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, Q3 2024
Institutional positions in Velocity Financial, Inc. as of Sep 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
- 69
- +22 vs. Q2 2024
- Shares held
- 32.6M
- +909.1K (+2.9%) vs. Q2 2024
- Total value
- $640.2M
- +$71.1M (+12.5%) vs. Q2 2024
- New holders
- 23
- 28 more added
- Sold out
- 1
- 6 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | $240.7M | 84.32% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,963,806 | $215.0M | 0.33% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 5,536,166 | $108.6M | 36.56% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,008,038 | $19.8M | 0.00% | +1,008,038 | New |
| Vanguard Group Inc | 467,908 | $9.18M | 0.00% | +43,198+10.2% | Added |
| Adage Capital Partners GP, L.L.C. | 465,349 | $9.13M | 0.02% | −647,742−58.2% | Reduced |
| Bridgeway Capital Management, LLC | 295,371 | $5.79M | 0.13% | +6,968+2.4% | Added |
| Dimensional Fund Advisors LP | 195,906 | $3.84M | 0.00% | +48,848+33.2% | Added |
| Geode Capital Management, LLC | 195,475 | $3.83M | 0.00% | −2,433−1.2% | Reduced |
| Empowered Funds, LLC | 138,721 | $2.72M | 0.04% | +6,968+5.3% | Added |
| State Street Corp | 135,677 | $2.66M | 0.00% | −24,321−15.2% | Reduced |
| Charles Schwab Investment Management Inc | 79,505 | $1.56M | 0.00% | +49,687+166.6% | Added |
| Mariner, LLC | 76,143 | $1.49M | 0.00% | +3,718+5.1% | Added |
| Northern Trust Corp | 74,968 | $1.47M | 0.00% | +1,837+2.5% | Added |
| American Century Companies Inc | 68,808 | $1.35M | 0.00% | +68,808 | New |
| Morgan Stanley | 61,693 | $1.21M | 0.00% | +13,046+26.8% | Added |
| Renaissance Technologies LLC | 59,200 | $1.16M | 0.00% | +59,200 | New |
| Goldman Sachs Group Inc | 58,061 | $1.14M | 0.00% | +42,219+266.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 44,698 | $876.5K | 0.00% | +44,698 | New |
| Squarepoint Ops LLC | 40,953 | $803.1K | 0.00% | +40,953 | New |
| Millennium Management LLC | 28,742 | $563.6K | 0.00% | +11,297+64.8% | Added |
| HSBC Holdings PLC | 27,780 | $545.6K | 0.00% | +7,907+39.8% | Added |
| Citadel Advisors LLC | 25,978 | $509.4K | 0.00% | +9,517+57.8% | Added |
| JPMorgan Chase & Co | 25,073 | $491.7K | 0.00% | +17,068+213.2% | Added |
| Parallax Volatility Advisers, L.P. | 20,557 | $403.1K | 0.01% | +19,057+1,270.5% | Added |
| Barclays PLC | 19,916 | $390.6K | 0.00% | +11,583+139.0% | Added |
| Bank of New York Mellon Corp | 19,304 | $378.6K | 0.00% | −6,537−25.3% | Reduced |
| Janus Henderson Group PLC | 16,026 | $314.3K | 0.00% | −653−3.9% | Reduced |
| Bank of America Corp | 15,597 | $305.9K | 0.00% | +1,768+12.8% | Added |
| Bailard, Inc. | 14,700 | $288.3K | 0.01% | +14,700 | New |
| Arrowstreet Capital, Limited Partnership | 14,661 | $287.5K | 0.00% | +14,661 | New |
| ExodusPoint Capital Management, LP | 14,508 | $285.0K | 0.00% | +14,508 | New |
| Rhumbline Advisers | 13,669 | $268.0K | 0.00% | +321+2.4% | Added |
| Nuveen Asset Management, LLC | 13,636 | $267.4K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 13,008 | $255.1K | 0.00% | +13,008 | New |
| Wells Fargo & Company | 12,134 | $237.9K | 0.00% | +2,178+21.9% | Added |
| Trexquant Investment LP | 11,343 | $222.4K | 0.00% | +11,343 | New |
| MML Investors Services, LLC | 10,494 | $206.0K | 0.00% | +10,494 | New |
| Jane Street Group, LLC | 10,453 | $205.0K | 0.00% | +10,453 | New |
| Gsa Capital Partners LLP | 10,073 | $198.0K | 0.01% | +10,073 | New |
| Royal Bank of Canada | 7,484 | $146.0K | 0.00% | +1,237+19.8% | Added |
| Citigroup Inc | 6,959 | $136.5K | 0.00% | +4,595+194.4% | Added |
| SG Americas Securities, LLC | 5,329 | $105.0K | 0.00% | +5,329 | New |
| MetLife Investment Management | 5,187 | $101.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,944 | $97.0K | 0.00% | +63+1.3% | Added |
| Corebridge Financial, Inc. | 4,814 | $94.4K | 0.00% | −30−0.6% | Reduced |
| Deutsche Bank AG | 4,804 | $94.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,526 | $88.8K | 0.00% | +1,468+48.0% | Added |
| CWM, LLC | 4,112 | $81.0K | 0.00% | +4,074+10,721.1% | Added |
| New York State Common Retirement Fund | 3,874 | $76.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,315 | $65.0K | 0.00% | +1,270+62.1% | Added |
| FMR LLC | 3,237 | $63.5K | 0.00% | +221+7.3% | Added |
| Allspring Global Investments Holdings, LLC | 1,981 | $38.8K | 0.00% | +1,981 | New |
| Gladius Capital Management LP | 1,689 | $33.1K | 0.02% | +1,689 | New |
| Federated Hermes, Inc. | 1,182 | $23.2K | 0.00% | +1,024+648.1% | Added |
| Legal & General Group Plc | 914 | $17.9K | 0.00% | +233+34.2% | Added |
| Ameritas Investment Partners, Inc. | 672 | $13.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 652 | $12.8K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 457 | $9.00K | 0.00% | +457 | New |
| Amalgamated Bank | 295 | $6.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 281 | $5.51K | 0.00% | +281 | New |
| Advisor Group Holdings, Inc. | 178 | $3.49K | 0.00% | +178 | New |
| Russell Investments Group, Ltd. | 130 | $2.55K | 0.00% | +130 | New |
| Nisa Investment Advisors, LLC | 100 | $1.96K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 51 | $1.00K | 0.00% | +51 | New |
| Sterling Capital Management LLC | 29 | $569 | 0.00% | +29 | New |
| Capital Performance Advisors LLP | 13 | $255 | 0.00% | +13 | New |
| SRS Capital Advisors, Inc. | 7 | $138 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 22 | $0 | 0.00% | +7+46.7% | Added |
| EAM Investors, LLC | 0 | $0 | 0.00% | −51,598−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |