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 87 institutions that hold shares in the stock, with a total of 32.3 Million shares, which have been reported (via 13F filing form) to have a value of $595 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Snow Phipps Group, LLC
New York, NY |
Jan 14, 2025 Q4 2024 |
12,272,765
shares
|
$226 Million
82.96% of portfolio
|
Q4 2021
Added 73.39%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
10,963,806
shares
|
$202 Million
0.3% of portfolio
|
Q4 2021
Added 145.26%
|
|
|
Beach Point Capital Management LP
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
5,270,737
shares
|
$97.1 Million
12.67% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
656,192
shares
|
$12.1 Million
0.0% of portfolio
|
Q2 2024
Added 11.13%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
464,604
shares
|
$8.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Feb 14, 2025 Q4 2024 |
447,315
shares
|
$8.24 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
302,406
shares
|
$5.57 Million
0.14% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
235,071
shares
|
$4.33 Million
0.0% of portfolio
|
Q4 2024
Added 19.99%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
189,566
shares
|
$3.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
145,756
shares
|
$2.69 Million
0.04% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
133,001
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
101,191
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
Added 32.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
96,758
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Added 66.65%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
94,601
shares
|
$1.74 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
79,881
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
76,697
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 11.47%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
73,075
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
66,289
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
62,618
shares
|
$1.15 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
57,500
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
41,630
shares
|
$767,240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
35,699
shares
|
$657,932
0.0% of portfolio
|
Q4 2024
Added 37.42%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
34,818
shares
|
$641,695
0.0% of portfolio
|
Q4 2024
Added 38.87%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
32,238
shares
|
$594,146
0.0% of portfolio
|
Q4 2024
Reduced 27.88%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
31,559
shares
|
$581,632
0.0% of portfolio
|
Q4 2024
Added 13.6%
|