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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 454,078 | $8.24M | 0.00% | +39,319+9.5% | Added |
| Vanguard Group Inc | 479,120 | $8.69M | 0.00% | −64,372−11.8% | Reduced |
| BlackRock, Inc. | 1,657,624 | $30.1M | 0.00% | −181,177−9.9% | Reduced |
| Beach Point Capital Management LP | 5,377,451 | $97.5M | 45.36% | +76,592+1.4% | Added |
| Allianz Asset Management GmbH | 12,637,764 | $229.2M | 0.28% | 00.0% | Unchanged |
| Snow Phipps Group, LLC | 13,353,103 | $242.2M | 77.89% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −77,585−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −15,624−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,037−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −13,731−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −13,568−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −8,577−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,717−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| HAP Trading, LLC | – | – | – | – | Not filed |