Cliff Asness's PDFS Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 46,232 shares of PDF Solutions, Inc. (PDFS) worth $1.32 M, representing 0.00% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in PDFS, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 67,000 shares. Largest reduction occurred in Q3 2015, reducing 43,066 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's PDF Solutions (PDFS) Holding Value Over Time
Track share changes against reported price movement
Quarterly PDF Solutions (PDFS) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -19,559 | Reduce 29.73% | 46,232 | $28.53 |
| Q3 2025 | +10,868 | Add 19.79% | 65,791 | $25.82 |
| Q2 2025 | +27,183 | Add 97.99% | 54,923 | $21.38 |
| Q1 2025 | -4,016 | Reduce 12.65% | 27,740 | $19.11 |
| Q4 2024 | +3,853 | Add 13.81% | 31,756 | $27.08 |
| Q3 2024 | -12,347 | Reduce 30.68% | 27,903 | $31.68 |
| Q2 2024 | -15,980 | Reduce 28.42% | 40,250 | $36.38 |
| Q1 2024 | -17,009 | Reduce 23.22% | 56,230 | $33.67 |
| Q4 2023 | +5,634 | Add 8.33% | 73,239 | $32.14 |
| Q3 2023 | -17,520 | Reduce 20.58% | 67,605 | $32.40 |
| Q2 2023 | +47,436 | Add 125.86% | 85,125 | $45.10 |
| Q1 2023 | +20,531 | Add 119.66% | 37,689 | $42.40 |
| Q4 2022 | -1,737 | Reduce 9.19% | 17,158 | $28.52 |
| Q3 2022 | +4,115 | Add 27.84% | 18,895 | $24.50 |
| Q2 2022 | -10,029 | Reduce 40.42% | 14,780 | $21.52 |
| Q1 2022 | +9,061 | Add 57.54% | 24,809 | $27.85 |
| Q4 2021 | +709 | Add 4.71% | 15,748 | $31.81 |
| Q3 2021 | +3,038 | Add 25.31% | 15,039 | $23.01 |
| Q2 2021 | -10,590 | Reduce 46.88% | 12,001 | $18.17 |
| Q1 2021 | -10,534 | Reduce 31.80% | 22,591 | $17.79 |
| Q4 2020 | -5,672 | Reduce 14.62% | 33,125 | $21.62 |
| Q3 2020 | -16,260 | Reduce 29.53% | 38,797 | $18.71 |
| Q2 2020 | +25,324 | Add 85.17% | 55,057 | $19.56 |
| Q1 2020 | +3,909 | Add 15.14% | 29,733 | $11.70 |
| Q4 2019 | +13,171 | Add 104.09% | 25,824 | $16.88 |
| Q3 2019 | +12,653 | New Buy | 12,653 | $13.04 |
| Q1 2019 | -34,416 | Sold Out | 0 | $0.00 |
| Q4 2018 | +34,416 | New Buy | 34,416 | $8.43 |
| Q4 2017 | -11,205 | Sold Out | 0 | $0.00 |
| Q3 2017 | -19,189 | Reduce 63.13% | 11,205 | $15.53 |
| Q2 2017 | +8,390 | Add 38.13% | 30,394 | $16.45 |
| Q1 2017 | +545 | Add 2.54% | 22,004 | $22.63 |
| Q4 2016 | -13,780 | Reduce 39.10% | 21,459 | $22.55 |
| Q3 2016 | +516 | Add 1.49% | 35,239 | $18.16 |
| Q2 2016 | -22,235 | Reduce 39.04% | 34,723 | $14.00 |
| Q1 2016 | -10,798 | Reduce 15.94% | 56,958 | $13.38 |
| Q4 2015 | +22,289 | Add 49.02% | 67,756 | $10.85 |
| Q3 2015 | -43,066 | Reduce 48.64% | 45,467 | $10.01 |
| Q2 2015 | -32,767 | Reduce 27.01% | 88,533 | $16.01 |
| Q1 2015 | +25,000 | Add 25.96% | 121,300 | $17.92 |
| Q4 2014 | +67,000 | Add 228.67% | 96,300 | $14.87 |
| Q3 2014 | +700 | Add 2.45% | 29,300 | $12.59 |
| Q2 2014 | -7,800 | Reduce 21.43% | 28,600 | $21.22 |
| Q1 2014 | +11,113 | Add 43.95% | 36,400 | $18.16 |
| Q3 2013 | +10,333 | Add 69.10% | 25,287 | $21.24 |
| Q2 2013 | +14,954 | Add 0.00% | 14,954 | $18.46 |
| Q4 2012 | +14,954 | Add 0.00% | 14,954 | $13.78 |
Cliff Asness's PDF Solutions Investment FAQs
Cliff Asness first purchased PDF Solutions, Inc. (PDFS) in Q4 2012, acquiring 14,954 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held PDF Solutions, Inc. (PDFS) for 49 quarters since Q4 2012.
Cliff Asness's largest addition to PDF Solutions, Inc. (PDFS) was in Q4 2014, adding 96,300 shares worth $1.43 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 46,232 shares of PDF Solutions, Inc. (PDFS), valued at approximately $1.32 M.
As of the Q4 2025 filing, PDF Solutions, Inc. (PDFS) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in PDF Solutions, Inc. (PDFS) was 121,300 shares, as reported at the end of Q1 2015.