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, Q1 2025
Institutional positions in Velocity Financial, Inc. as of Mar 31, 2025. 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
- 82
- +9 vs. Q4 2024
- Shares held
- 35.0M
- +2.31M (+7.1%) vs. Q4 2024
- Total value
- $653.9M
- +$15.4M (+2.4%) vs. Q4 2024
- New holders
- 18
- 33 more added
- Sold out
- 9
- 22 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | $249.8M | 84.88% | +1,080,338+8.8% | Added |
| Allianz Asset Management GmbH | 10,963,806 | $205.1M | 0.30% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 5,491,737 | $102.8M | 36.51% | +221,000+4.2% | Added |
| BlackRock, Inc. | 1,102,067 | $20.6M | 0.00% | +77,988+7.6% | Added |
| Vanguard Group Inc | 463,911 | $8.68M | 0.00% | −693−0.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 444,351 | $8.31M | 0.02% | −2,964−0.7% | Reduced |
| Dimensional Fund Advisors LP | 292,925 | $5.48M | 0.00% | +57,854+24.6% | Added |
| Citadel Advisors LLC | 241,876 | $4.53M | 0.00% | +206,177+577.5% | Added |
| Goldman Sachs Group Inc | 197,537 | $3.70M | 0.00% | +100,779+104.2% | Added |
| Geode Capital Management, LLC | 195,094 | $3.65M | 0.00% | +5,528+2.9% | Added |
| Bridgeway Capital Management, LLC | 191,926 | $3.59M | 0.09% | −110,480−36.5% | Reduced |
| Nomura Holdings Inc | 151,961 | $2.84M | 0.02% | +110,331+265.0% | Added |
| Marshall Wace, LLP | 147,509 | $2.76M | 0.00% | +147,509 | New |
| State Street Corp | 135,551 | $2.54M | 0.00% | +2,550+1.9% | Added |
| American Century Companies Inc | 118,934 | $2.23M | 0.00% | +42,237+55.1% | Added |
| Empowered Funds, LLC | 109,928 | $2.06M | 0.03% | −35,828−24.6% | Reduced |
| Millennium Management LLC | 103,428 | $1.94M | 0.00% | +77,980+306.4% | Added |
| Renaissance Technologies LLC | 97,000 | $1.81M | 0.00% | +39,500+68.7% | Added |
| Morgan Stanley | 75,507 | $1.41M | 0.00% | +9,218+13.9% | Added |
| Charles Schwab Investment Management Inc | 75,135 | $1.41M | 0.00% | −4,746−5.9% | Reduced |
| Jane Street Group, LLC | 74,219 | $1.39M | 0.00% | +74,219 | New |
| Northern Trust Corp | 71,034 | $1.33M | 0.00% | −2,041−2.8% | Reduced |
| Mariner, LLC | 70,560 | $1.32M | 0.00% | −30,631−30.3% | Reduced |
| Susquehanna International Group, LLP | 66,740 | $1.25M | 0.00% | +66,740 | New |
| Simplex Trading, LLC | 53,545 | $1.00M | 0.04% | +34,977+188.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 48,360 | $904.8K | 0.00% | +16,122+50.0% | Added |
| Qube Research & Technologies Ltd | 46,919 | $877.9K | 0.00% | +46,919 | New |
| Bank of New York Mellon Corp | 46,164 | $863.7K | 0.00% | +1,425+3.2% | Added |
| HSBC Holdings PLC | 42,770 | $798.1K | 0.00% | +11,211+35.5% | Added |
| Squarepoint Ops LLC | 40,340 | $754.8K | 0.00% | +14,809+58.0% | Added |
| Trexquant Investment LP | 39,914 | $746.8K | 0.01% | +20,661+107.3% | Added |
| Two Sigma Investments, LP | 38,600 | $722.2K | 0.00% | +38,600 | New |
| JPMorgan Chase & Co | 38,098 | $712.8K | 0.00% | +3,280+9.4% | Added |
| Arrowstreet Capital, Limited Partnership | 35,366 | $661.7K | 0.00% | +35,366 | New |
| Wolverine Trading, LLC | 24,551 | $455.4K | 0.01% | −268−1.1% | Reduced |
| Bank of America Corp | 22,168 | $414.8K | 0.00% | +4,877+28.2% | Added |
| Gsa Capital Partners LLP | 20,965 | $392.0K | 0.04% | −2,842−11.9% | Reduced |
| Wells Fargo & Company | 19,813 | $370.7K | 0.00% | +631+3.3% | Added |
| Cubist Systematic Strategies, LLC | 17,691 | $331.0K | 0.00% | +17,691 | New |
| Barclays PLC | 15,136 | $283.2K | 0.00% | −1,823−10.7% | Reduced |
| Jump Financial, LLC | 14,314 | $267.8K | 0.00% | +14,314 | New |
| Janus Henderson Group PLC | 13,825 | $256.5K | 0.00% | −1,533−10.0% | Reduced |
| Rhumbline Advisers | 12,529 | $234.4K | 0.00% | −1,306−9.4% | Reduced |
| Two Sigma Advisers, LP | 11,859 | $221.9K | 0.00% | +11,859 | New |
| Quantbot Technologies LP | 11,834 | $221.4K | 0.01% | +11,834 | New |
| HRT Financial LP | 11,312 | $211.0K | 0.00% | +11,312 | New |
| Nuveen, LLC | 10,675 | $199.7K | 0.00% | +10,675 | New |
| Royal Bank of Canada | 7,133 | $134.0K | 0.00% | −473−6.2% | Reduced |
| Citigroup Inc | 6,780 | $126.9K | 0.00% | −670−9.0% | Reduced |
| SG Americas Securities, LLC | 6,342 | $119.0K | 0.00% | +528+9.1% | Added |
| CWM, LLC | 5,517 | $103.0K | 0.00% | +868+18.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,406 | $101.1K | 0.00% | +234+4.5% | Added |
| BNP Paribas Arbitrage, SA | 5,350 | $100.1K | 0.00% | −511−8.7% | Reduced |
| MetLife Investment Management | 5,187 | $97.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,804 | $89.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,546 | $85.1K | 0.00% | +3,783+495.8% | Added |
| Corebridge Financial, Inc. | 4,411 | $82.5K | 0.00% | −65−1.5% | Reduced |
| UBS Group AG | 4,200 | $78.6K | 0.00% | −1,776−29.7% | Reduced |
| New York State Common Retirement Fund | 3,874 | $72.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,039 | $56.9K | 0.00% | −325−9.7% | Reduced |
| Acadian Asset Management LLC | 2,902 | $54.0K | 0.00% | +2,902 | New |
| Russell Investments Group, Ltd. | 1,785 | $33.4K | 0.00% | +1,305+271.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,345 | $25.2K | 0.00% | +1,345 | New |
| Federated Hermes, Inc. | 1,266 | $23.7K | 0.00% | +49+4.0% | Added |
| Legal & General Group Plc | 755 | $14.1K | 0.00% | −159−17.4% | Reduced |
| Harbor Capital Advisors, Inc. | 737 | $14.0K | 0.00% | +152+26.0% | Added |
| Ameritas Investment Partners, Inc. | 672 | $12.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 652 | $12.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 295 | $6.00K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 226 | $4.22K | 0.00% | +226 | New |
| True Wealth Design, LLC | 158 | $2.96K | 0.00% | +55+53.4% | Added |
| Sterling Capital Management LLC | 155 | $2.90K | 0.00% | −133−46.2% | Reduced |
| GAMMA Investing LLC | 116 | $2.17K | 0.00% | −26−18.3% | Reduced |
| Nisa Investment Advisors, LLC | 112 | $2.10K | 0.00% | +12+12.0% | Added |
| Covestor Ltd | 122 | $2.00K | 0.00% | +6+5.2% | Added |
| SBI Securities Co., Ltd. | 77 | $1.44K | 0.00% | +1+1.3% | Added |
| Coldstream Capital Management Inc | 66 | $1.24K | 0.00% | +66 | New |
| US Bancorp | 20 | $374 | 0.00% | +20 | New |
| The PNC Financial Services Group, Inc. | 7 | $131 | 0.00% | +7 | New |
| Advisor Group Holdings, Inc. | 4 | $75 | 0.00% | −239−98.4% | Reduced |
| IFP Advisors, Inc | 0 | $19 | 0.00% | 0 | Unchanged |
| EverSource Wealth Advisors, LLC | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −62,618−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −27,252−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −17,815−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −5,722−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −281−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |