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 12 sales; 99 institutions reported holding it in 13F filings for Q2 2026, worth $718.8M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Velocity Financial, Inc. as of Jun 30, 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
- 93
- +11 vs. Q1 2025
- Shares held
- 37.3M
- +2.32M (+6.6%) vs. Q1 2025
- Total value
- $691.0M
- +$37.0M (+5.7%) vs. Q1 2025
- New holders
- 24
- 42 more added
- Sold out
- 13
- 22 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | $247.6M | 82.94% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 12,637,764 | $234.3M | 0.31% | +1,673,958+15.3% | Added |
| Beach Point Capital Management LP | 5,300,859 | $98.3M | 41.85% | −190,878−3.5% | Reduced |
| BlackRock, Inc. | 1,838,801 | $34.1M | 0.00% | +736,734+66.9% | Added |
| Vanguard Group Inc | 543,492 | $10.1M | 0.00% | +79,581+17.2% | Added |
| Adage Capital Partners GP, L.L.C. | 450,046 | $8.34M | 0.01% | +5,695+1.3% | Added |
| Dimensional Fund Advisors LP | 414,759 | $7.69M | 0.00% | +121,834+41.6% | Added |
| Geode Capital Management, LLC | 262,352 | $4.86M | 0.00% | +67,258+34.5% | Added |
| Goldman Sachs Group Inc | 246,588 | $4.57M | 0.00% | +49,051+24.8% | Added |
| State Street Corp | 186,605 | $3.46M | 0.00% | +51,054+37.7% | Added |
| American Century Companies Inc | 155,414 | $2.88M | 0.00% | +36,480+30.7% | Added |
| Millennium Management LLC | 119,991 | $2.22M | 0.00% | +16,563+16.0% | Added |
| Charles Schwab Investment Management Inc | 99,274 | $1.84M | 0.00% | +24,139+32.1% | Added |
| Morgan Stanley | 92,585 | $1.72M | 0.00% | +17,078+22.6% | Added |
| Northern Trust Corp | 83,124 | $1.54M | 0.00% | +12,090+17.0% | Added |
| HSBC Holdings PLC | 80,502 | $1.50M | 0.00% | +37,732+88.2% | Added |
| Squarepoint Ops LLC | 77,585 | $1.44M | 0.00% | +37,245+92.3% | Added |
| Arrowstreet Capital, Limited Partnership | 70,802 | $1.31M | 0.00% | +35,436+100.2% | Added |
| Bank of America Corp | 70,525 | $1.31M | 0.00% | +48,357+218.1% | Added |
| Creative Planning | 67,244 | $1.25M | 0.00% | +67,244 | New |
| Qube Research & Technologies Ltd | 65,266 | $1.21M | 0.00% | +18,347+39.1% | Added |
| Citadel Advisors LLC | 62,665 | $1.16M | 0.00% | −179,211−74.1% | Reduced |
| Simplex Trading, LLC | 53,872 | $998.0K | 0.03% | +327+0.6% | Added |
| Bridgeway Capital Management, LLC | 53,050 | $983.5K | 0.02% | −138,876−72.4% | Reduced |
| Bank of New York Mellon Corp | 52,650 | $976.1K | 0.00% | +6,486+14.0% | Added |
| Empowered Funds, LLC | 51,052 | $946.5K | 0.01% | −58,876−53.6% | Reduced |
| Mariner, LLC | 46,217 | $856.9K | 0.00% | −24,343−34.5% | Reduced |
| Trexquant Investment LP | 42,321 | $784.6K | 0.01% | +2,407+6.0% | Added |
| Susquehanna International Group, LLP | 41,164 | $763.2K | 0.00% | −25,576−38.3% | Reduced |
| Nuveen, LLC | 37,234 | $690.3K | 0.00% | +26,559+248.8% | Added |
| Marshall Wace, LLP | 34,899 | $647.0K | 0.00% | −112,610−76.3% | Reduced |
| Barclays PLC | 34,616 | $641.8K | 0.00% | +19,480+128.7% | Added |
| Wolverine Trading, LLC | 31,400 | $590.6K | 0.01% | +6,849+27.9% | Added |
| Campbell & CO Investment Adviser LLC | 30,700 | $569.2K | 0.04% | +30,700 | New |
| JPMorgan Chase & Co | 27,525 | $510.3K | 0.00% | −10,573−27.8% | Reduced |
| Two Sigma Investments, LP | 27,281 | $505.8K | 0.00% | −11,319−29.3% | Reduced |
| Gsa Capital Partners LLP | 27,017 | $501.0K | 0.04% | +6,052+28.9% | Added |
| AQR Capital Management LLC | 24,963 | $462.8K | 0.00% | +24,963 | New |
| Wells Fargo & Company | 21,388 | $396.5K | 0.00% | +1,575+7.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 21,117 | $391.5K | 0.00% | −27,243−56.3% | Reduced |
| PDT Partners, LLC | 20,702 | $383.8K | 0.02% | +20,702 | New |
| HAP Trading, LLC | 20,097 | $372.6K | 0.16% | +20,097 | New |
| XTX Topco Ltd | 19,936 | $369.6K | 0.02% | +19,936 | New |
| Caption Management, LLC | 18,853 | $349.5K | 0.03% | +18,853 | New |
