Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Velo3d Inc (VELO)

64 + Investors. Track Smart Money conviction in VELO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
3Q ▲
Buyers last Q
69%

Smart Money Signals — VELO

Based on 64 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added VELO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
64 hedge funds hold VELO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +6300% more funds vs a year ago

fund count last 6Q
+63 new funds entered over the past year (+6300% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 69% buying

56 buying25 selling
Last quarter: 56 funds were net buyers (35 opened a brand new position + 21 added to an existing one). Only 25 were sellers (4 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new VELO position: 0 → 29 → 27 → 35. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 95% entered in last year

■ 2% conviction (2yr+) ■ 3% medium ■ 95% new
Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +6%, value -27%

Value
-26%
Shares
+6%
Last quarter: funds added +6% more shares while total portfolio value only changed -27%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

0 → 0 → 29 → 27 → 35 new funds/Q
New funds entering each quarter: 0 → 29 → 27 → 35. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 99% of holders entered in last year

■ 1% veterans ■ 0% 1-2yr ■ 99% new
Of 69 current holders: 68 (99%) entered in the past year, only 1 (1%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
17 of 64 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — VELO

In 2026 Q1, 56 hedge funds were net buyers of VELO (35 opened a new position, 21 added to an existing one), while 25 reduced or exited (4 trimmed, 21 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 25% of total institutional value in VELO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 64.

Hedge Fund Ownership: VELO

How many hedge funds hold VELO — quarterly history vs. share price
Quarterly hedge fund ownership of VELO vs. share price

Market Analysis: VELO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VELO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Velo3d Inc (VELO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VELO has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 87d ago
VELO
+78.2%
XLK
+37.9%

VELO outperformed XLK by +40.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
VELO
-10.0%
XLK
+4.0%

Since the filing became public, VELO outperformed XLK by -14.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: VELO
64 + Investors

Track Smart Money conviction in VELO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 64 50 28.0%
13F Shares 7M 7M 6.03%
Total Value $66M $90M -26.63%
New Positions 35 27 +8
Increased Positions 21 8 +13
Closed Positions 21 6 +15
Reduced Positions 4 9 -5
Total Calls 2 0 100%
Total Puts 3 0 100%
PUT/CALL Ratio 1.5 0.0 Bearish

Statistics: VELO

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

64 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VELO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 VELO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 VK Services, LLC 100.00% 57,810 $543K
2 AWM Investment Company, Inc. 2.06% 1,978,282 $18.6M
3 Sender Co & Partners, Inc. 0.82% 143,440 $1.3M
4 Diametric Capital, LP 0.20% 83,587 $785K
5 Byrne Asset Management LLC 0.16% 29,310 $275K
6 Monaco Asset Management SAM 0.14% 82,500 $775K
7 Tripletail Wealth Management, LLC 0.12% 7,400 $88K
8 White Pine Capital LLC 0.11% 42,246 $397K
9 Invst, LLC 0.11% 103,529 $972K
10 Apis Capital Advisors, LLC 0.10% 68,000 $639K
11 Caitong International Asset Management Co., Ltd 0.02% 13,831 $130K
12 Oppenheimer & Co Inc 0.02% 159,387 $1.5M
13 Hbw Advisory Services LLC 0.02% 15,620 $147K
14 Shay Capital LLC 0.02% 19,336 $182K
15 XTX Topco Ltd 0.01% 57,790 $543K
16 Prelude Capital Management, LLC 0.01% 13,110 $123K
17 ARK Investment Management LLC 0.01% 117,898 $1.1M
18 Apollon Wealth Management, LLC 0.00% 31,940 $300K
19 DnB Asset Management AS 0.00% 141,362 $1.3M
20 Polen Capital Management LLC 0.00% 61,433 $577K
21 Sapient Capital LLC 0.00% 20,534 $193K
22 Savvy Advisors, Inc. 0.00% 11,539 $108K
23 Millennium Management LLC 0.00% 668,061 $6.3M
24 State of Wyoming 0.00% 2,160 $20K
25 Tudor Investment Corp Et Al 0.00% 132,757 $1.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Velo3d Inc (VELO)

What does the Smart Money Trend signal show for VELO?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added VELO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VELO?

More buyers than sellers — 69% buying: Last quarter: 56 funds were net buyers (35 opened a brand new position + 21 added to an existing one). Only 25 were sellers (4 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VELO holders?

Strong quality — 25% AUM from major funds: 17 of 64 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VELO?

Mostly new holders — 95% entered in last year: Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Velo3d Inc (VELO) following the 2026 Q1 hedge fund 13F filings?

As of today, VELO has moved -10.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.0% for the XLK sector ETF — an outperformance of -14.0%. Since the quarter end (March 31, 2026), VELO has gained +78.2% vs +37.9% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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