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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $62 | 0.00% | +3 | New |
| Smartleaf Asset Management LLC | 4 | $78 | 0.00% | +4 | New |
| Clearstead Advisors, LLC | 4 | $84 | 0.00% | +3+300.0% | Added |
| SJS Investment Consulting Inc. | 5 | $104 | 0.00% | +5 | New |
| Godfrey Financial Associates, Inc. | 5 | $104 | 0.00% | +5 | New |
| US Bancorp | 6 | $125 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 9 | $187 | 0.00% | +9 | New |
| Advisor Group Holdings, Inc. | 10 | $208 | 0.00% | +1+11.1% | Added |
| Farther Finance Advisors, LLC | 15 | $311 | 0.00% | +15 | New |
| Trust Co | 17 | $353 | 0.00% | +17 | New |
| True Wealth Design, LLC | 19 | $395 | 0.00% | +2+11.8% | Added |
| The PNC Financial Services Group, Inc. | 22 | $457 | 0.00% | +13+144.4% | Added |
| Parallel Advisors, LLC | 25 | $519 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 27 | $561 | 0.00% | +27 | New |
| Optima Capital LLC | 27 | $561 | 0.00% | +27 | New |
| Rialto Wealth Management, LLC | 30 | $623 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 59 | $1.23K | 0.00% | −35−37.2% | Reduced |
| Rothschild Investment LLC | 61 | $1.27K | 0.00% | +26+74.3% | Added |
| Cornerstone Planning Group LLC | 78 | $1.58K | 0.00% | +44+129.4% | Added |
| Nisa Investment Advisors, LLC | 100 | $2.08K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 117 | $2.43K | 0.00% | +34+41.0% | Added |
| Signaturefd, LLC | 124 | $2.57K | 0.00% | −14−10.1% | Reduced |
| Covestor Ltd | 124 | $3.00K | 0.00% | −26−17.3% | Reduced |
| EverSource Wealth Advisors, LLC | 163 | $3.38K | 0.00% | +112+219.6% | Added |
| GAMMA Investing LLC | 184 | $3.82K | 0.00% | −3−1.6% | Reduced |
| Optiver Holding B.V. | 188 | $3.90K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 239 | $4.96K | 0.00% | +116+94.3% | Added |
| Amalgamated Bank | 360 | $7.00K | 0.00% | +65+22.0% | Added |
| Royal Bank of Canada | 421 | $9.00K | 0.00% | −642−60.4% | Reduced |
| Tower Research Capital LLC (TRC) | 492 | $10.2K | 0.00% | −287−36.8% | Reduced |
| Versant Capital Management, Inc | 603 | $12.5K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 706 | $14.7K | 0.00% | +53+8.1% | Added |
| Essential Partners LLC | 718 | $14.9K | 0.00% | +366+104.0% | Added |
| Harbor Capital Advisors, Inc. | 748 | $16.0K | 0.00% | −13−1.7% | Reduced |
| UBS Asset Management Americas Inc | 886 | $18.4K | 0.00% | +886 | New |
| Quarry LP | 970 | $20.1K | 0.00% | +107+12.4% | Added |
| Legal & General Group Plc | 1,023 | $21.2K | 0.00% | +259+33.9% | Added |
| Ameritas Investment Partners, Inc. | 1,144 | $23.7K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,325 | $27.0K | 0.00% | −4,356−76.7% | Reduced |
| Citigroup Inc | 1,352 | $28.1K | 0.00% | −665−33.0% | Reduced |
| Simplex Trading, LLC | 1,644 | $34.1K | 0.00% | −33,406−95.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,021 | $42.0K | 0.00% | −1,933−48.9% | Reduced |
| New York State Common Retirement Fund | 3,874 | $80.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,897 | $102.0K | 0.00% | +2,791+132.5% | Added |
| BNP Paribas Arbitrage, SA | 5,240 | $108.8K | 0.00% | −5,013−48.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,308 | $110.2K | 0.00% | +895+20.3% | Added |
| FMR LLC | 5,313 | $110.3K | 0.00% | +241+4.8% | Added |
| Caption Management, LLC | 5,643 | $117.1K | 0.01% | −14,801−72.4% | Reduced |
| MetLife Investment Management | 7,564 | $157.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,343 | $194.0K | 0.00% | +4,539+94.5% | Added |
| Ieq Capital, LLC | 10,070 | $209.1K | 0.00% | +10,070 | New |
| Russell Investments Group, Ltd. | 10,170 | $211.1K | 0.00% | +3,063+43.1% | Added |