| Group One Trading, L.P. | 16,832 | $312.1K | 0.01% | +16,832 | New |
| Verition Fund Management LLC | 16,129 | $299.0K | 0.00% | +16,129 | New |
| State of Wisconsin Investment Board | 15,624 | $289.7K | 0.00% | +15,624 | New |
| Acadian Asset Management LLC | 15,673 | $289.0K | 0.00% | +12,771+440.1% | Added |
| Rhumbline Advisers | 15,317 | $284.0K | 0.00% | +2,788+22.3% | Added |
| Engineers Gate Manager LP | 14,037 | $260.2K | 0.00% | +14,037 | New |
| Polymer Capital Management (US) LLC | 13,731 | $254.6K | 0.04% | +13,731 | New |
| Voya Investment Management LLC | 13,591 | $252.0K | 0.00% | +13,591 | New |
| Jump Financial, LLC | 13,568 | $251.6K | 0.00% | −746−5.2% | Reduced |
| Royal Bank of Canada | 13,100 | $242.0K | 0.00% | +5,967+83.7% | Added |
| Quantinno Capital Management LP | 12,155 | $225.4K | 0.00% | +12,155 | New |
| BNP Paribas Arbitrage, SA | 11,955 | $221.6K | 0.00% | +6,605+123.5% | Added |
| UBS Group AG | 11,345 | $210.3K | 0.00% | +7,145+170.1% | Added |
| Alliancebernstein L.P. | 10,140 | $188.0K | 0.00% | +10,140 | New |
| Quantbot Technologies LP | 8,577 | $159.0K | 0.00% | −3,257−27.5% | Reduced |
| MetLife Investment Management | 7,564 | $140.2K | 0.00% | +2,377+45.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,129 | $113.6K | 0.00% | +723+13.4% | Added |
| Deutsche Bank AG | 4,804 | $89.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4,586 | $85.0K | 0.00% | +1,547+50.9% | Added |
| CWM, LLC | 4,521 | $84.0K | 0.00% | −996−18.1% | Reduced |
| Citigroup Inc | 4,403 | $81.6K | 0.00% | −2,377−35.1% | Reduced |
| New York State Common Retirement Fund | 3,874 | $71.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,113 | $39.2K | 0.00% | +328+18.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,094 | $38.8K | 0.00% | +749+55.7% | Added |
| Clear Street Markets LLC | 1,717 | $31.8K | 0.01% | +1,717 | New |
| Tower Research Capital LLC (TRC) | 1,208 | $22.4K | 0.00% | −3,338−73.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,144 | $21.2K | 0.00% | +472+70.2% | Added |
| Legal & General Group Plc | 1,012 | $18.8K | 0.00% | +257+34.0% | Added |
| Harbor Capital Advisors, Inc. | 748 | $14.0K | 0.00% | +11+1.5% | Added |
| California State Teachers Retirement System | 652 | $12.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 558 | $10.3K | 0.00% | +558 | New |
| Amalgamated Bank | 295 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 254 | $4.71K | 0.00% | +99+63.9% | Added |
| Signaturefd, LLC | 148 | $2.74K | 0.00% | +148 | New |
| Allworth Financial LP | 127 | $2.35K | 0.00% | +127 | New |
| Massmutual Trust Co FSB | 117 | $2.17K | 0.00% | +117 | New |
| Covestor Ltd | 99 | $2.00K | 0.00% | −23−18.9% | Reduced |
| Nisa Investment Advisors, LLC | 100 | $1.85K | 0.00% | −12−10.7% | Reduced |
| IFP Advisors, Inc | 77 | $1.50K | 0.00% | +77 | Added |
| SBI Securities Co., Ltd. | 76 | $1.41K | 0.00% | −1−1.3% | Reduced |
| Rialto Wealth Management, LLC | 60 | $1.11K | 0.00% | +60 | New |
| Federated Hermes, Inc. | 46 | $853 | 0.00% | −1,220−96.4% | Reduced |
| Cornerstone Planning Group LLC | 42 | $698 | 0.00% | +42 | New |
| Essential Partners LLC | 37 | $686 | 0.00% | +37 | New |
| Raymond James Financial Inc | 36 | $667 | 0.00% | +36 | New |
| True Wealth Design, LLC | 33 | $612 | 0.00% | −125−79.1% | Reduced |
| GAMMA Investing LLC | 28 | $519 | 0.00% | −88−75.9% | Reduced |
| EverSource Wealth Advisors, LLC | 23 | $426 | 0.00% | +22+2,200.0% | Added |
| The PNC Financial Services Group, Inc. | 1 | $19 | 0.00% | −6−85.7% | Reduced |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −151,961−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −97,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −74,219−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −17,691−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −13,825−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −11,859−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,312−100.0% | Sold out |