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, 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
- +259.3K (+0.8%) vs. Q1 2023
- Total value
- $367.1M
- +$82.0M (+28.7%) vs. Q1 2023
- New holders
- 7
- 20 more added
- Sold out
- 4
- 10 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 | $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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 100 | $1.00K | 0.00% | −64−39.0% | Reduced |
| Toronto Dominion Bank | 64 | $1.00K | 0.00% | +64 | New |
| Nisa Investment Advisors, LLC | 100 | $1.15K | 0.00% | +100 | New |
| Clear Street Markets LLC | 326 | $4.00K | 0.00% | +326 | New |
| Ameritas Investment Partners, Inc. | 672 | $7.75K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 681 | $7.85K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 847 | $10.0K | 0.00% | −81−8.7% | Reduced |
| Royal Bank of Canada | 913 | $11.0K | 0.00% | +432+89.8% | Added |
| Citigroup Inc | 2,754 | $31.8K | 0.00% | +2,748+45,800.0% | Added |
| California State Teachers Retirement System | 2,913 | $33.6K | 0.00% | −287−9.0% | Reduced |
| FMR LLC | 2,998 | $34.6K | 0.00% | +29+1.0% | Added |
| Gladius Capital Management LP | 3,263 | $37.6K | 0.02% | +3,263 | New |
| New York State Common Retirement Fund | 3,868 | $44.6K | 0.00% | −13−0.3% | Reduced |
| Wells Fargo & Company | 4,015 | $46.3K | 0.00% | +1,801+81.3% | Added |
| American International Group, Inc. | 4,215 | $48.6K | 0.00% | +61+1.5% | Added |
| UBS Group AG | 4,999 | $57.6K | 0.00% | +18+0.4% | Added |
| Tower Research Capital LLC (TRC) | 5,646 | $65.1K | 0.00% | +2,775+96.7% | Added |
| Deutsche Bank AG | 6,844 | $78.9K | 0.00% | +1,487+27.8% | Added |
| Barclays PLC | 6,973 | $80.4K | 0.00% | −3,039−30.4% | Reduced |
| JPMorgan Chase & Co | 7,400 | $85.3K | 0.00% | +806+12.2% | Added |
| Rhumbline Advisers | 11,786 | $135.9K | 0.00% | −999−7.8% | Reduced |
| Almitas Capital LLC | 12,120 | $150.0K | 0.06% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 13,636 | $157.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 16,209 | $186.9K | 0.00% | +1,458+9.9% | Added |
| Mariner, LLC | 19,300 | $222.5K | 0.00% | +1,086+6.0% | Added |
| Bailard, Inc. | 19,383 | $223.5K | 0.01% | +19,383 | New |
| HSBC Holdings PLC | 19,734 | $240.8K | 0.00% | −1,906−8.8% | Reduced |
| Goldman Sachs Group Inc | 21,844 | $251.9K | 0.00% | +10,271+88.7% | Added |
| Charles Schwab Investment Management Inc | 28,217 | $325.3K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 31,164 | $359.3K | 0.00% | +5,667+22.2% | Added |
| Morgan Stanley | 33,346 | $384.5K | 0.00% | +1,887+6.0% | Added |
| Dimensional Fund Advisors LP | 81,915 | $945.1K | 0.00% | +18,575+29.3% | Added |
| Northern Trust Corp | 87,874 | $1.01M | 0.00% | +4,473+5.4% | 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 |
| State Street Corp | 177,180 | $2.04M | 0.00% | +44,100+33.1% | Added |
| Bridgeway Capital Management, LLC | 251,251 | $2.90M | 0.07% | +3,286+1.3% | Added |
| Geode Capital Management, LLC | 264,661 | $3.05M | 0.00% | +12,142+4.8% | Added |
| Vanguard Group Inc | 553,401 | $6.38M | 0.00% | −7,888−1.4% | Reduced |
| BlackRock Inc. | 591,253 | $6.82M | 0.00% | −26,403−4.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,140,611 | $13.2M | 0.03% | −103,628−8.3% | Reduced |
| Beach Point Capital Management LP | 4,973,395 | $57.3M | 23.87% | +309,495+6.6% | Added |
| Allianz Asset Management GmbH | 10,963,806 | $126.4M | 0.27% | 00.0% | Unchanged |
| Snow Phipps Group, LLC | 12,272,765 | $141.5M | 70.27% | 00.0% | Unchanged |
| 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 |