Velocity FinancialVEL
13F holders, Q4 2024 (December 31)72holders +3
12new positions
10sold out
3famous investors
$19.56avg. 13F price*
At the end of Q4 2024, 72 institutions reported holding Velocity Financial Inc. (VEL) in their 13F filings, up 3 from Q3 2024. 12 opened new positions and 10 sold out. The largest holders were Snow Phipps Group, LLC ($240.1M), Allianz Asset Management GmbH ($214.5M) and Beach Point Capital Management LP ($103.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Velocity Financial Inc.
- CUSIP
- 92262D101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.4M |
| Exits | 10 | $1.6M |
All 13F filers, Q3 2024 → Q4 2024: 401,108 shares bought and 432,621 shares sold, net −31,513 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Snow Phipps Group, LLC | 82.96% | No change | 12,272,765 | $240.1M |
| Allianz Asset Management GmbH | 0.31% | No change | 10,963,806 | $214.5M |
| Beach Point Capital Management LP | 43.17% | Reduce -4.8% | 5,270,737 | $103.1M |
| BlackRock, Inc. | 0.00% | Add +1.6% | 1,024,079 | $20.0M |
| Vanguard Group Inc. | 0.00% | Reduce -0.7% | 464,604 | $9.1M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -3.9% | 447,315 | $8.7M |
| Bridgeway Capital Management, LLC | 0.13% | Add +2.4% | 302,406 | $5.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +20.0% | 235,071 | $4.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -3.0% | 189,566 | $3.7M |
| Empowered Funds, LLC | 0.04% | Add +5.1% | 145,756 | $2.9M |
| State Street Corp. | 0.00% | Reduce -2.0% | 133,001 | $2.6M |
| Mariner, LLC | 0.00% | Add +32.9% | 101,191 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +66.7% | 96,758 | $1.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.5% | 79,881 | $1.6M |
| American Century Companies Inc. | 0.00% | Add +11.5% | 76,697 | $1.5M |
| Northern Trust Corp. | 0.00% | Reduce -2.5% | 73,075 | $1.4M |
| Morgan Stanley | 0.00% | Add +7.5% | 66,289 | $1.3M |
| Group One Trading LLC | 0.04% | New | 62,618 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -2.9% | 57,500 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +131.8% | 44,739 | $875K |
| Nomura Holdings Inc. | 0.00% | New | 41,630 | $814K |
| Citadel Advisors | 0.00% | Add +37.4% | 35,699 | $698K |
| JPMorgan Chase & Co. | 0.00% | Add +38.9% | 34,818 | $681K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -27.9% | 32,238 | $631K |
| HSBC Holdings PLC | 0.00% | Add +13.6% | 31,559 | $616K |
| PEAK6 LLC | 0.02% | — | 27,252 | $533K |
| Squarepoint Ops LLC | 0.00% | Reduce -37.7% | 25,531 | $499K |
| Millennium Management | 0.00% | Reduce -11.5% | 25,448 | $498K |
| Wolverine Trading, LLC | 0.01% | New | 24,819 | $496K |
| Gsa Capital Partners LLP | 0.03% | Add +136.3% | 23,807 | $466K |
| Trexquant Investment LP | 0.00% | Add +69.7% | 19,253 | $377K |
| Wells Fargo & Company | 0.00% | Add +58.1% | 19,182 | $375K |
| Simplex Trading, LLC | 0.01% | New | 18,568 | $363K |
| Bleakley Financial Group, LLC | 0.01% | New | 17,815 | $348K |
| Bank of America Corp. | 0.00% | Add +10.9% | 17,291 | $338K |
| Barclays PLC | 0.00% | Reduce -14.8% | 16,959 | $332K |
| Janus Henderson Group PLC | 0.00% | Reduce -4.2% | 15,358 | $300K |
| Bailard, Inc. | 0.01% | Reduce -4.8% | 14,000 | $274K |
| Rhumbline Advisers | 0.00% | Add +1.2% | 13,835 | $271K |
| Royal Bank of Canada | 0.00% | Add +1.6% | 7,606 | $149K |
| Citigroup Inc. | 0.00% | Add +7.1% | 7,450 | $146K |
| UBS Group AG | 0.00% | Add +32.0% | 5,976 | $117K |
| BNP Paribas Financial Markets | 0.00% | New | 5,861 | $115K |
| SG Americas Securities, LLC | 0.00% | Add +9.1% | 5,814 | $114K |
| Parallax Volatility Advisers, L.P. | 0.00% | Reduce -72.2% | 5,722 | $112K |
| MetLife Investment Management, LLC | 0.00% | No change | 5,187 | $101K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 5,172 | $101K |
| Deutsche Bank AG | 0.00% | No change | 4,804 | $94K |
| Cwm, LLC | 0.00% | Add +13.1% | 4,649 | $91K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 4,476 | $88K |
| New York State Common Retirement Fund | 0.00% | No change | 3,874 | $76K |
| FMR LLC | 0.00% | Add +3.9% | 3,364 | $66K |
| R Squared Ltd | 0.05% | — | 2,500 | $49K |
| Federated Hermes, Inc. | 0.00% | Add +3.0% | 1,217 | $24K |
| Legal & General Group Plc | 0.00% | No change | 914 | $18K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -77.0% | 763 | $15K |
| 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% | Add +28.0% | 585 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Add +269.2% | 480 | $9K |
| Amalgamated Bank | 0.00% | No change | 295 | $6K |
| Sterling Capital Management LLC | 0.00% | Add +893.1% | 288 | $6K |
| Venturi Wealth Management, LLC | 0.00% | No change | 281 | $5K |
| Osaic Holdings, Inc. | 0.00% | Add +36.5% | 243 | $5K |
| GAMMA Investing LLC | 0.00% | New | 142 | $3K |
| True Wealth Design, LLC | 0.00% | New | 103 | $2K |
| Covestor Ltd | 0.00% | Add +427.3% | 116 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 100 | $2K |
| SBI Securities Co., Ltd. | 0.00% | — | 76 | $1K |
| CoreCap Advisors, LLC | 0.00% | New | 61 | $1K |
| Rothschild Investment LLC | 0.00% | New | 5 | $98 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1 | $20 |
"% of holder's portfolio" is VEL's weight in each manager's 13F, not the share of Velocity Financial Inc. the manager owns.