PDFS at a glance
PDF SOLUTIONS INC (PDFS, SEC CIK 1120914) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as September 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), PDF SOLUTIONS INC (PDFS) reported revenue of $219.0 million (up 22.0% from FY2024) and a net loss of $640,000. Diluted EPS was -$0.02.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding PDF SOLUTIONS INC (PDFS) shares worth $1.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Strojwas Andrzej on August 31, 2026 of 3,394 shares at $44.41 per share.
- In the last 90 days, PDFS insiders reported 0 open-market purchases ($0) and 2 open-market sales ($228K) on Form 4, a net sale of $228K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $219.0M
- +22.0% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$228K
- 13F holders
- 29 funds
- $1.0B · +2 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Software and services for semiconductor yield management and advanced process control
- No new products, services, or segments specifically introduced or highlighted this year
- Continued emphasis on corporate governance with a Code of Ethics applicable to all employees, including executives
- No changes in quantitative metrics disclosed in this section; no notable employee, R&D, or market expansion data provided
- Distinctive focus on transparency and compliance with federal filing requirements and executive ethics disclosures
Risk Factors
- Regulatory risk: Compliance with cybersecurity oversight by Audit Committee with two members experienced in information security
- Operational risk: Dependence on VP of Operations with 25+ years tenure leading cybersecurity, IT, and risk management roles
- Cybersecurity risk: Potential material impact from cybersecurity threats despite no incidents in past 6 years, requiring ongoing incident response preparedness
- Corporate governance risk: Quarterly cybersecurity risk reviews with executive management and Audit Committee to monitor emerging threats and mitigation efforts
Management Discussion & Analysis
- Revenue impact risk: Volume-based revenue decreased significantly due to wafer volume declines and IC sales variability; no specific YoY amount provided
- Profitability affected by fixed costs and restructuring expenses amid fluctuating market conditions; no margin % disclosed
- Semiconductor segment remains core but faces volatility from U.S. trade restrictions, tariffs, inflation, and supply chain disruptions
- Forward risks include geopolitical tensions, trade policy changes, cybersecurity threats, evolving data privacy laws, and IP litigation risks impacting future revenue and costs
AI summary of the PDFS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $61.5M, up $9.8M or 19% YoY
- Platform revenue $49.1M, up 14%; DirectScan strongest, CV, Exensio, secureWISE declined
- Gross margin 69% vs 71% YoY; net income $4.3M vs $1.1M
- Volume-based revenue $12.4M, up 45%, driven by Gainshare and Cimetrix runtime licenses
- $81.8M net proceeds from May secondary offering; near-term risks include soft demand, tariffs, export controls, and geopolitical tensions
Risk Factors
- No material risk-factor changes from the December 31, 2025 Form 10-K
- Carried-forward risks potentially affecting results of operations or financial condition
- Unknown or currently immaterial risks potentially impairing business performance
- No new regulatory, legal, compliance, operational, competitive, market, or financial risks disclosed
AI summary of the PDFS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 contains only an incorporation-by-reference disclaimer
- No fiscal 2026 financial results or operating metrics disclosed in the provided text
Item 5.07: Submission of Matters to a Vote of Security Holders
- Stockholders elected Joseph R. Bronson and Ye Jane Li as Class I directors
- BPM LLP appointment ratified for fiscal 2026, with 34,772,285 votes supporting
Item 8.01: Other Events
- $85.7 million gross proceeds to PDF Solutions from issuing 1,946,630 shares at $44.00
- Advantest America sold 3,306,924 shares, receiving no proceeds for the Company
AI summaries of PDFS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PDFS
Don't miss the next PDFS filing
- Alerts as it files. A push when PDFS files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut PDFS, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Strojwas Andrzej | Sell | Aug 31, 2026 | 3,394 | $44.41 |
| Zhang Shuo | Sell | Aug 12, 2026 | 1,501 | $51.47 |
| Raza Adnan | A | Jul 1, 2026 | 23,450 | - |
| CHAN CHI-FOON | A | Jul 1, 2026 | 2,689 | - |
| Li Ye Jane | A | Jul 1, 2026 | 2,689 | - |
| Erba Nancy | A | Jul 1, 2026 | 2,689 | - |
| Strojwas Andrzej | F | Jul 1, 2026 | 1,356 | $66.88 |
| Strojwas Andrzej | A | Jul 1, 2026 | 5,360 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $179.5M | $219.0M |
| Gross Profit | $114.1M | $125.3M | $158.4M |
| Operating Income | - | $935K | $5.8M |
| Net Income | - | $4.1M | -$640K |
| Gross Margin | - | 69.8% | 72.3% |
| Op. Margin | - | 0.5% | 2.7% |
| Net Margin | - | 2.3% | -0.3% |
| Balance Sheet | |||
| Total Assets | $290.1M | $315.3M | $418.7M |
| Equity | - | $246.0M | $271.0M |
| ROE | - | 1.6% | -0.2% |
| Per Share | |||
| EPS | - | $0.10 | $-0.02 |
| Cash Flow | |||
| Operating CF | - | $9.7M | $24.1M |
| CapEx | - | $17.2M | $32.6M |
Source: XBRL data in PDF SOLUTIONS INC (PDFS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PDFS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $1.05B |
| Q1 2026 | 27 | $386.4M |
| Q4 2025 | 27 | $346.6M |
| Q3 2025 | 27 | $313.9M |
| Q2 2025 | 28 | $268.2M |
| Q1 2025 | 24 | $142.7M |
| Q4 2024 | 22 | $183.4M |
| Q3 2024 | 18 | $102.0M |
- JPMorgan Chase & Co+912.6K (+6222%)
- BlackRock+684.2K (+14%)
- Invesco Ltd+278.6K (+193%)
- Vanguard Capital Management LLC+276.1K (+20%)
- Goldman Sachs Group+220.3K (+146%)
- Dimensional Fund Advisors−4.5K (-1%)
- AQR Capital Management−3.0K (-6%)
- PNC Financial Services−1.1K (-16%)
- M&T Bank−19 (-0%)
- Mangrove Partners−6.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 202 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PDFS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 8-K | May 15, 2026 | - | Analysis | |
| SC 13G | May 14, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 24, 2026 | - | Analysis | - |
| 10-K | Feb 24, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 12, 2026 | - | - | |
| 4 | Jan 5, 2026 | - | - | |
| 4 | Jan 5, 2026 | - | - | |
| 4 | Dec 11, 2025 | - | - | |
| SC 13G | Nov 13, 2025 | - | - | |
| 10-Q | Nov 6, 2025 | Sep 30, 2025 | Analysis |
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PDFS SEC filings: frequently asked questions
Are PDFS insiders buying or selling?
In the last 90 days, PDF SOLUTIONS INC (PDFS) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $227,984 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PDFS stock?
As of June 30, 2026, the largest PDF SOLUTIONS INC (PDFS) holders among the 13F filers tracked by SignalX were BlackRock ($392.9 million), Vanguard Capital Management LLC ($117.8 million), Vanguard Portfolio Management LLC ($103.2 million), State Street Corp ($98.2 million), JPMorgan Chase & Co ($61.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PDFS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), PDF SOLUTIONS INC (PDFS) reported revenue of $219.0 million (up 22.0% from FY2024) and a net loss of $640,000. Diluted EPS was -$0.02. The figures come from the XBRL data in the 10-K.
What are the main risks in PDFS's latest 10-K?
In the 10-K filed February 24, 2026, PDF SOLUTIONS INC (PDFS) flagged: Regulatory risk: Compliance with cybersecurity oversight by Audit Committee with two members experienced in information security. Operational risk: Dependence on VP of Operations with 25+ years tenure leading cybersecurity, IT, and risk management roles. (AI summary of the Risk Factors section.)
What did PDFS report in its latest 8-K?
PDF SOLUTIONS INC (PDFS) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Item 2.02 contains only an incorporation-by-reference disclaimer.
What are the latest PDFS SEC filings?
PDF SOLUTIONS INC (PDFS) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on September 1, 2026.
What is PDFS's SEC CIK number?
PDF SOLUTIONS INC (PDFS)'s SEC Central Index Key (CIK) is 1120914. EDGAR lists every PDFS filing under that number.
Ask anything about PDFS
The research agent reads PDFS's filings, financials, insider trades and 13F holders, then answers with sources.