SCHEDULE: Needham Entities Update PDF Solutions Stake to 4.9%

Needham Investment Management and affiliated entities filed an amended Schedule 13G, reporting a collective 4.9% beneficial ownership in PDF Solutions, Inc. as of December 31, 2025.

Summary

• Needham Investment Management L.L.C., Needham Asset Management, LLC, Needham Aggressive Growth Fund, Needham Growth Fund, Needham Small Cap Growth Fund, and George A. Needham filed an Amendment No. 1 to Schedule 13G.
• The filing reports beneficial ownership of Common Stock, $0.00015 par value, of PDF Solutions, Inc. (CUSIP: 693282105).
• As of December 31, 2025, the reporting group collectively beneficially owned 1,965,000 shares, representing 4.9% of the class.
• The reporting persons hold shared voting power and shared dispositive power over the 1,965,000 shares.
• The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, typical for an amendment to a Schedule 13G, providing routine disclosure of passive institutional ownership without indicating any significant change in strategy or performance.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that Schedule 13G filings provide transparency into significant passive institutional ownership, which can signal investor confidence or strategic positioning within the semiconductor and data analytics industry where PDF Solutions operates.

Stakeholder Impact

• Provides transparency to shareholders and the market regarding significant institutional ownership in PDF Solutions, Inc.

Key Dates

Recommendation

This filing is a routine disclosure of beneficial ownership and does not contain information that would warrant a change in investment recommendation. It confirms a significant, but passive, institutional stake, which is generally a neutral factor for a seasoned investor.

Keywords

PDF Solutions, Needham Investment Management, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Ownership, Investment Fund, SEC Filing