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, Q4 2021
Institutional positions in Velocity Financial, Inc. as of Dec 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
- 44
- +5 vs. Q3 2021
- Shares held
- 31.2M
- +11.8M (+61.1%) vs. Q3 2021
- Total value
- $427.5M
- +$172.7M (+67.8%) vs. Q3 2021
- New holders
- 6
- 19 more added
- Sold out
- 1
- 12 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | $168.1M | 73.56% | +5,194,804+73.4% | Added |
| Allianz Asset Management GmbH | 10,963,806 | $150.2M | 0.11% | +6,493,506+145.3% | Added |
| Beach Point Capital Management LP | 2,903,376 | $39.8M | 6.39% | +147,061+5.3% | Added |
| Adage Capital Partners GP, L.L.C. | 1,166,141 | $16.0M | 0.03% | −47,992−4.0% | Reduced |
| Wasatch Advisors Inc | 977,103 | $13.4M | 0.05% | +125,109+14.7% | Added |
| Wellington Management Group LLP | 582,792 | $7.98M | 0.00% | −337,756−36.7% | Reduced |
| Vanguard Group Inc | 549,581 | $7.53M | 0.00% | +128,278+30.4% | Added |
| BlackRock Inc. | 469,282 | $6.43M | 0.00% | +40,964+9.6% | Added |
| Boston Partners | 370,841 | $5.08M | 0.01% | −3,302−0.9% | Reduced |
| Geode Capital Management, LLC | 212,413 | $2.91M | 0.00% | +70,741+49.9% | Added |
| Bridgeway Capital Management, LLC | 159,421 | $2.18M | 0.04% | +7,500+4.9% | Added |
| Russell Investments Group, Ltd. | 140,780 | $1.93M | 0.00% | −4,704−3.2% | Reduced |
| Northern Trust Corp | 93,436 | $1.28M | 0.00% | +10,895+13.2% | Added |
| State Street Corp | 90,067 | $1.23M | 0.00% | +3,512+4.1% | Added |
| Bank of New York Mellon Corp | 27,735 | $380.0K | 0.00% | +6,237+29.0% | Added |
| Charles Schwab Investment Management Inc | 21,927 | $301.0K | 0.00% | 00.0% | Unchanged |
| Laurion Capital Management LP | 19,751 | $271.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 19,389 | $266.0K | 0.00% | −5,602−22.4% | Reduced |
| Millennium Management LLC | 18,329 | $251.0K | 0.00% | −6,178−25.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 17,831 | $244.0K | 0.00% | +17,831 | New |
| Morgan Stanley | 17,406 | $237.0K | 0.00% | +441+2.6% | Added |
| HSBC Holdings PLC | 13,880 | $191.0K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 13,428 | $178.0K | 0.00% | −13,469−50.1% | Reduced |
| Two Sigma Investments, LP | 12,919 | $177.0K | 0.00% | −3,297−20.3% | Reduced |
| JPMorgan Chase & Co | 12,700 | $174.0K | 0.00% | +5,891+86.5% | Added |
| Two Sigma Advisers, LP | 12,200 | $167.0K | 0.00% | −2,200−15.3% | Reduced |
| Bank of America Corp | 8,894 | $121.0K | 0.00% | +4,037+83.1% | Added |
| Deutsche Bank AG | 5,208 | $71.0K | 0.00% | +280+5.7% | Added |
| Cutler Group LP | 5,000 | $68.0K | 0.00% | +5,000 | New |
| California State Teachers Retirement System | 4,630 | $63.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 4,557 | $62.0K | 0.00% | −137−2.9% | Reduced |
| Dorsey Wright & Associates | 4,347 | $60.0K | 0.01% | +592+15.8% | Added |
| New York State Common Retirement Fund | 3,865 | $53.0K | 0.00% | −4,200−52.1% | Reduced |
| UBS Group AG | 3,805 | $52.0K | 0.00% | +2,372+165.5% | Added |
| Citigroup Inc | 2,165 | $30.0K | 0.00% | +1,186+121.1% | Added |
| Royal Bank of Canada | 1,878 | $26.0K | 0.00% | +802+74.5% | Added |
| Marshall Wace, LLP | 1,601 | $22.0K | 0.00% | +1,601 | New |
| Tower Research Capital LLC (TRC) | 822 | $11.0K | 0.00% | −175−17.6% | Reduced |
| Legal & General Group Plc | 681 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 672 | $9.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 450 | $6.00K | 0.00% | +450 | New |
| Captrust Financial Advisors | 149 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 11 | $0 | 0.00% | +11 | New |
| Toronto Dominion Bank | 1 | $0 | 0.00% | +1 | New |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |