PDFS

PDF SOLUTIONS INC

Ticker: PDFSTechnologyPrepackaged Software
HQ SANTA CLARA, CACIK 1120914FY end 12-31Book / share $9.07Shares 41M
Revenue (FY)
$219.02M+22.04%
TTM $241.18M
Op. margin
2.67%
TTM 8.15%
Net income
$-0.64M-115.78%
TTM $10.31M
Operating cash
$24.05M+147.89%
TTM $38.70M
Free cash flow
$-8.79M-8.78%
TTM $-1.99M
Return on equity
-0.24%-1.89%
TTM 2.77%
Debt / equity
0.25
TTM 0.18
Shares outstanding
39.3M+0.69%
TTM 41.1M

The business

PDF Solutions, Inc. (NASDAQ: PDFS) is a comprehensive data solutions provider serving the semiconductor and electronics manufacturing industries. The company is headquartered in Santa Clara, California, with operations across the United States, Canada, China, France, Germany, Italy, Japan, South Korea, and Taiwan. More information is available at www.pdfsolutions.com.

PDF Solutions derives revenues from two primary categories: Platform revenue and Volume-based fees. Platform revenue comes from software licenses, software-as-a-service offerings, engineering services, and fixed fees associated with hardware systems. Volume-based revenue is generated through runtime licenses, data services, and variable royalty fees tied to customer production volumes.

The company's comprehensive platform comprises six primary product brands. Exensio provides data analytics and artificial intelligence capabilities for manufacturing analytics, process control, test operations, and assembly operations. Sapience offers information and process integration through its data platform and manufacturing hub enterprise software. DirectScan combines proprietary e-beam inspection technology with design layout analysis to identify systematic failures inline. The Characterization Vehicle system accelerates yield learning through test chips, electrical testing hardware, and analysis software. Cimetrix enables equipment integration and connectivity through software supporting industry standards for semiconductor manufacturing equipment communication and control. secureWISE provides secure, remote connectivity and equipment monitoring across a global private network that connected over 300 manufacturing locations and 100 equipment OEMs as of December 31, 2025.

The company serves a diverse customer base including integrated device manufacturers, fabless semiconductor companies, foundries, equipment manufacturers, electronics manufacturing suppliers, original device manufacturers, and outsourced semiconductor assembly and test providers. Three customers accounted for 53 percent of revenues in 2025. PDF Solutions holds 209 U.S. patents with expiration dates ranging through 2043 and protects its intellectual property through trade secrets, copyrights, and contractual agreements. The company has made significant acquisitions including Cimetrix in 2020 and secureWISE in 2025, substantially expanding its connectivity and equipment integration capabilities.

Sector
Technology
Industry
Prepackaged Software
HQ
SANTA CLARA, CA
FY end
12-31
CIK
1120914
SIC
7372
Financial performance · annual
20132025
$-68.52M$15.95M$100.41M$184.87M$269.33M2013201420152016201720182019202020212022202320242025TTMTTMTTM

Ownership

Who holds PDF SOLUTIONS INC — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30

244
funds hold it
0 of 35
superinvestors hold it
$1.17B
fund-held value
43.5%
of shares held by funds

Top fund holders

Fund% of fundValue
iShares Core S&P Small-Cap ETF
IJR · iShares Trust
0.14%$160.73M
Needham Aggressive Growth Fund
NEAGX · Needham Funds Inc
4.63%$120.70M
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%$84.46M
iShares Russell 2000 ETF
IWM · iShares Trust
0.07%$61.08M
Janus Henderson Venture Fund
JAVTX · Janus Investment Fund
1.47%$53.20M

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

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