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, Q1 2026
Institutional positions in Velocity Financial, Inc. as of Mar 31, 2026. 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
- 100
- −6 vs. Q4 2025
- Shares held
- 38.6M
- +1.25M (+3.4%) vs. Q4 2025
- Total value
- $698.3M
- −$77.0M (−9.9%) vs. Q4 2025
- New holders
- 15
- 33 more added
- Sold out
- 21
- 34 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | $241.6M | 76.06% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 12,637,764 | $228.6M | 0.26% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 6,558,512 | $118.6M | 46.90% | +563,046+9.4% | Added |
| BlackRock, Inc. | 1,641,916 | $29.7M | 0.00% | −30,198−1.8% | Reduced |
| Dimensional Fund Advisors LP | 582,550 | $10.5M | 0.00% | +80,528+16.0% | Added |
| Adage Capital Partners GP, L.L.C. | 482,715 | $8.73M | 0.01% | +32,669+7.3% | Added |
| Vanguard Capital Management LLC | 480,652 | $8.69M | 0.00% | +480,652 | New |
| American Century Companies Inc | 285,369 | $5.16M | 0.00% | +52,579+22.6% | Added |
| Goldman Sachs Group Inc | 275,123 | $4.98M | 0.00% | +102,062+59.0% | Added |
| Geode Capital Management, LLC | 249,500 | $4.51M | 0.00% | +6,894+2.8% | Added |
| State Street Corp | 218,145 | $3.95M | 0.00% | +10,259+4.9% | Added |
| Qube Research & Technologies Ltd | 105,861 | $1.92M | 0.00% | −25,950−19.7% | Reduced |
| Morgan Stanley | 88,450 | $1.60M | 0.00% | −17,077−16.2% | Reduced |
| D. E. Shaw & Co., Inc. | 87,734 | $1.59M | 0.00% | +72,827+488.5% | Added |
| HSBC Holdings PLC | 86,750 | $1.58M | 0.00% | +16,582+23.6% | Added |
| Charles Schwab Investment Management Inc | 85,400 | $1.54M | 0.00% | −2,151−2.5% | Reduced |
| Northern Trust Corp | 80,658 | $1.46M | 0.00% | +3,363+4.4% | Added |
| Man Group plc | 76,382 | $1.38M | 0.00% | +76,382 | New |
| NFJ Investment Group, LLC | 72,611 | $1.31M | 0.05% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 69,383 | $1.26M | 0.00% | +69,383 | New |
| Vanguard Portfolio Management LLC | 66,743 | $1.21M | 0.00% | +66,743 | New |
| Arrowstreet Capital, Limited Partnership | 59,232 | $1.07M | 0.00% | −39,018−39.7% | Reduced |
| AQR Capital Management LLC | 58,906 | $1.07M | 0.00% | −16,158−21.5% | Reduced |
| Tudor Investment Corp Et Al | 58,902 | $1.07M | 0.01% | +29,296+99.0% | Added |
| Creative Planning | 53,898 | $975.0K | 0.00% | −3,058−5.4% | Reduced |
| Bank of New York Mellon Corp | 50,869 | $920.2K | 0.00% | +2,114+4.3% | Added |
| Mariner, LLC | 42,514 | $769.1K | 0.00% | −2,435−5.4% | Reduced |
| Citadel Advisors LLC | 39,071 | $706.8K | 0.00% | −5,655−12.6% | Reduced |
| BNP Paribas Arbitrage, SA | 39,038 | $706.2K | 0.00% | +33,798+645.0% | Added |
| XTX Topco Ltd | 37,986 | $687.2K | 0.01% | +37,986 | New |
| JPMorgan Chase & Co | 36,765 | $662.5K | 0.00% | +5,330+17.0% | Added |
| Bank of America Corp | 36,303 | $656.7K | 0.00% | +5,328+17.2% | Added |
| Quantinno Capital Management LP | 35,244 | $637.6K | 0.00% | +1,579+4.7% | Added |
| Millennium Management LLC | 33,615 | $608.1K | 0.00% | −35,095−51.1% | Reduced |
| First Trust Advisors LP | 31,230 | $565.0K | 0.00% | −72−0.2% | Reduced |
| Bridgeway Capital Management, LLC | 31,167 | $563.8K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 29,169 | $527.7K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 28,447 | $514.6K | 0.00% | +3,880+15.8% | Added |
| Renaissance Technologies LLC | 27,700 | $501.1K | 0.00% | +27,700 | New |
| Trexquant Investment LP | 24,262 | $438.9K | 0.00% | −5,860−19.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 19,796 | $358.1K | 0.02% | +8,931+82.2% | Added |
| PDT Partners, LLC | 19,718 | $356.7K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 17,432 | $315.3K | 0.00% | −15,504−47.1% | Reduced |
| Two Sigma Investments, LP | 17,144 | $310.1K | 0.00% | −7,400−30.1% | Reduced |
| Voya Investment Management LLC | 17,016 | $307.8K | 0.00% | −5,740−25.2% | Reduced |
