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