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 12 sales; 99 institutions reported holding it in 13F filings for Q2 2026, worth $718.8M in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Velocity Financial, Inc. as of Jun 30, 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. Q1 2022
- Shares held
- 31.4M
- +213.1K (+0.7%) vs. Q1 2022
- Total value
- $344.8M
- +$3.90M (+1.1%) vs. Q1 2022
- New holders
- 2
- 16 more added
- Sold out
- 1
- 17 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | $134.9M | 70.23% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,963,806 | $120.5M | 0.12% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 3,277,012 | $36.0M | 7.46% | +204,845+6.7% | Added |
| Adage Capital Partners GP, L.L.C. | 1,118,763 | $12.3M | 0.03% | −15,691−1.4% | Reduced |
| Wasatch Advisors Inc | 929,930 | $10.2M | 0.06% | 00.0% | Unchanged |
| Vanguard Group Inc | 548,861 | $6.03M | 0.00% | +1,226+0.2% | Added |
| BlackRock Inc. | 541,723 | $5.95M | 0.00% | +76,142+16.4% | Added |
| Wellington Management Group LLP | 452,334 | $4.97M | 0.00% | −54,900−10.8% | Reduced |
| Boston Partners | 355,605 | $3.91M | 0.01% | −11,155−3.0% | Reduced |
| Geode Capital Management, LLC | 230,929 | $2.54M | 0.00% | +11,958+5.5% | Added |
| Bridgeway Capital Management, LLC | 133,200 | $1.46M | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 128,099 | $1.41M | 0.00% | −3,518−2.7% | Reduced |
| State Street Corp | 126,456 | $1.39M | 0.00% | +14,421+12.9% | Added |
| Northern Trust Corp | 88,912 | $977.0K | 0.00% | −3,046−3.3% | Reduced |
| Charles Schwab Investment Management Inc | 28,303 | $312.0K | 0.00% | +184+0.7% | Added |
| Morgan Stanley | 24,315 | $268.0K | 0.00% | +166+0.7% | Added |
| Dimensional Fund Advisors LP | 24,447 | $268.0K | 0.00% | +5,195+27.0% | Added |
| Bank of New York Mellon Corp | 20,814 | $229.0K | 0.00% | −6,817−24.7% | Reduced |
| Laurion Capital Management LP | 14,381 | $158.0K | 0.01% | −5,370−27.2% | Reduced |
| HSBC Holdings PLC | 13,880 | $153.0K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 13,636 | $150.0K | 0.00% | +208+1.5% | Added |
| Almitas Capital LLC | 12,120 | $133.0K | 0.07% | −1,597−11.6% | Reduced |
| Rhumbline Advisers | 11,882 | $131.0K | 0.00% | +11,882 | New |
| JPMorgan Chase & Co | 4,609 | $51.0K | 0.00% | +462+11.1% | Added |
| Allspring Global Investments Holdings, LLC | 4,188 | $46.0K | 0.00% | −3,806−47.6% | Reduced |
| Deutsche Bank AG | 4,060 | $45.0K | 0.00% | −588−12.7% | Reduced |
| American International Group, Inc. | 4,029 | $44.0K | 0.00% | −229−5.4% | Reduced |
| New York State Common Retirement Fund | 3,865 | $42.0K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 3,607 | $40.0K | 0.01% | −222−5.8% | Reduced |
| California State Teachers Retirement System | 3,681 | $40.0K | 0.00% | +80+2.2% | Added |
| Bank of America Corp | 3,235 | $35.0K | 0.00% | +861+36.3% | Added |
| FMR LLC | 3,136 | $34.0K | 0.00% | +213+7.3% | Added |
| UBS Group AG | 1,151 | $13.0K | 0.00% | −1,167−50.3% | Reduced |
| Amalgamated Bank | 1,106 | $12.0K | 0.00% | +74+7.2% | Added |
| Tower Research Capital LLC (TRC) | 1,020 | $11.0K | 0.00% | −739−42.0% | Reduced |
| Wells Fargo & Company | 795 | $9.00K | 0.00% | −5,458−87.3% | 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% | 00.0% | Unchanged |
| Citigroup Inc | 621 | $7.00K | 0.00% | +252+68.3% | Added |
| Simplex Trading, LLC | 669 | $7.00K | 0.00% | +605+945.3% | Added |
| Barclays PLC | 432 | $5.00K | 0.00% | −961−69.0% | Reduced |
| Captrust Financial Advisors | 149 | $2.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 48 | $1.00K | 0.00% | −480−90.9% | Reduced |
| Credit Suisse AG | 45 | $0 | 0.00% | +45 | New |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |