Velocity FinancialVEL
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 48 institutions reported holding Velocity Financial Inc. (VEL) in their 13F filings, down 3 from Q1 2024. 4 opened new positions and 9 sold out. The largest holders were Snow Phipps Group, LLC ($220.1M), Allianz Asset Management GmbH ($196.6M) and Beach Point Capital Management LP ($99.3M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $329K |
| Exits | 9 | $937K |
All 13F filers, Q1 2024 → Q2 2024: 286,593 shares bought and 115,006 shares sold, net +171,587 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Snow Phipps Group, LLC | 84.55% | No change | 12,272,765 | $220.1M |
| Allianz Asset Management GmbH | 0.32% | No change | 10,963,806 | $196.6M |
| Beach Point Capital Management LP | 37.36% | Add +1.9% | 5,536,166 | $99.3M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Reduce -2.3% | 1,113,091 | $20.0M |
| BlackRock Inc. | 0.00% | Add +11.1% | 656,192 | $11.8M |
| Vanguard Group Inc. | 0.00% | Add +0.4% | 424,710 | $7.6M |
| Bridgeway Capital Management, LLC | 0.12% | Add +3.4% | 288,403 | $5.2M |
| Geode Capital Management, LLC | 0.00% | Add +3.7% | 197,908 | $3.5M |
| State Street Corp. | 0.00% | Reduce -6.1% | 159,998 | $2.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +12.2% | 147,058 | $2.6M |
| Empowered Funds, LLC | 0.04% | Add +7.7% | 131,753 | $2.4M |
| Northern Trust Corp. | 0.00% | Reduce -6.4% | 73,131 | $1.3M |
| Mariner, LLC | 0.00% | Add +27.3% | 72,425 | $1.3M |
| Informed Momentum Co LLC | 0.15% | No change | 51,598 | $925K |
| Morgan Stanley | 0.00% | Add +49.4% | 48,647 | $872K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.7% | 29,818 | $535K |
| Bank of New York Mellon Corp | 0.00% | Add +9.7% | 25,841 | $463K |
| HSBC Holdings PLC | 0.00% | Reduce -0.1% | 19,873 | $360K |
| Millennium Management | 0.00% | Add +1.7% | 17,445 | $313K |
| Janus Henderson Group PLC | 0.00% | New | 16,679 | $299K |
| Citadel Advisors | 0.00% | Add +364.9% | 16,461 | $295K |
| Goldman Sachs Group Inc. | 0.00% | Add +35.6% | 15,842 | $284K |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 13,829 | $248K |
| Nuveen Asset Management, LLC | 0.00% | No change | 13,636 | $244K |
| Rhumbline Advisers | 0.00% | Add +4.3% | 13,348 | $239K |
| Wells Fargo & Company | 0.00% | Add +6.0% | 9,956 | $179K |
| Barclays PLC | 0.00% | Reduce -26.4% | 8,333 | $149K |
| JPMorgan Chase & Co. | 0.00% | Reduce -59.2% | 8,005 | $144K |
| Royal Bank of Canada | 0.00% | Add +11.6% | 6,247 | $112K |
| MetLife Investment Management, LLC | 0.00% | Add +10.9% | 5,187 | $93K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 4,881 | $88K |
| Corebridge Financial, Inc. | 0.00% | — | 4,844 | $87K |
| Deutsche Bank AG | 0.00% | Add +49.7% | 4,804 | $86K |
| New York State Common Retirement Fund | 0.00% | Add +0.1% | 3,874 | $69K |
| UBS Group AG | 0.00% | Reduce -65.0% | 3,058 | $55K |
| FMR LLC | 0.00% | Add +0.2% | 3,016 | $54K |
| Citigroup Inc. | 0.00% | Add +23.4% | 2,364 | $42K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +62.4% | 2,045 | $37K |
| Parallax Volatility Advisers, L.P. | 0.00% | New | 1,500 | $27K |
| Legal & General Group Plc | 0.00% | No change | 681 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 672 | $12K |
| California State Teachers Retirement System | 0.00% | Reduce -25.9% | 652 | $12K |
| Amalgamated Bank | 0.00% | No change | 295 | $5K |
| Federated Hermes, Inc. | 0.00% | New | 158 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 100 | $2K |
| Cwm, LLC | 0.00% | Add +3700.0% | 38 | $1K |
| Arax Advisory Partners | 0.00% | New | 7 | $126 |
| Covestor Ltd | 0.00% | Add +15.4% | 15 | $0 |
"% of holder's portfolio" is VEL's weight in each manager's 13F, not the share of Velocity Financial Inc. the manager owns.