Velo3D, Inc.· VELO

🇺🇸 US · MicroBroad USNASDAQ

Industrials Industrial - Machinery Website

Price: $11.52
Day: +2.40%
Mkt Cap: $343.31M
52W Range: $2.87 – $31.75
Volume: 811.8K
Beta: 2.59

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 4.5 / 5 (Very Bullish), from 3 of 3 components
Institutions Q2 2026: 145 institutions hold; 117 added, 16 reduced

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Velo3D, Inc.

VELO|Industrials|Industrial - Machinery

Current price: $12

Smart Money

Dimension 5 of 5

Insider selling pace · Q1 2026

0.0x

vs own 6-quarter average

Seller breadth · Q1 2026

0 sellers

vs 0.3 avg per quarter

Institutional net breadth · Q2 2026

+172

202 adding vs 30 reducing

Institutional ownership · Q2 2026

41.3%

145 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

CLEAR STREET GROUP INC.

62.3K

+100.0%

SIMPLEX TRADING, LLC

31.9K

+134.0%

BLACKROCK, INC.

1.4M

+351.0%

AWM INVESTMENT COMPANY, INC.

1.3M

-43.2%

STATE STREET CORP

1.0M

+1300.7%

STATE STREET CORP

1.0M

—

ETF & Fund Activity, Q3 2026

How the covering funds split between buying, holding and selling

1 buying4 unchanged0 selling

5 funds held VELO in Q3 2026, holding 716.4K shares between them, up 0.5% on the quarter.

Largest fund holders

SPDR SERIES TRUST706.2K sh

EQ ADVISORS TRUST31.5K sh

QUANTITATIVE MASTER SERIES LLC30.9K sh

Notable Insider Transactions, Q1 2026

Largest open-market purchases and sales by value in the last eight quarters

Purchase · Mar 4

Jeldi Arun

$81.9M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore VELO on stockoscope.com→

Generated September 23, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

VELO Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.5/5

Very Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+40

Institutional Flow

50% weight

+100

Fund Flow

10% weight

+100

Overall Smart Money sentiment of 4.5/5 (Very Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 22, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for VELO

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Bullish Signal

Insider buying in Q1 2026

Major: 1 purchase totaling $81.9M (5.0M shares)

Share volume is 3x+ above the historical average, unusually strong

Insider buying in 3 of the last 4 quarters

0.0x

Selling pace

vs own 6-qtr average

Light

0.00%

Stake sold

of active insiders' holdings

0 sellers

Seller breadth

vs 0.2 avg per quarter

$81.9M

Insider buying

1 buyer in Q1 2026

Notable Recent Transactions, VELO

Top 2 highest-value insider trades from the last 8 quarters

Jeldi Arun

CEO

Buy

5,000,000 shares at $16.38

≈100.0% of their stake after buying

Mar 4, 2026$81.90M

Lloyd Jason Michael

Director

Buy

6,000 shares at $3.74

≈48.5% of their stake after buying

Sep 4, 2025$22.44K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for VELO

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

41.3% institutional ownership

Strong accumulation: 202 institutions adding vs 30 reducing positions

13F shares increased by 45.2%, a significant shift

Momentum improving from prior quarter

+172

Net breadth

202 adding vs 30 reducing

Strong accumulation

6.73

Add / reduce ratio

in Q2 2026

+71

New − closed

85 initiated, 14 exited

9 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+202 growing-30 shrinkingNet: +172

117

New (85)

Increased (117)

Reduced (16)

Closed (14)

Top Institutional Holders, VELO

Largest 8 institutional positions by ownership percentage as of Q2 2026

CITADEL ADVISORS LLC

123.5K

$2.2M

Ownership

49.36%

+9732.8%

LPL FINANCIAL LLC

114.3K

$2.0M

Ownership

45.69%

+100.0%

CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD

80.9K

$1.4M

Ownership

32.32%

+484.6%

PFG ADVISORS

75.0K

$1.3M

Ownership

29.97%

+100.0%

POLEN CAPITAL MANAGEMENT LLC

74.4K

$1.3M

Ownership

29.74%

+21.1%

IMC-CHICAGO, LLC

70.6K

$1.2M

Ownership

28.21%

+191.4%

CLEAR STREET GROUP INC.

62.3K

$1.1B

Ownership

24.89%

+100.0%

NEWEDGE ADVISORS, LLC

58.3K

$1.0M

Ownership

23.31%

-44.2%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q3 2026: 5 ETFs and mutual funds reporting

1 buying0 sellingNet: +1

Buying (1)

Unchanged (4)

Selling (0)

In total, funds bought 3.5K shares and sold 0 this quarter. Each fund counts once in the bar above, whatever the size of its move.

Very Bullish

Funds accumulating in Q3 2026

5 ETFs and mutual funds reporting

1 funds buying vs 0 selling

Top Fund Holders, VELO

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

706.2K

Weight

3.49%

Jul 31, 2026No change

EQ ADVISORS TRUST

31.5K

Weight

0.00%

Jun 30, 2026Increased

QUANTITATIVE MASTER SERIES LLC

30.9K

Weight

0.36%

Jun 30, 2026Increased

FIDELITY SALEM STREET TRUST

15.4K

Weight

0.00%

Jun 30, 2026Increased

LINCOLN VARIABLE INSURANCE PRODUCTS TRUST

12.1K

Weight

0.00%

Jun 30, 2026Increased

GOLDMAN SACHS TRUST

9.2K

Weight

0.00%

Jun 30, 2026Increased

VANGUARD INSTITUTIONAL INDEX FUNDS

7.4K

Weight

0.01%

Jun 30, 2026Decreased

PACIFIC SELECT FUND

6.2K

Weight

0.00%

Jun 30, 2026Increased

Velo3D, Inc.· VELO

Holdings Analysis

Insider Trading Activity

1.3Transaction History125Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings99Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History125Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings99Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights