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 | $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, 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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 0 | $20 | 0.00% | 0 | New |
| EverSource Wealth Advisors, LLC | 1 | $20 | 0.00% | +1 | New |
| Rothschild Investment LLC | 5 | $98 | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 61 | $1.19K | 0.00% | +61 | New |
| SBI Securities Co., Ltd. | 76 | $1.49K | 0.00% | +76 | New |
| Nisa Investment Advisors, LLC | 100 | $1.96K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 116 | $2.00K | 0.00% | +94+427.3% | Added |
| True Wealth Design, LLC | 103 | $2.02K | 0.00% | +103 | New |
| GAMMA Investing LLC | 142 | $2.78K | 0.00% | +142 | New |
| Advisor Group Holdings, Inc. | 243 | $4.75K | 0.00% | +65+36.5% | Added |
| Venturi Wealth Management, LLC | 281 | $5.50K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 288 | $5.63K | 0.00% | +259+893.1% | Added |
| Amalgamated Bank | 295 | $6.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 480 | $9.39K | 0.00% | +350+269.2% | Added |
| Harbor Capital Advisors, Inc. | 585 | $11.0K | 0.00% | +128+28.0% | Added |
| California State Teachers Retirement System | 652 | $12.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 672 | $13.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 763 | $14.9K | 0.00% | −2,552−77.0% | Reduced |
| Legal & General Group Plc | 914 | $17.9K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,217 | $23.8K | 0.00% | +35+3.0% | Added |
| R Squared Ltd | 2,500 | $48.9K | 0.05% | +2,500 | New |
| FMR LLC | 3,364 | $65.8K | 0.00% | +127+3.9% | Added |
| New York State Common Retirement Fund | 3,874 | $75.8K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 4,476 | $87.6K | 0.00% | −338−7.0% | Reduced |
| CWM, LLC | 4,649 | $91.0K | 0.00% | +537+13.1% | Added |
| Deutsche Bank AG | 4,804 | $94.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,172 | $101.2K | 0.00% | +228+4.6% | Added |
| MetLife Investment Management | 5,187 | $101.5K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 5,722 | $111.9K | 0.00% | −14,835−72.2% | Reduced |
| SG Americas Securities, LLC | 5,814 | $114.0K | 0.00% | +485+9.1% | Added |
| BNP Paribas Arbitrage, SA | 5,861 | $114.6K | 0.00% | +5,861 | New |
| UBS Group AG | 5,976 | $116.9K | 0.00% | +1,450+32.0% | Added |
| Citigroup Inc | 7,450 | $145.7K | 0.00% | +491+7.1% | Added |
| Royal Bank of Canada | 7,606 | $149.0K | 0.00% | +122+1.6% | Added |
| Rhumbline Advisers | 13,835 | $270.6K | 0.00% | +166+1.2% | Added |
| Bailard, Inc. | 14,000 | $273.8K | 0.01% | −700−4.8% | Reduced |
| Janus Henderson Group PLC | 15,358 | $300.4K | 0.00% | −668−4.2% | Reduced |
| Barclays PLC | 16,959 | $331.7K | 0.00% | −2,957−14.8% | Reduced |
| Bank of America Corp | 17,291 | $338.2K | 0.00% | +1,694+10.9% | Added |
| Bleakley Financial Group, LLC | 17,815 | $348.5K | 0.01% | +17,815 | New |
| Simplex Trading, LLC | 18,568 | $363.0K | 0.01% | +18,568 | New |
| Wells Fargo & Company | 19,182 | $375.2K | 0.00% | +7,048+58.1% | Added |
| Trexquant Investment LP | 19,253 | $376.6K | 0.00% | +7,910+69.7% | Added |
| Gsa Capital Partners LLP | 23,807 | $466.0K | 0.03% | +13,734+136.3% | Added |
| Wolverine Trading, LLC | 24,819 | $495.6K | 0.01% | +24,819 | New |
| Millennium Management LLC | 25,448 | $497.8K | 0.00% | −3,294−11.5% | Reduced |
| Squarepoint Ops LLC | 25,531 | $499.4K | 0.00% | −15,422−37.7% | Reduced |
| PEAK6 LLC | 27,252 | $533.0K | 0.02% | +27,252 | New |
| HSBC Holdings PLC | 31,559 | $615.7K | 0.00% | +3,779+13.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 32,238 | $630.6K | 0.00% | −12,460−27.9% | Reduced |
| JPMorgan Chase & Co | 34,818 | $681.0K | 0.00% | +9,745+38.9% | Added |
| Citadel Advisors LLC | 35,699 | $698.3K | 0.00% | +9,721+37.4% | Added |
| Nomura Holdings Inc | 41,630 | $814.3K | 0.00% | +41,630 | New |
| Bank of New York Mellon Corp | 44,739 | $875.1K | 0.00% | +25,435+131.8% | Added |
| Renaissance Technologies LLC | 57,500 | $1.12M | 0.00% | −1,700−2.9% | Reduced |
| Group One Trading, L.P. | 62,618 | $1.22M | 0.04% | +62,618 | New |
| Morgan Stanley | 66,289 | $1.30M | 0.00% | +4,596+7.4% | Added |
| Northern Trust Corp | 73,075 | $1.43M | 0.00% | −1,893−2.5% | Reduced |
| American Century Companies Inc | 76,697 | $1.50M | 0.00% | +7,889+11.5% | Added |
| Charles Schwab Investment Management Inc | 79,881 | $1.56M | 0.00% | +376+0.5% | Added |
| Goldman Sachs Group Inc | 96,758 | $1.89M | 0.00% | +38,697+66.6% | Added |
| Mariner, LLC | 101,191 | $1.98M | 0.00% | +25,048+32.9% | Added |
| State Street Corp | 133,001 | $2.60M | 0.00% | −2,676−2.0% | Reduced |
| Empowered Funds, LLC | 145,756 | $2.85M | 0.04% | +7,035+5.1% | Added |
| Geode Capital Management, LLC | 189,566 | $3.71M | 0.00% | −5,909−3.0% | Reduced |
| Dimensional Fund Advisors LP | 235,071 | $4.60M | 0.00% | +39,165+20.0% | Added |
| Bridgeway Capital Management, LLC | 302,406 | $5.92M | 0.13% | +7,035+2.4% | Added |
| Adage Capital Partners GP, L.L.C. | 447,315 | $8.75M | 0.02% | −18,034−3.9% | Reduced |
| Vanguard Group Inc | 464,604 | $9.09M | 0.00% | −3,304−0.7% | Reduced |
| BlackRock, Inc. | 1,024,079 | $20.0M | 0.00% | +16,041+1.6% | Added |
| Beach Point Capital Management LP | 5,270,737 | $103.1M | 36.93% | −265,429−4.8% | Reduced |
| Allianz Asset Management GmbH | 10,963,806 | $214.5M | 0.31% | 00.0% | Unchanged |
| Snow Phipps Group, LLC | 12,272,765 | $240.1M | 82.96% | 00.0% | Unchanged |
| 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 |