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, Q4 2025
Institutional positions in Velocity Financial, Inc. as of Dec 31, 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
- 107
- +6 vs. Q3 2025
- Shares held
- 37.9M
- +452.2K (+1.2%) vs. Q3 2025
- Total value
- $786.8M
- +$107.4M (+15.8%) vs. Q3 2025
- New holders
- 17
- 44 more added
- Sold out
- 11
- 29 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | $277.2M | 79.04% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 12,637,764 | $262.4M | 0.30% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 5,995,466 | $124.5M | 49.19% | +618,015+11.5% | Added |
| BlackRock, Inc. | 1,672,114 | $34.7M | 0.00% | +14,490+0.9% | Added |
| Vanguard Group Inc | 554,568 | $11.5M | 0.00% | +75,448+15.7% | Added |
| Dimensional Fund Advisors LP | 502,022 | $10.4M | 0.00% | +47,944+10.6% | Added |
| Adage Capital Partners GP, L.L.C. | 450,046 | $9.34M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 242,606 | $5.04M | 0.00% | +21,631+9.8% | Added |
| American Century Companies Inc | 232,790 | $4.83M | 0.00% | +40,834+21.3% | Added |
| State Street Corp | 207,886 | $4.32M | 0.00% | −2,218−1.1% | Reduced |
| Goldman Sachs Group Inc | 173,061 | $3.59M | 0.00% | −31,477−15.4% | Reduced |
| Qube Research & Technologies Ltd | 131,811 | $2.74M | 0.00% | −23,535−15.2% | Reduced |
| Susquehanna International Group, LLP | 113,805 | $2.36M | 0.00% | +94,690+495.4% | Added |
| Morgan Stanley | 105,527 | $2.19M | 0.00% | +2,731+2.7% | Added |
| Arrowstreet Capital, Limited Partnership | 98,250 | $2.04M | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 87,551 | $1.82M | 0.00% | +4,323+5.2% | Added |
| Northern Trust Corp | 77,295 | $1.60M | 0.00% | +4,649+6.4% | Added |
| AQR Capital Management LLC | 75,064 | $1.56M | 0.00% | +46,221+160.3% | Added |
| NFJ Investment Group, LLC | 72,611 | $1.51M | 0.05% | −3,214−4.2% | Reduced |
| Millennium Management LLC | 68,710 | $1.43M | 0.00% | −148,372−68.3% | Reduced |
| HSBC Holdings PLC | 70,168 | $1.36M | 0.00% | −4,199−5.6% | Reduced |
| Creative Planning | 56,956 | $1.18M | 0.00% | +9,508+20.0% | Added |
| Nuveen, LLC | 56,177 | $1.17M | 0.00% | +5,765+11.4% | Added |
| Gsa Capital Partners LLP | 50,909 | $1.06M | 0.09% | +11,032+27.7% | Added |
| Bank of New York Mellon Corp | 48,755 | $1.01M | 0.00% | −4,731−8.8% | Reduced |
| Mariner, LLC | 44,949 | $932.5K | 0.00% | +1,748+4.0% | Added |
| Citadel Advisors LLC | 44,726 | $928.5K | 0.00% | −44,443−49.8% | Reduced |
| Quantinno Capital Management LP | 33,665 | $698.9K | 0.00% | +9,184+37.5% | Added |
| UBS Group AG | 32,936 | $683.8K | 0.00% | +11,585+54.3% | Added |
| PEAK6 LLC | 32,863 | $682.2K | 0.02% | +32,863 | New |
| JPMorgan Chase & Co | 31,435 | $652.6K | 0.00% | +1,332+4.4% | Added |
| First Trust Advisors LP | 31,302 | $649.8K | 0.00% | +1,658+5.6% | Added |
| Bridgeway Capital Management, LLC | 31,167 | $647.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 30,975 | $643.0K | 0.00% | −9,240−23.0% | Reduced |
| Trexquant Investment LP | 30,122 | $625.3K | 0.01% | −35,466−54.1% | Reduced |
| Tudor Investment Corp Et Al | 29,606 | $614.6K | 0.00% | +29,606 | New |
| Empowered Funds, LLC | 29,169 | $605.5K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 24,567 | $510.0K | 0.00% | +207+0.8% | Added |
| Two Sigma Investments, LP | 24,544 | $509.5K | 0.00% | −72,426−74.7% | Reduced |
| Barclays PLC | 24,362 | $505.8K | 0.00% | +2,661+12.3% | Added |
| Voya Investment Management LLC | 22,756 | $472.4K | 0.00% | +454+2.0% | Added |
| PDT Partners, LLC | 19,718 | $409.3K | 0.03% | +1,657+9.2% | Added |
| Sterling Capital Management LLC | 17,566 | $364.7K | 0.01% | +16,910+2,577.7% | Added |
| Wells Fargo & Company | 17,546 | $364.3K | 0.00% | +6,060+52.8% | Added |
| HRT Financial LP | 16,467 | $341.0K | 0.00% | −48,076−74.5% | Reduced |
| D. E. Shaw & Co., Inc. | 14,907 | $309.5K | 0.00% | +14,907 | New |
| PharVision Advisers, LLC | 14,477 | $300.5K | 0.15% | +14,477 | New |
| Marshall Wace, LLP | 14,266 | $296.2K | 0.00% | −91,892−86.6% | Reduced |
| Canada Pension Plan Investment Board | 13,600 | $282.3K | 0.00% | +13,600 | New |
| Yorktown Management & Research Co Inc | 13,000 | $269.9K | 0.22% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,935 | $268.5K | 0.00% | −1,206−8.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,273 | $234.0K | 0.00% | −19,961−63.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,865 | $225.6K | 0.01% | −3,825−26.0% | Reduced |
| Squarepoint Ops LLC | 10,606 | $220.2K | 0.00% | +10,606 | New |
| Russell Investments Group, Ltd. | 10,170 | $211.1K | 0.00% | +3,063+43.1% | Added |
| Ieq Capital, LLC | 10,070 | $209.1K | 0.00% | +10,070 | New |
| Deutsche Bank AG | 9,343 | $194.0K | 0.00% | +4,539+94.5% | Added |
| MetLife Investment Management | 7,564 | $157.0K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 5,643 | $117.1K | 0.01% | −14,801−72.4% | Reduced |
| FMR LLC | 5,313 | $110.3K | 0.00% | +241+4.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,308 | $110.2K | 0.00% | +895+20.3% | Added |
| BNP Paribas Arbitrage, SA | 5,240 | $108.8K | 0.00% | −5,013−48.9% | Reduced |
| CWM, LLC | 4,897 | $102.0K | 0.00% | +2,791+132.5% | Added |
| New York State Common Retirement Fund | 3,874 | $80.4K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,021 | $42.0K | 0.00% | −1,933−48.9% | Reduced |
| Simplex Trading, LLC | 1,644 | $34.1K | 0.00% | −33,406−95.3% | Reduced |
| Citigroup Inc | 1,352 | $28.1K | 0.00% | −665−33.0% | Reduced |
| Acadian Asset Management LLC | 1,325 | $27.0K | 0.00% | −4,356−76.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,144 | $23.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,023 | $21.2K | 0.00% | +259+33.9% | Added |
| Quarry LP | 970 | $20.1K | 0.00% | +107+12.4% | Added |
| UBS Asset Management Americas Inc | 886 | $18.4K | 0.00% | +886 | New |
| Harbor Capital Advisors, Inc. | 748 | $16.0K | 0.00% | −13−1.7% | Reduced |
| Essential Partners LLC | 718 | $14.9K | 0.00% | +366+104.0% | Added |
| California State Teachers Retirement System | 706 | $14.7K | 0.00% | +53+8.1% | Added |
| Versant Capital Management, Inc | 603 | $12.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 492 | $10.2K | 0.00% | −287−36.8% | Reduced |
| Royal Bank of Canada | 421 | $9.00K | 0.00% | −642−60.4% | Reduced |
| Amalgamated Bank | 360 | $7.00K | 0.00% | +65+22.0% | Added |
| Allworth Financial LP | 239 | $4.96K | 0.00% | +116+94.3% | Added |
| Optiver Holding B.V. | 188 | $3.90K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 184 | $3.82K | 0.00% | −3−1.6% | Reduced |
| EverSource Wealth Advisors, LLC | 163 | $3.38K | 0.00% | +112+219.6% | Added |
| Covestor Ltd | 124 | $3.00K | 0.00% | −26−17.3% | Reduced |
| Signaturefd, LLC | 124 | $2.57K | 0.00% | −14−10.1% | Reduced |
| IFP Advisors, Inc | 117 | $2.43K | 0.00% | +34+41.0% | Added |
| Nisa Investment Advisors, LLC | 100 | $2.08K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 78 | $1.58K | 0.00% | +44+129.4% | Added |
| Rothschild Investment LLC | 61 | $1.27K | 0.00% | +26+74.3% | Added |
| Federated Hermes, Inc. | 59 | $1.23K | 0.00% | −35−37.2% | Reduced |
| Rialto Wealth Management, LLC | 30 | $623 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 27 | $561 | 0.00% | +27 | New |
| Optima Capital LLC | 27 | $561 | 0.00% | +27 | New |
| Parallel Advisors, LLC | 25 | $519 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 22 | $457 | 0.00% | +13+144.4% | Added |
| True Wealth Design, LLC | 19 | $395 | 0.00% | +2+11.8% | Added |
| Trust Co | 17 | $353 | 0.00% | +17 | New |
| Farther Finance Advisors, LLC | 15 | $311 | 0.00% | +15 | New |
| Advisor Group Holdings, Inc. | 10 | $208 | 0.00% | +1+11.1% | Added |
| MAI Capital Management | 9 | $187 | 0.00% | +9 | New |