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, Q4 2023
Institutional positions in Velocity Financial, Inc. as of Dec 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
- 47
- +1 vs. Q3 2023
- Shares held
- 32.1M
- +302.0K (+0.9%) vs. Q3 2023
- Total value
- $553.3M
- +$193.6M (+53.8%) vs. Q3 2023
- New holders
- 5
- 20 more added
- Sold out
- 4
- 14 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | $211.3M | 76.24% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,963,806 | $188.8M | 0.35% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 5,307,835 | $91.4M | 36.45% | +183,916+3.6% | Added |
| Adage Capital Partners GP, L.L.C. | 1,177,611 | $20.3M | 0.04% | +6,590+0.6% | Added |
| BlackRock Inc. | 606,527 | $10.4M | 0.00% | +55,081+10.0% | Added |
| Vanguard Group Inc | 419,204 | $7.22M | 0.00% | +5,075+1.2% | Added |
| Bridgeway Capital Management, LLC | 269,801 | $4.65M | 0.10% | +10,176+3.9% | Added |
| Geode Capital Management, LLC | 192,738 | $3.32M | 0.00% | −48,240−20.0% | Reduced |
| State Street Corp | 171,882 | $2.96M | 0.00% | −2,255−1.3% | Reduced |
| Dimensional Fund Advisors LP | 117,088 | $2.02M | 0.00% | +18,787+19.1% | Added |
| Empowered Funds, LLC | 113,151 | $1.95M | 0.05% | +10,176+9.9% | Added |
| Northern Trust Corp | 77,373 | $1.33M | 0.00% | −1,417−1.8% | Reduced |
| EAM Investors, LLC | 45,477 | $783.1K | 0.14% | +45,477 | New |
| Mariner, LLC | 39,757 | $684.6K | 0.00% | +908+2.3% | Added |
| Morgan Stanley | 36,764 | $633.1K | 0.00% | +11,930+48.0% | Added |
| Goldman Sachs Group Inc | 33,824 | $582.4K | 0.00% | +20,423+152.4% | Added |
| Bank of New York Mellon Corp | 31,777 | $547.2K | 0.00% | +47+0.1% | Added |
| Charles Schwab Investment Management Inc | 28,217 | $485.9K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 25,816 | $444.6K | 0.00% | −42,147−62.0% | Reduced |
| Bank of America Corp | 20,003 | $344.5K | 0.00% | +2,058+11.5% | Added |
| Barclays PLC | 17,228 | $296.7K | 0.00% | +10,510+156.4% | Added |
| HSBC Holdings PLC | 17,864 | $293.0K | 0.00% | −1,025−5.4% | Reduced |
| Jane Street Group, LLC | 15,330 | $264.0K | 0.00% | −5,561−26.6% | Reduced |
| Bailard, Inc. | 15,180 | $261.4K | 0.01% | +100+0.7% | Added |
| Nuveen Asset Management, LLC | 13,636 | $234.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,787 | $220.2K | 0.00% | +476+3.9% | Added |
| Almitas Capital LLC | 12,120 | $208.7K | 0.07% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 12,031 | $207.2K | 0.00% | +6,354+111.9% | Added |
| Invesco Ltd. | 11,069 | $190.6K | 0.00% | +11,069 | New |
| UBS Group AG | 9,617 | $165.6K | 0.00% | +4,775+98.6% | Added |
| Deutsche Bank AG | 8,776 | $151.1K | 0.00% | −868−9.0% | Reduced |
| Royal Bank of Canada | 8,498 | $146.0K | 0.00% | +7,027+477.7% | Added |
| MetLife Investment Management | 4,679 | $80.6K | 0.00% | +4,679 | New |
| American International Group, Inc. | 4,353 | $75.0K | 0.00% | −17−0.4% | Reduced |
| New York State Common Retirement Fund | 3,878 | $66.8K | 0.00% | +10+0.3% | Added |
| Wells Fargo & Company | 3,297 | $56.8K | 0.00% | +533+19.3% | Added |
| FMR LLC | 2,999 | $51.6K | 0.00% | −19−0.6% | Reduced |
| Gladius Capital Management LP | 2,556 | $42.1K | 0.03% | −336−11.6% | Reduced |
| Citigroup Inc | 1,517 | $26.1K | 0.00% | −474−23.8% | Reduced |
| California State Teachers Retirement System | 1,441 | $24.8K | 0.00% | −491−25.4% | Reduced |
| Amalgamated Bank | 759 | $13.0K | 0.00% | −88−10.4% | Reduced |
| Legal & General Group Plc | 681 | $11.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 672 | $11.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 645 | $11.1K | 0.00% | −821−56.0% | Reduced |
| Metropolitan Life Insurance Co | 508 | $8.75K | 0.00% | +508 | New |
| West Tower Group, LLC | 465 | $8.01K | 0.02% | +465 | New |
| Nisa Investment Advisors, LLC | 100 | $1.72K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,273−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,016−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −64−100.0% | Sold out |