DaveManuel.com · Institutional Ownership · Who Owns It
VELO3D INC (VELO)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
136
Reporting holders
$253.8M
Reported value
37.9%
Of shares outstanding
8.6%
Calls
7.0%
Puts
+68
Holder change
Institutions report 12,190,443 shares against 32,149,118 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24.6M incl. $14.5M options CALL+PUT | 575,600 | 0.00% | 2q | +2373.5%+$23.6M |
| BlackRock, Inc. | $24.2M | 1,381,069 | 0.00% | 3q | +430.8%+$19.7M |
| AWM Investment Company, Inc. | $23.2M | 1,322,066 | 2.01% | 4q | -33.2%-$11.5M |
| STATE STREET CORP | $17.6M | 1,003,982 | 0.00% | 3q | +1548.6%+$16.6M |
| JANE STREET GROUP, LLC | $16.5M incl. $10.8M options CALL+PUT | 321,596 | 0.00% | 4q | +89.8%+$7.8M |
| Tema ETFs LLC | $13.4M | 762,160 | 0.43% | 2q | +138980.3%+$13.4M |
| Tidal Investments LLC | $13.3M | 760,262 | 0.02% | new | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.4M | 647,065 | 0.00% | 2q | -28.8%-$4.6M |
| NEXT CENTURY GROWTH INVESTORS LLC | $9.7M | 553,356 | 0.51% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $7.7M | 440,818 | 0.00% | 3q | +198.6%+$5.1M |
| CITADEL ADVISORS LLC | $7.1M incl. $6.1M options CALL+PUT | 57,698 | 0.00% | 2q | +82.2%+$3.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6.5M | 372,040 | 0.00% | new | NEW |
| UBS Group AG | $5.4M | 309,954 | 0.00% | 4q | +47.5%+$1.8M |
| MILLENNIUM MANAGEMENT LLC | $5.3M | 303,439 | 0.00% | 2q | -54.6%-$6.4M |
| IMC-Chicago, LLC | $4.0M incl. $2.8M options CALL+PUT | 70,580 | 0.00% | 2q | +191.4%+$2.6M |
| Ghisallo Capital Management LLC | $3.5M | 200,000 | 0.07% | new | NEW |
| ARK Investment Management LLC | $3.4M | 194,753 | 0.02% | 2q | +65.2%+$1.3M |
| OPPENHEIMER & CO INC | $3.4M | 193,705 | 0.04% | 3q | +21.5%+$602.3K |
| Jump Financial, LLC | $3.1M | 177,743 | 0.03% | new | NEW |
| SYMMETRY PEAK MANAGEMENT LLC | $2.9M CALL+PUT | options only | 0.77% | new | OPTIONS |
| NORTHERN TRUST CORP | $2.3M | 130,999 | 0.00% | 3q | +387.7%+$1.8M |
| CANTOR FITZGERALD, L. P. | $2.3M | 130,810 | 0.01% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $2.1M | 119,204 | 0.00% | 2q | +41.7%+$615.6K |
| LPL Financial LLC | $2.0M | 114,318 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $1.8M incl. $1.4M options CALL+PUT | 24,366 | 0.00% | 4q | -54.2%-$2.2M |
| Invst, LLC | $1.8M | 103,529 | 0.18% | 4q | HELD |
| TWO SIGMA INVESTMENTS, LP | $1.8M | 99,936 | 0.00% | 3q | +353.5%+$1.4M |
| SIMPLEX TRADING, LLC | $1.7M incl. $1.1M options CALL+PUT | 31,932 | 0.00% | 2q | +134.0%+$973.1K |
| TUDOR INVESTMENT CORP ET AL | $1.7M | 95,144 | 0.00% | 2q | -28.3%-$660.1K |
| Caitong International Asset Management Co., Ltd | $1.4M | 80,861 | 0.19% | 3q | +484.6%+$1.2M |
| ROYAL BANK OF CANADA | $1.3M | 75,987 | 0.00% | 2q | +30173.7%+$1.3M |
| MOORE CAPITAL MANAGEMENT, LP | $1.3M | 75,000 | 0.02% | 2q | +650.0%+$1.1M |
| PFG Advisors | $1.3M | 74,983 | 0.07% | new | NEW |
| POLEN CAPITAL MANAGEMENT LLC | $1.3M | 74,422 | 0.01% | 3q | +21.1%+$228.0K |
| Clear Street Group Inc. | $1.1M | 62,266 | 0.00% | new | NEW |
