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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 11 sales; 99 institutions reported holding it in 13F filings for Q2 2026, worth $718.8M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Velocity Financial, Inc. as of Mar 31, 2021. 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
23
No complete 13F data for Q4 2020
Shares held
12.0M
No complete 13F data for Q4 2020
Total value
$106.6M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 23 institutions
Q1 2021: 23 institutionsQ2 2021: 37 institutionsQ3 2021: 39 institutionsQ4 2021: 44 institutionsQ1 2022: 45 institutionsQ2 2022: 45 institutionsQ3 2022: 47 institutionsQ4 2022: 44 institutionsQ1 2023: 41 institutionsQ2 2023: 44 institutionsQ3 2023: 46 institutionsQ4 2023: 47 institutionsQ1 2024: 51 institutionsQ2 2024: 48 institutionsQ3 2024: 69 institutionsQ4 2024: 73 institutionsQ1 2025: 82 institutionsQ2 2025: 93 institutionsQ3 2025: 106 institutionsQ4 2025: 107 institutionsQ1 2026: 100 institutionsQ2 2026: 99 institutions
Value heldQ1 2021: $106.6M
Q1 2021: $106.6MQ2 2021: $242.5MQ3 2021: $254.8MQ4 2021: $427.5MQ1 2022: $340.9MQ2 2022: $344.8MQ3 2022: $340.5MQ4 2022: $305.3MQ1 2023: $285.1MQ2 2023: $367.1MQ3 2023: $359.7MQ4 2023: $553.3MQ1 2024: $579.8MQ2 2024: $580.8MQ3 2024: $640.2MQ4 2024: $638.5MQ1 2025: $653.9MQ2 2025: $690.8MQ3 2025: $680.7MQ4 2025: $786.8MQ1 2026: $698.3MQ2 2026: $718.8M
Institutions holding VEL and their total value by quarter
QuarterHoldersValue
Q2 202699$718.8M
Q1 2026100$698.3M
Q4 2025107$786.8M
Q3 2025106$680.7M
Q2 202593$690.8M
Q1 202582$653.9M
Q4 202473$638.5M
Q3 202469$640.2M
Q2 202448$580.8M
Q1 202451$579.8M
Q4 202347$553.3M
Q3 202346$359.7M
Q2 202344$367.1M
Q1 202341$285.1M
Q4 202244$305.3M
Q3 202247$340.5M
Q2 202245$344.8M
Q1 202245$340.9M
Q4 202144$427.5M
Q3 202139$254.8M
Q2 202137$242.5M
Q1 202123$106.6M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Velocity Financial, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding VEL in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co7$00.00%––
Captrust Financial Advisors149$1.00K0.00%––
Bank of America Corp1,469$13.0K0.00%––
UBS Group AG2,278$20.0K0.00%––
Wells Fargo & Company4,269$37.0K0.00%––
Tower Research Capital LLC (TRC)5,754$51.0K0.00%––
Morgan Stanley15,181$135.0K0.00%––
HSBC Holdings PLC16,982$153.0K0.00%––
Northern Trust Corp19,025$169.0K0.00%––
Laurion Capital Management LP20,000$177.0K0.00%––
Millennium Management LLC23,675$210.0K0.00%––
BlackRock Inc.26,812$238.0K0.00%––
Federated Hermes, Inc.40,000$355.0K0.00%––
Renaissance Technologies LLC55,700$494.0K0.00%––
Bridgeway Capital Management, LLC63,121$560.0K0.01%––
Vanguard Group Inc329,393$2.92M0.00%––
Russell Investments Group, Ltd.366,330$3.25M0.01%––
Boston Partners422,749$3.75M0.01%––
Wasatch Advisors Inc630,761$5.59M0.03%––
Adage Capital Partners GP, L.L.C.1,700,000$15.1M0.03%––
Wellington Management Group LLP1,756,234$15.6M0.00%––
Beach Point Capital Management LP2,048,745$18.2M3.99%––
Allianz Asset Management GmbH4,470,300$39.7M0.04%––