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 2022
Institutional positions in Velocity Financial, Inc. as of Sep 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
- 47
- +3 vs. Q2 2022
- Shares held
- 31.4M
- +39.4K (+0.1%) vs. Q2 2022
- Total value
- $340.5M
- −$4.29M (−1.2%) vs. Q2 2022
- New holders
- 4
- 18 more added
- Sold out
- 1
- 15 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | $133.0M | 71.84% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,963,806 | $118.8M | 0.27% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 3,509,339 | $38.0M | 12.89% | +232,327+7.1% | Added |
| Adage Capital Partners GP, L.L.C. | 1,118,639 | $12.1M | 0.03% | −1240.0% | Reduced |
| Wasatch Advisors Inc | 676,811 | $7.34M | 0.05% | −253,119−27.2% | Reduced |
| Vanguard Group Inc | 547,003 | $5.93M | 0.00% | −1,858−0.3% | Reduced |
| BlackRock Inc. | 535,687 | $5.81M | 0.00% | −6,036−1.1% | Reduced |
| Wellington Management Group LLP | 452,334 | $4.90M | 0.00% | 00.0% | Unchanged |
| Boston Partners | 344,945 | $3.74M | 0.01% | −10,660−3.0% | Reduced |
| Geode Capital Management, LLC | 245,809 | $2.66M | 0.00% | +14,880+6.4% | Added |
| Bridgeway Capital Management, LLC | 173,400 | $1.88M | 0.05% | +40,200+30.2% | Added |
| State Street Corp | 127,368 | $1.38M | 0.00% | +912+0.7% | Added |
| Russell Investments Group, Ltd. | 105,720 | $1.14M | 0.00% | −22,379−17.5% | Reduced |
| Northern Trust Corp | 92,358 | $1.00M | 0.00% | +3,446+3.9% | Added |
| Dimensional Fund Advisors LP | 36,808 | $399.0K | 0.00% | +12,361+50.6% | Added |
| Charles Schwab Investment Management Inc | 28,217 | $306.0K | 0.00% | −86−0.3% | Reduced |
| Bank of New York Mellon Corp | 25,021 | $272.0K | 0.00% | +4,207+20.2% | Added |
| Morgan Stanley | 23,453 | $253.0K | 0.00% | −862−3.5% | Reduced |
| Mariner, LLC | 16,328 | $177.0K | 0.00% | +16,328 | New |
| Nuveen Asset Management, LLC | 13,636 | $148.0K | 0.00% | 00.0% | Unchanged |
| Laurion Capital Management LP | 13,553 | $147.0K | 0.00% | −828−5.8% | Reduced |
| HSBC Holdings PLC | 13,880 | $146.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,443 | $135.0K | 0.00% | +561+4.7% | Added |
| Almitas Capital LLC | 12,120 | $131.0K | 0.10% | 00.0% | Unchanged |
| Zebra Capital Management LLC | 10,908 | $118.0K | 0.45% | +10,908 | New |
| JPMorgan Chase & Co | 4,640 | $50.0K | 0.00% | +31+0.7% | Added |
| Allspring Global Investments Holdings, LLC | 4,188 | $45.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 4,087 | $44.0K | 0.00% | +58+1.4% | Added |
| New York State Common Retirement Fund | 3,881 | $42.0K | 0.00% | +16+0.4% | Added |
| Deutsche Bank AG | 3,481 | $38.0K | 0.00% | −579−14.3% | Reduced |
| California State Teachers Retirement System | 3,397 | $37.0K | 0.00% | −284−7.7% | Reduced |
| Bank of America Corp | 3,452 | $37.0K | 0.00% | +217+6.7% | Added |
| FMR LLC | 3,189 | $35.0K | 0.00% | +53+1.7% | Added |
| Amalgamated Bank | 1,108 | $12.0K | 0.00% | +2+0.2% | Added |
| Tower Research Capital LLC (TRC) | 891 | $10.0K | 0.00% | −129−12.6% | Reduced |
| Barclays PLC | 888 | $9.00K | 0.00% | +456+105.6% | Added |
| Wells Fargo & Company | 706 | $8.00K | 0.00% | −89−11.2% | 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 |
| Simplex Trading, LLC | 730 | $7.00K | 0.00% | +61+9.1% | Added |
| Advisor Group Holdings, Inc. | 600 | $7.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 624 | $6.76K | 0.00% | +624 | New |
| UBS Group AG | 555 | $6.00K | 0.00% | −596−51.8% | Reduced |
| Citigroup Inc | 132 | $1.00K | 0.00% | −489−78.7% | Reduced |
| Royal Bank of Canada | 105 | $1.00K | 0.00% | +57+118.8% | Added |
| Credit Suisse AG | 47 | $0 | 0.00% | +2+4.4% | Added |
| Covestor Ltd | 4 | $0 | 0.00% | +4 | New |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Dorsey Wright & Associates | – | – | – | – | Not filed |