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: 32.1m as of 2026-08-07, 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 ≈ $17.55. Options: 9 managers hold calls ($21.9m notional), 7 hold puts ($17.9m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2025 | 33 |
| Q4 2025 | 54 |
| Q1 2026 | 67 |
| Q2 2026 | 134 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2025 | 35 | 14 |
| Q1 2026 | 54 | 20 |
| Q2 2026 | 112 | 29 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $642.1k | $21 | 0.00 |
| Q4 2025 | $72.8k | $0 | 0.00 |
| Q1 2026 | $1.7m | $4.6m | 2.65 |
| Q2 2026 | $21.9m | $17.9m | 0.82 |
Biggest buyers
| BlackRock, Inc. | Added | +1.1m |
| STATE STREET CORP | Added | +943.1k |
| Tidal Investments LLC | New | +760.3k |
| NEXT CENTURY GROWTH INVESTORS LLC | New | +553.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +552.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New | +372.0k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +293.2k |
| Ghisallo Capital Management LLC | New | +200.0k |
| Jump Financial, LLC | New | +177.7k |
| JANE STREET GROUP, LLC | Added | +152.1k |
Biggest sellers
| AWM Investment Company, Inc. | Reduced | -656.2k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -364.6k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -261.7k |
| MORGAN STANLEY | Reduced | -134.5k |
| DNB Asset Management AS | Reduced | -127.4k |
| Sender Co & Partners, Inc. | Reduced | -110.1k |
| WHITE PINE CAPITAL LLC | Sold out | -93.6k |
| Diametric Capital, LP | Sold out | -83.6k |
| Monaco Asset Management SAM | Sold out | -82.5k |
| Apis Capital Advisors, LLC | Sold out | -68.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $9.1m516.8k shares |
| CITADEL ADVISORS LLC | Added | $3.9m222.4k shares |
| JANE STREET GROUP, LLC | New | $3.9m222.3k shares |
| SYMMETRY PEAK MANAGEMENT LLC | New | $1.9m107.5k shares |
| IMC-Chicago, LLC | Added | $1.4m78.9k shares |
| GROUP ONE TRADING LLC | Added | $896.8k51.1k shares |
| SIMPLEX TRADING, LLC | Added | $584.4k33.3k shares |
| Belvedere Trading LLC | New | $303.6k17.3k shares |
| OSAIC HOLDINGS, INC. | Unchanged | $6.4k5 shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $6.9m393.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.4m308.8k shares |
| CITADEL ADVISORS LLC | Reduced | $2.2m123.5k shares |
| IMC-Chicago, LLC | Added | $1.4m77.9k shares |
| SYMMETRY PEAK MANAGEMENT LLC | New | $965.2k55.0k shares |
| SIMPLEX TRADING, LLC | Added | $554.6k31.6k shares |
| GROUP ONE TRADING LLC | Reduced | $500.2k28.5k shares |
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 since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 1.4m $24.2m | Added +1.1m |
| AWM Investment Company, Inc. 2.01% of their portfolio | 1.3m $23.2m | Reduced -656.2k |
| STATE STREET CORP 0.00% of their portfolio | 1.0m $17.6m | Added +943.1k |
| Tema ETFs LLC 0.43% of their portfolio | 762.2k $13.4m | First filing |
| Tidal Investments LLC 0.03% of their portfolio | 760.3k $13.3m | New |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 647.1k $11.4m | Reduced -261.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 575.6k $10.1m | Added +552.3k |
| NEXT CENTURY GROWTH INVESTORS LLC 0.51% of their portfolio | 553.4k $9.7m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 440.8k $7.7m | Added +293.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 372.0k $6.5m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 321.6k $5.6m | Added +152.1k |
| UBS Group AG 0.00% of their portfolio | 310.0k $5.4m | Added +99.9k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 303.4k $5.3m | Reduced -364.6k |
| Ghisallo Capital Management LLC 0.07% of their portfolio | 200.0k $3.5m | New |
| ARK Investment Management LLC 0.02% of their portfolio | 194.8k $3.4m | Added +76.9k |
| OPPENHEIMER & CO INC 0.04% of their portfolio | 193.7k $3.4m | Added +34.3k |
| Jump Financial, LLC 0.03% of their portfolio | 177.7k $3.1m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 131.0k $2.3m | Added +104.1k |
| CANTOR FITZGERALD, L. P. 0.02% of their portfolio | 130.8k $2.3m | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 119.2k $2.1m | Added +35.1k |
| LPL Financial LLC 0.00% of their portfolio | 114.3k $2.0m | New |
| Invst, LLC 0.18% of their portfolio | 103.5k $1.8m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 99.9k $1.8m | Added +77.9k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 95.1k $1.7m | Reduced -37.6k |
| Caitong International Asset Management Co., Ltd 0.19% of their portfolio | 80.9k $1.4m | Added +67.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 76.0k $1.3m | Added +75.7k |
| MOORE CAPITAL MANAGEMENT, LP 0.03% of their portfolio | 75.0k $1.3m | Added +65.0k |
| PFG Advisors 0.07% of their portfolio | 75.0k $1.3m | New |
| POLEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 74.4k $1.3m | Added +13.0k |
| IMC-Chicago, LLC 0.01% of their portfolio | 70.6k $1.2m | Added +46.4k |
| Clear Street Group Inc. 0.00% of their portfolio | 62.3k $1.1m | New |
