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, Q3 2023
Institutional positions in Velocity Financial, Inc. as of Sep 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
- 46
- +3 vs. Q2 2023
- Shares held
- 31.8M
- +93.0K (+0.3%) vs. Q2 2023
- Total value
- $359.7M
- −$6.27M (−1.7%) vs. Q2 2023
- New holders
- 4
- 13 more added
- Sold out
- 1
- 18 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | $138.7M | 66.50% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,963,806 | $123.9M | 0.25% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 5,123,919 | $57.9M | 34.22% | +150,524+3.0% | Added |
| Adage Capital Partners GP, L.L.C. | 1,171,021 | $13.2M | 0.03% | +30,410+2.7% | Added |
| BlackRock Inc. | 551,446 | $6.23M | 0.00% | −39,807−6.7% | Reduced |
| Vanguard Group Inc | 414,129 | $4.68M | 0.00% | −139,272−25.2% | Reduced |
| Bridgeway Capital Management, LLC | 259,625 | $2.93M | 0.07% | +8,374+3.3% | Added |
| Geode Capital Management, LLC | 240,978 | $2.72M | 0.00% | −23,683−8.9% | Reduced |
| State Street Corp | 174,137 | $1.97M | 0.00% | −3,043−1.7% | Reduced |
| Empowered Funds, LLC | 102,975 | $1.16M | 0.03% | +8,374+8.9% | Added |
| Dimensional Fund Advisors LP | 98,301 | $1.11M | 0.00% | +16,386+20.0% | Added |
| Northern Trust Corp | 78,790 | $890.3K | 0.00% | −9,084−10.3% | Reduced |
| Millennium Management LLC | 67,963 | $768.0K | 0.00% | +67,963 | New |
| Mariner, LLC | 38,849 | $439.0K | 0.00% | +19,549+101.3% | Added |
| Bank of New York Mellon Corp | 31,730 | $358.5K | 0.00% | +566+1.8% | Added |
| Charles Schwab Investment Management Inc | 28,217 | $318.9K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 24,834 | $280.6K | 0.00% | −8,512−25.5% | Reduced |
| Jane Street Group, LLC | 20,891 | $236.1K | 0.00% | +20,891 | New |
| HSBC Holdings PLC | 18,889 | $212.5K | 0.00% | −845−4.3% | Reduced |
| Bank of America Corp | 17,945 | $202.8K | 0.00% | +1,736+10.7% | Added |
| Bailard, Inc. | 15,080 | $170.4K | 0.01% | −4,303−22.2% | Reduced |
| Nuveen Asset Management, LLC | 13,636 | $154.1K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 13,401 | $151.4K | 0.00% | −8,443−38.7% | Reduced |
| Rhumbline Advisers | 12,311 | $139.1K | 0.00% | +525+4.5% | Added |
| Almitas Capital LLC | 12,120 | $137.0K | 0.07% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,273 | $116.1K | 0.00% | +10,273 | New |
| Deutsche Bank AG | 9,644 | $109.0K | 0.00% | +2,800+40.9% | Added |
| Barclays PLC | 6,718 | $75.9K | 0.00% | −255−3.7% | Reduced |
| JPMorgan Chase & Co | 5,677 | $64.2K | 0.00% | −1,723−23.3% | Reduced |
| UBS Group AG | 4,842 | $54.7K | 0.00% | −157−3.1% | Reduced |
| American International Group, Inc. | 4,370 | $49.4K | 0.00% | +155+3.7% | Added |
| New York State Common Retirement Fund | 3,868 | $43.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,018 | $34.1K | 0.00% | +20+0.7% | Added |
| Gladius Capital Management LP | 2,892 | $32.7K | 0.01% | −371−11.4% | Reduced |
| Wells Fargo & Company | 2,764 | $31.2K | 0.00% | −1,251−31.2% | Reduced |
| Citigroup Inc | 1,991 | $22.5K | 0.00% | −763−27.7% | Reduced |
| California State Teachers Retirement System | 1,932 | $21.8K | 0.00% | −981−33.7% | Reduced |
| Royal Bank of Canada | 1,471 | $17.0K | 0.00% | +558+61.1% | Added |
| Tower Research Capital LLC (TRC) | 1,466 | $16.6K | 0.00% | −4,180−74.0% | Reduced |
| Qube Research & Technologies Ltd | 1,016 | $11.5K | 0.00% | +1,016 | New |
| Amalgamated Bank | 847 | $10.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 681 | $7.70K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 672 | $7.59K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 64 | $723 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | −99−99.0% | Reduced |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |