AIC
VELO

AWM Investment Company’s Velo3D Inc VELO Stock Holding History

AWM Investment Company’s Portfolio VELO Stock Details VELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.2M Sell
1,322,066
-656,216
-33% -$11.4M 2.01% 15
2026
Q1 		$18.6M Sell
1,978,282
-174,770
-8% -$2.4M 2.06% 14
2025
Q4 		$28M Buy
2,153,052
+819,719
+61% +$5.64M 2.7% 10
2025
Q3 		$4.09M Buy
+1,333,333
New +$4.61M 0.38% 64

Other funds holding VELO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AWM Investment Company's VELO Position: Q2 2026 in Review

AWM Investment Company reduced its Velo3D Inc (VELO) stake by 33% in Q2 2026, selling an estimated $11.4M and leaving 1,322,066 shares worth $23.2M. The position accounts for 2.01% of the portfolio, ranked #15.

AWM Investment Company first reported a position in VELO in Q3 2025 and has held it in 4 quarters since. The position peaked at $28M in Q4 2025. 134 funds tracked by Wall St. Rank hold VELO as of Q2 2026.

  • AWM Investment Company held 1,322,066 shares of Velo3D Inc worth $23.2M as of Q2 2026.
  • AWM Investment Company sold 656,216 Velo3D Inc shares in Q2 2026, an estimated $11.4M.
  • Velo3D Inc made up 2.01% of AWM Investment Company's portfolio in Q2 2026, its #15 holding.
  • AWM Investment Company first reported a position in Velo3D Inc in Q3 2025 and has held it in 4 quarters since.
  • AWM Investment Company's Velo3D Inc position peaked at $28M in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Velo3D Inc as of Q2 2026.

Based on AWM Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.