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