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 |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | 450,046 | $9.34M | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 502,022 | $10.4M | 0.00% | +47,944+10.6% | Added |
| Vanguard Group Inc | 554,568 | $11.5M | 0.00% | +75,448+15.7% | Added |
| BlackRock, Inc. | 1,672,114 | $34.7M | 0.00% | +14,490+0.9% | Added |
| Beach Point Capital Management LP | 5,995,466 | $124.5M | 49.19% | +618,015+11.5% | Added |
| Allianz Asset Management GmbH | 12,637,764 | $262.4M | 0.30% | 00.0% | Unchanged |
| Snow Phipps Group, LLC | 13,353,103 | $277.2M | 79.04% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −31,500−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −26,540−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −20,228−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,127−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −12,978−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −10,633−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −10,140−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,915−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −623−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| HAP Trading, LLC | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |