Vault-13

VELO3D INC VELO

COM NEW · Common Stock · CUSIP 92259N302

54 institutional holders +21 vs Q3 2025
6,631,0436.6m shares reported held*
25.3% of all shares outstanding*
$89.6mreported value*
26 new 9 added 9 reduced 5 sold out net bought ≈ $38.5m (+2.8m shares)

* 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

0204060Q3 25: 33Q4 25: 5454Q3 25Q4 25
Numbers
QuarterHolders
Q3 202533
Q4 202554

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $642.1kQ3 25 puts: $21Q3 25P/C 0.00Q4 25 calls: $72.8kQ4 25 puts: $0Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$0$0—
Q2 2025$0$0—
Q3 2025$642.1k$210.00
Q4 2025$72.8k$00.00

Biggest buyers

Alyeska Investment Group, L.P. New +2,424,242+2.4m
AWM Investment Company, Inc. Added +819,719+819.7k
VANGUARD GROUP INC New +386,840+386.8k
DNB Asset Management AS New +237,368+237.4k
BlackRock, Inc. New +135,115+135.1k
UBS Group AG Added +108,042+108.0k
GEODE CAPITAL MANAGEMENT, LLC New +104,205+104.2k
CenterBook Partners LP New +76,028+76.0k
NewEdge Advisors, LLC New +58,632+58.6k
STATE STREET CORP New +42,800+42.8k

Biggest sellers

AIGH Capital Management LLC Sold out -1,719,874-1.7m
Apis Capital Advisors, LLC Sold out -103,744-103.7k
Portolan Capital Management, LLC Sold out -59,921-59.9k
JANE STREET GROUP, LLC Reduced -27,286-27.3k
Archon Capital Management LLC Sold out -21,077-21.1k
RENAISSANCE TECHNOLOGIES LLC Reduced -8,400-8.4k
WHITE PINE CAPITAL LLC Reduced -4,543-4.5k
Arax Advisory Partners Reduced -410-410
GROUP ONE TRADING LLC Reduced -354-354
OSAIC HOLDINGS, INC. Reduced -218-218

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.

HolderStakeChangeShares Last filed
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% 12.8m≈ $223.8m 2026-03-09

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)

BuyingSelling
404Q1 24: 0 buyingQ1 24: 4 sellingQ2 24: 0 buyingQ2 24: 2 sellingQ2 24Q3 24: 0 buyingQ3 24: 1 sellingQ4 24: 0 buyingQ4 24: 1 sellingQ4 24Q1 25: 0 buyingQ1 25: 1 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25Q3 25: 1 buyingQ3 25: 0 sellingQ4 25: 1 buyingQ4 25: 0 sellingQ4 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20240—4$75.9k$39.1k
Q2 20240—2$11.4k—
Q3 20240—1$2.1k—
Q4 20240—1$290—
Q1 20250—1——
Q2 20250—0——
Q3 20251$22.4k0——
Q4 20251$5.0k0——
DateInsiderTradeSharesPrice ValueTheir holding
2025-11-03 Lloyd Jason Michael Director · See footnote Bought 1,000 $4.95 $5.0k1.0k shares +8%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Alyeska Investment Group, L.P. 0.09% of their portfolio CHICAGO, IL 2,424,2422.4m $33.3m $33.3m 0.09% New
2 AWM Investment Company, Inc. 2.70% of their portfolio NEW YORK, NY 2,153,0522.2m $28.0m $28.0m 2.70% Added +819.7k +819,719
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 386,840386.8k $5.3m $5.3m 0.00% New
4 DNB Asset Management AS 0.01% of their portfolio Oslo, Q8 237,368237.4k $3.3m $3.3m 0.01% New
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 175,910175.9k $2.4m $2.4m 0.00% Added +108.0k +108,042
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 135,115135.1k $1.9m $1.9m 0.00% New
7 WHITE PINE CAPITAL LLC 0.49% of their portfolio BLOOMINGTON, MN 129,642129.6k $1.8m $1.8m 0.49% Reduced -4.5k -4,543
8 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 104,205104.2k $1.4m $1.4m 0.00% New
9 Invst, LLC 0.13% of their portfolio INDIANAPOLIS, IN 87,71587.7k $1.2m $1.2m 0.13% Added +19.8k +19,783
10 PERKINS CAPITAL MANAGEMENT INC 0.95% of their portfolio WAYZATA, MN 87,00087.0k $1.2m $1.2m 0.95% Added +17.0k +17,000
11 CenterBook Partners LP 0.05% of their portfolio GREENWICH, CT 76,02876.0k $1.0m $1.0m 0.05% New
12 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 58,63258.6k $805.6k $805.6k 0.00% New
13 VK Services, LLC 27.50% of their portfolio Menlo Park, CA 57,81057.8k $794.3k $794.3k 27.50% Unchanged
14 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 47,09047.1k $647.0k $647.0k 0.00% Reduced -27.3k -27,286
15 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 42,80042.8k $588.1k $588.1k 0.00% New
16 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 39,90039.9k $548.2k $548.2k 0.00% Reduced -8.4k -8,400
17 POLEN CAPITAL MANAGEMENT LLC 0.00% of their portfolio Boca Raton, FL 39,89639.9k $548.2k $548.2k 0.00% New
18 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 36,93436.9k $507.5k $507.5k 0.00% Added +18.4k +18,385
19 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 32,06332.1k $440.5k $440.5k 0.00% New
20 OMERS ADMINISTRATION Corp 0.00% of their portfolio TORONTO, A6 23,10023.1k $317.4k $317.4k 0.00% New
21 Pekin Hardy Strauss, Inc. 0.03% of their portfolio CHICAGO, IL 21,02721.0k $288.9k $288.9k 0.03% New
22 SAPIENT CAPITAL LLC 0.00% of their portfolio INDIANAPOLIS, IN 20,53420.5k $299.2k $299.2k 0.00% Unchanged
23 CORSAIR CAPITAL MANAGEMENT, L.P. 0.05% of their portfolio NEW YORK, NY 20,00020.0k $274.8k $274.8k 0.05% New
24 Scientech Research LLC 0.17% of their portfolio JERSEY CITY, NJ 19,96420.0k $274.3k $274.3k 0.17% New
25 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 18,54418.5k $254.8k $254.8k 0.01% New
26 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 17,42417.4k $239.4k $239.4k 0.00% New
27 Byrne Asset Management LLC 0.13% of their portfolio KINGSTON, NJ 17,28017.3k $237.4k $237.4k 0.13% Added +8.0k +7,968
28 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 17,06417.1k $234.0k $234.0k 0.00% New
29 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 14,60714.6k $200.7k $200.7k 0.00% Added +12.2k +12,157
30 Centiva Capital, LP 0.01% of their portfolio New York, NY 14,49614.5k $199.2k $199.2k 0.01% New
31 Dupree Financial Group, LLC 0.07% of their portfolio LEXINGTON, KY 13,00013.0k $178.6k $178.6k 0.07% New
32 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 12,71112.7k $174.6k $174.6k 0.00% New
33 Meridian Wealth Management, LLC 0.01% of their portfolio LEXINGTON, KY 11,36611.4k $156.2k $156.2k 0.01% Unchanged
34 SAGE ADVISORS, LLC 0.10% of their portfolio BOULDER, CO 11,25111.3k $154.6k $154.6k 0.10% New
35 Evernest Financial Advisors, LLC 0.03% of their portfolio CARMEL, IN 10,20010.2k $139.7k $139.7k 0.03% New
36 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 7,7317.7k $106.2k $106.2k 0.00% Added +1.3k +1,310
37 Quantbot Technologies LP 0.00% of their portfolio NEW YORK, NY 4,8254.8k $66.3k $66.3k 0.00% New
38 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,2532.3k $31.0k $31.0k 0.00% New
39 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 414414 $5.7k $5.7k 0.00% Reduced -218 -218
40 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 375375 $5.2k $5.2k 0.00% Reduced -410 -410
41 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 296296 $4.1k $4.1k 0.00% New
42 New Millennium Group LLC 0.00% of their portfolio SANDY, UT 173173 $2.4k $2.4k 0.00% Unchanged
43 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 7474 $1.0k $1.0k 0.00% Added +73 +73
44 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 3636 $495 $495 0.00% Reduced -354 -354
45 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 1515 $206 $206 0.00% Reduced -1 -1
46 Wilmington Savings Fund Society, FSB 0.00% of their portfolio WILMINGTON, DE 1010 $137 $137 0.00% Unchanged
47 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 99 $124 $124 0.00% Unchanged
48 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 77 $96 $96 0.00% Reduced -89 -89
49 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 66 $82 $82 0.00% Reduced -28 -28
50 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 33 $0 $0 0.00% Unchanged
51 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 22 $27 $27 0.00% Unchanged
52 SageView Advisory Group, LLC 0.00% of their portfolio Newport Beach, CA 22 $28 $28 0.00% New
53 DANSKE BANK A/S 0.00% of their portfolio COPENHAGEN V, G7 11 $14 $14 0.00% Unchanged
54 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 11 $14 $14 0.00% Unchanged