VELO3D Inc.

13F holders, Q1 2024 (March 31)
95holders
5famous investors
$0.46avg. 13F price*

At the end of Q1 2024, 95 institutions reported holding VELO3D Inc. in their 13F filings. The largest holders were Deer Management Co. LLC ($17.3M), VK Services, LLC ($13.8M) and ARK Investment Management ($5.1M). 5 famous investors held it, including Cathie Wood (0.0% of ARK Investment Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
VELO3D Inc.
CUSIP
92259N104
Latest filing quarter
Q2 2024

History

Number of 13F holders

020406080100 Q1 2024: 95Q1 2024Q2 2024: 5Q2 2024

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions22$668K
Exits15$6.8M

Ownership 95 holders

Deer Management Co. LLC 3.13% No change 37,864,240 $17.3M
VK Services, LLC 2.52% No change 30,350,744 $13.8M
ARK Investment Management 0.04% Reduce -17.0% 11,088,065 $5.1M
Vanguard Group Inc. 0.00% Add +2.5% 6,965,226 $3.2M
Amova Asset Management Americas, Inc. 0.03% Reduce -7.8% 6,277,275 $2.9M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -7.8% 6,277,275 $2.9M
BlackRock Inc. 0.00% Add +1.6% 5,629,904 $2.6M
Hudson Bay Capital Management LP 0.02% Reduce -76.4% 4,000,000 $1.8M
Geode Capital Management, LLC 0.00% Add +28.6% 2,525,547 $1.2M
State Street Corp. 0.00% Add +0.8% 1,617,281 $737K
Wells Fargo & Company 0.00% Reduce -4.7% 1,312,804 $598K
Taylor Frigon Capital Management LLC 0.24% Reduce -0.5% 1,091,237 $497K
Charles Schwab Investment Management Inc. 0.00% Add +45.3% 898,757 $409K
Northern Trust Corp. 0.00% Add +12.8% 864,301 $394K
Manatuck Hill Partners, LLC 0.13% New 650,000 $296K
UBS Group AG 0.00% Add +76.4% 437,201 $199K
Jane Street Group, LLC 0.00% Add +927.0% 370,505 $169K
Millennium Management 0.00% Add +584.0% 351,616 $160K
AQR Capital Management 0.00% New 316,196 $144K
Bank of New York Mellon Corp 0.00% Add +27.6% 301,961 $138K
Two Sigma Investments, LP 0.00% Add +364.5% 265,043 $121K
Janus Henderson Group PLC 0.00% Add +0.3% 235,273 $107K
Bank of America Corp. 0.00% Add +18.7% 167,023 $76K
XTX Topco Ltd 0.01% New 162,490 $74K
Commonwealth Equity Services, LLC 0.00% Add +19.9% 160,700 $73K
Deutsche Bank AG 0.00% Add +204.3% 147,185 $68K
Mariner, LLC 0.00% Add +9.0% 120,571 $55K
Morgan Stanley 0.00% Reduce -81.2% 117,994 $54K
Rhumbline Advisers 0.00% Add +11.6% 109,606 $50K
Cresset Asset Management, LLC 0.00% Add +20.3% 87,538 $40K
IPG Investment Advisors LLC 0.01% Reduce -53.3% 70,000 $32K
Barclays PLC 0.00% Reduce -47.9% 65,191 $30K
FMR LLC 0.00% Add +9052.1% 59,489 $27K
Citadel Advisors 0.00% New 56,124 $26K
Larson Financial Group LLC 0.00% Add +68.6% 50,600 $23K
American International Group, Inc. 0.00% Add +0.1% 45,289 $21K
Goldman Sachs Group Inc. 0.00% Add +9.3% 45,282 $21K
Financial Advocates Investment Management 0.00% New 40,000 $18K
JPMorgan Chase & Co. 0.00% Reduce -32.6% 38,958 $18K
Scientech Research LLC 0.01% New 32,654 $15K
Alliancebernstein L.P. 0.00% No change 31,940 $15K
Invesco Ltd. 0.00% Reduce -1.1% 30,703 $14K
Sterling Investment Counsel, LLC 0.01% New 30,000 $14K
Princeton Capital Management LLC 0.00% No change 30,000 $14K
New York State Common Retirement Fund 0.00% No change 29,931 $14K
InterOcean Capital Group, LLC 0.00% Add +51.1% 29,575 $13K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -4.7% 29,058 $13K
Cascade Financial Partners, LLC 0.00% — 39,000 $12K
T. Rowe Price Associates Inc. 0.00% Add +9.3% 24,900 $12K
Saxon Interests, Inc. 0.01% New 26,178 $12K
Osaic Holdings, Inc. 0.00% Reduce -15.8% 24,761 $11K
Bayesian Capital Management, LP 0.00% New 23,000 $10K
Tower Research Capital LLC (TRC) 0.00% Add +7.7% 22,836 $10K
Fisher Asset Management 0.00% New 22,000 $10K
Citigroup Inc. 0.00% Add +64.3% 21,577 $10K
Kestra Private Wealth Services, LLC 0.00% New 20,700 $9K
Manufacturers Life Insurance Company, The 0.00% Reduce -13.1% 20,462 $9K
Group One Trading LLC 0.00% Reduce -15.6% 20,430 $9K
Envestnet Asset Management Inc. 0.00% Reduce -20.6% 20,090 $9K
Arax Advisory Partners 0.00% No change 20,000 $9K
Raymond James Financial Services Advisors, Inc. 0.00% New 19,053 $9K
Fortitude Advisory Group L.L.C. 0.00% No change 18,474 $8K
StoneX Group Inc. 0.00% New 18,400 $8K
Harbor Group, Inc. 0.00% No change 18,292 $8K
Vanguard Personalized Indexing Management, LLC 0.00% New 17,764 $8K
HighTower Advisors, LLC 0.00% Reduce -0.5% 18,419 $8K
ProShare Advisors LLC 0.00% Add +9.7% 16,511 $8K
Abel Hall, LLC 0.01% New 15,421 $7K
Victory Capital Management Inc. 0.00% Add +1.8% 15,105 $7K
Western Wealth Management, LLC 0.00% Reduce -24.2% 14,856 $7K
Susquehanna International Group, LLP 0.00% Reduce -97.7% 14,467 $7K
Aspen Grove Capital, LLC 0.00% No change 14,000 $6K
Pekin Hardy Strauss, Inc. 0.00% No change 13,719 $6K
Compagnie Lombard Odier SCmA 0.00% No change 13,000 $6K
Federation des caisses Desjardins du Quebec 0.00% Add +365.0% 12,570 $6K
Principal Financial Group Inc. 0.00% No change 12,508 $6K
Squarepoint Ops LLC 0.00% Reduce -16.6% 11,678 $5K
Legal & General Group Plc 0.00% Reduce -22.3% 10,607 $5K
HSBC Holdings PLC 0.00% New 10,449 $5K
California State Teachers Retirement System 0.00% Reduce -30.3% 10,435 $5K
Resolute Advisors LLC 0.00% No change 10,000 $5K
NFSG Corp 0.00% No change 9,125 $4K
Ameritas Investment Partners, Inc. 0.00% No change 8,778 $4K
TD Waterhouse Canada Inc. 0.00% No change 5,000 $3K
City State Bank 0.00% New 1,500 $1K
Amalgamated Bank 0.00% Reduce -83.1% 1,957 $1K
Royal Bank of Canada 0.00% Reduce -91.0% 3,089 $1K
Cwm, LLC 0.00% No change 2,207 $1K
PNC Financial Services Group, Inc. 0.00% New 1,976 $901
Global Retirement Partners, LLC 0.00% No change 1,000 $456
National Bank of Canada 0.00% New 1,550 $342
Farther Finance Advisors, LLC 0.00% Add +23900.0% 240 $125
First Command Advisory Services, Inc. 0.00% New 150 $68
Kayne Anderson Rudnick Investment Management LLC 0.00% New 64 $29
Avior Wealth Management, LLC 0.00% New 17 $7

"% of holder's portfolio" is VELO3D INC's weight in each manager's 13F, not the share of VELO3D Inc. the manager owns.