Wasatch Advisors is a growth-oriented asset manager; their new 6.3% position signals conviction in PDF Solutions' software/analytics business. Monitor future 13G amendments for accumulation or reduction — a move above 10% would indicate stronger conviction. No activist conversion risk given the passive certification.
Price Chart
Executive Summary
Wasatch Advisors LP disclosed a new 6.3% passive stake in PDF Solutions Inc via Schedule 13G, holding 2,646,572 shares as of September 30, 2026. This is a notable new position from a mid-sized asset manager, but the filing explicitly certifies passive intent with no activist agenda.
Key Financial Metrics
Key Facts
- Wasatch Advisors LP filed a new Schedule 13G disclosing beneficial ownership of 2,646,572 shares of PDF Solutions Inc common stock.
- The stake represents 6.3% of shares outstanding as of September 30, 2026.
- Wasatch Advisors LP certifies the shares were acquired in the ordinary course of business and not with the purpose of changing or influencing control of the issuer.
- The filing is a new position (not an amendment) — Wasatch was not previously a 5%+ holder in the prior cross-filings from Advantest Corp, Needham, or Vanguard.
Financial Impact
New 6.3% passive stake — no direct financial impact from the filing itself.
Risk Factors
- Wasatch could reduce or exit the position in future quarters, which would be a negative signal.
- The filing does not disclose cost basis or purchase dates — no insight into entry price.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0000814133-26-000127 |
| Document: 0000814133-26-000127-index.html | 0000814133-26-000127 |
| Document: 0000814133-26-000127.txt | 0000814133-26-000127 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 8d ago | Press Release | $41.18 | awaiting T+1 | — | $40.82 (−0.87%) |
Oct 9, 2026 18d ago | SC 13G | $52.69 $47.62 | ▼ −9.62% | ▼ −9.61% | $40.82 (−22.53%) |
May 15, 2026 23w ago | Press Release | $43.64 $42.57 | ▲ +2.45% | ▲ +1.80% | $40.82 (+6.46%) |
May 14, 2026 23w ago | 424B5 | $44.70 $43.64 | ▲ +2.37% | ▲ +2.31% | $40.82 (+8.68%) |
May 14, 2026 23w ago | Press Release | $46.05 $44.70 | ▲ +2.93% | ▲ +1.70% | $40.82 (+11.36%) |
May 13, 2026 23w ago | 424B5 | $46.05 $46.05 | · 0.00% | ▲ +0.01% | $40.82 (+11.36%) |
Apr 24, 2026 26w ago | 8-K | $41.34 $40.10 | ▼ −3.00% | ▼ −2.51% | $40.82 (−1.26%) |
Apr 20, 2026 27w ago | Press Release | $43.61 $43.78 | ▲ +0.39% | ▼ −0.63% | $40.82 (−6.40%) |
US Market Status
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