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, Q3 2025
Institutional positions in Velocity Financial, Inc. as of Sep 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
- 106
- +14 vs. Q2 2025
- Shares held
- 37.5M
- +284.2K (+0.8%) vs. Q2 2025
- Total value
- $680.7M
- −$9.76M (−1.4%) vs. Q2 2025
- New holders
- 23
- 37 more added
- Sold out
- 9
- 36 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | $242.2M | 77.89% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 12,637,764 | $229.2M | 0.28% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 5,377,451 | $97.5M | 45.36% | +76,592+1.4% | Added |
| BlackRock, Inc. | 1,657,624 | $30.1M | 0.00% | −181,177−9.9% | Reduced |
| Vanguard Group Inc | 479,120 | $8.69M | 0.00% | −64,372−11.8% | Reduced |
| Dimensional Fund Advisors LP | 454,078 | $8.24M | 0.00% | +39,319+9.5% | Added |
| Adage Capital Partners GP, L.L.C. | 450,046 | $8.16M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 220,975 | $4.01M | 0.00% | −41,377−15.8% | Reduced |
| Millennium Management LLC | 217,082 | $3.94M | 0.00% | +97,091+80.9% | Added |
| State Street Corp | 210,104 | $3.81M | 0.00% | +23,499+12.6% | Added |
| Goldman Sachs Group Inc | 204,538 | $3.71M | 0.00% | −42,050−17.1% | Reduced |
| American Century Companies Inc | 191,956 | $3.48M | 0.00% | +36,542+23.5% | Added |
| Qube Research & Technologies Ltd | 155,346 | $2.82M | 0.00% | +90,080+138.0% | Added |
| Marshall Wace, LLP | 106,158 | $1.93M | 0.00% | +71,259+204.2% | Added |
| Morgan Stanley | 102,796 | $1.86M | 0.00% | +10,211+11.0% | Added |
| Arrowstreet Capital, Limited Partnership | 98,250 | $1.78M | 0.00% | +27,448+38.8% | Added |
| Two Sigma Investments, LP | 96,970 | $1.76M | 0.00% | +69,689+255.4% | Added |
| Citadel Advisors LLC | 89,169 | $1.62M | 0.00% | +26,504+42.3% | Added |
| Charles Schwab Investment Management Inc | 83,228 | $1.51M | 0.00% | −16,046−16.2% | Reduced |
| NFJ Investment Group, LLC | 75,825 | $1.38M | 0.05% | +75,825 | New |
| HSBC Holdings PLC | 74,367 | $1.34M | 0.00% | −6,135−7.6% | Reduced |
| Northern Trust Corp | 72,646 | $1.32M | 0.00% | −10,478−12.6% | Reduced |
| Trexquant Investment LP | 65,588 | $1.19M | 0.01% | +23,267+55.0% | Added |
| HRT Financial LP | 64,543 | $1.17M | 0.00% | +64,543 | New |
| Bank of New York Mellon Corp | 53,486 | $970.2K | 0.00% | +836+1.6% | Added |
| Nuveen, LLC | 50,412 | $914.5K | 0.00% | +13,178+35.4% | Added |
| Creative Planning | 47,448 | $860.7K | 0.00% | −19,796−29.4% | Reduced |
| Mariner, LLC | 43,201 | $783.7K | 0.00% | −3,016−6.5% | Reduced |
| Bank of America Corp | 40,215 | $729.5K | 0.00% | −30,310−43.0% | Reduced |
| Gsa Capital Partners LLP | 39,877 | $723.0K | 0.06% | +12,860+47.6% | Added |
| Wolverine Trading, LLC | 36,176 | $659.9K | 0.01% | +4,776+15.2% | Added |
| Simplex Trading, LLC | 35,050 | $635.0K | 0.01% | −18,822−34.9% | Reduced |
| Two Sigma Advisers, LP | 31,500 | $571.4K | 0.00% | +31,500 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 31,234 | $566.6K | 0.00% | +10,117+47.9% | Added |
| Bridgeway Capital Management, LLC | 31,167 | $565.4K | 0.01% | −21,883−41.2% | Reduced |
| JPMorgan Chase & Co | 30,103 | $546.1K | 0.00% | +2,578+9.4% | Added |
| First Trust Advisors LP | 29,644 | $537.7K | 0.00% | +29,644 | New |
| Empowered Funds, LLC | 29,169 | $529.1K | 0.01% | −21,883−42.9% | Reduced |
| AQR Capital Management LLC | 28,843 | $523.2K | 0.00% | +3,880+15.5% | Added |
| Jane Street Group, LLC | 26,540 | $481.4K | 0.00% | +26,540 | New |
| Quantinno Capital Management LP | 24,481 | $444.1K | 0.00% | +12,326+101.4% | Added |
| Alps Advisors Inc | 24,360 | $441.9K | 0.00% | +24,360 | New |
| HAP Trading, LLC | 24,159 | $438.2K | 0.12% | +24,159 | New |
| Voya Investment Management LLC | 22,302 | $404.6K | 0.00% | +8,711+64.1% | Added |
| Barclays PLC | 21,701 | $393.7K | 0.00% | −12,915−37.3% | Reduced |
| UBS Group AG | 21,351 | $387.3K | 0.00% | +10,006+88.2% | Added |
