PDF SOLUTIONS INC
Ticker: PDFSTechnologyPrepackaged SoftwareThe 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
Ownership
Who holds PDF SOLUTIONS INC — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30
Top fund holders
| Fund | % of fund | Value |
|---|---|---|
| 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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