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, 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
- +2.31M (+6.6%) vs. Q1 2025
- Total value
- $690.8M
- +$36.9M (+5.6%) vs. Q1 2025
- New holders
- 24
- 41 more added
- Sold out
- 13
- 23 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 | $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, 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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 1 | $19 | 0.00% | −6−85.7% | Reduced |
| EverSource Wealth Advisors, LLC | 23 | $426 | 0.00% | +22+2,200.0% | Added |
| GAMMA Investing LLC | 28 | $519 | 0.00% | −88−75.9% | Reduced |
| True Wealth Design, LLC | 33 | $612 | 0.00% | −125−79.1% | Reduced |
| Raymond James Financial Inc | 36 | $667 | 0.00% | +36 | New |
| Essential Partners LLC | 37 | $686 | 0.00% | +37 | New |
| Cornerstone Planning Group LLC | 42 | $698 | 0.00% | +42 | New |
| Federated Hermes, Inc. | 46 | $853 | 0.00% | −1,220−96.4% | Reduced |
| Rialto Wealth Management, LLC | 60 | $1.11K | 0.00% | +60 | New |
| SBI Securities Co., Ltd. | 76 | $1.41K | 0.00% | −1−1.3% | Reduced |
| IFP Advisors, Inc | 77 | $1.50K | 0.00% | +77 | Added |
| Nisa Investment Advisors, LLC | 100 | $1.85K | 0.00% | −12−10.7% | Reduced |
| Covestor Ltd | 99 | $2.00K | 0.00% | −23−18.9% | Reduced |
| Massmutual Trust Co FSB | 117 | $2.17K | 0.00% | +117 | New |
| Allworth Financial LP | 127 | $2.35K | 0.00% | +127 | New |
| Signaturefd, LLC | 148 | $2.74K | 0.00% | +148 | New |
| Sterling Capital Management LLC | 254 | $4.71K | 0.00% | +99+63.9% | Added |
| Amalgamated Bank | 295 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 558 | $10.3K | 0.00% | +558 | New |
| California State Teachers Retirement System | 652 | $12.1K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 748 | $14.0K | 0.00% | +11+1.5% | Added |
| Legal & General Group Plc | 1,012 | $18.8K | 0.00% | +257+34.0% | Added |
| Ameritas Investment Partners, Inc. | 1,144 | $21.2K | 0.00% | +472+70.2% | Added |
| Tower Research Capital LLC (TRC) | 1,208 | $22.4K | 0.00% | −3,338−73.4% | Reduced |
| Clear Street Markets LLC | 1,717 | $31.8K | 0.01% | +1,717 | New |
| Police & Firemen's Retirement System of New Jersey | 2,094 | $38.8K | 0.00% | +749+55.7% | Added |
| Russell Investments Group, Ltd. | 2,113 | $39.2K | 0.00% | +328+18.4% | Added |
| New York State Common Retirement Fund | 3,874 | $71.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,403 | $81.6K | 0.00% | −2,377−35.1% | Reduced |
| CWM, LLC | 4,521 | $84.0K | 0.00% | −996−18.1% | Reduced |
| FMR LLC | 4,586 | $85.0K | 0.00% | +1,547+50.9% | Added |
| Deutsche Bank AG | 4,804 | $89.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,129 | $113.6K | 0.00% | +723+13.4% | Added |
| Royal Bank of Canada | 6,550 | $121.0K | 0.00% | −583−8.2% | Reduced |
| MetLife Investment Management | 7,564 | $140.2K | 0.00% | +2,377+45.8% | Added |
| Quantbot Technologies LP | 8,577 | $159.0K | 0.00% | −3,257−27.5% | Reduced |
| Alliancebernstein L.P. | 10,140 | $188.0K | 0.00% | +10,140 | New |
| UBS Group AG | 11,345 | $210.3K | 0.00% | +7,145+170.1% | Added |
| BNP Paribas Arbitrage, SA | 11,955 | $221.6K | 0.00% | +6,605+123.5% | Added |
| Quantinno Capital Management LP | 12,155 | $225.4K | 0.00% | +12,155 | New |
| Jump Financial, LLC | 13,568 | $251.6K | 0.00% | −746−5.2% | Reduced |
| Voya Investment Management LLC | 13,591 | $252.0K | 0.00% | +13,591 | New |
| Polymer Capital Management (US) LLC | 13,731 | $254.6K | 0.04% | +13,731 | New |
| Engineers Gate Manager LP | 14,037 | $260.2K | 0.00% | +14,037 | New |
| Rhumbline Advisers | 15,317 | $284.0K | 0.00% | +2,788+22.3% | Added |
| Acadian Asset Management LLC | 15,673 | $289.0K | 0.00% | +12,771+440.1% | Added |