| Squarepoint Ops LLC | 10,606 | $220.2K | 0.00% | +10,606 | New |
| Campbell & CO Investment Adviser LLC | 10,865 | $225.6K | 0.01% | −3,825−26.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,273 | $234.0K | 0.00% | −19,961−63.9% | Reduced |
| Rhumbline Advisers | 12,935 | $268.5K | 0.00% | −1,206−8.5% | Reduced |
| Yorktown Management & Research Co Inc | 13,000 | $269.9K | 0.22% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 13,600 | $282.3K | 0.00% | +13,600 | New |
| Marshall Wace, LLP | 14,266 | $296.2K | 0.00% | −91,892−86.6% | Reduced |
| PharVision Advisers, LLC | 14,477 | $300.5K | 0.15% | +14,477 | New |
| D. E. Shaw & Co., Inc. | 14,907 | $309.5K | 0.00% | +14,907 | New |
| HRT Financial LP | 16,467 | $341.0K | 0.00% | −48,076−74.5% | Reduced |
| Wells Fargo & Company | 17,546 | $364.3K | 0.00% | +6,060+52.8% | Added |
| Sterling Capital Management LLC | 17,566 | $364.7K | 0.01% | +16,910+2,577.7% | Added |
| PDT Partners, LLC | 19,718 | $409.3K | 0.03% | +1,657+9.2% | Added |
| Voya Investment Management LLC | 22,756 | $472.4K | 0.00% | +454+2.0% | Added |
| Barclays PLC | 24,362 | $505.8K | 0.00% | +2,661+12.3% | Added |
| Two Sigma Investments, LP | 24,544 | $509.5K | 0.00% | −72,426−74.7% | Reduced |
| Alps Advisors Inc | 24,567 | $510.0K | 0.00% | +207+0.8% | Added |
| Empowered Funds, LLC | 29,169 | $605.5K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 29,606 | $614.6K | 0.00% | +29,606 | New |
| Trexquant Investment LP | 30,122 | $625.3K | 0.01% | −35,466−54.1% | Reduced |
| Bank of America Corp | 30,975 | $643.0K | 0.00% | −9,240−23.0% | Reduced |
| Bridgeway Capital Management, LLC | 31,167 | $647.0K | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 31,302 | $649.8K | 0.00% | +1,658+5.6% | Added |
| JPMorgan Chase & Co | 31,435 | $652.6K | 0.00% | +1,332+4.4% | Added |
| PEAK6 LLC | 32,863 | $682.2K | 0.02% | +32,863 | New |
| UBS Group AG | 32,936 | $683.8K | 0.00% | +11,585+54.3% | Added |
| Quantinno Capital Management LP | 33,665 | $698.9K | 0.00% | +9,184+37.5% | Added |
| Citadel Advisors LLC | 44,726 | $928.5K | 0.00% | −44,443−49.8% | Reduced |
| Mariner, LLC | 44,949 | $932.5K | 0.00% | +1,748+4.0% | Added |
| Bank of New York Mellon Corp | 48,755 | $1.01M | 0.00% | −4,731−8.8% | Reduced |
| Gsa Capital Partners LLP | 50,909 | $1.06M | 0.09% | +11,032+27.7% | Added |
| Nuveen, LLC | 56,177 | $1.17M | 0.00% | +5,765+11.4% | Added |
| Creative Planning | 56,956 | $1.18M | 0.00% | +9,508+20.0% | Added |
| HSBC Holdings PLC | 70,168 | $1.36M | 0.00% | −4,199−5.6% | Reduced |
| Millennium Management LLC | 68,710 | $1.43M | 0.00% | −148,372−68.3% | Reduced |
| NFJ Investment Group, LLC | 72,611 | $1.51M | 0.05% | −3,214−4.2% | Reduced |
| AQR Capital Management LLC | 75,064 | $1.56M | 0.00% | +46,221+160.3% | Added |
| Northern Trust Corp | 77,295 | $1.60M | 0.00% | +4,649+6.4% | Added |
| Charles Schwab Investment Management Inc | 87,551 | $1.82M | 0.00% | +4,323+5.2% | Added |
| Arrowstreet Capital, Limited Partnership | 98,250 | $2.04M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 105,527 | $2.19M | 0.00% | +2,731+2.7% | Added |
| Susquehanna International Group, LLP | 113,805 | $2.36M | 0.00% | +94,690+495.4% | Added |
| Qube Research & Technologies Ltd | 131,811 | $2.74M | 0.00% | −23,535−15.2% | Reduced |
| Goldman Sachs Group Inc | 173,061 | $3.59M | 0.00% | −31,477−15.4% | Reduced |
| State Street Corp | 207,886 | $4.32M | 0.00% | −2,218−1.1% | Reduced |
| American Century Companies Inc | 232,790 | $4.83M | 0.00% | +40,834+21.3% | Added |
| Geode Capital Management, LLC | 242,606 | $5.04M | 0.00% | +21,631+9.8% | Added |