Velocity Financial, Inc.
VEL- 交易所
- NYSE
- 產業
- Finance Services
- SEC CIK
- 0001692376
近 90 天，Velocity Financial, Inc. 內部人申報 0 筆公開市場買進、11 筆賣出；2026 年第 2 季末有 99 家機構在 13F 申報持有，市值合計 $7.19 億；沒有大師持有。
2025 年第 4 季 13F 持有人
Velocity Financial, Inc. 在 2025/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 107
- 較 2025 年第 3 季 +6 家
- 持有股數
- 3,790 萬
- 較 2025 年第 3 季 +45.2 萬 (+1.2%)
- 總市值
- $7.87 億
- 較 2025 年第 3 季 +$1.07 億 (+15.8%)
- 新進機構
- 17
- 另有 44 家加碼
- 清倉機構
- 11
- 另有 29 家減碼
另有 5 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 VEL 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 99 | $7.19 億 |
| 2026 年第 1 季 | 100 | $6.98 億 |
| 2025 年第 4 季 | 107 | $7.89 億 |
| 2025 年第 3 季 | 106 | $6.81 億 |
| 2025 年第 2 季 | 93 | $6.91 億 |
| 2025 年第 1 季 | 82 | $6.54 億 |
| 2024 年第 4 季 | 73 | $6.38 億 |
| 2024 年第 3 季 | 69 | $6.41 億 |
| 2024 年第 2 季 | 48 | $5.81 億 |
| 2024 年第 1 季 | 51 | $5.84 億 |
| 2023 年第 4 季 | 47 | $5.54 億 |
| 2023 年第 3 季 | 46 | $3.60 億 |
| 2023 年第 2 季 | 44 | $3.67 億 |
| 2023 年第 1 季 | 41 | $2.85 億 |
| 2022 年第 4 季 | 44 | $3.05 億 |
| 2022 年第 3 季 | 47 | $3.40 億 |
| 2022 年第 2 季 | 45 | $3.45 億 |
| 2022 年第 1 季 | 45 | $3.41 億 |
| 2021 年第 4 季 | 44 | $4.28 億 |
| 2021 年第 3 季 | 39 | $2.55 億 |
| 2021 年第 2 季 | 37 | $2.43 億 |
| 2021 年第 1 季 | 23 | $1.07 億 |
2025 年第 4 季持有機構
每家機構持有 Velocity Financial, Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | $2.77 億 | 79.04% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 12,637,764 | $2.62 億 | 0.30% | 00.0% | 不變 |
| Beach Point Capital Management LP | 5,995,466 | $1.24 億 | 49.19% | +618,015+11.5% | 加碼 |
| BlackRock, Inc. | 1,672,114 | $3,471 萬 | 0.00% | +14,490+0.9% | 加碼 |
| Vanguard Group Inc | 554,568 | $1,151 萬 | 0.00% | +75,448+15.7% | 加碼 |
| Dimensional Fund Advisors LP | 502,022 | $1,042 萬 | 0.00% | +47,944+10.6% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 450,046 | $934.3 萬 | 0.01% | 00.0% | 不變 |
| Geode Capital Management, LLC | 242,606 | $503.8 萬 | 0.00% | +21,631+9.8% | 加碼 |
| American Century Companies Inc | 232,790 | $483.3 萬 | 0.00% | +40,834+21.3% | 加碼 |
| State Street Corp | 207,886 | $431.6 萬 | 0.00% | −2,218−1.1% | 減碼 |
| Goldman Sachs Group Inc | 173,061 | $359.3 萬 | 0.00% | −31,477−15.4% | 減碼 |
| Qube Research & Technologies Ltd | 131,811 | $273.6 萬 | 0.00% | −23,535−15.2% | 減碼 |
| Susquehanna International Group, LLP | 113,805 | $236.3 萬 | 0.00% | +94,690+495.4% | 加碼 |
| Morgan Stanley | 105,527 | $219.1 萬 | 0.00% | +2,731+2.7% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 98,250 | $204.0 萬 | 0.00% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 87,551 | $181.8 萬 | 0.00% | +4,323+5.2% | 加碼 |
| Northern Trust Corp | 77,295 | $160.5 萬 | 0.00% | +4,649+6.4% | 加碼 |
| AQR Capital Management LLC | 75,064 | $155.8 萬 | 0.00% | +46,221+160.3% | 加碼 |
| NFJ Investment Group, LLC | 72,611 | $150.7 萬 | 0.05% | −3,214−4.2% | 減碼 |