| Caption Management, LLC | 20,444 | $370.9K | 0.02% | +1,591+8.4% | Added |
| Verition Fund Management LLC | 20,228 | $366.9K | 0.00% | +4,099+25.4% | Added |
| Susquehanna International Group, LLP | 19,115 | $346.7K | 0.00% | −22,049−53.6% | Reduced |
| PDT Partners, LLC | 18,061 | $327.6K | 0.02% | −2,641−12.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 14,690 | $266.5K | 0.02% | −16,010−52.1% | Reduced |
| Rhumbline Advisers | 14,141 | $256.5K | 0.00% | −1,176−7.7% | Reduced |
| XTX Topco Ltd | 13,127 | $238.1K | 0.01% | −6,809−34.2% | Reduced |
| Yorktown Management & Research Co Inc | 13,000 | $235.8K | 0.19% | +13,000 | New |
| R Squared Ltd | 12,978 | $235.4K | 0.10% | +12,978 | New |
| Wells Fargo & Company | 11,486 | $208.4K | 0.00% | −9,902−46.3% | Reduced |
| Cubist Systematic Strategies, LLC | 10,867 | $197.1K | 0.00% | +10,867 | New |
| Group One Trading, L.P. | 10,633 | $192.9K | 0.01% | −6,199−36.8% | Reduced |
| BNP Paribas Arbitrage, SA | 10,253 | $186.0K | 0.00% | −1,702−14.2% | Reduced |
| Alliancebernstein L.P. | 10,140 | $183.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 7,564 | $137.2K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 7,107 | $128.9K | 0.00% | +4,994+236.3% | Added |
| SG Americas Securities, LLC | 6,915 | $125.0K | 0.00% | +6,915 | New |
| Acadian Asset Management LLC | 5,681 | $103.0K | 0.00% | −9,992−63.8% | Reduced |
| FMR LLC | 5,072 | $92.0K | 0.00% | +486+10.6% | Added |
| Deutsche Bank AG | 4,804 | $87.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,413 | $80.1K | 0.00% | −1,716−28.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,954 | $71.7K | 0.00% | +1,860+88.8% | Added |
| New York State Common Retirement Fund | 3,874 | $70.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,106 | $38.0K | 0.00% | −2,415−53.4% | Reduced |
| Citigroup Inc | 2,017 | $36.6K | 0.00% | −2,386−54.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,144 | $20.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,063 | $20.0K | 0.00% | −5,487−83.8% | Reduced |
| Quarry LP | 863 | $15.7K | 0.00% | +863 | New |
| Point72 (DIFC) Ltd | 842 | $15.3K | 0.00% | +842 | New |
| Tower Research Capital LLC (TRC) | 779 | $14.1K | 0.00% | −429−35.5% | Reduced |
| Harbor Capital Advisors, Inc. | 761 | $14.0K | 0.00% | +13+1.7% | Added |
| Legal & General Group Plc | 764 | $13.9K | 0.00% | −248−24.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 751 | $13.6K | 0.00% | +751 | New |
| Sterling Capital Management LLC | 656 | $11.9K | 0.00% | +402+158.3% | Added |
| California State Teachers Retirement System | 653 | $11.8K | 0.00% | +1+0.2% | Added |
| SRS Capital Advisors, Inc. | 623 | $11.3K | 0.00% | +623 | New |
| Versant Capital Management, Inc | 603 | $10.9K | 0.00% | +603 | New |
| Essential Partners LLC | 352 | $6.38K | 0.00% | +315+851.4% | Added |
| Amalgamated Bank | 295 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 220 | $3.99K | 0.00% | +220 | New |
| Optiver Holding B.V. | 188 | $3.41K | 0.00% | +188 | New |
| GAMMA Investing LLC | 187 | $3.39K | 0.00% | +159+567.9% | Added |
| Covestor Ltd | 150 | $3.00K | 0.00% | +51+51.5% | Added |
| Signaturefd, LLC | 138 | $2.50K | 0.00% | −10−6.8% | Reduced |
| Allworth Financial LP | 123 | $2.23K | 0.00% | −4−3.1% | Reduced |
| Nisa Investment Advisors, LLC | 100 | $1.81K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 94 | $1.71K | 0.00% | +48+104.3% | Added |
| Cornerstone Planning Group LLC | 34 | $1.62K | 0.00% | −8−19.0% | Reduced |
| IFP Advisors, Inc | 83 | $1.51K | 0.00% | +6+7.8% | Added |
| EverSource Wealth Advisors, LLC | 51 | $925 | 0.00% | +28+121.7% | Added |
| Advisory Services Network, LLC | 36 | $653 | 0.00% | +36 | New |
| Rothschild Investment LLC | 35 | $635 | 0.00% | +35 | New |
| Rialto Wealth Management, LLC | 30 | $545 | 0.00% | −30−50.0% | Reduced |
| Parallel Advisors, LLC | 25 | $454 | 0.00% | −533−95.5% | Reduced |