Velocity FinancialVEL
13F holders, Q3 2024 (September 30)69holders +21
21new positions
1sold out
3famous investors
$19.61avg. 13F price*
At the end of Q3 2024, 69 institutions reported holding Velocity Financial Inc. (VEL) in their 13F filings, up 21 from Q2 2024. 21 opened new positions and 1 sold out. The largest holders were Snow Phipps Group, LLC ($240.7M), Allianz Asset Management GmbH ($215.0M) and Beach Point Capital Management LP ($108.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $6.3M |
| Exits | 1 | $925K |
All 13F filers, Q2 2024 → Q3 2024: 634,385 shares bought and 733,314 shares sold, net −98,929 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Snow Phipps Group, LLC | 84.32% | No change | 12,272,765 | $240.7M |
| Allianz Asset Management GmbH | 0.33% | No change | 10,963,806 | $215.0M |
| Beach Point Capital Management LP | 42.83% | No change | 5,536,166 | $108.6M |
| BlackRock, Inc. | 0.00% | — | 1,008,038 | $19.8M |
| Vanguard Group Inc. | 0.00% | Add +10.2% | 467,908 | $9.2M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -58.2% | 465,349 | $9.1M |
| Bridgeway Capital Management, LLC | 0.13% | Add +2.4% | 295,371 | $5.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +33.2% | 195,906 | $3.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.2% | 195,475 | $3.8M |
| Empowered Funds, LLC | 0.04% | Add +5.3% | 138,721 | $2.7M |
| State Street Corp. | 0.00% | Reduce -15.2% | 135,677 | $2.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +166.6% | 79,505 | $1.6M |
| Mariner, LLC | 0.00% | Add +5.1% | 76,143 | $1.5M |
| Northern Trust Corp. | 0.00% | Add +2.5% | 74,968 | $1.5M |
| American Century Companies Inc. | 0.00% | New | 68,808 | $1.3M |
| Morgan Stanley | 0.00% | Add +26.8% | 61,693 | $1.2M |
| Renaissance Technologies | 0.00% | New | 59,200 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +266.5% | 58,061 | $1.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 44,698 | $877K |
| Squarepoint Ops LLC | 0.00% | New | 40,953 | $803K |
| Millennium Management | 0.00% | Add +64.8% | 28,742 | $564K |
| HSBC Holdings PLC | 0.00% | Add +39.8% | 27,780 | $546K |
| Citadel Advisors | 0.00% | Add +57.8% | 25,978 | $509K |
| JPMorgan Chase & Co. | 0.00% | Add +213.2% | 25,073 | $492K |
| Parallax Volatility Advisers, L.P. | 0.01% | Add +1270.5% | 20,557 | $403K |
| Barclays PLC | 0.00% | Add +139.0% | 19,916 | $391K |
| Bank of New York Mellon Corp | 0.00% | Reduce -25.3% | 19,304 | $379K |
| Janus Henderson Group PLC | 0.00% | Reduce -3.9% | 16,026 | $314K |
| Bank of America Corp. | 0.00% | Add +12.8% | 15,597 | $306K |
| Bailard, Inc. | 0.01% | New | 14,700 | $288K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 14,661 | $288K |
| ExodusPoint Capital Management, LP | 0.00% | New | 14,508 | $285K |
| Rhumbline Advisers | 0.00% | Add +2.4% | 13,669 | $268K |
| Nuveen Asset Management, LLC | 0.00% | No change | 13,636 | $267K |
| Marshall Wace, LLP | 0.00% | New | 13,008 | $255K |
| Wells Fargo & Company | 0.00% | Add +21.9% | 12,134 | $238K |
| Trexquant Investment LP | 0.00% | New | 11,343 | $222K |
| MML Investors Services, LLC | 0.00% | New | 10,494 | $206K |
| Jane Street Group, LLC | 0.00% | New | 10,453 | $205K |
| Gsa Capital Partners LLP | 0.01% | New | 10,073 | $198K |
| Royal Bank of Canada | 0.00% | Add +19.8% | 7,484 | $146K |
| Citigroup Inc. | 0.00% | Add +194.4% | 6,959 | $136K |
| SG Americas Securities, LLC | 0.00% | New | 5,329 | $105K |
| MetLife Investment Management, LLC | 0.00% | No change | 5,187 | $102K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.3% | 4,944 | $97K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 4,814 | $94K |
| Deutsche Bank AG | 0.00% | No change | 4,804 | $94K |
| UBS Group AG | 0.00% | Add +48.0% | 4,526 | $89K |
| Cwm, LLC | 0.00% | Add +10721.0% | 4,112 | $81K |
| New York State Common Retirement Fund | 0.00% | No change | 3,874 | $76K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +62.1% | 3,315 | $65K |
| FMR LLC | 0.00% | Add +7.3% | 3,237 | $63K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 1,981 | $39K |
| Gladius Capital Management LP | 0.02% | New | 1,689 | $33K |
| Federated Hermes, Inc. | 0.00% | Add +648.1% | 1,182 | $23K |
| Legal & General Group Plc | 0.00% | Add +34.2% | 914 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 672 | $13K |
| California State Teachers Retirement System | 0.00% | No change | 652 | $13K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 457 | $9K |
| Amalgamated Bank | 0.00% | No change | 295 | $6K |
| Venturi Wealth Management, LLC | 0.00% | New | 281 | $6K |
| Osaic Holdings, Inc. | 0.00% | New | 178 | $3K |
| Russell Investments Group, Ltd. | 0.00% | New | 130 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 100 | $2K |
| PEAK6 Investments LLC | 0.00% | New | 51 | $1K |
| Sterling Capital Management LLC | 0.00% | — | 29 | $569 |
| Earned Wealth Advisors, LLC | 0.00% | New | 13 | $255 |
| Arax Advisory Partners | 0.00% | No change | 7 | $138 |
| Covestor Ltd | 0.00% | Add +46.7% | 22 | $0 |
"% of holder's portfolio" is VEL's weight in each manager's 13F, not the share of Velocity Financial Inc. the manager owns.