David M. Polen
Polen Capital Management
Polen Capital Management Velo3D, Inc stake
total: 588
Polen Capital Management VELO trades
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 2
- Held since:
- 2025 Q4
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 74,422 Velo3D, Inc (VELO) shares with a market value of roughly $1.31M accounting for 0.01% of the overall portfolio. To date, the estimated cost basis is nearly $13.15 for "buy" trades. Polen Capital Management first purchased VELO in 2025 Q4, initially acquiring 39,896 shares. Since the initial investment in Velo3D, Inc (VELO), Polen Capital Management has made 2 more transactions.
When did Polen Capital Management buy Velo3D, Inc (VELO)?
Polen Capital Management first invested in Velo3D, Inc (VELO) in 2025 Q4 at the reported quarter-end price of $13.74 per share.
What's the cost basis of Polen Capital Management's VELO stake?
The estimated cost basis for Velo3D, Inc (VELO) stake is around $13.15 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $13.15
Polen Capital Management's historical trades in Velo3D, Inc
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.01%
|
74,422
|
$17.55
|
$1,306,106
|
+21.14% (+12,989)
|
+0%
|
|
2026 Q1
|
0.00%
|
61,433
|
$9.39
|
$576,856
|
+53.98% (+21,537)
|
+0%
|
|
2025 Q4
|
0.00%
|
39,896
|
$13.74
|
$548,171
|
new
|
+0%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.