| Nuveen, LLC | 15,007 | $271.5K | 0.00% | −41,170−73.3% | Reduced |
| HRT Financial LP | 14,052 | $254.0K | 0.00% | −2,415−14.7% | Reduced |
| Barclays PLC | 13,809 | $249.8K | 0.00% | −10,553−43.3% | Reduced |
| Yorktown Management & Research Co Inc | 13,000 | $235.2K | 0.20% | 00.0% | Unchanged |
| R Squared Ltd | 12,804 | $231.6K | 0.13% | +12,804 | New |
| Rhumbline Advisers | 12,727 | $230.2K | 0.00% | −208−1.6% | Reduced |
| Sterling Capital Management LLC | 11,123 | $201.2K | 0.00% | −6,443−36.7% | Reduced |
| Russell Investments Group, Ltd. | 9,563 | $173.0K | 0.00% | −607−6.0% | Reduced |
| Deutsche Bank AG | 9,343 | $169.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 8,581 | $155.2K | 0.00% | −8,965−51.1% | Reduced |
| UBS Asset Management Americas Inc | 7,862 | $142.2K | 0.00% | +6,976+787.4% | Added |
| MetLife Investment Management | 7,564 | $136.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 6,947 | $125.7K | 0.00% | +1,634+30.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,444 | $98.5K | 0.00% | +136+2.6% | Added |
| Vanguard Global Advisers, LLC | 4,037 | $73.0K | 0.00% | +4,037 | New |
| New York State Common Retirement Fund | 3,874 | $70.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,574 | $64.7K | 0.00% | −1,323−27.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,021 | $36.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,796 | $32.5K | 0.00% | +444+32.8% | Added |
| Versant Capital Management, Inc | 1,269 | $23.0K | 0.00% | +666+110.4% | Added |
| Tower Research Capital LLC (TRC) | 1,175 | $21.3K | 0.00% | +683+138.8% | Added |
| Ameritas Investment Partners, Inc. | 1,144 | $20.7K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,044 | $19.0K | 0.00% | +296+39.6% | Added |
| Legal & General Group Plc | 1,023 | $18.5K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 620 | $11.2K | 0.00% | −86−12.2% | Reduced |
| Allworth Financial LP | 260 | $4.70K | 0.00% | +21+8.8% | Added |
| Essential Partners LLC | 260 | $4.70K | 0.00% | −458−63.8% | Reduced |
| GAMMA Investing LLC | 227 | $4.11K | 0.00% | +43+23.4% | Added |
| US Bancorp | 224 | $4.05K | 0.00% | +218+3,633.3% | Added |
| Federated Hermes, Inc. | 201 | $3.64K | 0.00% | +142+240.7% | Added |
| Cornerstone Planning Group LLC | 106 | $2.05K | 0.00% | +28+35.9% | Added |
| Royal Bank of Canada | 133 | $2.00K | 0.00% | −288−68.4% | Reduced |
| Optiver Holding B.V. | 108 | $1.95K | 0.00% | −80−42.6% | Reduced |
| IFP Advisors, Inc | 106 | $1.92K | 0.00% | −11−9.4% | Reduced |
| EverSource Wealth Advisors, LLC | 104 | $1.88K | 0.00% | −59−36.2% | Reduced |
| Nisa Investment Advisors, LLC | 100 | $1.81K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 92 | $1.66K | 0.00% | −32−25.8% | Reduced |
| Fifth Third Bancorp | 83 | $1.50K | 0.00% | +83 | New |
| Rothschild Investment LLC | 58 | $1.05K | 0.00% | −3−4.9% | Reduced |
| Covestor Ltd | 59 | $1.00K | 0.00% | −65−52.4% | Reduced |
| Advisory Services Network, LLC | 36 | $651 | 0.00% | +36 | New |
| Rialto Wealth Management, LLC | 30 | $543 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $525 | 0.00% | +29 | New |
| Bare Financial Services, Inc | 28 | $507 | 0.00% | +28 | New |
| True Wealth Design, LLC | 18 | $326 | 0.00% | −1−5.3% | Reduced |
| Trust Co | 17 | $308 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 17 | $308 | 0.00% | +8+88.9% | Added |
| Farther Finance Advisors, LLC | 17 | $306 | 0.00% | +2+13.3% | Added |
| Kilter Group LLC | 15 | $272 | 0.00% | +15 | New |
| Parallel Advisors, LLC | 14 | $253 | 0.00% | −11−44.0% | Reduced |
| Advisor Group Holdings, Inc. | 14 | $253 | 0.00% | +4+40.0% | Added |
| Root Financial Partners, LLC | 12 | $217 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 5 | $91 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4 | $72 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $36 | 0.00% | +2 | New |