 30, 2026 Prudential Jennison Small Co Fund, Inc., not summed	281,825	0.67%	—	Jun 30, 2026	Prudential Jennison Small Co Fund, Inc., not summed
47	ArrowMark Colorado Holdings LLC 13F CIK 1483859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	274,537	0.65%	-82,083	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Meridian Contrarian Fund Fund S000001463 · Registered fund · Jun 30, 2026 Meridian Fund Inc, not summed	199,000	0.47%	-21,000	Jun 30, 2026	Meridian Fund Inc, not summed
47.2	Meridian Small Cap Growth Fund Fund S000042770 · Registered fund · Jun 30, 2026 Meridian Fund Inc, not summed	44,670	0.11%	-6,943	Jun 30, 2026	Meridian Fund Inc, not summed
48	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	264,958	0.63%	+43,878	Jun 30, 2026	carried, not yet filed for the newest quarter
49	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	261,686	0.62%	+261,686	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	123,964	0.29%	-18,609	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
49.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	61,614	0.15%	-23,284	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
49.3	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	11,229	0.03%	-2,073	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
50	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	208,318	0.49%	+17,820	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1120914 CUSIP 693282105 13F (30d) 52 filings 52 filers Visit website Investor relations