INVST’s Velo3D Inc VELO Stock Holding History

INVST’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	$1.82M	Hold	103,529	–	–	0.18%	90
2026 Q1	$972K	Buy	103,529 +15,814	+18%	+$217K	0.11%	149
2025 Q4	$1.21M	Buy	87,715 +19,783	+29%	+$136K	0.13%	131
2025 Q3	$209K	Buy	+67,932	New	+$235K	0.02%	293

Other funds holding VELO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

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

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

INVST's VELO Position: Q2 2026 in Review

INVST held its Velo3D Inc (VELO) position steady in Q2 2026 at 103,529 shares worth $1.82M. The position accounts for 0.18% of the portfolio, ranked #90.

INVST first reported a position in VELO in Q3 2025 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold VELO as of Q2 2026.

INVST held 103,529 shares of Velo3D Inc worth $1.82M as of Q2 2026.
INVST left its Velo3D Inc share count unchanged in Q2 2026.
Velo3D Inc made up 0.18% of INVST's portfolio in Q2 2026, its #90 holding.
INVST first reported a position in Velo3D Inc in Q3 2025 and has held it in 4 quarters since.
134 funds tracked by Wall St. Rank held Velo3D Inc as of Q2 2026.

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