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 12 sales; 99 institutions reported holding it in 13F filings for Q2 2026, worth $718.8M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Velocity Financial, Inc. as of Jun 30, 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
- 44
- +3 vs. Q1 2023
- Shares held
- 31.8M
- +256.4K (+0.8%) vs. Q1 2023
- Total value
- $367.1M
- +$81.9M (+28.7%) vs. Q1 2023
- New holders
- 7
- 19 more added
- Sold out
- 4
- 11 more reduced
Compare with Q1 2023: 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 | $788.9M |
| Q3 2025 | 106 | $681.3M |
| Q2 2025 | 93 | $691.0M |
| Q1 2025 | 82 | $653.9M |
| Q4 2024 | 73 | $638.5M |
| Q3 2024 | 69 | $640.6M |
| Q2 2024 | 48 | $580.9M |
| Q1 2024 | 51 | $583.5M |
| Q4 2023 | 47 | $554.2M |
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | $141.5M | 70.27% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,963,806 | $126.4M | 0.27% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 4,973,395 | $57.3M | 23.87% | +309,495+6.6% | Added |
| Adage Capital Partners GP, L.L.C. | 1,140,611 | $13.2M | 0.03% | −103,628−8.3% | Reduced |
| BlackRock Inc. | 591,253 | $6.82M | 0.00% | −26,403−4.3% | Reduced |
| Vanguard Group Inc | 553,401 | $6.38M | 0.00% | −7,888−1.4% | Reduced |
| Geode Capital Management, LLC | 264,661 | $3.05M | 0.00% | +12,142+4.8% | Added |
| Bridgeway Capital Management, LLC | 251,251 | $2.90M | 0.07% | +3,286+1.3% | Added |
| State Street Corp | 177,180 | $2.04M | 0.00% | +44,100+33.1% | Added |
| Empowered Funds, LLC | 94,601 | $1.09M | 0.04% | +94,601 | New |
| EA Series Trust | 94,601 | $1.09M | 0.04% | +94,601 | New |
| Northern Trust Corp | 87,874 | $1.01M | 0.00% | +4,473+5.4% | Added |
| Dimensional Fund Advisors LP | 81,915 | $945.1K | 0.00% | +18,575+29.3% | Added |
| Morgan Stanley | 33,346 | $384.5K | 0.00% | +1,887+6.0% | Added |
| Bank of New York Mellon Corp | 31,164 | $359.3K | 0.00% | +5,667+22.2% | Added |
| Charles Schwab Investment Management Inc | 28,217 | $325.3K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 21,844 | $251.9K | 0.00% | +10,271+88.7% | Added |
| HSBC Holdings PLC | 19,734 | $240.8K | 0.00% | −1,906−8.8% | Reduced |
| Bailard, Inc. | 19,383 | $223.5K | 0.01% | +19,383 | New |
| Mariner, LLC | 19,300 | $222.5K | 0.00% | +1,086+6.0% | Added |
| Bank of America Corp | 16,209 | $186.9K | 0.00% | +1,458+9.9% | Added |
| Nuveen Asset Management, LLC | 13,636 | $157.2K | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 12,120 | $150.0K | 0.06% | 00.0% | Unchanged |
| Rhumbline Advisers | 11,786 | $135.9K | 0.00% | −999−7.8% | Reduced |
| JPMorgan Chase & Co | 7,400 | $85.3K | 0.00% | +806+12.2% | Added |
| Barclays PLC | 6,973 | $80.4K | 0.00% | −3,039−30.4% | Reduced |
| Deutsche Bank AG | 6,844 | $78.9K | 0.00% | +1,487+27.8% | Added |
| Tower Research Capital LLC (TRC) | 5,646 | $65.1K | 0.00% | +2,775+96.7% | Added |
| UBS Group AG | 4,999 | $57.6K | 0.00% | +18+0.4% | Added |
| American International Group, Inc. | 4,215 | $48.6K | 0.00% | +61+1.5% | Added |
| Wells Fargo & Company | 4,015 | $46.3K | 0.00% | +1,801+81.3% | Added |
| New York State Common Retirement Fund | 3,868 | $44.6K | 0.00% | −13−0.3% | Reduced |
| Gladius Capital Management LP | 3,263 | $37.6K | 0.02% | +3,263 | New |
| FMR LLC | 2,998 | $34.6K | 0.00% | −2,940−49.5% | Reduced |
| California State Teachers Retirement System | 2,913 | $33.6K | 0.00% | −287−9.0% | Reduced |
| Citigroup Inc | 2,754 | $31.8K | 0.00% | +2,748+45,800.0% | Added |
| Royal Bank of Canada | 913 | $11.0K | 0.00% | +432+89.8% | Added |
| Amalgamated Bank | 847 | $10.0K | 0.00% | −81−8.7% | Reduced |
| Legal & General Group Plc | 681 | $7.85K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 672 | $7.75K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 326 | $4.00K | 0.00% | +326 | New |
| Toronto Dominion Bank | 128 | $2.00K | 0.00% | +128 | New |
| Nisa Investment Advisors, LLC | 100 | $1.15K | 0.00% | +100 | New |
| Covestor Ltd | 100 | $1.00K | 0.00% | −64−39.0% | Reduced |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −194,722−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −24,824−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −11,212−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |