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, Q2 2026
Institutional positions in Velocity Financial, Inc. as of Jun 30, 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
- 99
- +1 vs. Q1 2026
- Shares held
- 38.9M
- +343.5K (+0.9%) vs. Q1 2026
- Total value
- $718.8M
- +$20.6M (+2.9%) vs. Q1 2026
- New holders
- 15
- 49 more added
- Sold out
- 14
- 22 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $788.9M |
| Q3 2025 | 106 | $681.3M |
| Q2 2025 | 93 | $691.0M |
| Q1 2025 | 82 | $653.9M |
| Q4 2024 | 73 | $638.5M |
| Q3 2024 | 69 | $640.6M |
| Q2 2024 | 48 | $580.9M |
| Q1 2024 | 51 | $583.5M |
| Q4 2023 | 47 | $554.2M |
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Velocity Financial, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 30 | $0 | 0.00% | +30 | New |
| Clearstead Advisors, LLC | 3 | $56 | 0.00% | +3 | New |
| Smartleaf Asset Management LLC | 4 | $72 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 4 | $74 | 0.00% | −104−96.3% | Reduced |
| True Wealth Design, LLC | 5 | $93 | 0.00% | −13−72.2% | Reduced |
| SJS Investment Consulting Inc. | 10 | $185 | 0.00% | +5+100.0% | Added |
| Advisor Group Holdings, Inc. | 14 | $258 | 0.00% | 00.0% | Unchanged |
| Trust Co | 17 | $314 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $369 | 0.00% | +20 | New |
| Harbour Investments, Inc. | 21 | $388 | 0.00% | +21 | New |
| North Star Investment Management Corp. | 28 | $517 | 0.00% | +28 | New |
| Versant Capital Management, Inc | 41 | $757 | 0.00% | −1,228−96.8% | Reduced |
| Farther Finance Advisors, LLC | 48 | $886 | 0.00% | +31+182.4% | Added |
| EverSource Wealth Advisors, LLC | 50 | $923 | 0.00% | −54−51.9% | Reduced |
| Covestor Ltd | 80 | $1.00K | 0.00% | +21+35.6% | Added |
| Rialto Wealth Management, LLC | 60 | $1.11K | 0.00% | +30+100.0% | Added |
| Rothschild Investment LLC | 69 | $1.27K | 0.00% | +11+19.0% | Added |
| Bare Financial Services, Inc | 88 | $1.62K | 0.00% | +60+214.3% | Added |
| Nisa Investment Advisors, LLC | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 107 | $1.98K | 0.00% | +1+0.9% | Added |
| UMA Financial Services, Inc. | 126 | $2.33K | 0.00% | +126 | New |
| Essential Partners LLC | 146 | $2.69K | 0.00% | −114−43.8% | Reduced |
| California State Teachers Retirement System | 163 | $3.01K | 0.00% | −457−73.7% | Reduced |
| Jones Financial Companies LLLP | 172 | $3.13K | 0.00% | +172 | New |
| Quarry LP | 185 | $3.42K | 0.00% | +185 | New |
| Allworth Financial LP | 199 | $3.67K | 0.00% | −61−23.5% | Reduced |
| Federated Hermes, Inc. | 235 | $4.34K | 0.00% | +34+16.9% | Added |
| Signaturefd, LLC | 255 | $4.71K | 0.00% | +163+177.2% | Added |
| Parallel Advisors, LLC | 290 | $5.35K | 0.00% | +276+1,971.4% | Added |
| GAMMA Investing LLC | 509 | $9.40K | 0.00% | +282+124.2% | Added |
| SRS Capital Advisors, Inc. | 603 | $11.1K | 0.00% | +603 | New |
| Tower Research Capital LLC (TRC) | 645 | $11.9K | 0.00% | −530−45.1% | Reduced |
| Harbor Capital Advisors, Inc. | 1,044 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,144 | $21.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,289 | $23.8K | 0.00% | +1,289 | New |
| Legal & General Group Plc | 1,305 | $24.1K | 0.00% | +282+27.6% | Added |
| Royal Bank of Canada | 1,499 | $28.0K | 0.00% | +1,366+1,027.1% | Added |
| Barclays PLC | 3,037 | $56.1K | 0.00% | −10,772−78.0% | Reduced |
| New York State Common Retirement Fund | 3,874 | $71.5K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 4,037 | $74.5K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 4,548 | $84.0K | 0.00% | +2,527+125.0% | Added |
| Simplex Trading, LLC | 5,453 | $100.7K | 0.00% | +5,453 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 5,689 | $105.0K | 0.00% | +245+4.5% | Added |
| Citigroup Inc | 6,983 | $128.9K | 0.00% | +5,187+288.8% | Added |
| FMR LLC | 7,103 | $131.1K | 0.00% | +156+2.2% | Added |
| UBS Asset Management Americas Inc | 7,862 | $145.1K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 8,520 | $157.3K | 0.00% | +956+12.6% | Added |
| Alliancebernstein L.P. | 10,640 | $192.5K | 0.00% | +10,640 | New |
