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。
2026 年第 1 季 13F 持有人
Velocity Financial, Inc. 在 2026/3/31 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
- 100
- 較 2025 年第 4 季 −6 家
- 持有股數
- 3,860 萬
- 較 2025 年第 4 季 +125.2 萬 (+3.4%)
- 總市值
- $6.98 億
- 較 2025 年第 4 季 −$7,697 萬 (−9.9%)
- 新進機構
- 15
- 另有 33 家加碼
- 清倉機構
- 21
- 另有 34 家減碼
另有 1 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 | $7.87 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 | $6.40 億 |
| 2024 年第 2 季 | 48 | $5.81 億 |
| 2024 年第 1 季 | 51 | $5.80 億 |
| 2023 年第 4 季 | 47 | $5.53 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | $2.42 億 | 76.06% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 12,637,764 | $2.29 億 | 0.26% | 00.0% | 不變 |
| Beach Point Capital Management LP | 6,558,512 | $1.19 億 | 46.90% | +563,046+9.4% | 加碼 |
| BlackRock, Inc. | 1,641,916 | $2,970 萬 | 0.00% | −30,198−1.8% | 減碼 |
| Dimensional Fund Advisors LP | 582,550 | $1,054 萬 | 0.00% | +80,528+16.0% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 482,715 | $873.2 萬 | 0.01% | +32,669+7.3% | 加碼 |
| Vanguard Capital Management LLC | 480,652 | $869.5 萬 | 0.00% | +480,652 | 新進 |
| American Century Companies Inc | 285,369 | $516.2 萬 | 0.00% | +52,579+22.6% | 加碼 |
| Goldman Sachs Group Inc | 275,123 | $497.7 萬 | 0.00% | +102,062+59.0% | 加碼 |
| Geode Capital Management, LLC | 249,500 | $451.4 萬 | 0.00% | +6,894+2.8% | 加碼 |
| State Street Corp | 218,145 | $394.6 萬 | 0.00% | +10,259+4.9% | 加碼 |
| Qube Research & Technologies Ltd | 105,861 | $191.5 萬 | 0.00% | −25,950−19.7% | 減碼 |
| Morgan Stanley | 88,450 | $160.0 萬 | 0.00% | −17,077−16.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 87,734 | $158.7 萬 | 0.00% | +72,827+488.5% | 加碼 |
| HSBC Holdings PLC | 86,750 | $157.6 萬 | 0.00% | +16,582+23.6% | 加碼 |
| Charles Schwab Investment Management Inc | 85,400 | $154.5 萬 | 0.00% | −2,151−2.5% | 減碼 |
| Northern Trust Corp | 80,658 | $145.9 萬 | 0.00% | +3,363+4.4% | 加碼 |
| Man Group plc | 76,382 | $138.2 萬 | 0.00% | +76,382 | 新進 |
| NFJ Investment Group, LLC | 72,611 | $131.4 萬 | 0.05% | 00.0% | 不變 |
| Vanguard Fiduciary Trust Co | 69,383 | $125.5 萬 | 0.00% | +69,383 | 新進 |
| Vanguard Portfolio Management LLC | 66,743 | $120.7 萬 | 0.00% | +66,743 | 新進 |
| Arrowstreet Capital, Limited Partnership | 59,232 | $107.2 萬 | 0.00% | −39,018−39.7% | 減碼 |
| AQR Capital Management LLC | 58,906 | $106.6 萬 | 0.00% | −16,158−21.5% | 減碼 |
| Tudor Investment Corp Et Al | 58,902 | $106.6 萬 | 0.01% | +29,296+99.0% | 加碼 |
| Creative Planning | 53,898 | $97.5 萬 | 0.00% | −3,058−5.4% | 減碼 |
| Bank of New York Mellon Corp | 50,869 | $92.0 萬 | 0.00% | +2,114+4.3% | 加碼 |
| Mariner, LLC | 42,514 | $76.9 萬 | 0.00% | −2,435−5.4% | 減碼 |
| Citadel Advisors LLC | 39,071 | $70.7 萬 | 0.00% | −5,655−12.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 39,038 | $70.6 萬 | 0.00% | +33,798+645.0% | 加碼 |
| XTX Topco Ltd | 37,986 | $68.7 萬 | 0.01% | +37,986 | 新進 |
| JPMorgan Chase & Co | 36,765 | $66.3 萬 | 0.00% | +5,330+17.0% | 加碼 |
| Bank of America Corp | 36,303 | $65.7 萬 | 0.00% | +5,328+17.2% | 加碼 |
| Quantinno Capital Management LP | 35,244 | $63.8 萬 | 0.00% | +1,579+4.7% | 加碼 |
| Millennium Management LLC | 33,615 | $60.8 萬 | 0.00% | −35,095−51.1% | 減碼 |
| First Trust Advisors LP | 31,230 | $56.5 萬 | 0.00% | −72−0.2% | 減碼 |
| Bridgeway Capital Management, LLC | 31,167 | $56.4 萬 | 0.01% | 00.0% | 不變 |
| Empowered Funds, LLC | 29,169 | $52.8 萬 | 0.00% | 00.0% | 不變 |
| Alps Advisors Inc | 28,447 | $51.5 萬 | 0.00% | +3,880+15.8% | 加碼 |
| Renaissance Technologies LLC | 27,700 | $50.1 萬 | 0.00% | +27,700 | 新進 |
| Trexquant Investment LP | 24,262 | $43.9 萬 | 0.00% | −5,860−19.5% | 減碼 |
| Campbell & CO Investment Adviser LLC | 19,796 | $35.8 萬 | 0.02% | +8,931+82.2% | 加碼 |
| PDT Partners, LLC | 19,718 | $35.7 萬 | 0.02% | 00.0% | 不變 |
| UBS Group AG | 17,432 | $31.5 萬 | 0.00% | −15,504−47.1% | 減碼 |
| Two Sigma Investments, LP | 17,144 | $31.0 萬 | 0.00% | −7,400−30.1% | 減碼 |
