Valens Semiconductor Ltd. (VLN) — Institutional Holders, Q2 2026
63 institutional investment managers reported a VLN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $140.8M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
VLN in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- STATE STREETNew · +2,213,690 sh+$5.0M
- TWO SIGMA INVESTMENTSAdded · +788,163 sh+$1.8M
- JANE STREET GROUPAdded · +590,961 sh+$1.3M
- PEAK6New · +579,788 sh+$1.3M
- MARSHALL WACE, LLPAdded · +572,762 sh+$1.3M
Biggest sellers
- MEITAV INVESTMENT HOUSE LTDSold out · -1,074,243 sh-$2.4M
- Penn Capital Management CompanySold out · -270,802 sh-$612.0K
- MILLENNIUM MANAGEMENTTrimmed · -239,502 sh-$541.3K
- WILEY BROS.-AINTREE CAPITALSold out · -133,760 sh-$302.3K
- ENVESTNET ASSET MANAGEMENTSold out · -133,760 sh-$302.3K
VLN 13F holders ranked 1–63 of 63
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | St. Louis#1 · 58,774 sh | 58,774 | $50.7M | 5.79% | 0.0% |
| 2 | Value Base Ltd.#2 · 21,491,922 sh | 21,491,922 | $48.6M | 29.92% | +0.1% |
| 3 | MARSHALL WACE, LLP#3 · 2,401,143 sh | 2,401,143 | $5.4M | <0.01% | +31.3% |
| 4 | STATE STREET#4 · 2,213,690 sh | 2,213,690 | $5.0M | <0.01% | New |
| 5 | Clal Insurance Enterprises Ltd#5 · 1,984,537 sh | 1,984,537 | $4.5M | 0.02% | 0.0% |
| 6 | AMERIPRISE FINANCIAL#6 · 1,682,042 sh | 1,682,042 | $3.8M | <0.01% | +12.4% |
| 7 | RENAISSANCE TECHNOLOGIES#7 · 1,468,229 sh | 1,468,229 | $3.3M | <0.01% | +11.9% |
| 8 | ARK Investment Management#8 · 1,412,570 sh | 1,412,570 | $3.2M | 0.02% | +34.7% |
| 9 | TWO SIGMA INVESTMENTS#9 · 971,883 sh | 971,883 | $2.2M | <0.01% | +429.0% |
| 10 | Herald Investment Management Ltd#10 · 950,000 sh | 950,000 | $2.1M | — | 0.0% |
| 11 | MILLENNIUM MANAGEMENT#11 · 697,804 sh | 697,804 | $1.6M | <0.01% | -25.6% |
| 12 | JANE STREET GROUP#12 · 602,786 sh | 602,786 | $1.4M | <0.01% | +4997.6% |
| 13 | PEAK6#13 · 579,788 sh | 579,788 | $1.3M | <0.01% | New |
| 14 | Mitsubishi UFJ Asset Management , Ltd.#14 · 524,116 sh | 524,116 | $1.2M | <0.01% | New |
| 15 | Phoenix Financial Ltd.#15 · 336,785 sh | 336,785 | $761.1K | <0.01% | 0.0% |
| 16 | Man Group plc#16 · 262,400 sh | 262,400 | $593.0K | <0.01% | +125.9% |
| 17 | HRT FINANCIAL#17 · 257,880 sh | 257,880 | $550.0K | <0.01% | New |
| 18 | Qube Research & Technologies Ltd#18 · 193,439 sh | 193,439 | $437.2K | <0.01% | +1026.9% |
| 19 | Migdal Insurance & Financial Ltd.#19 · 179,616 sh | 179,616 | $405.9K | <0.01% | 0.0% |
| 20 | NORTHERN#20 · 178,353 sh | 178,353 | $403.1K | 0.00% | -20.6% |
| 21 | UBS Group AG#21 · 176,092 sh | 176,092 | $396.9K | <0.01% | +159.3% |
| 22 | MORGAN STANLEY#22 · 131,480 sh | 131,480 | $297.1K | 0.00% | -35.0% |
| 23 | XTX Topco Ltd#23 · 99,644 sh | 99,644 | $225.2K | <0.01% | +32.7% |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#24 · 98,537 sh | 98,537 | $222.7K | <0.01% | New |
| 25 | CITADEL ADVISORS#25 · 95,007 sh | 95,007 | $214.7K | 0.00% | New |
| 26 | Point72 Asset Management, L.P.#26 · 94,086 sh | 94,086 | $212.6K | <0.01% | +155.2% |
| 27 | Quadrature Capital Ltd#27 · 83,588 sh | 83,588 | $188.9K | <0.01% | New |
| 28 | GSA CAPITAL PARTNERS LLP#28 · 83,005 sh | 83,005 | $188.0K | 0.01% | New |
| 29 | Centiva Capital#29 · 80,646 sh | 80,646 | $182.3K | <0.01% | +270.3% |
| 30 | SIMPLEX TRADING#30 · 70,054 sh | 70,054 | $158.3K | <0.01% | +1328.5% |
| 31 | IMC-Chicago#31 · 54,508 sh | 54,508 | $123.2K | 0.00% | -14.8% |
