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, Q4 2024
Institutional positions in Velocity Financial, Inc. as of Dec 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
- 73
- +5 vs. Q3 2024
- Shares held
- 32.6M
- −1.69K (0.0%) vs. Q3 2024
- Total value
- $638.5M
- −$1.66M (−0.3%) vs. Q3 2024
- New holders
- 15
- 31 more added
- Sold out
- 10
- 16 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | $240.1M | 82.96% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,963,806 | $214.5M | 0.31% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 5,270,737 | $103.1M | 36.93% | −265,429−4.8% | Reduced |
| BlackRock, Inc. | 1,024,079 | $20.0M | 0.00% | +16,041+1.6% | Added |
| Vanguard Group Inc | 464,604 | $9.09M | 0.00% | −3,304−0.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 447,315 | $8.75M | 0.02% | −18,034−3.9% | Reduced |
| Bridgeway Capital Management, LLC | 302,406 | $5.92M | 0.13% | +7,035+2.4% | Added |
| Dimensional Fund Advisors LP | 235,071 | $4.60M | 0.00% | +39,165+20.0% | Added |
| Geode Capital Management, LLC | 189,566 | $3.71M | 0.00% | −5,909−3.0% | Reduced |
| Empowered Funds, LLC | 145,756 | $2.85M | 0.04% | +7,035+5.1% | Added |
| State Street Corp | 133,001 | $2.60M | 0.00% | −2,676−2.0% | Reduced |
| Mariner, LLC | 101,191 | $1.98M | 0.00% | +25,048+32.9% | Added |
| Goldman Sachs Group Inc | 96,758 | $1.89M | 0.00% | +38,697+66.6% | Added |
| Charles Schwab Investment Management Inc | 79,881 | $1.56M | 0.00% | +376+0.5% | Added |
| American Century Companies Inc | 76,697 | $1.50M | 0.00% | +7,889+11.5% | Added |
| Northern Trust Corp | 73,075 | $1.43M | 0.00% | −1,893−2.5% | Reduced |
| Morgan Stanley | 66,289 | $1.30M | 0.00% | +4,596+7.4% | Added |
| Group One Trading, L.P. | 62,618 | $1.22M | 0.04% | +62,618 | New |
| Renaissance Technologies LLC | 57,500 | $1.12M | 0.00% | −1,700−2.9% | Reduced |
| Bank of New York Mellon Corp | 44,739 | $875.1K | 0.00% | +25,435+131.8% | Added |
| Nomura Holdings Inc | 41,630 | $814.3K | 0.00% | +41,630 | New |
| Citadel Advisors LLC | 35,699 | $698.3K | 0.00% | +9,721+37.4% | Added |
| JPMorgan Chase & Co | 34,818 | $681.0K | 0.00% | +9,745+38.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 32,238 | $630.6K | 0.00% | −12,460−27.9% | Reduced |
| HSBC Holdings PLC | 31,559 | $615.7K | 0.00% | +3,779+13.6% | Added |
| PEAK6 LLC | 27,252 | $533.0K | 0.02% | +27,252 | New |
| Squarepoint Ops LLC | 25,531 | $499.4K | 0.00% | −15,422−37.7% | Reduced |
| Millennium Management LLC | 25,448 | $497.8K | 0.00% | −3,294−11.5% | Reduced |
| Wolverine Trading, LLC | 24,819 | $495.6K | 0.01% | +24,819 | New |
| Gsa Capital Partners LLP | 23,807 | $466.0K | 0.03% | +13,734+136.3% | Added |
| Trexquant Investment LP | 19,253 | $376.6K | 0.00% | +7,910+69.7% | Added |
| Wells Fargo & Company | 19,182 | $375.2K | 0.00% | +7,048+58.1% | Added |
| Simplex Trading, LLC | 18,568 | $363.0K | 0.01% | +18,568 | New |
| Bleakley Financial Group, LLC | 17,815 | $348.5K | 0.01% | +17,815 | New |
| Bank of America Corp | 17,291 | $338.2K | 0.00% | +1,694+10.9% | Added |
| Barclays PLC | 16,959 | $331.7K | 0.00% | −2,957−14.8% | Reduced |
| Janus Henderson Group PLC | 15,358 | $300.4K | 0.00% | −668−4.2% | Reduced |
| Bailard, Inc. | 14,000 | $273.8K | 0.01% | −700−4.8% | Reduced |
| Rhumbline Advisers | 13,835 | $270.6K | 0.00% | +166+1.2% | Added |
| Royal Bank of Canada | 7,606 | $149.0K | 0.00% | +122+1.6% | Added |
| Citigroup Inc | 7,450 | $145.7K | 0.00% | +491+7.1% | Added |
| UBS Group AG | 5,976 | $116.9K | 0.00% | +1,450+32.0% | Added |
| BNP Paribas Arbitrage, SA | 5,861 | $114.6K | 0.00% | +5,861 | New |
| SG Americas Securities, LLC | 5,814 | $114.0K | 0.00% | +485+9.1% | Added |
| Parallax Volatility Advisers, L.P. | 5,722 | $111.9K | 0.00% | −14,835−72.2% | Reduced |
| MetLife Investment Management | 5,187 | $101.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,172 | $101.2K | 0.00% | +228+4.6% | Added |
| Deutsche Bank AG | 4,804 | $94.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,649 | $91.0K | 0.00% | +537+13.1% | Added |
| Corebridge Financial, Inc. | 4,476 | $87.6K | 0.00% | −338−7.0% | Reduced |
| New York State Common Retirement Fund | 3,874 | $75.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,364 | $65.8K | 0.00% | +127+3.9% | Added |
| R Squared Ltd | 2,500 | $48.9K | 0.05% | +2,500 | New |
| Federated Hermes, Inc. | 1,217 | $23.8K | 0.00% | +35+3.0% | Added |
| Legal & General Group Plc | 914 | $17.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 763 | $14.9K | 0.00% | −2,552−77.0% | Reduced |
| Ameritas Investment Partners, Inc. | 672 | $13.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 652 | $12.8K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 585 | $11.0K | 0.00% | +128+28.0% | Added |
| Russell Investments Group, Ltd. | 480 | $9.39K | 0.00% | +350+269.2% | Added |
| Amalgamated Bank | 295 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 288 | $5.63K | 0.00% | +259+893.1% | Added |
| Venturi Wealth Management, LLC | 281 | $5.50K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 243 | $4.75K | 0.00% | +65+36.5% | Added |
| GAMMA Investing LLC | 142 | $2.78K | 0.00% | +142 | New |
| True Wealth Design, LLC | 103 | $2.02K | 0.00% | +103 | New |
| Covestor Ltd | 116 | $2.00K | 0.00% | +94+427.3% | Added |
| Nisa Investment Advisors, LLC | 100 | $1.96K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 76 | $1.49K | 0.00% | +76 | New |
| CoreCap Advisors, LLC | 61 | $1.19K | 0.00% | +61 | New |
| Rothschild Investment LLC | 5 | $98 | 0.00% | +5 | New |
| IFP Advisors, Inc | 0 | $20 | 0.00% | 0 | New |
| EverSource Wealth Advisors, LLC | 1 | $20 | 0.00% | +1 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −14,661−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,508−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −13,636−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −13,008−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −10,494−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,453−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,981−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −1,689−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| PEAK6 Investments LLC | – | – | – | – | Not filed |