First Manhattan’s Valens Semiconductor VLN Stock Holding History

First Manhattan’s Portfolio VLN Stock Details VLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$98.2K	Hold	43,458	–	–	﹤0.01%	735
2026 Q1	$49.1K	Hold	43,458	–	–	﹤0.01%	750
2025 Q4	$61.7K	Hold	43,458	–	–	﹤0.01%	724
2025 Q3	$77.8K	Hold	43,458	–	–	﹤0.01%	705
2025 Q2	$114K	Hold	43,458	–	–	﹤0.01%	684
2025 Q1	$88.7K	Hold	43,458	–	–	﹤0.01%	662
2024 Q4	$113K	Hold	43,458	–	–	﹤0.01%	667
2024 Q3	$95.6K	Hold	43,458	–	–	﹤0.01%	669
2024 Q2	$139K	Hold	43,458	–	–	﹤0.01%	641
2024 Q1	$102K	Buy	+43,458	New	+$98.7K	﹤0.01%	766

Other funds holding VLN

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

Value Base Tel Aviv, Israel $162M AUM 2.31% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

First Manhattan's VLN Position: Q2 2026 in Review

First Manhattan held its Valens Semiconductor (VLN) position steady in Q2 2026 at 43,458 shares worth $98.2K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

First Manhattan first reported a position in VLN in Q1 2024 and has held it in 10 quarters since. The position peaked at $139K in Q2 2024. 54 funds tracked by Wall St. Rank hold VLN as of Q2 2026.

First Manhattan held 43,458 shares of Valens Semiconductor worth $98.2K as of Q2 2026.
First Manhattan left its Valens Semiconductor share count unchanged in Q2 2026.
Valens Semiconductor made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #735 holding.
First Manhattan first reported a position in Valens Semiconductor in Q1 2024 and has held it in 10 quarters since.
First Manhattan's Valens Semiconductor position peaked at $139K in Q2 2024.
54 funds tracked by Wall St. Rank held Valens Semiconductor as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.