Velocity FinancialVEL
13F holders, Q1 2025 (March 31)81holders +9
17new positions
9sold out
3famous investors
$18.71avg. 13F price*
At the end of Q1 2025, 81 institutions reported holding Velocity Financial Inc. (VEL) in their 13F filings, up 9 from Q4 2024. 17 opened new positions and 9 sold out. The largest holders were Snow Phipps Group, LLC ($249.8M), Allianz Asset Management GmbH ($205.1M) and Beach Point Capital Management LP ($102.8M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $9.0M |
| Exits | 9 | $2.5M |
All 13F filers, Q4 2024 → Q1 2025: 2,627,395 shares bought and 329,786 shares sold, net +2,297,609 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| Snow Phipps Group, LLC | 84.88% | Add +8.8% | 13,353,103 | $249.8M |
| Allianz Asset Management GmbH | 0.30% | No change | 10,963,806 | $205.1M |
| Beach Point Capital Management LP | 43.38% | Add +4.2% | 5,491,737 | $102.8M |
| BlackRock, Inc. | 0.00% | Add +7.6% | 1,102,067 | $20.6M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 463,911 | $8.7M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -0.7% | 444,351 | $8.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +24.6% | 292,925 | $5.5M |
| Citadel Advisors | 0.00% | Add +577.5% | 241,876 | $4.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +104.2% | 197,537 | $3.7M |
| Geode Capital Management, LLC | 0.00% | Add +2.9% | 195,094 | $3.7M |
| Bridgeway Capital Management, LLC | 0.09% | Reduce -36.5% | 191,926 | $3.6M |
| Nomura Holdings Inc. | 0.02% | Add +265.0% | 151,961 | $2.8M |
| Marshall Wace, LLP | 0.00% | New | 147,509 | $2.8M |
| State Street Corp. | 0.00% | Add +1.9% | 135,551 | $2.5M |
| American Century Companies Inc. | 0.00% | Add +55.1% | 118,934 | $2.2M |
| Empowered Funds, LLC | 0.03% | Reduce -24.6% | 109,928 | $2.1M |
| Millennium Management | 0.00% | Add +306.4% | 103,428 | $1.9M |
| Renaissance Technologies | 0.00% | Add +68.7% | 97,000 | $1.8M |
| Morgan Stanley | 0.00% | Add +13.9% | 75,507 | $1.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.9% | 75,135 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 74,219 | $1.4M |
| Northern Trust Corp. | 0.00% | Reduce -2.8% | 71,034 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -30.3% | 70,560 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 66,740 | $1.2M |
| Simplex Trading, LLC | 0.04% | Add +188.4% | 53,545 | $1.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +50.0% | 48,360 | $905K |
| Qube Research & Technologies Ltd | 0.00% | New | 46,919 | $878K |
| Bank of New York Mellon Corp | 0.00% | Add +3.2% | 46,164 | $864K |
| HSBC Holdings PLC | 0.00% | Add +35.5% | 42,770 | $798K |
| Squarepoint Ops LLC | 0.00% | Add +58.0% | 40,340 | $755K |
| Trexquant Investment LP | 0.01% | Add +107.3% | 39,914 | $747K |
| Two Sigma Investments, LP | 0.00% | New | 38,600 | $722K |
| JPMorgan Chase & Co. | 0.00% | Add +9.4% | 38,098 | $713K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 35,366 | $662K |
| Wolverine Trading, LLC | 0.01% | Reduce -1.1% | 24,551 | $455K |
| Bank of America Corp. | 0.00% | Add +28.2% | 22,168 | $415K |
| Gsa Capital Partners LLP | 0.04% | Reduce -11.9% | 20,965 | $392K |
| Wells Fargo & Company | 0.00% | Add +3.3% | 19,813 | $371K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 17,691 | $331K |
| Barclays PLC | 0.00% | Reduce -10.8% | 15,136 | $283K |
| Jump Financial, LLC | 0.00% | New | 14,314 | $268K |
| Janus Henderson Group PLC | 0.00% | Reduce -10.0% | 13,825 | $256K |
| Rhumbline Advisers | 0.00% | Reduce -9.4% | 12,529 | $234K |
| Two Sigma Advisers, LP | 0.00% | New | 11,859 | $222K |
| Quantbot Technologies LP | 0.01% | New | 11,834 | $221K |
| HRT Financial LP | 0.00% | New | 11,312 | $211K |
| Nuveen, LLC | 0.00% | — | 10,675 | $200K |
| Royal Bank of Canada | 0.00% | Reduce -6.2% | 7,133 | $134K |
| Citigroup Inc. | 0.00% | Reduce -9.0% | 6,780 | $127K |
| SG Americas Securities, LLC | 0.00% | Add +9.1% | 6,342 | $119K |
| Cwm, LLC | 0.00% | Add +18.7% | 5,517 | $103K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.5% | 5,406 | $101K |
| BNP Paribas Financial Markets | 0.00% | Reduce -8.7% | 5,350 | $100K |
| MetLife Investment Management, LLC | 0.00% | No change | 5,187 | $97K |
| Deutsche Bank AG | 0.00% | No change | 4,804 | $90K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +495.8% | 4,546 | $85K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.4% | 4,411 | $83K |
| UBS Group AG | 0.00% | Reduce -29.7% | 4,200 | $79K |
| New York State Common Retirement Fund | 0.00% | No change | 3,874 | $72K |
| FMR LLC | 0.00% | Reduce -9.7% | 3,039 | $57K |
| Acadian Asset Management LLC | 0.00% | New | 2,902 | $54K |
| Russell Investments Group, Ltd. | 0.00% | Add +271.9% | 1,785 | $33K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 1,345 | $25K |
| Federated Hermes, Inc. | 0.00% | Add +4.0% | 1,266 | $24K |
| Legal & General Group Plc | 0.00% | Reduce -17.4% | 755 | $14K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +26.0% | 737 | $14K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 672 | $13K |
| California State Teachers Retirement System | 0.00% | No change | 652 | $12K |
| Amalgamated Bank | 0.00% | No change | 295 | $6K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 226 | $4K |
| True Wealth Design, LLC | 0.00% | Add +53.4% | 158 | $3K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.2% | 155 | $3K |
| GAMMA Investing LLC | 0.00% | Reduce -18.3% | 116 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | Add +12.0% | 112 | $2K |
| Covestor Ltd | 0.00% | Add +5.2% | 122 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.3% | 77 | $1K |
| Coldstream Capital Management Inc. | 0.00% | New | 66 | $1K |
| US Bancorp \de | 0.00% | New | 20 | $374 |
| PNC Financial Services Group, Inc. | 0.00% | New | 7 | $131 |
| Osaic Holdings, Inc. | 0.00% | Reduce -98.3% | 4 | $75 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1 | $19 |
"% of holder's portfolio" is VEL's weight in each manager's 13F, not the share of Velocity Financial Inc. the manager owns.