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 12 sales; 99 institutions reported holding it in 13F filings for Q2 2026, worth $718.8M in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Velocity Financial, Inc. as of Jun 30, 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
- 48
- −3 vs. Q1 2024
- Shares held
- 32.4M
- +181.3K (+0.6%) vs. Q1 2024
- Total value
- $580.8M
- +$1.00M (+0.2%) vs. Q1 2024
- New holders
- 6
- 25 more added
- Sold out
- 9
- 9 more reduced
Compare with Q1 2024: 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 | $788.9M |
| Q3 2025 | 106 | $681.3M |
| Q2 2025 | 93 | $691.0M |
| Q1 2025 | 82 | $653.9M |
| Q4 2024 | 73 | $638.5M |
| Q3 2024 | 69 | $640.6M |
| Q2 2024 | 48 | $580.9M |
| Q1 2024 | 51 | $583.5M |
| Q4 2023 | 47 | $554.2M |
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | $220.1M | 84.55% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,963,806 | $196.6M | 0.32% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 5,536,166 | $99.3M | 35.15% | +101,186+1.9% | Added |
| Adage Capital Partners GP, L.L.C. | 1,113,091 | $20.0M | 0.04% | −26,670−2.3% | Reduced |
| BlackRock Inc. | 656,192 | $11.8M | 0.00% | +65,733+11.1% | Added |
| Vanguard Group Inc | 424,710 | $7.62M | 0.00% | +1,600+0.4% | Added |
| Bridgeway Capital Management, LLC | 288,403 | $5.17M | 0.12% | +9,360+3.4% | Added |
| Geode Capital Management, LLC | 197,908 | $3.55M | 0.00% | +7,006+3.7% | Added |
| State Street Corp | 159,998 | $2.87M | 0.00% | −10,376−6.1% | Reduced |
| Dimensional Fund Advisors LP | 147,058 | $2.64M | 0.00% | +15,993+12.2% | Added |
| Empowered Funds, LLC | 131,753 | $2.36M | 0.04% | +9,360+7.6% | Added |
| Northern Trust Corp | 73,131 | $1.31M | 0.00% | −4,983−6.4% | Reduced |
| Mariner, LLC | 72,425 | $1.30M | 0.00% | +15,525+27.3% | Added |
| EAM Investors, LLC | 51,598 | $925.2K | 0.15% | 00.0% | Unchanged |
| Morgan Stanley | 48,647 | $872.2K | 0.00% | +16,083+49.4% | Added |
| Charles Schwab Investment Management Inc | 29,818 | $534.6K | 0.00% | +1,601+5.7% | Added |
| Bank of New York Mellon Corp | 25,841 | $463.3K | 0.00% | +2,283+9.7% | Added |
| HSBC Holdings PLC | 19,873 | $359.7K | 0.00% | −14−0.1% | Reduced |
| Millennium Management LLC | 17,445 | $312.8K | 0.00% | +292+1.7% | Added |
| Janus Henderson Group PLC | 16,679 | $299.1K | 0.00% | +16,679 | New |
| Citadel Advisors LLC | 16,461 | $295.1K | 0.00% | +12,920+364.9% | Added |
| Goldman Sachs Group Inc | 15,842 | $284.0K | 0.00% | +4,162+35.6% | Added |
| Bank of America Corp | 13,829 | $248.0K | 0.00% | −360−2.5% | Reduced |
| Nuveen Asset Management, LLC | 13,636 | $244.5K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 13,348 | $239.3K | 0.00% | +547+4.3% | Added |
| Wells Fargo & Company | 9,956 | $178.5K | 0.00% | +562+6.0% | Added |
| Barclays PLC | 8,333 | $149.4K | 0.00% | −2,989−26.4% | Reduced |
| JPMorgan Chase & Co | 8,005 | $143.5K | 0.00% | −11,635−59.2% | Reduced |
| Royal Bank of Canada | 6,247 | $112.0K | 0.00% | +650+11.6% | Added |
| MetLife Investment Management | 5,187 | $93.0K | 0.00% | +508+10.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,881 | $87.5K | 0.00% | +4,881 | New |
| Corebridge Financial, Inc. | 4,844 | $86.9K | 0.00% | +4,844 | New |
| Deutsche Bank AG | 4,804 | $86.1K | 0.00% | +1,595+49.7% | Added |
| New York State Common Retirement Fund | 3,874 | $69.5K | 0.00% | +3+0.1% | Added |
| UBS Group AG | 3,058 | $54.8K | 0.00% | −5,690−65.0% | Reduced |
| FMR LLC | 3,016 | $54.1K | 0.00% | +6+0.2% | Added |
| Citigroup Inc | 2,364 | $42.4K | 0.00% | +449+23.4% | Added |
| Tower Research Capital LLC (TRC) | 2,045 | $36.7K | 0.00% | +786+62.4% | Added |
| Parallax Volatility Advisers, L.P. | 1,500 | $26.9K | 0.00% | +1,500 | New |
| Legal & General Group Plc | 681 | $12.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 672 | $12.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 652 | $11.7K | 0.00% | −228−25.9% | Reduced |
| Amalgamated Bank | 295 | $5.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 158 | $2.83K | 0.00% | +158 | New |
| Nisa Investment Advisors, LLC | 100 | $1.79K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 38 | $1.00K | 0.00% | +37+3,700.0% | Added |
| SRS Capital Advisors, Inc. | 7 | $126 | 0.00% | +7 | New |
| Covestor Ltd | 15 | $0 | 0.00% | +2+15.4% | Added |
| Invesco Ltd. | 0 | $0 | 0.00% | −14,702−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −13,980−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Torno Capital, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −4,316−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −2,189−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −865−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |