Polen Capital Management
VELO

Polen Capital Management’s Velo3D Inc VELO Stock Holding History

Polen Capital Management’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 		$1.31M Buy
74,422
+12,989
+21% +$225K 0.01% 146
2026
Q1 		$577K Buy
61,433
+21,537
+54% +$295K ﹤0.01% 172
2025
Q4 		$548K Buy
+39,896
New +$274K ﹤0.01% 163

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

Polen Capital Management's VELO Position: Q2 2026 in Review

Polen Capital Management increased its Velo3D Inc (VELO) stake by 21% in Q2 2026, buying an estimated $225K and bringing the position to 74,422 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #146.

Polen Capital Management first reported a position in VELO in Q4 2025 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold VELO as of Q2 2026.

  • Polen Capital Management held 74,422 shares of Velo3D Inc worth $1.31M as of Q2 2026.
  • Polen Capital Management bought 12,989 Velo3D Inc shares in Q2 2026, an estimated $225K.
  • Velo3D Inc made up 0.01% of Polen Capital Management's portfolio in Q2 2026, its #146 holding.
  • Polen Capital Management first reported a position in Velo3D Inc in Q4 2025 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held Velo3D Inc as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.