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、12 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 2 季 13F 持有人
Velocity Financial, Inc. 在 2026/6/30 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
- 99
- 較 2026 年第 1 季 +1 家
- 持有股數
- 3,894 萬
- 較 2026 年第 1 季 +34.4 萬 (+0.9%)
- 總市值
- $7.19 億
- 較 2026 年第 1 季 +$2,057 萬 (+2.9%)
- 新進機構
- 15
- 另有 49 家加碼
- 清倉機構
- 14
- 另有 22 家減碼
另有 2 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 |
2026 年第 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | $2.46 億 | 75.64% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 12,637,764 | $2.33 億 | 0.22% | 00.0% | 不變 |
| Beach Point Capital Management LP | 6,582,380 | $1.22 億 | 47.39% | +23,868+0.4% | 加碼 |
| BlackRock, Inc. | 1,489,827 | $2,750 萬 | 0.00% | −152,089−9.3% | 減碼 |
| Dimensional Fund Advisors LP | 656,725 | $1,212 萬 | 0.00% | +74,175+12.7% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 505,505 | $933.2 萬 | 0.01% | +22,790+4.7% | 加碼 |
| Vanguard Capital Management LLC | 487,011 | $899.0 萬 | 0.00% | +6,359+1.3% | 加碼 |
| American Century Companies Inc | 357,199 | $659.4 萬 | 0.00% | +71,830+25.2% | 加碼 |
| Geode Capital Management, LLC | 272,540 | $503.2 萬 | 0.00% | +23,040+9.2% | 加碼 |
| State Street Corp | 249,731 | $461.0 萬 | 0.00% | +31,586+14.5% | 加碼 |
| Goldman Sachs Group Inc | 235,327 | $434.4 萬 | 0.00% | −39,796−14.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 124,130 | $229.1 萬 | 0.00% | +36,396+41.5% | 加碼 |
| Susquehanna International Group, LLP | 123,902 | $228.7 萬 | 0.00% | +123,902 | 新進 |
| Man Group plc | 116,925 | $215.8 萬 | 0.00% | +40,543+53.1% | 加碼 |
| Qube Research & Technologies Ltd | 116,605 | $215.3 萬 | 0.00% | +10,744+10.1% | 加碼 |
| Morgan Stanley | 102,530 | $189.3 萬 | 0.00% | +14,080+15.9% | 加碼 |
| Vanguard Portfolio Management LLC | 102,190 | $188.6 萬 | 0.00% | +35,447+53.1% | 加碼 |
| Northern Trust Corp | 92,141 | $170.1 萬 | 0.00% | +11,483+14.2% | 加碼 |
| Tudor Investment Corp Et Al | 91,219 | $168.4 萬 | 0.01% | +32,317+54.9% | 加碼 |
| Charles Schwab Investment Management Inc | 89,499 | $165.2 萬 | 0.00% | +4,099+4.8% | 加碼 |
| NFJ Investment Group, LLC | 72,611 | $134.0 萬 | 0.05% | 00.0% | 不變 |
| AQR Capital Management LLC | 71,546 | $132.1 萬 | 0.00% | +12,640+21.5% | 加碼 |
| Vanguard Fiduciary Trust Co | 67,596 | $124.8 萬 | 0.00% | −1,787−2.6% | 減碼 |
| Bank of New York Mellon Corp | 55,060 | $101.6 萬 | 0.00% | +4,191+8.2% | 加碼 |
| Creative Planning | 54,853 | $101.3 萬 | 0.00% | +955+1.8% | 加碼 |
| Citadel Advisors LLC | 54,027 | $99.7 萬 | 0.00% | +14,956+38.3% | 加碼 |
| HSBC Holdings PLC | 53,574 | $97.0 萬 | 0.00% | −33,176−38.2% | 減碼 |
| Renaissance Technologies LLC | 51,400 | $94.9 萬 | 0.00% | +23,700+85.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 49,808 | $91.9 萬 | 0.00% | +10,770+27.6% | 加碼 |
| JPMorgan Chase & Co | 43,772 | $78.8 萬 | 0.00% | +7,007+19.1% | 加碼 |
| Mariner, LLC | 42,023 | $77.6 萬 | 0.00% | −491−1.2% | 減碼 |
| Quantinno Capital Management LP | 38,241 | $70.6 萬 | 0.00% | +2,997+8.5% | 加碼 |
| XTX Topco Ltd | 35,335 | $65.2 萬 | 0.01% | −2,651−7.0% | 減碼 |
| Bank of America Corp | 33,221 | $61.3 萬 | 0.00% | −3,082−8.5% | 減碼 |
| First Trust Advisors LP | 32,676 | $60.3 萬 | 0.00% | +1,446+4.6% | 加碼 |
| Trexquant Investment LP | 31,234 | $57.7 萬 | 0.00% | +6,972+28.7% | 加碼 |
| Russell Investments Group, Ltd. | 29,267 | $54.0 萬 | 0.00% | +19,704+206.0% | 加碼 |
| Alps Advisors Inc | 28,800 | $53.2 萬 | 0.00% | +353+1.2% | 加碼 |
| UBS Group AG | 26,707 | $49.3 萬 | 0.00% | +9,275+53.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 23,626 | $43.6 萬 | 0.00% | −35,606−60.1% | 減碼 |
| Bridgeway Capital Management, LLC | 23,167 | $42.8 萬 | 0.01% | −8,000−25.7% | 減碼 |
| Squarepoint Ops LLC | 21,174 | $39.1 萬 | 0.00% | +21,174 | 新進 |
| Empowered Funds, LLC | 21,169 | $39.1 萬 | 0.00% | −8,000−27.4% | 減碼 |
| PDT Partners, LLC | 19,718 | $36.4 萬 | 0.02% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 19,598 | $36.2 萬 | 0.02% | −198−1.0% | 減碼 |
