VELONasdaqSpecial Industry Machinery, NECFiscal year ends December 31
Velo3D, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$6.75−0.04 (-0.66%)
Close on Oct 19, 2026
- Market cap
- $198.78M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
37.9%
12M of 32M shares
Institutional holders
134
81 new, 14 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
1 buys · 0 sales
Net bought $4.95K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Alyeska Investment Group, L.P. | 2,430,305 | 9.90% | 13G (passive) | Dec 31, 2025 |
| LMR PARTNERS (DIFC) Ltd | 1,984,280 | 7.00% | 13G (passive) | Mar 31, 2026 |
| Arun Jeldi | 12,750,523 | 48.60% | 13D (active) amendment | Mar 4, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of VELO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,381,069 | 4.30% | $24.24M | +1,120,879 | 0.00% |
| AWM Investment Company, Inc. | 1,322,066 | 4.11% | $23.20M | −656,216 | 2.01% |
| State Street Corp | 1,003,982 | 3.12% | $17.62M | +943,082 | 0.00% |
| Tema Etfs LLC | 762,160 | 2.37% | $13.38M | +761,612 | 0.43% |
| Toroso Investments, LLC | 760,262 | 2.36% | $13.34M | New | 0.02% |
| Vanguard Capital Management LLC | 647,065 | 2.01% | $11.36M | −261,669 | 0.00% |
| Susquehanna International Group, Llp | 575,600 | 1.79% | $10.10M | +552,329 | 0.00% |
| Next Century Growth Investors LLC | 553,356 | 1.72% | $9.71M | New | 0.51% |
| Geode Capital Management, LLC | 440,818 | 1.37% | $7.74M | +293,178 | 0.00% |
| Vanguard Portfolio Management LLC | 372,040 | 1.16% | $6.53M | New | 0.00% |
| Jane Street Group, LLC | 321,596 | 1.00% | $5.64M | +152,136 | 0.00% |
| UBS Group AG | 309,954 | 0.96% | $5.44M | +99,856 | 0.00% |
| Millennium Management LLC | 303,439 | 0.94% | $5.33M | −364,622 | 0.00% |
| Ghisallo Capital Management LLC | 200,000 | 0.62% | $3.51M | New | 0.07% |
| ARK Investment Management LLC | 194,753 | 0.61% | $3.42M | +76,855 | 0.02% |
| Oppenheimer & Co Inc | 193,705 | 0.60% | $3.40M | +34,318 | 0.04% |
| Jump Financial, LLC | 177,743 | 0.55% | $3.12M | New | 0.03% |
| Northern Trust Corp | 130,999 | 0.41% | $2.30M | +104,137 | 0.00% |
| Cantor Fitzgerald, L. P. | 130,810 | 0.41% | $2.30M | New | 0.01% |
| Vanguard Fiduciary Trust Co | 119,204 | 0.37% | $2.09M | +35,076 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 134 | 12M | 37.9% | 81 / 33 | 15 / 14 | 8M | 2M |
| Q1 2026 | 67 | 7M | 20.9% | 33 / 24 | 4 / 16 | 4M | 3M |
| Q4 2025 | 54 | 7M | 20.6% | 26 / 9 | 9 / 5 | 5M | 2M |
| Q3 2025 | 33 | 4M | 11.9% | 33 / 0 | 0 / 0 | 4M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of VELO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Tema Space Innovators ETF | 947,288 | 2.95% | $22.74M | 0.87% | May 31, 2026 |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | 706,190 | 2.20% | $12.39M | 0.44% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 438,396 | 1.36% | $7.69M | 0.01% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 426,100 | 1.33% | $7.48M | 0.00% | Jun 30, 2026 |
