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