Valens Semiconductor Ltd. (VLN) Smart Money Holdings (13F, Q2 2026)

VLN ranks #5921 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

VLN is a top-conviction position for Value Base Ltd. — at 29.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in VLN belongs to St. Louis Trust Co, but the position matters far more to Value Base Ltd., who has 29.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Susquehanna International Group, LLP has added to its VLN position for two straight quarters, increasing it by $3.9M to reach $4.1M today.

VLN is up 0.6% today, and institutions have been net buyers of $31.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

VLN reported a net loss of $31.6M over the trailing twelve months.

• Not yet profitable — net loss of $31.6M over the trailing twelve months
• Revenue grew 22.1% year over year
• Net income improved year over year, from -$36.6M to -$31.6M
• Operating cash flow was negative, using $12.7M in cash
• Current ratio of 5.17x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.28x equity — within a conventional range