| Marex Group Ltd | $1.1M | 60,602 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $1.0M | 58,327 | 0.00% | 3q | -44.2%-$809.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 57,898 | 0.00% | new | NEW |
| VK Services, LLC | $1.0M | 57,810 | 100.00% | 4q | HELD |
| Apollon Wealth Management, LLC | $966.4K | 55,066 | 0.01% | 2q | +72.4%+$405.9K |
| Cetera Investment Advisers | $941.6K | 53,654 | 0.00% | new | NEW |
| MORGAN STANLEY | $906.5K | 51,651 | 0.00% | 4q | -72.3%-$2.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $881.1K | 50,207 | 0.00% | 2q | +402.0%+$705.6K |
| BANK OF AMERICA CORP /DE/ | $808.4K | 46,061 | 0.00% | 4q | +213.6%+$550.6K |
| Balyasny Asset Management L.P. | $777.8K | 44,320 | 0.00% | new | NEW |
| Point72 Asset Management, L.P. | $763.8K | 43,521 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $628.1K | 35,787 | 0.00% | new | NEW |
| Sender Co & Partners, Inc. | $584.7K | 33,319 | 0.17% | 2q | -76.8%-$1.9M |
| GRIFFIN ASSET MANAGEMENT, INC. | $581.0K | 33,103 | 0.06% | new | NEW |
| NOMURA HOLDINGS INC | $561.6K | 32,000 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $557.5K | 31,764 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $478.0K | 27,290 | 0.00% | 3q | +42.8%+$143.3K |
| GOLDMAN SACHS GROUP INC | $477.5K | 27,208 | 0.00% | 4q | -59.1%-$689.6K |
| Nuveen, LLC | $475.3K | 27,081 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $360.1K | 20,516 | 0.00% | new | NEW |
| Sigma Planning Corp | $351.0K | 20,000 | 0.01% | new | NEW |
| Connective Capital Management, LLC | $345.0K | 19,659 | 0.24% | new | NEW |
| Virtu Financial LLC | $321.0K | 18,318 | 0.01% | new | NEW |
| Belvedere Trading LLC | $303.6K CALL | options only | 0.00% | new | OPTIONS |
| SAPIENT CAPITAL LLC | $290.2K | 16,534 | 0.00% | 4q | -19.5%-$70.2K |
| DEUTSCHE BANK AG\ | $288.5K | 16,437 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $287.6K | 16,390 | 0.00% | new | NEW |
| Engineers Gate Manager LP | $277.1K | 15,791 | 0.00% | 2q | -16.0%-$52.9K |
| HBW ADVISORY SERVICES LLC | $274.7K | 15,650 | 0.02% | 2q | HELD |
| Byrne Asset Management LLC | $250.6K | 14,280 | 0.14% | 4q | -51.3%-$263.8K |
| DNB Asset Management AS | $245.9K | 14,010 | 0.00% | 3q | -90.1%-$2.2M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $244.9K | 13,955 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $238.0K | 13,560 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $221.6K | 12,627 | 0.00% | new | NEW |
| Brookstone Capital Management | $215.6K | 12,285 | 0.00% | new | NEW |
| THOMPSON DAVIS & CO., INC. | $208.8K | 11,900 | 0.12% | new | NEW |
| Cerity Partners LLC | $207.2K | 11,809 | 0.00% | new | NEW |
| Centiva Capital, LP | $199.5K | 11,367 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $181.1K incl. $6.4K options CALL | 9,954 | 0.00% | 4q | +212.2%+$123.1K |
| CITIGROUP INC | $180.4K | 10,277 | 0.00% | 4q | -39.3%-$116.6K |
| MetLife Investment Management, LLC | $178.8K | 10,190 | 0.00% | new | NEW |
