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 | $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, 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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $18 | 0.00% | −75−98.7% | Reduced |
| Clearstead Advisors, LLC | 1 | $19 | 0.00% | +1 | New |
| US Bancorp | 6 | $109 | 0.00% | +6 | New |
| The PNC Financial Services Group, Inc. | 9 | $163 | 0.00% | +8+800.0% | Added |
| Advisor Group Holdings, Inc. | 9 | $163 | 0.00% | +9 | New |
| True Wealth Design, LLC | 17 | $309 | 0.00% | −16−48.5% | Reduced |
| Parallel Advisors, LLC | 25 | $454 | 0.00% | −533−95.5% | Reduced |
| Rialto Wealth Management, LLC | 30 | $545 | 0.00% | −30−50.0% | Reduced |
| Rothschild Investment LLC | 35 | $635 | 0.00% | +35 | New |
| Advisory Services Network, LLC | 36 | $653 | 0.00% | +36 | New |
| EverSource Wealth Advisors, LLC | 51 | $925 | 0.00% | +28+121.7% | Added |
| IFP Advisors, Inc | 83 | $1.51K | 0.00% | +6+7.8% | Added |
| Cornerstone Planning Group LLC | 34 | $1.62K | 0.00% | −8−19.0% | Reduced |
| Federated Hermes, Inc. | 94 | $1.71K | 0.00% | +48+104.3% | Added |
| Nisa Investment Advisors, LLC | 100 | $1.81K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 123 | $2.23K | 0.00% | −4−3.1% | Reduced |
| Signaturefd, LLC | 138 | $2.50K | 0.00% | −10−6.8% | Reduced |
| Covestor Ltd | 150 | $3.00K | 0.00% | +51+51.5% | Added |
| GAMMA Investing LLC | 187 | $3.39K | 0.00% | +159+567.9% | Added |
| Optiver Holding B.V. | 188 | $3.41K | 0.00% | +188 | New |
| Quadrant Capital Group LLC | 220 | $3.99K | 0.00% | +220 | New |
| Amalgamated Bank | 295 | $5.00K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 352 | $6.38K | 0.00% | +315+851.4% | Added |
| Versant Capital Management, Inc | 603 | $10.9K | 0.00% | +603 | New |
| SRS Capital Advisors, Inc. | 623 | $11.3K | 0.00% | +623 | New |
| California State Teachers Retirement System | 653 | $11.8K | 0.00% | +1+0.2% | Added |
| Sterling Capital Management LLC | 656 | $11.9K | 0.00% | +402+158.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 751 | $13.6K | 0.00% | +751 | New |
| Legal & General Group Plc | 764 | $13.9K | 0.00% | −248−24.5% | Reduced |
| Harbor Capital Advisors, Inc. | 761 | $14.0K | 0.00% | +13+1.7% | Added |
| Tower Research Capital LLC (TRC) | 779 | $14.1K | 0.00% | −429−35.5% | Reduced |
| Point72 (DIFC) Ltd | 842 | $15.3K | 0.00% | +842 | New |
| Quarry LP | 863 | $15.7K | 0.00% | +863 | New |
| Royal Bank of Canada | 1,063 | $20.0K | 0.00% | −5,487−83.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,144 | $20.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,017 | $36.6K | 0.00% | −2,386−54.2% | Reduced |
| CWM, LLC | 2,106 | $38.0K | 0.00% | −2,415−53.4% | Reduced |
| New York State Common Retirement Fund | 3,874 | $70.3K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,954 | $71.7K | 0.00% | +1,860+88.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,413 | $80.1K | 0.00% | −1,716−28.0% | Reduced |
| Deutsche Bank AG | 4,804 | $87.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,072 | $92.0K | 0.00% | +486+10.6% | Added |
| Acadian Asset Management LLC | 5,681 | $103.0K | 0.00% | −9,992−63.8% | Reduced |
| SG Americas Securities, LLC | 6,915 | $125.0K | 0.00% | +6,915 | New |
| Russell Investments Group, Ltd. | 7,107 | $128.9K | 0.00% | +4,994+236.3% | Added |
| MetLife Investment Management | 7,564 | $137.2K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 10,140 | $183.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 10,253 | $186.0K | 0.00% | −1,702−14.2% | Reduced |
| Group One Trading, L.P. | 10,633 | $192.9K | 0.01% | −6,199−36.8% | Reduced |
| Cubist Systematic Strategies, LLC | 10,867 | $197.1K | 0.00% | +10,867 | New |
| Wells Fargo & Company | 11,486 | $208.4K | 0.00% | −9,902−46.3% | Reduced |
| R Squared Ltd | 12,978 | $235.4K | 0.10% | +12,978 | New |
| Yorktown Management & Research Co Inc | 13,000 | $235.8K | 0.19% | +13,000 | New |
| XTX Topco Ltd | 13,127 | $238.1K | 0.01% | −6,809−34.2% | Reduced |
| Rhumbline Advisers | 14,141 | $256.5K | 0.00% | −1,176−7.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 14,690 | $266.5K | 0.02% | −16,010−52.1% | Reduced |
| PDT Partners, LLC | 18,061 | $327.6K | 0.02% | −2,641−12.8% | Reduced |
| Susquehanna International Group, LLP | 19,115 | $346.7K | 0.00% | −22,049−53.6% | Reduced |
| Verition Fund Management LLC | 20,228 | $366.9K | 0.00% | +4,099+25.4% | Added |
| Caption Management, LLC | 20,444 | $370.9K | 0.02% | +1,591+8.4% | Added |
| UBS Group AG | 21,351 | $387.3K | 0.00% | +10,006+88.2% | Added |
| Barclays PLC | 21,701 | $393.7K | 0.00% | −12,915−37.3% | Reduced |
| Voya Investment Management LLC | 22,302 | $404.6K | 0.00% | +8,711+64.1% | Added |
| HAP Trading, LLC | 24,159 | $438.2K | 0.12% | +24,159 | New |
| Alps Advisors Inc | 24,360 | $441.9K | 0.00% | +24,360 | New |
| Quantinno Capital Management LP | 24,481 | $444.1K | 0.00% | +12,326+101.4% | Added |
| Jane Street Group, LLC | 26,540 | $481.4K | 0.00% | +26,540 | New |
| AQR Capital Management LLC | 28,843 | $523.2K | 0.00% | +3,880+15.5% | Added |
| Empowered Funds, LLC | 29,169 | $529.1K | 0.01% | −21,883−42.9% | Reduced |
| First Trust Advisors LP | 29,644 | $537.7K | 0.00% | +29,644 | New |
| JPMorgan Chase & Co | 30,103 | $546.1K | 0.00% | +2,578+9.4% | Added |
| Bridgeway Capital Management, LLC | 31,167 | $565.4K | 0.01% | −21,883−41.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 31,234 | $566.6K | 0.00% | +10,117+47.9% | Added |
| Two Sigma Advisers, LP | 31,500 | $571.4K | 0.00% | +31,500 | New |
| Simplex Trading, LLC | 35,050 | $635.0K | 0.01% | −18,822−34.9% | Reduced |
| Wolverine Trading, LLC | 36,176 | $659.9K | 0.01% | +4,776+15.2% | Added |
| Gsa Capital Partners LLP | 39,877 | $723.0K | 0.06% | +12,860+47.6% | Added |
| Bank of America Corp | 40,215 | $729.5K | 0.00% | −30,310−43.0% | Reduced |
| Mariner, LLC | 43,201 | $783.7K | 0.00% | −3,016−6.5% | Reduced |
| Creative Planning | 47,448 | $860.7K | 0.00% | −19,796−29.4% | Reduced |
| Nuveen, LLC | 50,412 | $914.5K | 0.00% | +13,178+35.4% | Added |
| Bank of New York Mellon Corp | 53,486 | $970.2K | 0.00% | +836+1.6% | Added |
| HRT Financial LP | 64,543 | $1.17M | 0.00% | +64,543 | New |
| Trexquant Investment LP | 65,588 | $1.19M | 0.01% | +23,267+55.0% | Added |
| Northern Trust Corp | 72,646 | $1.32M | 0.00% | −10,478−12.6% | Reduced |
| HSBC Holdings PLC | 74,367 | $1.34M | 0.00% | −6,135−7.6% | Reduced |
| NFJ Investment Group, LLC | 75,825 | $1.38M | 0.05% | +75,825 | New |
| Charles Schwab Investment Management Inc | 83,228 | $1.51M | 0.00% | −16,046−16.2% | Reduced |
| Citadel Advisors LLC | 89,169 | $1.62M | 0.00% | +26,504+42.3% | Added |
| Two Sigma Investments, LP | 96,970 | $1.76M | 0.00% | +69,689+255.4% | Added |
| Arrowstreet Capital, Limited Partnership | 98,250 | $1.78M | 0.00% | +27,448+38.8% | Added |
| Morgan Stanley | 102,796 | $1.86M | 0.00% | +10,211+11.0% | Added |
| Marshall Wace, LLP | 106,158 | $1.93M | 0.00% | +71,259+204.2% | Added |
| Qube Research & Technologies Ltd | 155,346 | $2.82M | 0.00% | +90,080+138.0% | Added |
| American Century Companies Inc | 191,956 | $3.48M | 0.00% | +36,542+23.5% | Added |
| Goldman Sachs Group Inc | 204,538 | $3.71M | 0.00% | −42,050−17.1% | Reduced |
| State Street Corp | 210,104 | $3.81M | 0.00% | +23,499+12.6% | Added |
| Millennium Management LLC | 217,082 | $3.94M | 0.00% | +97,091+80.9% | Added |
| Geode Capital Management, LLC | 220,975 | $4.01M | 0.00% | −41,377−15.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 450,046 | $8.16M | 0.01% | 00.0% | Unchanged |