| The 3D Printing ETF | 209,897 | 0.65% | $2.13M | 3.62% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 201,951 | 0.63% | $3.54M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 180,655 | 0.56% | $1.83M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 139,141 | 0.43% | $2.44M | 0.02% | Jun 30, 2026 |
| Vanguard Explorer Fund | 108,735 | 0.34% | $1.10M | 0.00% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 63,945 | 0.20% | $1.54M | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 54,802 | 0.17% | $961.78K | 0.06% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 40,207 | 0.13% | $407.30K | 0.01% | Jul 31, 2026 |
| Master Small Cap Index Series | 30,876 | 0.10% | $541.87K | 0.01% | Jun 30, 2026 |
| iShares Core S&P Total U.S. Stock Market ETF | 30,215 | 0.09% | $530.27K | 0.00% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 23,615 | 0.07% | $567.00K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Arun Jeldi | CEO, Director, 10% owner | 12,756,814 | 39.68% | Aug 28, 2026 |
| Bernard Chung | Acting Chief Financial Officer | 206,903 | 0.64% | May 5, 2026 |
| James D. Suva | CFO | – | – | Apr 8, 2026 |
| Hull Hou Jun Xu | CFO | 17,178 | 0.05% | Jan 5, 2026 |
| Bradley Allen Kreger | COO | 34,058 | 0.11% | May 16, 2025 |
| Adrian Keppler | Director | 15,208 | 0.05% | Sep 15, 2026 |
| Stefan Krause | Director | 15,370 | 0.05% | Sep 15, 2026 |
| Jason Michael Lloyd | Director | 23,335 | 0.07% | Sep 15, 2026 |
| Lily Mei | Director | – | – | Jun 16, 2026 |
| Kenneth Dale Thieneman | Director | 1,157,017 | 3.60% | May 29, 2026 |
| Michael Idelchik | Director | 8,927 | 0.03% | Mar 11, 2025 |
| Ellen Smith | Director | 35,468 | 0.11% | Jan 10, 2025 |
| Carl Bass | Director | 61,053 | 0.19% | Jan 10, 2025 |
| Matthew Joseph Walters | Director | 7,401 | 0.02% | Dec 12, 2024 |
| Benyamin Buller | Director | 15,669 | 0.05% | Dec 12, 2024 |
| Gabrielle B. Toledano | Director | 7,504 | 0.02% | Dec 12, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jason Michael Lloyd Director | Sep 12, 2026 | Option exercise | +1,960 | $10.53 | $20.64K | 16,335 |
| Stefan Krause Director | Sep 12, 2026 | Option exercise | +1,960 | $10.53 | $20.64K | 15,370 |
| Adrian Keppler Director | Sep 12, 2026 | Option exercise | +1,960 | $10.53 | $20.64K | 15,208 |
| Arun Jeldi CEO, Director, 10% owner | Aug 15, 2026 | Option exercise | +3,146 | $16.16 | $50.84K | 18,874 |
| Adrian Keppler Director | Jun 27, 2026 | Option exercise | +3,188 | $16.64 | $53.05K | 13,248 |
| Jason Michael Lloyd Director | Jun 27, 2026 | Option exercise | +3,188 | $16.64 | $53.05K | 14,375 |
| Stefan Krause Director | Jun 27, 2026 | Option exercise | +3,188 | $16.64 | $53.05K | 13,410 |
| Kenneth Dale Thieneman Director | May 28, 2026 | Option exercise | +1,623 | $25.80 | $41.87K | 11,187 |
| Jason Michael Lloyd Director | May 28, 2026 | Option exercise | +1,623 | $25.80 | $41.87K | 11,187 |
| Arun Jeldi CEO, Director, 10% owner | May 15, 2026 | Option exercise | +3,145 | $19.84 | $62.40K | 15,728 |
| Jason Michael Lloyd Director | Mar 27, 2026 | Option exercise | +3,188 | $10.00 | $31.88K | 9,564 |
