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