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 2021
Institutional positions in Velocity Financial, Inc. as of Jun 30, 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
- 37
- +14 vs. Q1 2021
- Shares held
- 19.4M
- +7.40M (+61.6%) vs. Q1 2021
- Total value
- $242.5M
- +$135.9M (+127.5%) vs. Q1 2021
- New holders
- 16
- 9 more added
- Sold out
- 2
- 10 more reduced
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 7,077,961 | $88.4M | 74.52% | +7,077,961 | New |
| Allianz Asset Management GmbH | 4,470,300 | $55.8M | 0.05% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 2,756,315 | $34.4M | 5.68% | +707,570+34.5% | Added |
| Adage Capital Partners GP, L.L.C. | 1,291,405 | $16.1M | 0.03% | −408,595−24.0% | Reduced |
| Wellington Management Group LLP | 1,028,190 | $12.8M | 0.00% | −728,044−41.5% | Reduced |
| Wasatch Advisors Inc | 839,116 | $10.5M | 0.04% | +208,355+33.0% | Added |
| BlackRock Inc. | 422,682 | $5.28M | 0.00% | +395,870+1,476.5% | Added |
| Vanguard Group Inc | 418,807 | $5.23M | 0.00% | +89,414+27.1% | Added |
| Boston Partners | 370,303 | $4.63M | 0.01% | −52,446−12.4% | Reduced |
| Russell Investments Group, Ltd. | 160,427 | $2.00M | 0.00% | −205,903−56.2% | Reduced |
| Geode Capital Management, LLC | 140,569 | $1.75M | 0.00% | +140,569 | New |
| Bridgeway Capital Management, LLC | 116,921 | $1.46M | 0.03% | +53,800+85.2% | Added |
| State Street Corp | 62,756 | $784.0K | 0.00% | +62,756 | New |
| Northern Trust Corp | 34,797 | $434.0K | 0.00% | +15,772+82.9% | Added |
| Nuveen Asset Management, LLC | 25,659 | $321.0K | 0.00% | +25,659 | New |
| Two Sigma Investments, LP | 24,624 | $308.0K | 0.00% | +24,624 | New |
| Renaissance Technologies LLC | 23,993 | $300.0K | 0.00% | −31,707−56.9% | Reduced |
| Charles Schwab Investment Management Inc | 21,927 | $274.0K | 0.00% | +21,927 | New |
| Laurion Capital Management LP | 19,751 | $247.0K | 0.00% | −249−1.2% | Reduced |
| Bank of New York Mellon Corp | 18,414 | $230.0K | 0.00% | +18,414 | New |
| Morgan Stanley | 15,587 | $194.0K | 0.00% | +406+2.7% | Added |
| HSBC Holdings PLC | 13,880 | $174.0K | 0.00% | −3,102−18.3% | Reduced |
| Two Sigma Advisers, LP | 13,100 | $164.0K | 0.00% | +13,100 | New |
| JPMorgan Chase & Co | 12,122 | $151.0K | 0.00% | +12,115+173,071.4% | Added |
| California State Teachers Retirement System | 11,689 | $146.0K | 0.00% | +11,689 | New |
| New York State Common Retirement Fund | 8,000 | $100.0K | 0.00% | +8,000 | New |
| Deutsche Bank AG | 5,091 | $64.0K | 0.00% | +5,091 | New |
| American International Group, Inc. | 4,806 | $60.0K | 0.00% | +4,806 | New |
| Bank of America Corp | 4,626 | $58.0K | 0.00% | +3,157+214.9% | Added |
| Wells Fargo & Company | 1,285 | $16.0K | 0.00% | −2,984−69.9% | Reduced |
| UBS Group AG | 1,196 | $15.0K | 0.00% | −1,082−47.5% | Reduced |
| Legal & General Group Plc | 681 | $9.00K | 0.00% | +681 | New |
| Ameritas Investment Partners, Inc. | 672 | $8.00K | 0.00% | +672 | New |
| Royal Bank of Canada | 587 | $7.00K | 0.00% | +587 | New |
| Tower Research Capital LLC (TRC) | 389 | $5.00K | 0.00% | −5,365−93.2% | Reduced |
| Citigroup Inc | 408 | $5.00K | 0.00% | +408 | New |
| Captrust Financial Advisors | 149 | $2.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −23,675−100.0% | Sold out |