Velocity Financial, Inc.
VEL- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0001692376
In the last 90 days, Velocity Financial, Inc. insiders filed 0 open-market purchases and 12 sales; 99 institutions reported holding it in 13F filings for Q2 2026, worth $718.8M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Velocity Financial, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 99
- +1 vs. Q1 2026
- Shares held
- 38.9M
- +343.5K (+0.9%) vs. Q1 2026
- Total value
- $718.8M
- +$20.6M (+2.9%) vs. Q1 2026
- New holders
- 15
- 49 more added
- Sold out
- 14
- 22 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 99 | $718.8M |
| Q1 2026 | 100 | $698.3M |
| Q4 2025 | 107 | $788.9M |
| Q3 2025 | 106 | $681.3M |
| Q2 2025 | 93 | $691.0M |
| Q1 2025 | 82 | $653.9M |
| Q4 2024 | 73 | $638.5M |
| Q3 2024 | 69 | $640.6M |
| Q2 2024 | 48 | $580.9M |
| Q1 2024 | 51 | $583.5M |
| Q4 2023 | 47 | $554.2M |
| Q3 2023 | 46 | $359.7M |
| Q2 2023 | 44 | $367.1M |
| Q1 2023 | 41 | $285.1M |
| Q4 2022 | 44 | $305.3M |
| Q3 2022 | 47 | $340.5M |
| Q2 2022 | 45 | $344.8M |
| Q1 2022 | 45 | $340.9M |
| Q4 2021 | 44 | $427.5M |
| Q3 2021 | 39 | $254.8M |
| Q2 2021 | 37 | $242.5M |
| Q1 2021 | 23 | $106.6M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | $246.5M | 75.64% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 12,637,764 | $233.3M | 0.22% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 6,582,380 | $121.5M | 47.39% | +23,868+0.4% | Added |
| BlackRock, Inc. | 1,489,827 | $27.5M | 0.00% | −152,089−9.3% | Reduced |
| Dimensional Fund Advisors LP | 656,725 | $12.1M | 0.00% | +74,175+12.7% | Added |
| Adage Capital Partners GP, L.L.C. | 505,505 | $9.33M | 0.01% | +22,790+4.7% | Added |
| Vanguard Capital Management LLC | 487,011 | $8.99M | 0.00% | +6,359+1.3% | Added |
| American Century Companies Inc | 357,199 | $6.59M | 0.00% | +71,830+25.2% | Added |
| Geode Capital Management, LLC | 272,540 | $5.03M | 0.00% | +23,040+9.2% | Added |
| State Street Corp | 249,731 | $4.61M | 0.00% | +31,586+14.5% | Added |
| Goldman Sachs Group Inc | 235,327 | $4.34M | 0.00% | −39,796−14.5% | Reduced |
| D. E. Shaw & Co., Inc. | 124,130 | $2.29M | 0.00% | +36,396+41.5% | Added |
| Susquehanna International Group, LLP | 123,902 | $2.29M | 0.00% | +123,902 | New |
| Man Group plc | 116,925 | $2.16M | 0.00% | +40,543+53.1% | Added |
| Qube Research & Technologies Ltd | 116,605 | $2.15M | 0.00% | +10,744+10.1% | Added |
| Morgan Stanley | 102,530 | $1.89M | 0.00% | +14,080+15.9% | Added |
| Vanguard Portfolio Management LLC | 102,190 | $1.89M | 0.00% | +35,447+53.1% | Added |
| Northern Trust Corp | 92,141 | $1.70M | 0.00% | +11,483+14.2% | Added |
| Tudor Investment Corp Et Al | 91,219 | $1.68M | 0.01% | +32,317+54.9% | Added |
| Charles Schwab Investment Management Inc | 89,499 | $1.65M | 0.00% | +4,099+4.8% | Added |
| NFJ Investment Group, LLC | 72,611 | $1.34M | 0.05% | 00.0% | Unchanged |
| AQR Capital Management LLC | 71,546 | $1.32M | 0.00% | +12,640+21.5% | Added |
| Vanguard Fiduciary Trust Co | 67,596 | $1.25M | 0.00% | −1,787−2.6% | Reduced |
| Bank of New York Mellon Corp | 55,060 | $1.02M | 0.00% | +4,191+8.2% | Added |
| Creative Planning | 54,853 | $1.01M | 0.00% | +955+1.8% | Added |
| Citadel Advisors LLC | 54,027 | $997.3K | 0.00% | +14,956+38.3% | Added |
| HSBC Holdings PLC | 53,574 | $970.2K | 0.00% | −33,176−38.2% | Reduced |
| Renaissance Technologies LLC | 51,400 | $948.8K | 0.00% | +23,700+85.6% | Added |
| BNP Paribas Arbitrage, SA | 49,808 | $919.5K | 0.00% | +10,770+27.6% | Added |
| JPMorgan Chase & Co | 43,772 | $788.3K | 0.00% | +7,007+19.1% | Added |
| Mariner, LLC | 42,023 | $775.7K | 0.00% | −491−1.2% | Reduced |
| Quantinno Capital Management LP | 38,241 | $705.9K | 0.00% | +2,997+8.5% | Added |
| XTX Topco Ltd | 35,335 | $652.3K | 0.01% | −2,651−7.0% | Reduced |
| Bank of America Corp | 33,221 | $613.3K | 0.00% | −3,082−8.5% | Reduced |
| First Trust Advisors LP | 32,676 | $603.2K | 0.00% | +1,446+4.6% | Added |
| Trexquant Investment LP | 31,234 | $576.6K | 0.00% | +6,972+28.7% | Added |
| Russell Investments Group, Ltd. | 29,267 | $540.3K | 0.00% | +19,704+206.0% | Added |
| Alps Advisors Inc | 28,800 | $531.6K | 0.00% | +353+1.2% | Added |
| UBS Group AG | 26,707 | $493.0K | 0.00% | +9,275+53.2% | Added |
