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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | +2+15.4% | Added |
| SRS Capital Advisors, Inc. | 7 | $126 | 0.00% | +7 | New |
| CWM, LLC | 38 | $1.00K | 0.00% | +37+3,700.0% | Added |
| Nisa Investment Advisors, LLC | 100 | $1.79K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 158 | $2.83K | 0.00% | +158 | New |
| Amalgamated Bank | 295 | $5.00K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 652 | $11.7K | 0.00% | −228−25.9% | Reduced |
| Ameritas Investment Partners, Inc. | 672 | $12.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 681 | $12.2K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,500 | $26.9K | 0.00% | +1,500 | New |
| Tower Research Capital LLC (TRC) | 2,045 | $36.7K | 0.00% | +786+62.4% | Added |
| Citigroup Inc | 2,364 | $42.4K | 0.00% | +449+23.4% | Added |
| FMR LLC | 3,016 | $54.1K | 0.00% | +6+0.2% | Added |
| UBS Group AG | 3,058 | $54.8K | 0.00% | −5,690−65.0% | Reduced |
| New York State Common Retirement Fund | 3,874 | $69.5K | 0.00% | +3+0.1% | Added |
| Deutsche Bank AG | 4,804 | $86.1K | 0.00% | +1,595+49.7% | Added |
| Corebridge Financial, Inc. | 4,844 | $86.9K | 0.00% | +4,844 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,881 | $87.5K | 0.00% | +4,881 | New |
| MetLife Investment Management | 5,187 | $93.0K | 0.00% | +508+10.9% | Added |
| Royal Bank of Canada | 6,247 | $112.0K | 0.00% | +650+11.6% | Added |
| JPMorgan Chase & Co | 8,005 | $143.5K | 0.00% | −11,635−59.2% | Reduced |
| Barclays PLC | 8,333 | $149.4K | 0.00% | −2,989−26.4% | Reduced |
| Wells Fargo & Company | 9,956 | $178.5K | 0.00% | +562+6.0% | Added |
| Rhumbline Advisers | 13,348 | $239.3K | 0.00% | +547+4.3% | Added |
| Nuveen Asset Management, LLC | 13,636 | $244.5K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 13,829 | $248.0K | 0.00% | −360−2.5% | Reduced |
| Goldman Sachs Group Inc | 15,842 | $284.0K | 0.00% | +4,162+35.6% | Added |
| Citadel Advisors LLC | 16,461 | $295.1K | 0.00% | +12,920+364.9% | Added |
| Janus Henderson Group PLC | 16,679 | $299.1K | 0.00% | +16,679 | New |
| Millennium Management LLC | 17,445 | $312.8K | 0.00% | +292+1.7% | Added |
| HSBC Holdings PLC | 19,873 | $359.7K | 0.00% | −14−0.1% | Reduced |
| Bank of New York Mellon Corp | 25,841 | $463.3K | 0.00% | +2,283+9.7% | Added |
| Charles Schwab Investment Management Inc | 29,818 | $534.6K | 0.00% | +1,601+5.7% | Added |
| Morgan Stanley | 48,647 | $872.2K | 0.00% | +16,083+49.4% | Added |
| EAM Investors, LLC | 51,598 | $925.2K | 0.15% | 00.0% | Unchanged |
| Mariner, LLC | 72,425 | $1.30M | 0.00% | +15,525+27.3% | Added |
| Northern Trust Corp | 73,131 | $1.31M | 0.00% | −4,983−6.4% | Reduced |
| Empowered Funds, LLC | 131,753 | $2.36M | 0.04% | +9,360+7.6% | Added |
| Dimensional Fund Advisors LP | 147,058 | $2.64M | 0.00% | +15,993+12.2% | Added |
| State Street Corp | 159,998 | $2.87M | 0.00% | −10,376−6.1% | Reduced |
| Geode Capital Management, LLC | 197,908 | $3.55M | 0.00% | +7,006+3.7% | Added |
| Bridgeway Capital Management, LLC | 288,403 | $5.17M | 0.12% | +9,360+3.4% | Added |
| Vanguard Group Inc | 424,710 | $7.62M | 0.00% | +1,600+0.4% | Added |
| BlackRock Inc. | 656,192 | $11.8M | 0.00% | +65,733+11.1% | Added |
| Adage Capital Partners GP, L.L.C. | 1,113,091 | $20.0M | 0.04% | −26,670−2.3% | Reduced |
| Beach Point Capital Management LP | 5,536,166 | $99.3M | 35.15% | +101,186+1.9% | Added |
| Allianz Asset Management GmbH | 10,963,806 | $196.6M | 0.32% | 00.0% | Unchanged |
| Snow Phipps Group, LLC | 12,272,765 | $220.1M | 84.55% | 00.0% | Unchanged |
| 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 |