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