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, Q1 2023
Institutional positions in Velocity Financial, Inc. as of Mar 31, 2023. 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
- 41
- −3 vs. Q4 2022
- Shares held
- 31.6M
- −59.3K (−0.2%) vs. Q4 2022
- Total value
- $285.1M
- −$20.2M (−6.6%) vs. Q4 2022
- New holders
- 2
- 19 more added
- Sold out
- 5
- 10 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | $110.8M | 65.58% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,963,806 | $99.0M | 0.21% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 4,663,900 | $42.1M | 20.29% | +709,456+17.9% | Added |
| Adage Capital Partners GP, L.L.C. | 1,244,239 | $11.2M | 0.03% | +125,000+11.2% | Added |
| BlackRock Inc. | 617,656 | $5.58M | 0.00% | +52,835+9.4% | Added |
| Vanguard Group Inc | 561,289 | $5.07M | 0.00% | +12,769+2.3% | Added |
| Geode Capital Management, LLC | 252,519 | $2.28M | 0.00% | +6,543+2.7% | Added |
| Bridgeway Capital Management, LLC | 247,965 | $2.24M | 0.06% | −20,935−7.8% | Reduced |
| Wasatch Advisors Inc | 194,722 | $1.76M | 0.01% | −301,397−60.8% | Reduced |
| State Street Corp | 133,080 | $1.20M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 83,401 | $753.1K | 0.00% | −5,019−5.7% | Reduced |
| Dimensional Fund Advisors LP | 63,340 | $571.9K | 0.00% | +23,789+60.1% | Added |
| Morgan Stanley | 31,459 | $284.1K | 0.00% | +8,388+36.4% | Added |
| Charles Schwab Investment Management Inc | 28,217 | $254.8K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 25,497 | $230.2K | 0.00% | +476+1.9% | Added |
| Millennium Management LLC | 24,824 | $224.0K | 0.00% | +24,824 | New |
| HSBC Holdings PLC | 21,640 | $194.8K | 0.00% | +7,318+51.1% | Added |
| Mariner, LLC | 18,214 | $164.0K | 0.00% | −2,051−10.1% | Reduced |
| Bank of America Corp | 14,751 | $133.2K | 0.00% | +7,162+94.4% | Added |
| Nuveen Asset Management, LLC | 13,636 | $123.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,785 | $115.0K | 0.00% | +94+0.7% | Added |
| Almitas Capital LLC | 12,120 | $109.4K | 0.05% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 11,573 | $104.5K | 0.00% | +11,573 | New |
| Laurion Capital Management LP | 11,212 | $101.2K | 0.00% | −2,341−17.3% | Reduced |
| Barclays PLC | 10,012 | $90.4K | 0.00% | +7,300+269.2% | Added |
| JPMorgan Chase & Co | 6,594 | $60.0K | 0.00% | +790+13.6% | Added |
| Deutsche Bank AG | 5,357 | $48.4K | 0.00% | +1,816+51.3% | Added |
| UBS Group AG | 4,981 | $45.0K | 0.00% | +802+19.2% | Added |
| American International Group, Inc. | 4,154 | $37.5K | 0.00% | +83+2.0% | Added |
| New York State Common Retirement Fund | 3,881 | $35.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 3,200 | $28.9K | 0.00% | −236−6.9% | Reduced |
| FMR LLC | 2,969 | $26.8K | 0.00% | −33−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,871 | $26.0K | 0.00% | +1,834+176.9% | Added |
| Wells Fargo & Company | 2,214 | $20.0K | 0.00% | +1,614+269.0% | Added |
| Amalgamated Bank | 928 | $8.00K | 0.00% | −180−16.2% | Reduced |
| Legal & General Group Plc | 681 | $6.15K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 672 | $6.07K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 600 | $5.42K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 481 | $4.00K | 0.00% | −1,216−71.7% | Reduced |
| Covestor Ltd | 164 | $1.00K | 0.00% | +107+187.7% | Added |
| Citigroup Inc | 6 | $54 | 0.00% | −54−90.0% | Reduced |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −406,762−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −305,442−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −11,954−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −4,098−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −2,201−100.0% | Sold out |