| SG Americas Securities, LLC | $157.0K | 8,920 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $139.2K | 7,565 | 0.00% | 4q | +125983.3%+$139.1K |
| Bayforest Capital Ltd | $136.5K | 7,777 | 0.13% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $132.9K | 7,574 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $132.1K | 7,527 | 0.00% | 2q | +108.8%+$68.8K |
| Tripletail Wealth Management, LLC | $130.8K | 8,369 | 0.15% | 2q | +13.1%+$15.1K |
| BARCLAYS PLC | $126.4K | 7,200 | 0.00% | 4q | +4515.4%+$123.6K |
| NEW YORK STATE COMMON RETIREMENT FUND | $100.0K | 5,700 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $94.1K | 5,363 | 0.00% | 4q | +51.7%+$32.1K |
| Police & Firemen's Retirement System of New Jersey | $85.5K | 4,872 | 0.00% | new | NEW |
| State of Wyoming | $82.6K | 4,704 | 0.01% | 2q | +117.8%+$44.6K |
| FMR LLC | $81.3K | 4,631 | 0.00% | new | NEW |
| FNY Investment Advisers, LLC | $64.0K | 3,681 | 0.02% | 2q | -77.8%-$223.9K |
| JONES FINANCIAL COMPANIES LLLP | $60.8K | 3,653 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $50.4K | 2,874 | 0.00% | 4q | +40957.1%+$50.3K |
| Rockefeller Capital Management L.P. | $49.1K | 2,800 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $48.2K | 2,744 | 0.00% | new | NEW |
| STRS OHIO | $36.9K | 2,100 | 0.00% | new | NEW |
| Larson Financial Group LLC | $32.2K | 1,836 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $28.3K | 1,611 | 0.00% | new | NEW |
| Legal & General Group Plc | $28.1K | 1,602 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $26.3K | 1,499 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $23.3K | 1,326 | 0.00% | new | NEW |
| Bogart Wealth, LLC | $19.3K | 1,100 | 0.00% | new | NEW |
Showing the largest 100 of 136 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-02 | 2026-09-28 | Directors or officers departed or appointed Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 27 | $11.8M | 1,079,128 | 6 | 4 | 5 | 0.0% |
| Q2 2026 | 136 | $253.8M | 12,190,443 | 82 | 32 | 15 | 15.7% |
| Q1 2026 | 68 | $69.4M | 6,709,788 | 37 | 23 | 5 | 9.2% |
| Q4 2025 | 54 | $89.7M | 6,634,215 | 26 | 9 | 9 | 0.1% |
| Q3 2025 | 34 | $12.4M | 3,832,377 | 35 | 0 | 0 | 5.2% |
| Q3 2024 | 1 | $13.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2024 | 2 | $2.1M | 0 | 3 | 0 | 0 | 100.0% |
| Q1 2024 | 4 | $666.3K | 0 | 2 | 0 | 0 | 100.0% |
| Q4 2023 | 2 | $77.9K | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2023 | 2 | $395.9K | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2023 | 3 | $736.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2023 | 3 | $775.9K | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2022 | 3 | $80.3K | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2022 | 88 | $210.9M | 21,350,817 | 11 | 16 | 13 | 0.5% |
| Q2 2022 | 93 | $313.9M | 32,081,758 | 11 | 17 | 12 | 0.1% |
| Q1 2022 | 95 | $209.7M | 21,237,710 | 16 | 16 | 14 | 1.2% |
| Q4 2021 | 84 | $204.0M | 20,813,148 | 17 | 19 | 13 | 0.9% |
| Q3 2021 | 75 | $197.7M | 19,988,744 | 30 | 17 | 3 | 0.3% |
| Q2 2021 | 51 | $102.6M | 10,617,208 | 51 | 0 | 0 | 0.0% |