| Nuveen, LLC | 14,294 | $26.4 萬 | 0.00% | −713−4.8% | 減碼 |
| Wells Fargo & Company | 14,072 | $26.0 萬 | 0.00% | +5,491+64.0% | 加碼 |
| Rhumbline Advisers | 14,027 | $25.9 萬 | 0.00% | +1,300+10.2% | 加碼 |
| Brevan Howard Capital Management LP | 12,251 | $22.6 萬 | 0.00% | +12,251 | 新進 |
| Deutsche Bank AG | 12,057 | $22.3 萬 | 0.00% | +2,714+29.0% | 加碼 |
| Sterling Capital Management LLC | 10,976 | $20.3 萬 | 0.00% | −147−1.3% | 減碼 |
| Alliancebernstein L.P. | 10,640 | $19.2 萬 | 0.00% | +10,640 | 新進 |
| MetLife Investment Management | 8,520 | $15.7 萬 | 0.00% | +956+12.6% | 加碼 |
| UBS Asset Management Americas Inc | 7,862 | $14.5 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 7,103 | $13.1 萬 | 0.00% | +156+2.2% | 加碼 |
| Citigroup Inc | 6,983 | $12.9 萬 | 0.00% | +5,187+288.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 5,689 | $10.5 萬 | 0.00% | +245+4.5% | 加碼 |
| Simplex Trading, LLC | 5,453 | $10.1 萬 | 0.00% | +5,453 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 4,548 | $8.40 萬 | 0.00% | +2,527+125.0% | 加碼 |
| Vanguard Global Advisers, LLC | 4,037 | $7.45 萬 | 0.00% | 00.0% | 不變 |
| New York State Common Retirement Fund | 3,874 | $7.15 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 3,037 | $5.61 萬 | 0.00% | −10,772−78.0% | 減碼 |
| Royal Bank of Canada | 1,499 | $2.80 萬 | 0.00% | +1,366+1,027.1% | 加碼 |
| Legal & General Group Plc | 1,305 | $2.41 萬 | 0.00% | +282+27.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,289 | $2.38 萬 | 0.00% | +1,289 | 新進 |
| Ameritas Investment Partners, Inc. | 1,144 | $2.11 萬 | 0.00% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 1,044 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 645 | $1.19 萬 | 0.00% | −530−45.1% | 減碼 |
| SRS Capital Advisors, Inc. | 603 | $1.11 萬 | 0.00% | +603 | 新進 |
| GAMMA Investing LLC | 509 | $9,396 | 0.00% | +282+124.2% | 加碼 |
| Parallel Advisors, LLC | 290 | $5,353 | 0.00% | +276+1,971.4% | 加碼 |
| Signaturefd, LLC | 255 | $4,707 | 0.00% | +163+177.2% | 加碼 |
| Federated Hermes, Inc. | 235 | $4,338 | 0.00% | +34+16.9% | 加碼 |
| Allworth Financial LP | 199 | $3,674 | 0.00% | −61−23.5% | 減碼 |
| Quarry LP | 185 | $3,415 | 0.00% | +185 | 新進 |
| Jones Financial Companies LLLP | 172 | $3,134 | 0.00% | +172 | 新進 |
| California State Teachers Retirement System | 163 | $3,009 | 0.00% | −457−73.7% | 減碼 |
| Essential Partners LLC | 146 | $2,695 | 0.00% | −114−43.8% | 減碼 |
| UMA Financial Services, Inc. | 126 | $2,326 | 0.00% | +126 | 新進 |
| IFP Advisors, Inc | 107 | $1,975 | 0.00% | +1+0.9% | 加碼 |
| Nisa Investment Advisors, LLC | 100 | $1,846 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 88 | $1,624 | 0.00% | +60+214.3% | 加碼 |
| Rothschild Investment LLC | 69 | $1,274 | 0.00% | +11+19.0% | 加碼 |
| Rialto Wealth Management, LLC | 60 | $1,108 | 0.00% | +30+100.0% | 加碼 |
| Covestor Ltd | 80 | $1,000 | 0.00% | +21+35.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 50 | $923 | 0.00% | −54−51.9% | 減碼 |
| Farther Finance Advisors, LLC | 48 | $886 | 0.00% | +31+182.4% | 加碼 |
| Versant Capital Management, Inc | 41 | $757 | 0.00% | −1,228−96.8% | 減碼 |
| North Star Investment Management Corp. | 28 | $517 | 0.00% | +28 | 新進 |
| Harbour Investments, Inc. | 21 | $388 | 0.00% | +21 | 新進 |
| Larson Financial Group LLC | 20 | $369 | 0.00% | +20 | 新進 |
| Trust Co | 17 | $314 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 14 | $258 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 10 | $185 | 0.00% | +5+100.0% | 加碼 |
| True Wealth Design, LLC | 5 | $93 | 0.00% | −13−72.2% | 減碼 |
| Optiver Holding B.V. | 4 | $74 | 0.00% | −104−96.3% | 減碼 |
| Smartleaf Asset Management LLC | 4 | $72 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 3 | $56 | 0.00% | +3 | 新進 |
| Avion Wealth | 30 | $0 | 0.00% | +30 | 新進 |
| Millennium Management LLC | 0 | $0 | 0.00% | −33,615−100.0% | 清倉 |