| Marex Group Ltd 0.01% of their portfolio | 60.6k $1.1m | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 58.3k $1.0m | Reduced -46.1k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 57.9k $1.0m | New |
| VK Services, LLC 100.00% of their portfolio | 57.8k $1.0m | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 57.7k $1.0m | Added +26.0k |
| Apollon Wealth Management, LLC 0.01% of their portfolio | 55.1k $966.4k | Added +23.1k |
| Cetera Investment Advisers 0.00% of their portfolio | 53.7k $941.6k | New |
| MORGAN STANLEY 0.00% of their portfolio | 51.7k $906.5k | Reduced -134.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 50.2k $881.1k | Added +40.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 46.1k $808.4k | Added +31.4k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 44.3k $777.8k | New |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 43.5k $763.8k | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 35.8k $628.1k | New |
| Sender Co & Partners, Inc. 0.25% of their portfolio | 33.3k $584.7k | Reduced -110.1k |
| GRIFFIN ASSET MANAGEMENT, INC. 0.06% of their portfolio | 33.1k $581.0k | New |
| NOMURA HOLDINGS INC 0.00% of their portfolio | 32.0k $561.6k | New |
| SIMPLEX TRADING, LLC 0.01% of their portfolio | 31.9k $560.4k | Added +18.3k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 31.8k $557.5k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 27.3k $478.0k | Added +8.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 27.2k $477.5k | Reduced -39.3k |
| Nuveen, LLC 0.00% of their portfolio | 27.1k $475.3k | New |
| GROUP ONE TRADING LLC 0.01% of their portfolio | 24.4k $427.6k | Reduced -28.8k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 20.5k $360.1k | New |
| Sigma Planning Corp 0.01% of their portfolio | 20.0k $351.0k | New |
| Connective Capital Management, LLC 0.24% of their portfolio | 19.7k $345.0k | New |
| Virtu Financial LLC 0.01% of their portfolio | 18.3k $321.0k | New |
| SAPIENT CAPITAL LLC 0.00% of their portfolio | 16.5k $290.2k | Reduced -4.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 16.4k $288.5k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 16.4k $287.6k | New |
| Engineers Gate Manager LP 0.00% of their portfolio | 15.8k $277.1k | Reduced -3.0k |
| HBW ADVISORY SERVICES LLC 0.02% of their portfolio | 15.7k $274.7k | Added +30 |
| Byrne Asset Management LLC 0.14% of their portfolio | 14.3k $250.6k | Reduced -15.0k |
| DNB Asset Management AS 0.00% of their portfolio | 14.0k $245.9k | Reduced -127.4k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 14.0k $244.9k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 13.6k $238.0k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 12.6k $221.6k | New |
| Brookstone Capital Management 0.00% of their portfolio | 12.3k $215.6k | New |
| THOMPSON DAVIS & CO., INC. 0.12% of their portfolio | 11.9k $208.8k | New |
| Cerity Partners LLC 0.00% of their portfolio | 11.8k $207.2k | New |
| Centiva Capital, LP 0.01% of their portfolio | 11.4k $199.5k | New |
| CITIGROUP INC 0.00% of their portfolio | 10.3k $180.4k | Reduced -6.6k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 10.2k $178.8k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 10.0k $174.7k | Added +6.8k |
| SG Americas Securities, LLC 0.00% of their portfolio | 8.9k $157.0k | New |
| Tripletail Wealth Management, LLC 0.15% of their portfolio | 8.4k $130.8k | Added +969 |
| Bayforest Capital Ltd 0.13% of their portfolio | 7.8k $136.5k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 7.6k $132.9k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 7.6k $139.2k | Added +7.6k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 7.5k $132.1k | Added +3.9k |
| BARCLAYS PLC 0.00% of their portfolio | 7.2k $126.4k | Added +7.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 5.7k $100.0k | New |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 5.4k $94.1k | Added +1.8k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 4.9k $85.5k | New |
| State of Wyoming 0.01% of their portfolio | 4.7k $82.6k | Added +2.5k |
| FMR LLC 0.00% of their portfolio | 4.6k $81.3k | New |
| FNY Investment Advisers, LLC 0.02% of their portfolio | 3.7k $64.0k | Reduced -12.9k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 3.7k $60.8k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 2.9k $50.4k | Added +2.9k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 2.8k $49.1k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 2.7k $48.2k | New |
| STRS OHIO 0.00% of their portfolio | 2.1k $36.9k | New |
| Larson Financial Group LLC 0.00% of their portfolio | 1.8k $32.2k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 1.6k $28.3k | New |
| Legal & General Group Plc 0.00% of their portfolio | 1.6k $28.1k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.5k $26.3k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 1.3k $23.3k | New |
| Bogart Wealth, LLC 0.00% of their portfolio | 1.1k $19.3k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.0k $17.8k | New |
| CITY HOLDING CO 0.00% of their portfolio | 1.0k $17.5k | New |