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, Q3 2021
Institutional positions in Velocity Financial, Inc. as of Sep 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
- 39
- +2 vs. Q2 2021
- Shares held
- 19.4M
- −51.2K (−0.3%) vs. Q2 2021
- Total value
- $254.8M
- +$12.3M (+5.1%) vs. Q2 2021
- New holders
- 3
- 19 more added
- Sold out
- 1
- 8 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 7,077,961 | $93.1M | 72.45% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 4,470,300 | $58.8M | 0.05% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 2,756,315 | $36.3M | 6.39% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 1,214,133 | $16.0M | 0.03% | −77,272−6.0% | Reduced |
| Wellington Management Group LLP | 920,548 | $12.1M | 0.00% | −107,642−10.5% | Reduced |
| Wasatch Advisors Inc | 851,994 | $11.2M | 0.05% | +12,878+1.5% | Added |
| BlackRock Inc. | 428,318 | $5.64M | 0.00% | +5,636+1.3% | Added |
| Vanguard Group Inc | 421,303 | $5.54M | 0.00% | +2,496+0.6% | Added |
| Boston Partners | 374,143 | $4.92M | 0.01% | +3,840+1.0% | Added |
| Bridgeway Capital Management, LLC | 151,921 | $2.00M | 0.04% | +35,000+29.9% | Added |
| Russell Investments Group, Ltd. | 145,484 | $1.91M | 0.00% | −14,943−9.3% | Reduced |
| Geode Capital Management, LLC | 141,672 | $1.86M | 0.00% | +1,103+0.8% | Added |
| State Street Corp | 86,555 | $1.14M | 0.00% | +23,799+37.9% | Added |
| Northern Trust Corp | 82,541 | $1.09M | 0.00% | +47,744+137.2% | Added |
| Wells Fargo & Company | 24,991 | $329.0K | 0.00% | +23,706+1,844.8% | Added |
| Millennium Management LLC | 24,507 | $323.0K | 0.00% | +24,507 | New |
| Nuveen Asset Management, LLC | 26,897 | $313.0K | 0.00% | +1,238+4.8% | Added |
| Charles Schwab Investment Management Inc | 21,927 | $289.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 21,498 | $283.0K | 0.00% | +3,084+16.7% | Added |
| Laurion Capital Management LP | 19,751 | $260.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 16,965 | $223.0K | 0.00% | +1,378+8.8% | Added |
| Two Sigma Investments, LP | 16,216 | $213.0K | 0.00% | −8,408−34.1% | Reduced |
| Two Sigma Advisers, LP | 14,400 | $190.0K | 0.00% | +1,300+9.9% | Added |
| HSBC Holdings PLC | 13,880 | $182.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 8,065 | $106.0K | 0.00% | +65+0.8% | Added |
| JPMorgan Chase & Co | 6,809 | $89.0K | 0.00% | −5,313−43.8% | Reduced |
| Deutsche Bank AG | 4,928 | $65.0K | 0.00% | −163−3.2% | Reduced |
| Bank of America Corp | 4,857 | $64.0K | 0.00% | +231+5.0% | Added |
| American International Group, Inc. | 4,694 | $62.0K | 0.00% | −112−2.3% | Reduced |
| California State Teachers Retirement System | 4,630 | $61.0K | 0.00% | −7,059−60.4% | Reduced |
| Dorsey Wright & Associates | 3,755 | $49.0K | 0.01% | +3,755 | New |
| UBS Group AG | 1,433 | $19.0K | 0.00% | +237+19.8% | Added |
| Royal Bank of Canada | 1,076 | $14.0K | 0.00% | +489+83.3% | Added |
| Citigroup Inc | 979 | $13.0K | 0.00% | +571+140.0% | Added |
| Tower Research Capital LLC (TRC) | 997 | $13.0K | 0.00% | +608+156.3% | Added |
| Legal & General Group Plc | 681 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 672 | $9.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 149 | $2.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 70 | $1.00K | 0.00% | +70 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −23,993−100.0% | Sold out |