Value Base’s Valens Semiconductor VLN Stock Holding History

Value Base’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	$48.6M	Buy	21,491,922 +11,763	+0.1%	+$26.4K	29.92%	2
2026 Q1	$24.3M	Buy	21,480,159 +6,848	+0%	+$10.8K	19.13%	2
2025 Q4	$30.5M	Buy	21,473,311 +812,482	+4%	+$1.34M	22.85%	2
2025 Q3	$37M	Buy	20,660,829 +7,429	+0%	+$16.8K	26.19%	2
2025 Q2	$54.3M	Buy	20,653,400 +7,379	+0%	+$17K	31.04%	1
2025 Q1	$42.1M	Buy	20,646,021 +3,072	+0%	+$7.63K	27.54%	2
2024 Q4	$53.7M	Buy	+20,642,949	New	+$41.3M	32.87%	1

Other funds holding VLN

SLT

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

HIM

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

T3 Companies New York $93.7M AUM

FCMT

Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $283M AUM 33.76% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Value Base's VLN Position: Q2 2026 in Review

Value Base increased its Valens Semiconductor (VLN) stake by 0.05% in Q2 2026, buying an estimated $26.4K and bringing the position to 21,491,922 shares worth $48.6M. The position accounts for 29.92% of the portfolio, ranked #2.

Value Base first reported a position in VLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $54.3M in Q2 2025. 8 funds tracked by Wall St. Rank hold VLN as of Q2 2026.

Value Base held 21,491,922 shares of Valens Semiconductor worth $48.6M as of Q2 2026.
Value Base bought 11,763 Valens Semiconductor shares in Q2 2026, an estimated $26.4K.
Valens Semiconductor made up 29.92% of Value Base's portfolio in Q2 2026, its #2 holding.
Value Base first reported a position in Valens Semiconductor in Q4 2024 and has held it in 7 quarters since.
Value Base's Valens Semiconductor position peaked at $54.3M in Q2 2025.
8 funds tracked by Wall St. Rank held Valens Semiconductor as of Q2 2026.

Based on Value Base's 13F filing for Q2 2026, filed 29 Jul 2026.