| 32 | Oasis Management Ltd.#32 · 50,000 sh | 50,000 | $113.0K | <0.01% | 0.0% |
| 33 | Squarepoint Ops#33 · 45,638 sh | 45,638 | $103.1K | <0.01% | -33.5% |
| 34 | FIRST MANHATTAN#34 · 43,458 sh | 43,458 | $98.2K | <0.01% | 0.0% |
| 35 | AXQ CAPITAL#35 · 37,973 sh | 37,973 | $85.8K | <0.01% | New |
| 36 | Vontobel Holding Ltd.#36 · 33,301 sh | 33,301 | $75.3K | — | 0.0% |
| 37 | Caption Management#37 · 23,002 sh | 23,002 | $52.0K | <0.01% | New |
| 38 | T3 Companies#38 · 22,500 sh | 22,500 | $50.9K | — | New |
| 39 | SIG BROKERAGE#39 · 19,954 sh | 19,954 | $45.1K | <0.01% | New |
| 40 | BALYASNY ASSET MANAGEMENT L.P.#40 · 19,808 sh | 19,808 | $44.8K | <0.01% | New |
| 41 | Cerity Partners#41 · 17,500 sh | 17,500 | $39.5K | 0.00% | New |
| 42 | Founders Capital Management#42 · 14,000 sh | 14,000 | $31.6K | — | 0.0% |
| 43 | Engineers Gate Manager#43 · 13,396 sh | 13,396 | $30.3K | <0.01% | -2.6% |
| 44 | LMR Partners LLP#44 · 1,021,724 sh | 1,021,724 | $28.6K | <0.01% | 0.0% |
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#45 · 10,375 sh | 10,375 | $23.4K | 0.00% | -83.4% |
| 46 | BlackRock#46 · 7,576 sh | 7,576 | $17.1K | 0.00% | 0.0% |
| 47 | Aquamarine Financial (Cayman) Ltd#47 · 559,653 sh | 559,653 | $15.7K | <0.01% | 0.0% |
| 48 | D. E. Shaw#48 · 447,342 sh | 447,342 | $12.5K | 0.00% | 0.0% |
| 49 | OSAIC#49 · 5,565 sh | 5,565 | $12.4K | 0.00% | +127.6% |
| 50 | DAVIDSON KEMPNER CAPITAL MANAGEMENT#50 · 350,000 sh | 350,000 | $9.8K | <0.01% | 0.0% |
| 51 | Kepos Capital#51 · 333,309 sh | 333,309 | $9.0K | 0.01% | 0.0% |
| 52 | SBI Securities , Ltd.#52 · 3,766 sh | 3,766 | $8.5K | — | +419.4% |
| 53 | Tower Research Capital (TRC)#53 · 3,134 sh | 3,134 | $7.1K | <0.01% | +1211.3% |
| 54 | ROYAL BANK OF CANADA#54 · 2,805 sh | 2,805 | $6.0K | 0.00% | New |
| 55 | MMCAP International SPC#55 · 214,067 sh | 214,067 | $6.0K | <0.01% | 0.0% |
| 56 | Lodestone Wealth Management#56 · 2,500 sh | 2,500 | $5.7K | — | New |
| 57 | JPMORGAN CHASE#57 · 1,533 sh | 1,533 | $3.3K | 0.00% | +31.8% |
| 58 | Quarry#58 · 1,237 sh | 1,237 | $2.8K | <0.01% | New |
| 59 | Caitong International Asset Management , Ltd#59 · 1,016 sh | 1,016 | $2.3K | <0.01% | New |
| 60 | TENOR CAPITAL MANAGEMENT , L.P.#60 · 75,000 sh | 75,000 | $2.1K | 0.00% | 0.0% |
| 61 | JONES FINANCIAL COMPANIES LLLP#61 · 455 sh | 455 | $901.00 | 0.00% | New |
| 62 | Beaird Harris Wealth Management#62 · 315 sh | 315 | $712.00 | 0.00% | New |
| 63 | WOLVERINE ASSET MANAGEMENT#63 · 2,732 sh | 2,732 | $76.00 | 0.00% | +8178.8% |
Funds that sold out of VLN in Q2 2026 (13)
Held VLN at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| MEITAV INVESTMENT HOUSE LTD1,074,243 sh | 1,074,243 | $1.2M |
| Penn Capital Management Company270,802 sh | 270,802 | $306.0K |
| WILEY BROS.-AINTREE CAPITAL133,760 sh | 133,760 | $151.1K |
| ENVESTNET ASSET MANAGEMENT133,760 sh | 133,760 | $151.1K |
| OPPENHEIMER76,982 sh | 76,982 | $87.0K |
| EFG International AG40,000 sh | 40,000 | $45.2K |
| TWO SIGMA SECURITIES30,643 sh | 30,643 | $34.6K |
| Colter Lewis Investment Partners12,593 sh | 12,593 | $14.2K |
| GOLDMAN SACHS GROUP11,205 sh | 11,205 | $12.7K |
| StoneX Group10,892 sh | 10,892 | $12.3K |
| GROUP ONE TRADING, L.P.5,184 sh | 5,184 | $5.9K |
| Virtu Financial44,743 sh | 44,743 | $1.0K |
| Clear Street Group100 sh | 100 | $3.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.