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 | $786.8M |
| Q3 2025 | 106 | $680.7M |
| Q2 2025 | 93 | $690.8M |
| Q1 2025 | 82 | $653.9M |
| Q4 2024 | 73 | $638.5M |
| Q3 2024 | 69 | $640.2M |
| Q2 2024 | 48 | $580.8M |
| Q1 2024 | 51 | $579.8M |
| Q4 2023 | 47 | $553.3M |
| 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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 70 | $1.00K | 0.00% | +70 | New |
| Captrust Financial Advisors | 149 | $2.00K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 681 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 672 | $9.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Royal Bank of Canada | 1,076 | $14.0K | 0.00% | +489+83.3% | Added |
| UBS Group AG | 1,433 | $19.0K | 0.00% | +237+19.8% | Added |
| Dorsey Wright & Associates | 3,755 | $49.0K | 0.01% | +3,755 | New |
| California State Teachers Retirement System | 4,630 | $61.0K | 0.00% | −7,059−60.4% | Reduced |
| American International Group, Inc. | 4,694 | $62.0K | 0.00% | −112−2.3% | Reduced |
| Bank of America Corp | 4,857 | $64.0K | 0.00% | +231+5.0% | Added |
| Deutsche Bank AG | 4,928 | $65.0K | 0.00% | −163−3.2% | Reduced |
| JPMorgan Chase & Co | 6,809 | $89.0K | 0.00% | −5,313−43.8% | Reduced |
| New York State Common Retirement Fund | 8,065 | $106.0K | 0.00% | +65+0.8% | Added |
| HSBC Holdings PLC | 13,880 | $182.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 14,400 | $190.0K | 0.00% | +1,300+9.9% | Added |
| Two Sigma Investments, LP | 16,216 | $213.0K | 0.00% | −8,408−34.1% | Reduced |
| Morgan Stanley | 16,965 | $223.0K | 0.00% | +1,378+8.8% | Added |
| Laurion Capital Management LP | 19,751 | $260.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 21,498 | $283.0K | 0.00% | +3,084+16.7% | Added |
| Charles Schwab Investment Management Inc | 21,927 | $289.0K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 26,897 | $313.0K | 0.00% | +1,238+4.8% | Added |
| Millennium Management LLC | 24,507 | $323.0K | 0.00% | +24,507 | New |
| Wells Fargo & Company | 24,991 | $329.0K | 0.00% | +23,706+1,844.8% | Added |
| Northern Trust Corp | 82,541 | $1.09M | 0.00% | +47,744+137.2% | Added |
| State Street Corp | 86,555 | $1.14M | 0.00% | +23,799+37.9% | Added |
| Geode Capital Management, LLC | 141,672 | $1.86M | 0.00% | +1,103+0.8% | Added |
| Russell Investments Group, Ltd. | 145,484 | $1.91M | 0.00% | −14,943−9.3% | Reduced |
| Bridgeway Capital Management, LLC | 151,921 | $2.00M | 0.04% | +35,000+29.9% | Added |
| Boston Partners | 374,143 | $4.92M | 0.01% | +3,840+1.0% | Added |
| Vanguard Group Inc | 421,303 | $5.54M | 0.00% | +2,496+0.6% | Added |
| BlackRock Inc. | 428,318 | $5.64M | 0.00% | +5,636+1.3% | Added |
| Wasatch Advisors Inc | 851,994 | $11.2M | 0.05% | +12,878+1.5% | Added |
| Wellington Management Group LLP | 920,548 | $12.1M | 0.00% | −107,642−10.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,214,133 | $16.0M | 0.03% | −77,272−6.0% | Reduced |
| Beach Point Capital Management LP | 2,756,315 | $36.3M | 6.39% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 4,470,300 | $58.8M | 0.05% | 00.0% | Unchanged |
| Snow Phipps Group, LLC | 7,077,961 | $93.1M | 72.45% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −23,993−100.0% | Sold out |