JO
VELO

John Overdeck’s Velo3D Inc VELO Stock Holding History

John Overdeck’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 		$1.75M Buy
99,936
+77,897
+353% +$1.35M ﹤0.01% 3122
2026
Q1 		$207K Sell
22,039
-10,024
-31% -$138K ﹤0.01% 4267
2025
Q4 		$441K Buy
+32,063
New +$220K ﹤0.01% 3384

Other funds holding VELO

BlackRock
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
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

John Overdeck's VELO Position: Q2 2026 in Review

John Overdeck increased its Velo3D Inc (VELO) stake by 353% in Q2 2026, buying an estimated $1.35M and bringing the position to 99,936 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #3122.

John Overdeck first reported a position in VELO in Q4 2025 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold VELO as of Q2 2026.

  • John Overdeck held 99,936 shares of Velo3D Inc worth $1.75M as of Q2 2026.
  • John Overdeck bought 77,897 Velo3D Inc shares in Q2 2026, an estimated $1.35M.
  • Velo3D Inc made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3122 holding.
  • John Overdeck first reported a position in Velo3D Inc in Q4 2025 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held Velo3D Inc as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.