| State of Wisconsin Investment Board | 15,624 | $289.7K | 0.00% | +15,624 | New |
| Verition Fund Management LLC | 16,129 | $299.0K | 0.00% | +16,129 | New |
| Group One Trading, L.P. | 16,832 | $312.1K | 0.01% | +16,832 | New |
| Caption Management, LLC | 18,853 | $349.5K | 0.03% | +18,853 | New |
| XTX Topco Ltd | 19,936 | $369.6K | 0.02% | +19,936 | New |
| HAP Trading, LLC | 20,097 | $372.6K | 0.16% | +20,097 | New |
| PDT Partners, LLC | 20,702 | $383.8K | 0.02% | +20,702 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 21,117 | $391.5K | 0.00% | −27,243−56.3% | Reduced |
| Wells Fargo & Company | 21,388 | $396.5K | 0.00% | +1,575+7.9% | Added |
| AQR Capital Management LLC | 24,963 | $462.8K | 0.00% | +24,963 | New |
| Gsa Capital Partners LLP | 27,017 | $501.0K | 0.04% | +6,052+28.9% | Added |
| Two Sigma Investments, LP | 27,281 | $505.8K | 0.00% | −11,319−29.3% | Reduced |
| JPMorgan Chase & Co | 27,525 | $510.3K | 0.00% | −10,573−27.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 30,700 | $569.2K | 0.04% | +30,700 | New |
| Wolverine Trading, LLC | 31,400 | $590.6K | 0.01% | +6,849+27.9% | Added |
| Barclays PLC | 34,616 | $641.8K | 0.00% | +19,480+128.7% | Added |
| Marshall Wace, LLP | 34,899 | $647.0K | 0.00% | −112,610−76.3% | Reduced |
| Nuveen, LLC | 37,234 | $690.3K | 0.00% | +26,559+248.8% | Added |
| Susquehanna International Group, LLP | 41,164 | $763.2K | 0.00% | −25,576−38.3% | Reduced |
| Trexquant Investment LP | 42,321 | $784.6K | 0.01% | +2,407+6.0% | Added |
| Mariner, LLC | 46,217 | $856.9K | 0.00% | −24,343−34.5% | Reduced |
| Empowered Funds, LLC | 51,052 | $946.5K | 0.01% | −58,876−53.6% | Reduced |
| Bank of New York Mellon Corp | 52,650 | $976.1K | 0.00% | +6,486+14.0% | Added |
| Bridgeway Capital Management, LLC | 53,050 | $983.5K | 0.02% | −138,876−72.4% | Reduced |
| Simplex Trading, LLC | 53,872 | $998.0K | 0.03% | +327+0.6% | Added |
| Citadel Advisors LLC | 62,665 | $1.16M | 0.00% | −179,211−74.1% | Reduced |
| Qube Research & Technologies Ltd | 65,266 | $1.21M | 0.00% | +18,347+39.1% | Added |
| Creative Planning | 67,244 | $1.25M | 0.00% | +67,244 | New |
| Bank of America Corp | 70,525 | $1.31M | 0.00% | +48,357+218.1% | Added |
| Arrowstreet Capital, Limited Partnership | 70,802 | $1.31M | 0.00% | +35,436+100.2% | Added |
| Squarepoint Ops LLC | 77,585 | $1.44M | 0.00% | +37,245+92.3% | Added |
| HSBC Holdings PLC | 80,502 | $1.50M | 0.00% | +37,732+88.2% | Added |
| Northern Trust Corp | 83,124 | $1.54M | 0.00% | +12,090+17.0% | Added |
| Morgan Stanley | 92,585 | $1.72M | 0.00% | +17,078+22.6% | Added |
| Charles Schwab Investment Management Inc | 99,274 | $1.84M | 0.00% | +24,139+32.1% | Added |
| Millennium Management LLC | 119,991 | $2.22M | 0.00% | +16,563+16.0% | Added |
| American Century Companies Inc | 155,414 | $2.88M | 0.00% | +36,480+30.7% | Added |
| State Street Corp | 186,605 | $3.46M | 0.00% | +51,054+37.7% | Added |
| Goldman Sachs Group Inc | 246,588 | $4.57M | 0.00% | +49,051+24.8% | Added |
| Geode Capital Management, LLC | 262,352 | $4.86M | 0.00% | +67,258+34.5% | Added |
| Dimensional Fund Advisors LP | 414,759 | $7.69M | 0.00% | +121,834+41.6% | Added |
| Adage Capital Partners GP, L.L.C. | 450,046 | $8.34M | 0.01% | +5,695+1.3% | Added |
| Vanguard Group Inc | 543,492 | $10.1M | 0.00% | +79,581+17.2% | Added |
| BlackRock, Inc. | 1,838,801 | $34.1M | 0.00% | +736,734+66.9% | Added |
| Beach Point Capital Management LP | 5,300,859 | $98.3M | 41.85% | −190,878−3.5% | Reduced |
| Allianz Asset Management GmbH | 12,637,764 | $234.3M | 0.31% | +1,673,958+15.3% | Added |
| Snow Phipps Group, LLC | 13,353,103 | $247.6M | 82.94% | 00.0% | Unchanged |
| 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 |