L3VLUP
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VLN in the 13F filings

Valens Semiconductor Ltd · CUSIP M9607U115

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q1 2024Q4 2023Q3 2023Q3 2021
Quarter end
31 Dec 2025
the date the book describes
Filed
17 Feb 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
13
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 1 listed it in both
Shares listed
6,474,828
combined, among listed positions
Reported value
$9.2m
combined, at the quarter end

Among the 92 comparable managers: 7 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,412,162.

Managers listing VLN in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

13 of 13 holders

ActionFiling
Marshall Wace LLP1,790,020$2.5munder 0.1%Added+645,78213 Feb 2026 (the filing on sec.gov)
ARK Investment Management LLC1,164,756$1.7munder 0.1%Added+472,87611 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC1,141,256$1.6munder 0.1%Trimmed-39,25912 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC504,847$717kunder 0.1%Added+269,61213 Feb 2026 (the filing on sec.gov)
Millennium Management LLC461,404$655kunder 0.1%Added+363,95117 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP319,958$454kunder 0.1%Trimmed-39,23617 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC302,429$423kunder 0.1%Trimmed-160,84710 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC267,784$380kunder 0.1%Trimmed-125,47212 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP203,500$289kunder 0.1%Added+87,00017 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC125,667$178kunder 0.1%Trimmed-125,03917 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP109,933$156kunder 0.1%Trimmed-20,48017 Feb 2026 (the filing on sec.gov)
Man Group PLC55,152$78kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP28,122$40kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q1 2024 to 1 in Q2 2026

Tracked managers listing it, at least.

00111Q3 2021Q3 2023Q4 2023Q1 2024Q3 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
VLN by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20211$1.5mn.a.n.a.
Q3 20231$2.2mn.a.n.a.
Q4 20231$1.9m01
Q1 20241$7k01
Q3 20241$1.4m10
Q1 20251$1.2m10
Q2 20251$1.8m10
Q3 20251$1.2m01
Q4 20251$1.7m76
Q1 20261$1.2m57
Q2 20261$3.2m103

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

VLN and NVDA →VLN and AVGO →VLN and MU →Choose a stock to compare with VLN →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own VLN, latest filings →Back to the 13F Explorer →