Institutional Ownership Velocity Financial, Inc. (VEL)
This table provides information about the institutional ownership of Velocity Financial, Inc. (VEL). We have compiled data on the 108 institutions that hold shares in the stock, with a total of 36.1 Million shares, which have been reported (via 13F filing form) to have a value of $680 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Snow Phipps Group, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
13,353,103
shares
|
$252 Million
82.94% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
12,637,764
shares
|
$238 Million
0.31% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Beach Point Capital Management LP
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
5,300,859
shares
|
$99.9 Million
7.79% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
656,192
shares
|
$12.4 Million
0.0% of portfolio
|
Q2 2024
Added 11.13%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
543,492
shares
|
$10.2 Million
0.0% of portfolio
|
Q2 2025
Added 17.15%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Aug 14, 2025 Q2 2025 |
450,046
shares
|
$8.48 Million
0.01% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
414,759
shares
|
$7.81 Million
0.0% of portfolio
|
Q2 2025
Added 41.59%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
262,352
shares
|
$4.94 Million
0.0% of portfolio
|
Q2 2025
Added 34.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
246,588
shares
|
$4.65 Million
0.0% of portfolio
|
Q2 2025
Added 24.83%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
186,605
shares
|
$3.52 Million
0.0% of portfolio
|
Q2 2025
Added 37.66%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
155,414
shares
|
$2.93 Million
0.0% of portfolio
|
Q2 2025
Added 30.67%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
119,991
shares
|
$2.26 Million
0.0% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
99,274
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Added 32.13%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
94,601
shares
|
$1.78 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
92,585
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2025
Added 22.62%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
83,124
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
80,502
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 88.22%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
77,585
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Added 92.33%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
70,802
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 100.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
70,525
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 218.14%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
67,244
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
65,266
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Added 39.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
62,665
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 74.09%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
53,872
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
53,050
shares
|
$999,462
0.02% of portfolio
|
Q2 2025
Reduced 72.36%
|