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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 64 | $0 | 0.00% | +64 | New |
| Captrust Financial Advisors | 149 | $2.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 369 | $4.00K | 0.00% | −1,796−83.0% | Reduced |
| Royal Bank of Canada | 528 | $6.00K | 0.00% | −1,350−71.9% | Reduced |
| 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 |
| Amalgamated Bank | 1,032 | $11.0K | 0.00% | +1,032 | New |
| Amalgamated Financial Corp. | 1,032 | $11.0K | 0.00% | +1,032 | New |
| Barclays PLC | 1,393 | $16.0K | 0.00% | +1,393 | New |
| Tower Research Capital LLC (TRC) | 1,759 | $19.0K | 0.00% | +937+114.0% | Added |
| UBS Group AG | 2,318 | $25.0K | 0.00% | −1,487−39.1% | Reduced |
| Bank of America Corp | 2,374 | $26.0K | 0.00% | −6,520−73.3% | Reduced |
| FMR LLC | 2,923 | $32.0K | 0.00% | +2,923 | New |
| California State Teachers Retirement System | 3,601 | $39.0K | 0.00% | −1,029−22.2% | 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 |
| JPMorgan Chase & Co | 4,147 | $45.0K | 0.00% | −8,553−67.3% | Reduced |
| American International Group, Inc. | 4,258 | $47.0K | 0.00% | −299−6.6% | Reduced |
| Deutsche Bank AG | 4,648 | $51.0K | 0.00% | −560−10.8% | Reduced |
| Wells Fargo & Company | 6,253 | $69.0K | 0.00% | −13,136−67.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,994 | $87.0K | 0.00% | −9,837−55.2% | Reduced |
| Nuveen Asset Management, LLC | 13,428 | $148.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 13,880 | $150.0K | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 13,717 | $150.0K | 0.09% | +13,717 | New |
| Dimensional Fund Advisors LP | 19,252 | $211.0K | 0.00% | +19,252 | New |
| Laurion Capital Management LP | 19,751 | $216.0K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 24,149 | $264.0K | 0.00% | +6,743+38.7% | Added |
| Bank of New York Mellon Corp | 27,631 | $303.0K | 0.00% | −104−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 28,119 | $308.0K | 0.00% | +6,192+28.2% | Added |
| Northern Trust Corp | 91,958 | $1.01M | 0.00% | −1,478−1.6% | Reduced |
| State Street Corp | 112,035 | $1.23M | 0.00% | +21,968+24.4% | Added |
| Russell Investments Group, Ltd. | 131,617 | $1.44M | 0.00% | −9,163−6.5% | Reduced |
| Bridgeway Capital Management, LLC | 133,200 | $1.46M | 0.03% | −26,221−16.4% | Reduced |
| Geode Capital Management, LLC | 218,971 | $2.40M | 0.00% | +6,558+3.1% | Added |
| Boston Partners | 366,760 | $4.01M | 0.00% | −4,081−1.1% | Reduced |
| BlackRock Inc. | 465,581 | $5.09M | 0.00% | −3,701−0.8% | Reduced |
| Wellington Management Group LLP | 507,234 | $5.55M | 0.00% | −75,558−13.0% | Reduced |
| Vanguard Group Inc | 547,635 | $5.99M | 0.00% | −1,946−0.4% | Reduced |
| Wasatch Advisors Inc | 929,930 | $10.2M | 0.05% | −47,173−4.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,134,454 | $12.4M | 0.02% | −31,687−2.7% | Reduced |
| Beach Point Capital Management LP | 3,072,167 | $33.6M | 5.08% | +168,791+5.8% | Added |
| Allianz Asset Management GmbH | 10,963,806 | $119.9M | 0.09% | 00.0% | Unchanged |
| Snow Phipps Group, LLC | 12,272,765 | $134.3M | 69.65% | 00.0% | Unchanged |
| 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 |