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