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