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

VLN ranks #5933 out of 37696 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.

VLN is down 1.8% today, but institutions show net buying of $31.6M this quarter — a divergence between today's price move and the underlying institutional flow.

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