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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 2 | $36 | 0.00% | +2 | New |
| Smartleaf Asset Management LLC | 4 | $72 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $91 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 12 | $217 | 0.00% | +12 | New |
| Parallel Advisors, LLC | 14 | $253 | 0.00% | −11−44.0% | Reduced |
| Advisor Group Holdings, Inc. | 14 | $253 | 0.00% | +4+40.0% | Added |
| Kilter Group LLC | 15 | $272 | 0.00% | +15 | New |
| Farther Finance Advisors, LLC | 17 | $306 | 0.00% | +2+13.3% | Added |
| Trust Co | 17 | $308 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 17 | $308 | 0.00% | +8+88.9% | Added |
| True Wealth Design, LLC | 18 | $326 | 0.00% | −1−5.3% | Reduced |
| Bare Financial Services, Inc | 28 | $507 | 0.00% | +28 | New |
| Bell Investment Advisors, Inc | 29 | $525 | 0.00% | +29 | New |
| Rialto Wealth Management, LLC | 30 | $543 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 36 | $651 | 0.00% | +36 | New |
| Covestor Ltd | 59 | $1.00K | 0.00% | −65−52.4% | Reduced |
| Rothschild Investment LLC | 58 | $1.05K | 0.00% | −3−4.9% | Reduced |
| Fifth Third Bancorp | 83 | $1.50K | 0.00% | +83 | New |
| Signaturefd, LLC | 92 | $1.66K | 0.00% | −32−25.8% | Reduced |
| Nisa Investment Advisors, LLC | 100 | $1.81K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 104 | $1.88K | 0.00% | −59−36.2% | Reduced |
| IFP Advisors, Inc | 106 | $1.92K | 0.00% | −11−9.4% | Reduced |
| Optiver Holding B.V. | 108 | $1.95K | 0.00% | −80−42.6% | Reduced |
| Royal Bank of Canada | 133 | $2.00K | 0.00% | −288−68.4% | Reduced |
| Cornerstone Planning Group LLC | 106 | $2.05K | 0.00% | +28+35.9% | Added |
| Federated Hermes, Inc. | 201 | $3.64K | 0.00% | +142+240.7% | Added |
| US Bancorp | 224 | $4.05K | 0.00% | +218+3,633.3% | Added |
| GAMMA Investing LLC | 227 | $4.11K | 0.00% | +43+23.4% | Added |
| Essential Partners LLC | 260 | $4.70K | 0.00% | −458−63.8% | Reduced |
| Allworth Financial LP | 260 | $4.70K | 0.00% | +21+8.8% | Added |
| California State Teachers Retirement System | 620 | $11.2K | 0.00% | −86−12.2% | Reduced |
| Legal & General Group Plc | 1,023 | $18.5K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,044 | $19.0K | 0.00% | +296+39.6% | Added |
| Ameritas Investment Partners, Inc. | 1,144 | $20.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,175 | $21.3K | 0.00% | +683+138.8% | Added |
| Versant Capital Management, Inc | 1,269 | $23.0K | 0.00% | +666+110.4% | Added |
| Citigroup Inc | 1,796 | $32.5K | 0.00% | +444+32.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,021 | $36.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,574 | $64.7K | 0.00% | −1,323−27.0% | Reduced |
| New York State Common Retirement Fund | 3,874 | $70.1K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 4,037 | $73.0K | 0.00% | +4,037 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 5,444 | $98.5K | 0.00% | +136+2.6% | Added |
| FMR LLC | 6,947 | $125.7K | 0.00% | +1,634+30.8% | Added |
| MetLife Investment Management | 7,564 | $136.8K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 7,862 | $142.2K | 0.00% | +6,976+787.4% | Added |
| Wells Fargo & Company | 8,581 | $155.2K | 0.00% | −8,965−51.1% | Reduced |
| Deutsche Bank AG | 9,343 | $169.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 9,563 | $173.0K | 0.00% | −607−6.0% | Reduced |
| Sterling Capital Management LLC | 11,123 | $201.2K | 0.00% | −6,443−36.7% | Reduced |
| Rhumbline Advisers | 12,727 | $230.2K | 0.00% | −208−1.6% | Reduced |
| R Squared Ltd | 12,804 | $231.6K | 0.13% | +12,804 | New |
| Yorktown Management & Research Co Inc | 13,000 | $235.2K | 0.20% | 00.0% | Unchanged |