| Arrowstreet Capital, Limited Partnership | 23,626 | $436.1K | 0.00% | −35,606−60.1% | Reduced |
| Bridgeway Capital Management, LLC | 23,167 | $427.7K | 0.01% | −8,000−25.7% | Reduced |
| Squarepoint Ops LLC | 21,174 | $390.9K | 0.00% | +21,174 | New |
| Empowered Funds, LLC | 21,169 | $390.8K | 0.00% | −8,000−27.4% | Reduced |
| PDT Partners, LLC | 19,718 | $364.0K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 19,598 | $361.8K | 0.02% | −198−1.0% | Reduced |
| Nuveen, LLC | 14,294 | $263.9K | 0.00% | −713−4.8% | Reduced |
| Wells Fargo & Company | 14,072 | $259.8K | 0.00% | +5,491+64.0% | Added |
| Rhumbline Advisers | 14,027 | $258.9K | 0.00% | +1,300+10.2% | Added |
| Brevan Howard Capital Management LP | 12,251 | $226.2K | 0.00% | +12,251 | New |
| Deutsche Bank AG | 12,057 | $222.6K | 0.00% | +2,714+29.0% | Added |
| Sterling Capital Management LLC | 10,976 | $202.6K | 0.00% | −147−1.3% | Reduced |
| Alliancebernstein L.P. | 10,640 | $192.5K | 0.00% | +10,640 | New |
| MetLife Investment Management | 8,520 | $157.3K | 0.00% | +956+12.6% | Added |
| UBS Asset Management Americas Inc | 7,862 | $145.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 7,103 | $131.1K | 0.00% | +156+2.2% | Added |
| Citigroup Inc | 6,983 | $128.9K | 0.00% | +5,187+288.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,689 | $105.0K | 0.00% | +245+4.5% | Added |
| Simplex Trading, LLC | 5,453 | $100.7K | 0.00% | +5,453 | New |
| Police & Firemen's Retirement System of New Jersey | 4,548 | $84.0K | 0.00% | +2,527+125.0% | Added |
| Vanguard Global Advisers, LLC | 4,037 | $74.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,874 | $71.5K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 3,037 | $56.1K | 0.00% | −10,772−78.0% | Reduced |
| Royal Bank of Canada | 1,499 | $28.0K | 0.00% | +1,366+1,027.1% | Added |
| Legal & General Group Plc | 1,305 | $24.1K | 0.00% | +282+27.6% | Added |
| The PNC Financial Services Group, Inc. | 1,289 | $23.8K | 0.00% | +1,289 | New |
| Ameritas Investment Partners, Inc. | 1,144 | $21.1K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,044 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 645 | $11.9K | 0.00% | −530−45.1% | Reduced |
| SRS Capital Advisors, Inc. | 603 | $11.1K | 0.00% | +603 | New |
| GAMMA Investing LLC | 509 | $9.40K | 0.00% | +282+124.2% | Added |
| Parallel Advisors, LLC | 290 | $5.35K | 0.00% | +276+1,971.4% | Added |
| Signaturefd, LLC | 255 | $4.71K | 0.00% | +163+177.2% | Added |
| Federated Hermes, Inc. | 235 | $4.34K | 0.00% | +34+16.9% | Added |
| Allworth Financial LP | 199 | $3.67K | 0.00% | −61−23.5% | Reduced |
| Quarry LP | 185 | $3.42K | 0.00% | +185 | New |
| Jones Financial Companies LLLP | 172 | $3.13K | 0.00% | +172 | New |
| California State Teachers Retirement System | 163 | $3.01K | 0.00% | −457−73.7% | Reduced |
| Essential Partners LLC | 146 | $2.69K | 0.00% | −114−43.8% | Reduced |
| UMA Financial Services, Inc. | 126 | $2.33K | 0.00% | +126 | New |
| IFP Advisors, Inc | 107 | $1.98K | 0.00% | +1+0.9% | Added |
| Nisa Investment Advisors, LLC | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 88 | $1.62K | 0.00% | +60+214.3% | Added |
| Rothschild Investment LLC | 69 | $1.27K | 0.00% | +11+19.0% | Added |
| Rialto Wealth Management, LLC | 60 | $1.11K | 0.00% | +30+100.0% | Added |
| Covestor Ltd | 80 | $1.00K | 0.00% | +21+35.6% | Added |
| EverSource Wealth Advisors, LLC | 50 | $923 | 0.00% | −54−51.9% | Reduced |
| Farther Finance Advisors, LLC | 48 | $886 | 0.00% | +31+182.4% | Added |
| Versant Capital Management, Inc | 41 | $757 | 0.00% | −1,228−96.8% | Reduced |
| North Star Investment Management Corp. | 28 | $517 | 0.00% | +28 | New |
| Harbour Investments, Inc. | 21 | $388 | 0.00% | +21 | New |
| Larson Financial Group LLC | 20 | $369 | 0.00% | +20 | New |
| Trust Co | 17 | $314 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14 | $258 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $185 | 0.00% | +5+100.0% | Added |
| True Wealth Design, LLC | 5 | $93 | 0.00% | −13−72.2% | Reduced |
| Optiver Holding B.V. | 4 | $74 | 0.00% | −104−96.3% | Reduced |
| Smartleaf Asset Management LLC | 4 | $72 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3 | $56 | 0.00% | +3 | New |
| Avion Wealth | 30 | $0 | 0.00% | +30 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −33,615−100.0% | Sold out |