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Creative Planning PDFS Position History
PDF Solutions, Inc. • Technology
Quarters held
8
Latest value
$2.3M
Q3 2026
Peak value
$2.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $40K |
| Q3 2025 | $966K |
| Q4 2025 | $1.1M |
| Q1 2026 | $1.3M |
| Q2 2026 | $96K |
| Q2 2026 | $2.9M |
| Q3 2026 | $69K |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 45.4K | — | — |
| Q3 2026 | $69K | 1.4K | — | — |
| Q2 2026 | $2.9M | 40.8K | — | — |
| Q2 2026 | $96K | 1.4K | — | — |
| Q1 2026 | $1.3M | 38.9K | — | — |
| Q4 2025 | $1.1M | 37.6K | — | — |
| Q3 2025 | $966K | 37.4K | — | — |
| Q3 2025 | $40K | 1.5K | — | — |
Other funds holding PDFS
$135.1M
$127.2M
$119.9M
$115.1M
$98.2M
$98.2M
$97.7M
$80.8M