VELO3D INC VELO
COM NEW · Common Stock · CUSIP 92259N302
- SectorIndustrials
- IndustrySpecial Industry Machinery, NEC
- HeadquartersFremont, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 26.2m as of 2026-03-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $13.51. Options: 1 managers hold calls ($72.8k notional), 0 hold puts (—).
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2025 | 33 |
| Q4 2025 | 54 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $0 | $0 | — |
| Q2 2025 | $0 | $0 | — |
| Q3 2025 | $642.1k | $21 | 0.00 |
| Q4 2025 | $72.8k | $0 | 0.00 |
Biggest buyers
| Alyeska Investment Group, L.P. | New | +2.4m |
| AWM Investment Company, Inc. | Added | +819.7k |
| VANGUARD GROUP INC | New | +386.8k |
| DNB Asset Management AS | New | +237.4k |
| BlackRock, Inc. | New | +135.1k |
| UBS Group AG | Added | +108.0k |
| GEODE CAPITAL MANAGEMENT, LLC | New | +104.2k |
| CenterBook Partners LP | New | +76.0k |
| NewEdge Advisors, LLC | New | +58.6k |
| STATE STREET CORP | New | +42.8k |
Biggest sellers
| AIGH Capital Management LLC | Sold out | -1.7m |
| Apis Capital Advisors, LLC | Sold out | -103.7k |
| Portolan Capital Management, LLC | Sold out | -59.9k |
| JANE STREET GROUP, LLC | Reduced | -27.3k |
| Archon Capital Management LLC | Sold out | -21.1k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -8.4k |
| WHITE PINE CAPITAL LLC | Reduced | -4.5k |
| Arax Advisory Partners | Reduced | -410 |
| GROUP ONE TRADING LLC | Reduced | -354 |
| OSAIC HOLDINGS, INC. | Reduced | -218 |
Biggest calls
| GROUP ONE TRADING LLC | Added | $72.8k5.3k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Jeldi Arun
13D · may seek influence
filed 2026-03-09
Stated purposeItem 4 of the Schedule 13D is hereby amended and restated as follows: The information set forth in Item 3 of this Schedule 13D is incorporated by reference in its entirety into this Item 4. As of the date hereof, the Reporting Persons do not have a plan or proposal that relates to or would result in any of the transactions enumerated in sub items (a) through (j) of the instructions to Item 4 of this Schedule 13D, except as follows: (a) Mr. Jeldi may receive additional securities of the Issuer in connection with his compensation program. Mr. Jeldi holds certain RSUs of the Issuer, which each represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration, subject to vesting and Mr. Jeldi's continued service to the Issuer on each vesting… Full filing |
48.6% |
Fell to 5% or below in the last year: AWM Investment Company, Inc. (4.1%, 2026-08-14), LMR Partners LLP (0.0%, 2026-06-01), Alyeska Investment Group, L.P. (0.8%, 2026-05-15)
Insider purchases and sales in Q4 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 0 | — | 4 | $75.9k | $39.1k |
| Q2 2024 | 0 | — | 2 | $11.4k | — |
| Q3 2024 | 0 | — | 1 | $2.1k | — |
| Q4 2024 | 0 | — | 1 | $290 | — |
| Q1 2025 | 0 | — | 1 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 1 | $22.4k | 0 | — | — |
| Q4 2025 | 1 | $5.0k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-11-03 | Lloyd Jason Michael Director · See footnote | Bought | $5.0k1.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| Alyeska Investment Group, L.P. 0.09% of their portfolio | 2.4m $33.3m | New |
| AWM Investment Company, Inc. 2.70% of their portfolio | 2.2m $28.0m | Added +819.7k |
| VANGUARD GROUP INC 0.00% of their portfolio | 386.8k $5.3m | New |
| DNB Asset Management AS 0.01% of their portfolio | 237.4k $3.3m | New |
| UBS Group AG 0.00% of their portfolio | 175.9k $2.4m | Added +108.0k |
| BlackRock, Inc. 0.00% of their portfolio | 135.1k $1.9m | New |
| WHITE PINE CAPITAL LLC 0.49% of their portfolio | 129.6k $1.8m | Reduced -4.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 104.2k $1.4m | New |
| Invst, LLC 0.13% of their portfolio | 87.7k $1.2m | Added +19.8k |
| PERKINS CAPITAL MANAGEMENT INC 0.95% of their portfolio | 87.0k $1.2m | Added +17.0k |
| CenterBook Partners LP 0.05% of their portfolio | 76.0k $1.0m | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 58.6k $805.6k | New |
| VK Services, LLC 27.50% of their portfolio | 57.8k $794.3k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 47.1k $647.0k | Reduced -27.3k |
| STATE STREET CORP 0.00% of their portfolio | 42.8k $588.1k | New |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 39.9k $548.2k | Reduced -8.4k |
| POLEN CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 39.9k $548.2k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 36.9k $507.5k | Added +18.4k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 32.1k $440.5k | New |
| OMERS ADMINISTRATION Corp 0.00% of their portfolio | 23.1k $317.4k | New |
| Pekin Hardy Strauss, Inc. 0.03% of their portfolio | 21.0k $288.9k | New |
| SAPIENT CAPITAL LLC 0.00% of their portfolio | 20.5k $299.2k | Unchanged |
| CORSAIR CAPITAL MANAGEMENT, L.P. 0.05% of their portfolio | 20.0k $274.8k | New |
| Scientech Research LLC 0.17% of their portfolio | 20.0k $274.3k | New |
| XTX Topco Ltd 0.01% of their portfolio | 18.5k $254.8k | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 17.4k $239.4k | New |
| Byrne Asset Management LLC 0.13% of their portfolio | 17.3k $237.4k | Added +8.0k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 17.1k $234.0k | New |
| MORGAN STANLEY 0.00% of their portfolio | 14.6k $200.7k | Added +12.2k |
| Centiva Capital, LP 0.01% of their portfolio | 14.5k $199.2k | New |
| Dupree Financial Group, LLC 0.07% of their portfolio | 13.0k $178.6k | New |
| OPPENHEIMER & CO INC 0.00% of their portfolio | 12.7k $174.6k | New |
| Meridian Wealth Management, LLC 0.01% of their portfolio | 11.4k $156.2k | Unchanged |
| SAGE ADVISORS, LLC 0.10% of their portfolio | 11.3k $154.6k | New |
| Evernest Financial Advisors, LLC 0.03% of their portfolio | 10.2k $139.7k | New |
| CITIGROUP INC 0.00% of their portfolio | 7.7k $106.2k | Added +1.3k |
| Quantbot Technologies LP 0.00% of their portfolio | 4.8k $66.3k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.3k $31.0k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 414 $5.7k | Reduced -218 |
| Arax Advisory Partners 0.00% of their portfolio | 375 $5.2k | Reduced -410 |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 296 $4.1k | New |
| New Millennium Group LLC 0.00% of their portfolio | 173 $2.4k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 74 $1.0k | Added +73 |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 36 $495 | Reduced -354 |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 15 $206 | Reduced -1 |
| Wilmington Savings Fund Society, FSB 0.00% of their portfolio | 10 $137 | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 9 $124 | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 7 $96 | Reduced -89 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 6 $82 | Reduced -28 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 3 $0 | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 2 $27 | Unchanged |
| SageView Advisory Group, LLC 0.00% of their portfolio | 2 $28 | New |
| DANSKE BANK A/S 0.00% of their portfolio | 1 $14 | Unchanged |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 1 $14 | Unchanged |