| Kenneth Dale Thieneman Director | Mar 27, 2026 | Option exercise | +3,188 | $10.00 | $31.88K | 9,564 |
| Adrian Keppler Director | Mar 27, 2026 | Option exercise | +3,188 | $10.00 | $31.88K | 10,060 |
| Stefan Krause Director | Mar 27, 2026 | Option exercise | +3,188 | $10.00 | $31.88K | 10,222 |
| Arun Jeldi CEO, Director, 10% owner | Mar 4, 2026 | Conversion | +394,517 | $16.38 | $6.46M | 12,737,940 |
| Kenneth Dale Thieneman Director | Mar 4, 2026 | Conversion | +1,145,830 | $10.50 | $12.03M | 1,145,830 |
| Arun Jeldi CEO, Director, 10% owner | Feb 15, 2026 | Option exercise | +12,583 | – | – | 37,746 |
| Hull Hou Jun Xu CFO | Dec 31, 2025 | Option exercise | +10,000 | $14.57 | $145.70K | 17,178 |
| Hull Hou Jun Xu CFO | Dec 31, 2025 | Tax withholding | −3,578 | $14.57 | $52.13K | 13,600 |
| Kenneth Dale Thieneman Director | Dec 27, 2025 | Option exercise | +3,188 | $13.50 | $43.04K | 6,376 |
| Adrian Keppler Director | Dec 27, 2025 | Option exercise | +3,188 | $13.50 | $43.04K | 6,872 |
| Jason Michael Lloyd Director | Dec 27, 2025 | Option exercise | +3,188 | $13.50 | $43.04K | 6,376 |
| Stefan Krause Director | Dec 27, 2025 | Option exercise | +3,188 | $13.50 | $43.04K | 7,034 |
| Hull Hou Jun Xu CFO | Nov 15, 2025 | Option exercise | +119 | $4.66 | $555 | 5,061 |
| Hull Hou Jun Xu CFO | Nov 15, 2025 | Tax withholding | −1,204 | $4.66 | $5.61K | 7,178 |
| Hull Hou Jun Xu CFO | Nov 15, 2025 | Option exercise | +3,364 | $4.66 | $15.68K | 8,382 |
| Hull Hou Jun Xu CFO | Nov 15, 2025 | Tax withholding | −43 | $4.66 | $200 | 5,018 |
| Jason Michael Lloyd Director | Nov 3, 2025 | Buy | +1,000 | $4.95 | $4.95K | 13,376 |
| Kenneth Dale Thieneman Director | Sep 27, 2025 | Option exercise | +3,188 | $3.01 | $9.60K | 3,188 |
| Adrian Keppler Director | Sep 27, 2025 | Option exercise | +3,188 | $3.01 | $9.60K | 3,684 |
| Stefan Krause Director | Sep 27, 2025 | Option exercise | +3,188 | $3.01 | $9.60K | 3,846 |
| Jason Michael Lloyd Director | Sep 27, 2025 | Option exercise | +3,188 | $3.01 | $9.60K | 3,188 |
| Jason Michael Lloyd Director | Sep 4, 2025 | Buy | +6,000 | $3.74 | $22.44K | 12,376 |
| Hull Hou Jun Xu CFO | Aug 25, 2025 | Tax withholding | −1,204 | $3.89 | $4.68K | 4,942 |
| Hull Hou Jun Xu CFO | Aug 25, 2025 | Option exercise | +3,365 | $3.89 | $13.09K | 6,146 |
| Hull Hou Jun Xu CFO | Aug 25, 2025 | Tax withholding | −43 | $3.89 | $167 | 2,781 |
| Hull Hou Jun Xu CFO | Aug 25, 2025 | Option exercise | +119 | $3.89 | $463 | 2,824 |
| Hull Hou Jun Xu CFO | Aug 15, 2025 | Option exercise | +3,365 | – | – | 6,146 |
| Hull Hou Jun Xu CFO | Aug 15, 2025 | Tax withholding | −1,204 | – | – | 4,942 |
| Hull Hou Jun Xu CFO | Aug 15, 2025 | Option exercise | +119 | – | – | 2,824 |
| Hull Hou Jun Xu CFO | Aug 15, 2025 | Tax withholding | −43 | – | – | 2,781 |
| Stefan Krause Director | Jun 10, 2025 | Option exercise | +1,423 | – | – | 9,835 |
| Bradley Allen Kreger COO | May 15, 2025 | Tax withholding | −592 | – | – | 34,058 |
| Bradley Allen Kreger COO | May 15, 2025 | Tax withholding | −343 | – | – | 33,211 |
