13FPulse
VE

VELO VELO3D INC

2026Q2 · CUSIP 92259N302 · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
134
Institutions that reported holding it to the SEC
Net increase in holders
+69
Last quarter 65 → now 134
How unusual is that
Top 5%
Stronger buying than 97% of US stocks
What the filings say, in one paragraph

134 funds held VELO at the end of 2026Q2, up 69 from the quarter before. That is stronger buying than 96.8% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $58M(YoY +31.5%), return on equity is -35.2%. VELO has had 1 buying rushes in its history. It sits in the Semiconductors sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2025Q4: holders=53 2026Q1: holders=65 2026Q2: holders=134 -69 -34.5 +0 +34.5 +69 4794141 25Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 1 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
64
Change in large funds
+37
Total value they hold
$213M
Funds buying for the first time
83
Funds that sold out entirely
14
Price change that quarter
Funds holding puts (bearish)
4
Funds holding calls (bullish)
5

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$-2.19
EPS YoY
Revenue (TTM)
$0.1B
Revenue YoY
+31.5%
Net margin
-89.6%
ROE
-35.2%
Debt ratio
26.8%
FCF (TTM)
-$59M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2025-03-31: EPS -1.87 2025-06-30: EPS -0.94 2025-09-30: EPS -0.65 2025-12-31: EPS -0.87 2026-03-31: EPS -0.28 2026-06-30: EPS -0.39 0M 14M 28M $M -2.06 -1.03 0.00 202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
-43M-22M0K 2020202120222023202420252026
Latest quarter $-19M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.