Velocity FinancialVEL
13F holders, Q1 2024 (March 31)51holders
3famous investors
$18.00avg. 13F price*
At the end of Q1 2024, 51 institutions reported holding Velocity Financial Inc. (VEL) in their 13F filings. The largest holders were Snow Phipps Group, LLC ($220.9M), Allianz Asset Management GmbH ($197.3M) and Beach Point Capital Management LP ($97.8M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Velocity Financial Inc.
- CUSIP
- 92262D101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $343K |
| Exits | 3 | $481K |
Ownership 51 holders
| Snow Phipps Group, LLC | 75.94% | No change | 12,272,765 | $220.9M |
| Allianz Asset Management GmbH | 0.33% | No change | 10,963,806 | $197.3M |
| Beach Point Capital Management LP | 34.21% | Add +2.4% | 5,434,980 | $97.8M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Reduce -3.2% | 1,139,761 | $20.5M |
| BlackRock Inc. | 0.00% | Reduce -2.6% | 590,459 | $10.6M |
| Vanguard Group Inc. | 0.00% | Add +0.9% | 423,110 | $7.6M |
| Bridgeway Capital Management, LLC | 0.10% | Add +3.4% | 279,043 | $5.0M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.9% | 190,902 | $3.4M |
| State Street Corp. | 0.00% | Reduce -0.9% | 170,374 | $3.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +11.9% | 131,065 | $2.4M |
| Empowered Funds, LLC | 0.04% | Add +8.2% | 122,393 | $2.2M |
| Northern Trust Corp. | 0.00% | Add +1.0% | 78,114 | $1.4M |
| Mariner, LLC | 0.00% | Add +43.1% | 56,900 | $1.0M |
| Informed Momentum Co LLC | 0.14% | Add +13.5% | 51,598 | $929K |
| Morgan Stanley | 0.00% | Reduce -11.4% | 32,564 | $586K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 28,217 | $508K |
| Bank of New York Mellon Corp | 0.00% | Reduce -25.9% | 23,558 | $424K |
| HSBC Holdings PLC | 0.00% | Add +11.3% | 19,887 | $358K |
| JPMorgan Chase & Co. | 0.00% | Add +63.2% | 19,640 | $354K |
| Millennium Management | 0.00% | Reduce -33.6% | 17,153 | $309K |
| Invesco Ltd. | 0.00% | Add +32.8% | 14,702 | $265K |
| Bank of America Corp. | 0.00% | Reduce -29.1% | 14,189 | $255K |
| Bailard, Inc. | 0.01% | Reduce -7.9% | 13,980 | $252K |
| Nuveen Asset Management, LLC | 0.00% | No change | 13,636 | $245K |
| Rhumbline Advisers | 0.00% | Add +0.1% | 12,801 | $230K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -65.5% | 11,680 | $210K |
| Barclays PLC | 0.00% | Reduce -34.3% | 11,322 | $204K |
| Renaissance Technologies | 0.00% | New | 10,500 | $189K |
| Wells Fargo & Company | 0.00% | Add +184.9% | 9,394 | $169K |
| UBS Group AG | 0.00% | Reduce -9.0% | 8,748 | $157K |
| Royal Bank of Canada | 0.00% | Reduce -34.1% | 5,597 | $101K |
| Torno Capital, LLC | 0.02% | New | 5,000 | $90K |
| MetLife Investment Management, LLC | 0.00% | No change | 4,679 | $84K |
| American International Group, Inc. | 0.00% | Reduce -0.8% | 4,316 | $78K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.2% | 3,871 | $70K |
| Citadel Advisors | 0.00% | New | 3,541 | $64K |
| Deutsche Bank AG | 0.00% | Reduce -63.4% | 3,209 | $58K |
| FMR LLC | 0.00% | Add +0.4% | 3,010 | $54K |
| Gladius Capital Management LP | 0.04% | Reduce -14.4% | 2,189 | $39K |
| Citigroup Inc. | 0.00% | Add +26.2% | 1,915 | $34K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +95.2% | 1,259 | $23K |
| California State Teachers Retirement System | 0.00% | Reduce -38.9% | 880 | $16K |
| Catalyst Funds Management Pty Ltd | 0.00% | — | 865 | $16K |
| Legal & General Group Plc | 0.00% | No change | 681 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 672 | $12K |
| Metropolitan Life Insurance Co | 0.00% | No change | 508 | $9K |
| Amalgamated Bank | 0.00% | Reduce -61.1% | 295 | $5K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 100 | $2K |
| Assetmark, Inc. | 0.00% | New | 1 | $13 |
| Cwm, LLC | 0.00% | New | 1 | $0 |
| Covestor Ltd | 0.00% | Add +0.0% | 13 | $0 |
"% of holder's portfolio" is VEL's weight in each manager's 13F, not the share of Velocity Financial Inc. the manager owns.