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