| Millennium Management LLC | 68,710 | $142.6 萬 | 0.00% | −148,372−68.3% | 減碼 |
| HSBC Holdings PLC | 70,168 | $136.3 萬 | 0.00% | −4,199−5.6% | 減碼 |
| Creative Planning | 56,956 | $118.2 萬 | 0.00% | +9,508+20.0% | 加碼 |
| Nuveen, LLC | 56,177 | $116.6 萬 | 0.00% | +5,765+11.4% | 加碼 |
| Gsa Capital Partners LLP | 50,909 | $105.7 萬 | 0.09% | +11,032+27.7% | 加碼 |
| Bank of New York Mellon Corp | 48,755 | $101.2 萬 | 0.00% | −4,731−8.8% | 減碼 |
| Mariner, LLC | 44,949 | $93.2 萬 | 0.00% | +1,748+4.0% | 加碼 |
| Citadel Advisors LLC | 44,726 | $92.9 萬 | 0.00% | −44,443−49.8% | 減碼 |
| Quantinno Capital Management LP | 33,665 | $69.9 萬 | 0.00% | +9,184+37.5% | 加碼 |
| UBS Group AG | 32,936 | $68.4 萬 | 0.00% | +11,585+54.3% | 加碼 |
| PEAK6 LLC | 32,863 | $68.2 萬 | 0.02% | +32,863 | 新進 |
| JPMorgan Chase & Co | 31,435 | $65.3 萬 | 0.00% | +1,332+4.4% | 加碼 |
| First Trust Advisors LP | 31,302 | $65.0 萬 | 0.00% | +1,658+5.6% | 加碼 |
| Bridgeway Capital Management, LLC | 31,167 | $64.7 萬 | 0.01% | 00.0% | 不變 |
| Bank of America Corp | 30,975 | $64.3 萬 | 0.00% | −9,240−23.0% | 減碼 |
| Trexquant Investment LP | 30,122 | $62.5 萬 | 0.01% | −35,466−54.1% | 減碼 |
| Tudor Investment Corp Et Al | 29,606 | $61.5 萬 | 0.00% | +29,606 | 新進 |
| Empowered Funds, LLC | 29,169 | $60.6 萬 | 0.01% | 00.0% | 不變 |
| Alps Advisors Inc | 24,567 | $51.0 萬 | 0.00% | +207+0.8% | 加碼 |
| Two Sigma Investments, LP | 24,544 | $51.0 萬 | 0.00% | −72,426−74.7% | 減碼 |
| Barclays PLC | 24,362 | $50.6 萬 | 0.00% | +2,661+12.3% | 加碼 |
| Voya Investment Management LLC | 22,756 | $47.2 萬 | 0.00% | +454+2.0% | 加碼 |
| PDT Partners, LLC | 19,718 | $40.9 萬 | 0.03% | +1,657+9.2% | 加碼 |
| Sterling Capital Management LLC | 17,566 | $36.5 萬 | 0.01% | +16,910+2,577.7% | 加碼 |
| Wells Fargo & Company | 17,546 | $36.4 萬 | 0.00% | +6,060+52.8% | 加碼 |
| HRT Financial LP | 16,467 | $34.1 萬 | 0.00% | −48,076−74.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 14,907 | $30.9 萬 | 0.00% | +14,907 | 新進 |
| PharVision Advisers, LLC | 14,477 | $30.1 萬 | 0.15% | +14,477 | 新進 |
| Marshall Wace, LLP | 14,266 | $29.6 萬 | 0.00% | −91,892−86.6% | 減碼 |
| Canada Pension Plan Investment Board | 13,600 | $28.2 萬 | 0.00% | +13,600 | 新進 |
| Yorktown Management & Research Co Inc | 13,000 | $27.0 萬 | 0.22% | 00.0% | 不變 |
| Rhumbline Advisers | 12,935 | $26.9 萬 | 0.00% | −1,206−8.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 11,273 | $23.4 萬 | 0.00% | −19,961−63.9% | 減碼 |
| Campbell & CO Investment Adviser LLC | 10,865 | $22.6 萬 | 0.01% | −3,825−26.0% | 減碼 |
| Squarepoint Ops LLC | 10,606 | $22.0 萬 | 0.00% | +10,606 | 新進 |
| Russell Investments Group, Ltd. | 10,170 | $21.1 萬 | 0.00% | +3,063+43.1% | 加碼 |
| Ieq Capital, LLC | 10,070 | $20.9 萬 | 0.00% | +10,070 | 新進 |
| Deutsche Bank AG | 9,343 | $19.4 萬 | 0.00% | +4,539+94.5% | 加碼 |
| MetLife Investment Management | 7,564 | $15.7 萬 | 0.00% | 00.0% | 不變 |
| Caption Management, LLC | 5,643 | $11.7 萬 | 0.01% | −14,801−72.4% | 減碼 |
| FMR LLC | 5,313 | $11.0 萬 | 0.00% | +241+4.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 5,308 | $11.0 萬 | 0.00% | +895+20.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 5,240 | $10.9 萬 | 0.00% | −5,013−48.9% | 減碼 |
| CWM, LLC | 4,897 | $10.2 萬 | 0.00% | +2,791+132.5% | 加碼 |
| New York State Common Retirement Fund | 3,874 | $8.04 萬 | 0.00% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 2,021 | $4.20 萬 | 0.00% | −1,933−48.9% | 減碼 |
| Simplex Trading, LLC | 1,644 | $3.41 萬 | 0.00% | −33,406−95.3% | 減碼 |
| Citigroup Inc | 1,352 | $2.81 萬 | 0.00% | −665−33.0% | 減碼 |
| Acadian Asset Management LLC | 1,325 | $2.70 萬 | 0.00% | −4,356−76.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 1,144 | $2.37 萬 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 1,023 | $2.12 萬 | 0.00% | +259+33.9% | 加碼 |
| Quarry LP | 970 | $2.01 萬 | 0.00% | +107+12.4% | 加碼 |
| UBS Asset Management Americas Inc | 886 | $1.84 萬 | 0.00% | +886 | 新進 |
| Harbor Capital Advisors, Inc. | 748 | $1.60 萬 | 0.00% | −13−1.7% | 減碼 |
| Essential Partners LLC | 718 | $1.49 萬 | 0.00% | +366+104.0% | 加碼 |
| California State Teachers Retirement System | 706 | $1.47 萬 | 0.00% | +53+8.1% | 加碼 |
| Versant Capital Management, Inc | 603 | $1.25 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 492 | $1.02 萬 | 0.00% | −287−36.8% | 減碼 |
| Royal Bank of Canada | 421 | $9,000 | 0.00% | −642−60.4% | 減碼 |
| Amalgamated Bank | 360 | $7,000 | 0.00% | +65+22.0% | 加碼 |
| Allworth Financial LP | 239 | $4,962 | 0.00% | +116+94.3% | 加碼 |
| Optiver Holding B.V. | 188 | $3,903 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 184 | $3,820 | 0.00% | −3−1.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 163 | $3,384 | 0.00% | +112+219.6% | 加碼 |
| Covestor Ltd | 124 | $3,000 | 0.00% | −26−17.3% | 減碼 |
| Signaturefd, LLC | 124 | $2,574 | 0.00% | −14−10.1% | 減碼 |
| IFP Advisors, Inc | 117 | $2,429 | 0.00% | +34+41.0% | 加碼 |
| Nisa Investment Advisors, LLC | 100 | $2,076 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 78 | $1,577 | 0.00% | +44+129.4% | 加碼 |
| Rothschild Investment LLC | 61 | $1,266 | 0.00% | +26+74.3% | 加碼 |
| Federated Hermes, Inc. | 59 | $1,225 | 0.00% | −35−37.2% | 減碼 |
| Rialto Wealth Management, LLC | 30 | $623 | 0.00% | 00.0% | 不變 |
| Marquette Asset Management, LLC | 27 | $561 | 0.00% | +27 | 新進 |
| Optima Capital LLC | 27 | $561 | 0.00% | +27 | 新進 |
| Parallel Advisors, LLC | 25 | $519 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 22 | $457 | 0.00% | +13+144.4% | 加碼 |
| True Wealth Design, LLC | 19 | $395 | 0.00% | +2+11.8% | 加碼 |
| Trust Co | 17 | $353 | 0.00% | +17 | 新進 |
| Farther Finance Advisors, LLC | 15 | $311 | 0.00% | +15 | 新進 |
| Advisor Group Holdings, Inc. | 10 | $208 | 0.00% | +1+11.1% | 加碼 |
| MAI Capital Management | 9 | $187 | 0.00% | +9 | 新進 |