| Sterling Capital Management LLC | 10,976 | $202.6K | 0.00% | −147−1.3% | Reduced |
| Deutsche Bank AG | 12,057 | $222.6K | 0.00% | +2,714+29.0% | Added |
| Brevan Howard Capital Management LP | 12,251 | $226.2K | 0.00% | +12,251 | New |
| Rhumbline Advisers | 14,027 | $258.9K | 0.00% | +1,300+10.2% | Added |
| Wells Fargo & Company | 14,072 | $259.8K | 0.00% | +5,491+64.0% | Added |
| Nuveen, LLC | 14,294 | $263.9K | 0.00% | −713−4.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 19,598 | $361.8K | 0.02% | −198−1.0% | Reduced |
| PDT Partners, LLC | 19,718 | $364.0K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 21,169 | $390.8K | 0.00% | −8,000−27.4% | Reduced |
| Squarepoint Ops LLC | 21,174 | $390.9K | 0.00% | +21,174 | New |
| Bridgeway Capital Management, LLC | 23,167 | $427.7K | 0.01% | −8,000−25.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 23,626 | $436.1K | 0.00% | −35,606−60.1% | Reduced |
| UBS Group AG | 26,707 | $493.0K | 0.00% | +9,275+53.2% | Added |
| Alps Advisors Inc | 28,800 | $531.6K | 0.00% | +353+1.2% | Added |
| Russell Investments Group, Ltd. | 29,267 | $540.3K | 0.00% | +19,704+206.0% | Added |
| Trexquant Investment LP | 31,234 | $576.6K | 0.00% | +6,972+28.7% | Added |
| First Trust Advisors LP | 32,676 | $603.2K | 0.00% | +1,446+4.6% | Added |
| Bank of America Corp | 33,221 | $613.3K | 0.00% | −3,082−8.5% | Reduced |
| XTX Topco Ltd | 35,335 | $652.3K | 0.01% | −2,651−7.0% | Reduced |
| Quantinno Capital Management LP | 38,241 | $705.9K | 0.00% | +2,997+8.5% | Added |
| Mariner, LLC | 42,023 | $775.7K | 0.00% | −491−1.2% | Reduced |
| JPMorgan Chase & Co | 43,772 | $788.3K | 0.00% | +7,007+19.1% | Added |
| BNP Paribas Arbitrage, SA | 49,808 | $919.5K | 0.00% | +10,770+27.6% | Added |
| Renaissance Technologies LLC | 51,400 | $948.8K | 0.00% | +23,700+85.6% | Added |
| HSBC Holdings PLC | 53,574 | $970.2K | 0.00% | −33,176−38.2% | Reduced |
| Citadel Advisors LLC | 54,027 | $997.3K | 0.00% | +14,956+38.3% | Added |
| Creative Planning | 54,853 | $1.01M | 0.00% | +955+1.8% | Added |
| Bank of New York Mellon Corp | 55,060 | $1.02M | 0.00% | +4,191+8.2% | Added |
| Vanguard Fiduciary Trust Co | 67,596 | $1.25M | 0.00% | −1,787−2.6% | Reduced |
| AQR Capital Management LLC | 71,546 | $1.32M | 0.00% | +12,640+21.5% | Added |
| NFJ Investment Group, LLC | 72,611 | $1.34M | 0.05% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 89,499 | $1.65M | 0.00% | +4,099+4.8% | Added |
| Tudor Investment Corp Et Al | 91,219 | $1.68M | 0.01% | +32,317+54.9% | Added |
| Northern Trust Corp | 92,141 | $1.70M | 0.00% | +11,483+14.2% | Added |
| Vanguard Portfolio Management LLC | 102,190 | $1.89M | 0.00% | +35,447+53.1% | Added |
| Morgan Stanley | 102,530 | $1.89M | 0.00% | +14,080+15.9% | Added |
| Qube Research & Technologies Ltd | 116,605 | $2.15M | 0.00% | +10,744+10.1% | Added |
| Man Group plc | 116,925 | $2.16M | 0.00% | +40,543+53.1% | Added |
| Susquehanna International Group, LLP | 123,902 | $2.29M | 0.00% | +123,902 | New |
| D. E. Shaw & Co., Inc. | 124,130 | $2.29M | 0.00% | +36,396+41.5% | Added |
| Goldman Sachs Group Inc | 235,327 | $4.34M | 0.00% | −39,796−14.5% | Reduced |
| State Street Corp | 249,731 | $4.61M | 0.00% | +31,586+14.5% | Added |
| Geode Capital Management, LLC | 272,540 | $5.03M | 0.00% | +23,040+9.2% | Added |
| American Century Companies Inc | 357,199 | $6.59M | 0.00% | +71,830+25.2% | Added |
| Vanguard Capital Management LLC | 487,011 | $8.99M | 0.00% | +6,359+1.3% | Added |
| Adage Capital Partners GP, L.L.C. | 505,505 | $9.33M | 0.01% | +22,790+4.7% | Added |
| Dimensional Fund Advisors LP | 656,725 | $12.1M | 0.00% | +74,175+12.7% | Added |
| BlackRock, Inc. | 1,489,827 | $27.5M | 0.00% | −152,089−9.3% | Reduced |
| Beach Point Capital Management LP | 6,582,380 | $121.5M | 47.39% | +23,868+0.4% | Added |
| Allianz Asset Management GmbH | 12,637,764 | $233.3M | 0.22% | 00.0% | Unchanged |
| Snow Phipps Group, LLC | 13,353,103 | $246.5M | 75.64% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −33,615−100.0% | Sold out |