| Bradley Allen Kreger COO | May 15, 2025 | Tax withholding | −21,824 | – | – | 65,359 |
| Bradley Allen Kreger COO | May 15, 2025 | Option exercise | +53,125 | – | – | 87,183 |
| Bradley Allen Kreger COO | May 15, 2025 | Option exercise | +834 | – | – | 33,554 |
| Bradley Allen Kreger COO | May 15, 2025 | Option exercise | +1,439 | – | – | 34,650 |
| Hull Hou Jun Xu CFO | May 15, 2025 | Tax withholding | −2,934 | – | – | 40,545 |
| Hull Hou Jun Xu CFO | May 15, 2025 | Option exercise | +50,468 | – | – | 57,070 |
| Hull Hou Jun Xu CFO | May 15, 2025 | Tax withholding | −20,733 | – | – | 36,337 |
| Hull Hou Jun Xu CFO | May 15, 2025 | Option exercise | +7,142 | – | – | 43,479 |
| Hull Hou Jun Xu CFO | Mar 15, 2025 | Option exercise | +11,206 | – | – | 11,206 |
| Hull Hou Jun Xu CFO | Mar 15, 2025 | Tax withholding | −4,604 | – | – | 6,602 |
| Bradley Allen Kreger COO, Director | Mar 15, 2025 | Option exercise | +16,333 | – | – | 39,430 |
| Bradley Allen Kreger COO, Director | Mar 15, 2025 | Sale | −6,710 | – | – | 32,720 |
| Bradley Allen Kreger COO, Director | Mar 15, 2025 | Sale | −6,710 | – | – | 9,623 |
| Bradley Allen Kreger COO, Director | Mar 15, 2025 | Option exercise | +16,333 | – | – | 32,720 |
| Adrian Keppler Director | Mar 10, 2025 | Award | +1,423 | – | – | 7,420 |
| Adrian Keppler Director | Mar 10, 2025 | Award | +1,423 | – | – | 5,997 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Buller Benyamin Director | Mar 21, 2024 | 20,000 | $9.30K | Mar 21, 2024 | Restricted Stock Units |
| Buller Benyamin Director | Mar 7, 2024 | 20,000 | $5.13K | Mar 7, 2024 | Restricted Stock Units |
| Buller Benyamin Director | Feb 22, 2024 | 20,000 | $5.47K | Feb 22, 2024 | Restricted Stock Units |
| Buller Benyamin Director, Officer | Feb 7, 2024 | 20,000 | $4.51K | Feb 7, 2024 | Restricted Stock Units |
| Buller Benyamin Director, Officer | Jan 24, 2024 | 20,000 | $5.08K | Jan 24, 2024 | Restricted Stock Units |
| Buller Benyamin Director, Officer | Jan 9, 2024 | 20,000 | $6.69K | Jan 9, 2024 | Restricted Stock Units |
| Buller Benyamin Director, Officer | Dec 22, 2023 | 20,000 | $9.74K | Dec 22, 2023 | Restricted Stock Units |
| Buller Benyamin Director, Officer | Dec 8, 2023 | 20,000 | $15.71K | Dec 8, 2023 | Restricted Stock Units |
| Buller Benyamin Director, Officer | Dec 1, 2023 | 30,000 | $29.06K | Dec 1, 2023 | Exercise of Stock Options |
| Youssef Renette Employee | Nov 21, 2023 | 22,321 | $25.02K | Nov 21, 2023 | Restricted Stock Vesting |
| Youssef Renette Officer, Director | Nov 21, 2023 | 60,000 | $60.66K | Nov 21, 2023 | Restricted stock vesting under a registered plan |
| Buller Benyamin Employee | Nov 21, 2023 | 69,816 | $78.26K | Nov 21, 2023 | Restricted Stock Vesting |
| Chung Bernard Employee | Nov 21, 2023 | 11,343 | $12.72K | Nov 21, 2023 | Restricted Stock Vesting |
| Buller Benyamin Employee | Aug 21, 2023 | 22,238 | $33.13K | Aug 21, 2023 | Restricted Stock Vesting |
| Chung Bernard Employee | Aug 21, 2023 | 6,127 | $9.13K | Aug 21, 2023 | Restricted Stock Vesting |