| Barclays PLC | 13,809 | $249.8K | 0.00% | −10,553−43.3% | Reduced |
| HRT Financial LP | 14,052 | $254.0K | 0.00% | −2,415−14.7% | Reduced |
| Nuveen, LLC | 15,007 | $271.5K | 0.00% | −41,170−73.3% | Reduced |
| Voya Investment Management LLC | 17,016 | $307.8K | 0.00% | −5,740−25.2% | Reduced |
| Two Sigma Investments, LP | 17,144 | $310.1K | 0.00% | −7,400−30.1% | Reduced |
| UBS Group AG | 17,432 | $315.3K | 0.00% | −15,504−47.1% | Reduced |
| PDT Partners, LLC | 19,718 | $356.7K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 19,796 | $358.1K | 0.02% | +8,931+82.2% | Added |
| Trexquant Investment LP | 24,262 | $438.9K | 0.00% | −5,860−19.5% | Reduced |
| Renaissance Technologies LLC | 27,700 | $501.1K | 0.00% | +27,700 | New |
| Alps Advisors Inc | 28,447 | $514.6K | 0.00% | +3,880+15.8% | Added |
| Empowered Funds, LLC | 29,169 | $527.7K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 31,167 | $563.8K | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 31,230 | $565.0K | 0.00% | −72−0.2% | Reduced |
| Millennium Management LLC | 33,615 | $608.1K | 0.00% | −35,095−51.1% | Reduced |
| Quantinno Capital Management LP | 35,244 | $637.6K | 0.00% | +1,579+4.7% | Added |
| Bank of America Corp | 36,303 | $656.7K | 0.00% | +5,328+17.2% | Added |
| JPMorgan Chase & Co | 36,765 | $662.5K | 0.00% | +5,330+17.0% | Added |
| XTX Topco Ltd | 37,986 | $687.2K | 0.01% | +37,986 | New |
| BNP Paribas Arbitrage, SA | 39,038 | $706.2K | 0.00% | +33,798+645.0% | Added |
| Citadel Advisors LLC | 39,071 | $706.8K | 0.00% | −5,655−12.6% | Reduced |
| Mariner, LLC | 42,514 | $769.1K | 0.00% | −2,435−5.4% | Reduced |
| Bank of New York Mellon Corp | 50,869 | $920.2K | 0.00% | +2,114+4.3% | Added |
| Creative Planning | 53,898 | $975.0K | 0.00% | −3,058−5.4% | Reduced |
| Tudor Investment Corp Et Al | 58,902 | $1.07M | 0.01% | +29,296+99.0% | Added |
| AQR Capital Management LLC | 58,906 | $1.07M | 0.00% | −16,158−21.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 59,232 | $1.07M | 0.00% | −39,018−39.7% | Reduced |
| Vanguard Portfolio Management LLC | 66,743 | $1.21M | 0.00% | +66,743 | New |
| Vanguard Fiduciary Trust Co | 69,383 | $1.26M | 0.00% | +69,383 | New |
| NFJ Investment Group, LLC | 72,611 | $1.31M | 0.05% | 00.0% | Unchanged |
| Man Group plc | 76,382 | $1.38M | 0.00% | +76,382 | New |
| Northern Trust Corp | 80,658 | $1.46M | 0.00% | +3,363+4.4% | Added |
| Charles Schwab Investment Management Inc | 85,400 | $1.54M | 0.00% | −2,151−2.5% | Reduced |
| HSBC Holdings PLC | 86,750 | $1.58M | 0.00% | +16,582+23.6% | Added |
| D. E. Shaw & Co., Inc. | 87,734 | $1.59M | 0.00% | +72,827+488.5% | Added |
| Morgan Stanley | 88,450 | $1.60M | 0.00% | −17,077−16.2% | Reduced |
| Qube Research & Technologies Ltd | 105,861 | $1.92M | 0.00% | −25,950−19.7% | Reduced |
| State Street Corp | 218,145 | $3.95M | 0.00% | +10,259+4.9% | Added |
| Geode Capital Management, LLC | 249,500 | $4.51M | 0.00% | +6,894+2.8% | Added |
| Goldman Sachs Group Inc | 275,123 | $4.98M | 0.00% | +102,062+59.0% | Added |
| American Century Companies Inc | 285,369 | $5.16M | 0.00% | +52,579+22.6% | Added |
| Vanguard Capital Management LLC | 480,652 | $8.69M | 0.00% | +480,652 | New |
| Adage Capital Partners GP, L.L.C. | 482,715 | $8.73M | 0.01% | +32,669+7.3% | Added |
| Dimensional Fund Advisors LP | 582,550 | $10.5M | 0.00% | +80,528+16.0% | Added |
| BlackRock, Inc. | 1,641,916 | $29.7M | 0.00% | −30,198−1.8% | Reduced |
| Beach Point Capital Management LP | 6,558,512 | $118.6M | 46.90% | +563,046+9.4% | Added |
| Allianz Asset Management GmbH | 12,637,764 | $228.6M | 0.26% | 00.0% | Unchanged |
| Snow Phipps Group, LLC | 13,353,103 | $241.6M | 76.06% | 00.0% | Unchanged |