| Voya Investment Management LLC | 17,016 | $30.8 萬 | 0.00% | −5,740−25.2% | 減碼 |
| Nuveen, LLC | 15,007 | $27.1 萬 | 0.00% | −41,170−73.3% | 減碼 |
| HRT Financial LP | 14,052 | $25.4 萬 | 0.00% | −2,415−14.7% | 減碼 |
| Barclays PLC | 13,809 | $25.0 萬 | 0.00% | −10,553−43.3% | 減碼 |
| Yorktown Management & Research Co Inc | 13,000 | $23.5 萬 | 0.20% | 00.0% | 不變 |
| R Squared Ltd | 12,804 | $23.2 萬 | 0.13% | +12,804 | 新進 |
| Rhumbline Advisers | 12,727 | $23.0 萬 | 0.00% | −208−1.6% | 減碼 |
| Sterling Capital Management LLC | 11,123 | $20.1 萬 | 0.00% | −6,443−36.7% | 減碼 |
| Russell Investments Group, Ltd. | 9,563 | $17.3 萬 | 0.00% | −607−6.0% | 減碼 |
| Deutsche Bank AG | 9,343 | $16.9 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 8,581 | $15.5 萬 | 0.00% | −8,965−51.1% | 減碼 |
| UBS Asset Management Americas Inc | 7,862 | $14.2 萬 | 0.00% | +6,976+787.4% | 加碼 |
| MetLife Investment Management | 7,564 | $13.7 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 6,947 | $12.6 萬 | 0.00% | +1,634+30.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 5,444 | $9.85 萬 | 0.00% | +136+2.6% | 加碼 |
| Vanguard Global Advisers, LLC | 4,037 | $7.30 萬 | 0.00% | +4,037 | 新進 |
| New York State Common Retirement Fund | 3,874 | $7.01 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 3,574 | $6.47 萬 | 0.00% | −1,323−27.0% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 2,021 | $3.66 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 1,796 | $3.25 萬 | 0.00% | +444+32.8% | 加碼 |
| Versant Capital Management, Inc | 1,269 | $2.30 萬 | 0.00% | +666+110.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,175 | $2.13 萬 | 0.00% | +683+138.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,144 | $2.07 萬 | 0.00% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 1,044 | $1.90 萬 | 0.00% | +296+39.6% | 加碼 |
| Legal & General Group Plc | 1,023 | $1.85 萬 | 0.00% | 00.0% | 不變 |
| California State Teachers Retirement System | 620 | $1.12 萬 | 0.00% | −86−12.2% | 減碼 |
| Allworth Financial LP | 260 | $4,704 | 0.00% | +21+8.8% | 加碼 |
| Essential Partners LLC | 260 | $4,703 | 0.00% | −458−63.8% | 減碼 |
| GAMMA Investing LLC | 227 | $4,106 | 0.00% | +43+23.4% | 加碼 |
| US Bancorp | 224 | $4,052 | 0.00% | +218+3,633.3% | 加碼 |
| Federated Hermes, Inc. | 201 | $3,636 | 0.00% | +142+240.7% | 加碼 |
| Cornerstone Planning Group LLC | 106 | $2,049 | 0.00% | +28+35.9% | 加碼 |
| Royal Bank of Canada | 133 | $2,000 | 0.00% | −288−68.4% | 減碼 |
| Optiver Holding B.V. | 108 | $1,954 | 0.00% | −80−42.6% | 減碼 |
| IFP Advisors, Inc | 106 | $1,918 | 0.00% | −11−9.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 104 | $1,881 | 0.00% | −59−36.2% | 減碼 |
| Nisa Investment Advisors, LLC | 100 | $1,809 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 92 | $1,664 | 0.00% | −32−25.8% | 減碼 |
| Fifth Third Bancorp | 83 | $1,501 | 0.00% | +83 | 新進 |
| Rothschild Investment LLC | 58 | $1,049 | 0.00% | −3−4.9% | 減碼 |
| Covestor Ltd | 59 | $1,000 | 0.00% | −65−52.4% | 減碼 |
| Advisory Services Network, LLC | 36 | $651 | 0.00% | +36 | 新進 |
| Rialto Wealth Management, LLC | 30 | $543 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 29 | $525 | 0.00% | +29 | 新進 |
| Bare Financial Services, Inc | 28 | $507 | 0.00% | +28 | 新進 |
| True Wealth Design, LLC | 18 | $326 | 0.00% | −1−5.3% | 減碼 |
| Trust Co | 17 | $308 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 17 | $308 | 0.00% | +8+88.9% | 加碼 |
| Farther Finance Advisors, LLC | 17 | $306 | 0.00% | +2+13.3% | 加碼 |
| Kilter Group LLC | 15 | $272 | 0.00% | +15 | 新進 |
| Parallel Advisors, LLC | 14 | $253 | 0.00% | −11−44.0% | 減碼 |
| Advisor Group Holdings, Inc. | 14 | $253 | 0.00% | +4+40.0% | 加碼 |
| Root Financial Partners, LLC | 12 | $217 | 0.00% | +12 | 新進 |
| SJS Investment Consulting Inc. | 5 | $91 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 4 | $72 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 2 | $36 | 0.00% | +2 | 新進 |