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, Q4 2022
Institutional positions in Velocity Financial, Inc. as of Dec 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
- 44
- −3 vs. Q3 2022
- Shares held
- 31.6M
- +223.3K (+0.7%) vs. Q3 2022
- Total value
- $305.3M
- −$35.2M (−10.3%) vs. Q3 2022
- New holders
- 2
- 20 more added
- Sold out
- 5
- 10 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | $118.4M | 71.34% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,963,806 | $105.8M | 0.23% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 3,954,444 | $38.2M | 15.51% | +445,105+12.7% | Added |
| Adage Capital Partners GP, L.L.C. | 1,119,239 | $10.8M | 0.03% | +600+0.1% | Added |
| BlackRock Inc. | 564,821 | $5.45M | 0.00% | +29,134+5.4% | Added |
| Vanguard Group Inc | 548,520 | $5.29M | 0.00% | +1,517+0.3% | Added |
| Wasatch Advisors Inc | 496,119 | $4.79M | 0.03% | −180,692−26.7% | Reduced |
| Wellington Management Group LLP | 406,762 | $3.93M | 0.00% | −45,572−10.1% | Reduced |
| Boston Partners | 305,442 | $2.95M | 0.00% | −39,503−11.5% | Reduced |
| Bridgeway Capital Management, LLC | 268,900 | $2.59M | 0.07% | +95,500+55.1% | Added |
| Geode Capital Management, LLC | 245,976 | $2.37M | 0.00% | +167+0.1% | Added |
| State Street Corp | 133,080 | $1.28M | 0.00% | +5,712+4.5% | Added |
| Northern Trust Corp | 88,420 | $853.3K | 0.00% | −3,938−4.3% | Reduced |
| Dimensional Fund Advisors LP | 39,551 | $382.0K | 0.00% | +2,743+7.5% | Added |
| Charles Schwab Investment Management Inc | 28,217 | $272.3K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 25,021 | $241.5K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 23,071 | $222.6K | 0.00% | −382−1.6% | Reduced |
| Mariner, LLC | 20,265 | $196.0K | 0.00% | +3,937+24.1% | Added |
| HSBC Holdings PLC | 14,322 | $138.2K | 0.00% | +442+3.2% | Added |
| Nuveen Asset Management, LLC | 13,636 | $132.0K | 0.00% | 00.0% | Unchanged |
| Laurion Capital Management LP | 13,553 | $130.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,691 | $122.0K | 0.00% | +248+2.0% | Added |
| Almitas Capital LLC | 12,120 | $117.0K | 0.05% | 00.0% | Unchanged |
| Invesco Ltd. | 11,954 | $115.4K | 0.00% | +11,954 | New |
| Bank of America Corp | 7,589 | $73.2K | 0.00% | +4,137+119.8% | Added |
| JPMorgan Chase & Co | 5,804 | $56.0K | 0.00% | +1,164+25.1% | Added |
| UBS Group AG | 4,179 | $40.3K | 0.00% | +3,624+653.0% | Added |
| Allspring Global Investments Holdings, LLC | 4,098 | $39.5K | 0.00% | −90−2.1% | Reduced |
| American International Group, Inc. | 4,071 | $39.3K | 0.00% | −16−0.4% | Reduced |
| New York State Common Retirement Fund | 3,881 | $37.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,541 | $34.2K | 0.00% | +60+1.7% | Added |
| California State Teachers Retirement System | 3,436 | $33.2K | 0.00% | +39+1.1% | Added |
| FMR LLC | 3,002 | $29.0K | 0.00% | −187−5.9% | Reduced |
| Barclays PLC | 2,712 | $26.2K | 0.00% | +1,824+205.4% | Added |
| Dorsey Wright & Associates | 2,201 | $21.2K | 0.01% | +2,201 | New |
| Royal Bank of Canada | 1,697 | $16.0K | 0.00% | +1,592+1,516.2% | Added |
| Amalgamated Bank | 1,108 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,037 | $10.0K | 0.00% | +146+16.4% | Added |
| Ameritas Investment Partners, Inc. | 672 | $6.69K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 681 | $6.57K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 600 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 600 | $5.79K | 0.00% | −106−15.0% | Reduced |
| Covestor Ltd | 57 | $1.00K | 0.00% | +53+1,325.0% | Added |
| Citigroup Inc | 60 | $579 | 0.00% | −72−54.5% | Reduced |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −105,720−100.0% | Sold out |
| Zebra Capital Management LLC | 0 | $0 | 0.00% | −10,908−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −624−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −47−100.0% | Sold out |