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 2022
Institutional positions in Velocity Financial, Inc. as of Mar 31, 2022. 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
- 45
- +1 vs. Q4 2021
- Shares held
- 31.2M
- −45.5K (−0.1%) vs. Q4 2021
- Total value
- $340.9M
- −$86.6M (−20.3%) vs. Q4 2021
- New holders
- 7
- 7 more added
- Sold out
- 6
- 21 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | $134.3M | 69.65% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,963,806 | $119.9M | 0.09% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 3,072,167 | $33.6M | 5.08% | +168,791+5.8% | Added |
| Adage Capital Partners GP, L.L.C. | 1,134,454 | $12.4M | 0.02% | −31,687−2.7% | Reduced |
| Wasatch Advisors Inc | 929,930 | $10.2M | 0.05% | −47,173−4.8% | Reduced |
| Vanguard Group Inc | 547,635 | $5.99M | 0.00% | −1,946−0.4% | Reduced |
| Wellington Management Group LLP | 507,234 | $5.55M | 0.00% | −75,558−13.0% | Reduced |
| BlackRock Inc. | 465,581 | $5.09M | 0.00% | −3,701−0.8% | Reduced |
| Boston Partners | 366,760 | $4.01M | 0.00% | −4,081−1.1% | Reduced |
| Geode Capital Management, LLC | 218,971 | $2.40M | 0.00% | +6,558+3.1% | Added |
| Bridgeway Capital Management, LLC | 133,200 | $1.46M | 0.03% | −26,221−16.4% | Reduced |
| Russell Investments Group, Ltd. | 131,617 | $1.44M | 0.00% | −9,163−6.5% | Reduced |
| State Street Corp | 112,035 | $1.23M | 0.00% | +21,968+24.4% | Added |
| Northern Trust Corp | 91,958 | $1.01M | 0.00% | −1,478−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 28,119 | $308.0K | 0.00% | +6,192+28.2% | Added |
| Bank of New York Mellon Corp | 27,631 | $303.0K | 0.00% | −104−0.4% | Reduced |
| Morgan Stanley | 24,149 | $264.0K | 0.00% | +6,743+38.7% | Added |
| Laurion Capital Management LP | 19,751 | $216.0K | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 19,252 | $211.0K | 0.00% | +19,252 | New |
| HSBC Holdings PLC | 13,880 | $150.0K | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 13,717 | $150.0K | 0.09% | +13,717 | New |
| Nuveen Asset Management, LLC | 13,428 | $148.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 7,994 | $87.0K | 0.00% | −9,837−55.2% | Reduced |
| Wells Fargo & Company | 6,253 | $69.0K | 0.00% | −13,136−67.7% | Reduced |
| Deutsche Bank AG | 4,648 | $51.0K | 0.00% | −560−10.8% | Reduced |
| American International Group, Inc. | 4,258 | $47.0K | 0.00% | −299−6.6% | Reduced |
| JPMorgan Chase & Co | 4,147 | $45.0K | 0.00% | −8,553−67.3% | Reduced |
| Dorsey Wright & Associates | 3,829 | $42.0K | 0.01% | −518−11.9% | Reduced |
| New York State Common Retirement Fund | 3,865 | $42.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 3,601 | $39.0K | 0.00% | −1,029−22.2% | Reduced |
| FMR LLC | 2,923 | $32.0K | 0.00% | +2,923 | New |
| Bank of America Corp | 2,374 | $26.0K | 0.00% | −6,520−73.3% | Reduced |
| UBS Group AG | 2,318 | $25.0K | 0.00% | −1,487−39.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,759 | $19.0K | 0.00% | +937+114.0% | Added |
| Barclays PLC | 1,393 | $16.0K | 0.00% | +1,393 | New |
| Amalgamated Bank | 1,032 | $11.0K | 0.00% | +1,032 | New |
| Amalgamated Financial Corp. | 1,032 | $11.0K | 0.00% | +1,032 | New |
| Legal & General Group Plc | 681 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 672 | $7.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 600 | $7.00K | 0.00% | +150+33.3% | Added |
| Royal Bank of Canada | 528 | $6.00K | 0.00% | −1,350−71.9% | Reduced |
| Citigroup Inc | 369 | $4.00K | 0.00% | −1,796−83.0% | Reduced |
| Captrust Financial Advisors | 149 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 64 | $0 | 0.00% | +64 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −18,329−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −12,919−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,601−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |