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, Q1 2024
Institutional positions in Velocity Financial, Inc. as of Mar 31, 2024. 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
- 51
- +4 vs. Q4 2023
- Shares held
- 32.2M
- +75.7K (+0.2%) vs. Q4 2023
- Total value
- $579.8M
- +$26.4M (+4.8%) vs. Q4 2023
- New holders
- 7
- 16 more added
- Sold out
- 3
- 19 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | $220.9M | 75.94% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,963,806 | $197.3M | 0.33% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 5,434,980 | $97.8M | 34.21% | +127,145+2.4% | Added |
| Adage Capital Partners GP, L.L.C. | 1,139,761 | $20.5M | 0.04% | −37,850−3.2% | Reduced |
| BlackRock Inc. | 590,459 | $10.6M | 0.00% | −16,068−2.6% | Reduced |
| Vanguard Group Inc | 423,110 | $7.62M | 0.00% | +3,906+0.9% | Added |
| Bridgeway Capital Management, LLC | 279,043 | $5.02M | 0.10% | +9,242+3.4% | Added |
| Geode Capital Management, LLC | 190,902 | $3.44M | 0.00% | −1,836−1.0% | Reduced |
| State Street Corp | 170,374 | $3.07M | 0.00% | −1,508−0.9% | Reduced |
| Dimensional Fund Advisors LP | 131,065 | $2.36M | 0.00% | +13,977+11.9% | Added |
| Empowered Funds, LLC | 122,393 | $2.20M | 0.04% | +9,242+8.2% | Added |
| Northern Trust Corp | 78,114 | $1.41M | 0.00% | +741+1.0% | Added |
| Mariner, LLC | 56,900 | $1.02M | 0.00% | +17,143+43.1% | Added |
| EAM Investors, LLC | 51,598 | $928.8K | 0.15% | +6,121+13.5% | Added |
| Morgan Stanley | 32,564 | $586.2K | 0.00% | −4,200−11.4% | Reduced |
| Charles Schwab Investment Management Inc | 28,217 | $507.9K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 23,558 | $424.0K | 0.00% | −8,219−25.9% | Reduced |
| HSBC Holdings PLC | 19,887 | $358.0K | 0.00% | +2,023+11.3% | Added |
| JPMorgan Chase & Co | 19,640 | $353.5K | 0.00% | +7,609+63.2% | Added |
| Millennium Management LLC | 17,153 | $308.8K | 0.00% | −8,663−33.6% | Reduced |
| Invesco Ltd. | 14,702 | $264.6K | 0.00% | +3,633+32.8% | Added |
| Bank of America Corp | 14,189 | $255.4K | 0.00% | −5,814−29.1% | Reduced |
| Bailard, Inc. | 13,980 | $251.6K | 0.01% | −1,200−7.9% | Reduced |
| Nuveen Asset Management, LLC | 13,636 | $245.4K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,801 | $230.4K | 0.00% | +14+0.1% | Added |
| Goldman Sachs Group Inc | 11,680 | $210.2K | 0.00% | −22,144−65.5% | Reduced |
| Barclays PLC | 11,322 | $203.8K | 0.00% | −5,906−34.3% | Reduced |
| Renaissance Technologies LLC | 10,500 | $189.0K | 0.00% | +10,500 | New |
| Wells Fargo & Company | 9,394 | $169.1K | 0.00% | +6,097+184.9% | Added |
| UBS Group AG | 8,748 | $157.5K | 0.00% | −869−9.0% | Reduced |
| Royal Bank of Canada | 5,597 | $101.0K | 0.00% | −2,901−34.1% | Reduced |
| Torno Capital, LLC | 5,000 | $90.0K | 0.02% | +5,000 | New |
| MetLife Investment Management | 4,679 | $84.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 4,316 | $77.7K | 0.00% | −37−0.8% | Reduced |
| New York State Common Retirement Fund | 3,871 | $69.7K | 0.00% | −7−0.2% | Reduced |
| Citadel Advisors LLC | 3,541 | $63.7K | 0.00% | +3,541 | New |
| Deutsche Bank AG | 3,209 | $57.8K | 0.00% | −5,567−63.4% | Reduced |
| FMR LLC | 3,010 | $54.2K | 0.00% | +11+0.4% | Added |
| Gladius Capital Management LP | 2,189 | $39.4K | 0.04% | −367−14.4% | Reduced |
| Citigroup Inc | 1,915 | $34.5K | 0.00% | +398+26.2% | Added |
| Tower Research Capital LLC (TRC) | 1,259 | $22.7K | 0.00% | +614+95.2% | Added |
| California State Teachers Retirement System | 880 | $15.8K | 0.00% | −561−38.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 865 | $15.6K | 0.00% | +865 | New |
| Legal & General Group Plc | 681 | $12.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 672 | $12.1K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 508 | $9.14K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 295 | $5.00K | 0.00% | −464−61.1% | Reduced |
| Nisa Investment Advisors, LLC | 100 | $1.80K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $13 | 0.00% | +1 | New |
| Covestor Ltd | 13 | $0 | 0.00% | +13 | New |
| CWM, LLC | 1 | $0 | 0.00% | +1 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,330−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −12,120−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −465−100.0% | Sold out |