$VELO

$6.88 +$0.39 (6.01%) Close

$VELO Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 32.1M shares outstanding

Who owns VELO?

By type of holder

Institutions 35.9% Insiders 64.1% Everyone else 0.0%

Concentration Top 10 holders own 68.9%

Arun Jeldi 39.7% · AWM Investment Company, Inc. 4.1%

Institutional ownership

35.9%

+15.2 pts vs last qtr

Institutional holders

133

+65 vs last qtr

Net shares bought

+4.9M

by institutions in Q2 2026

New / sold out

81 / 16

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +1.1M
State Street Corp +943.1K

Biggest sellers in Q2 2026

AWM Investment Company, Inc. −656.2K
Millennium Management LLC −364.6K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Velo3D Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2024–FY2025

+1845.9%

+1845.89% a year

Each share's claim on the business

−94.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $21.3M

over 2 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

71.8%

of institutional shares changed hands

Top 10 managers, median time held

2 quarters

Super Investors

Investment managers reporting VELO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
AI AWM Investment Company, Inc.	1.3M	4.11%	−656.2K (−33.2%)	Q3 '25	2.0%
Shares held by quarter Peak holding2.2M (Q4'25) Change over 8 quarters+1.3M Share of the company4.110% AWM Investment Company, Inc.'s full portfolio →
B BlackRock, Inc.	1.4M	4.30%	+1.1M (+430.8%)	Q4 '25	0.0%
Shares held by quarter Peak holding1.4M (Q2'26) Change over 8 quarters+1.4M Share of the company4.300% BlackRock, Inc.'s full portfolio →

AWM Investment Company, Inc.

1.3M

% of company

4.11%

Change vs last qtr

−656.2K (−33.2%)

Held since

Q3 '25

BlackRock, Inc.

1.4M

% of company

4.30%

Change vs last qtr

+1.1M (+430.8%)

Held since

Q4 '25

28 more super investors behind a free account

See every manager holding Velo3D Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting VELO on Form N-PORT; together they hold 12.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
TS Tema Space Innovators ETF Tema ETF Trust	$22.7M	947.3K	2.95%	0.87%	May 31, 2026
SS State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR Series Trust	$12.4M	706.2K	2.20%	0.44%	June 30, 2026

Tema Space Innovators ETF

Tema ETF Trust

Position value

$22.7M

% of company

2.95%

% of the fund

0.87%

As of

May 31, 2026

State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF

SPDR Series Trust

Position value

$12.4M

% of company

2.20%

% of the fund

0.44%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Velo3D Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
AJ Arun Jeldi 5%+ holder 13D · 48.6%	12.8M	39.66%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company39.660% Disclosed stake13D · 48.6% View the 13D/G filing →
TK Thieneman Kenneth Dale Insider	1.2M	3.60%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company3.600% Thieneman Kenneth Dale's insider activity →

Arun Jeldi

5%+ holder13D · 48.6%

12.8M

% of company

39.66%

Change vs last qtr

—

Held since

—

Thieneman Kenneth Dale

Insider

1.2M

% of company

3.60%

Change vs last qtr

—

Held since

—

22 more holders behind a free account

See every insider and 5%+ holder of Velo3D Inc.

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