Velocity FinancialVEL
13F holders, Q2 2025 (June 30)93holders +12
23new positions
13sold out
3famous investors
$18.54avg. 13F price*
At the end of Q2 2025, 93 institutions reported holding Velocity Financial Inc. (VEL) in their 13F filings, up 12 from Q1 2025. 23 opened new positions and 13 sold out. The largest holders were Snow Phipps Group, LLC ($247.6M), Allianz Asset Management GmbH ($234.3M) and Beach Point Capital Management LP ($98.3M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Velocity Financial Inc.
- CUSIP
- 92262D101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $5.9M |
| Exits | 13 | $7.3M |
All 13F filers, Q1 2025 → Q2 2025: 3,491,877 shares bought and 1,181,213 shares sold, net +2,310,664 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| Snow Phipps Group, LLC | 82.94% | No change | 13,353,103 | $247.6M |
| Allianz Asset Management GmbH | 0.31% | Add +15.3% | 12,637,764 | $234.3M |
| Beach Point Capital Management LP | 41.85% | Reduce -3.5% | 5,300,859 | $98.3M |
| BlackRock, Inc. | 0.00% | Add +66.8% | 1,838,801 | $34.1M |
| Vanguard Group Inc. | 0.00% | Add +17.1% | 543,492 | $10.1M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +1.3% | 450,046 | $8.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +41.6% | 414,759 | $7.7M |
| Geode Capital Management, LLC | 0.00% | Add +34.5% | 262,352 | $4.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +24.8% | 246,588 | $4.6M |
| State Street Corp. | 0.00% | Add +37.7% | 186,605 | $3.5M |
| American Century Companies Inc. | 0.00% | Add +30.7% | 155,414 | $2.9M |
| Millennium Management | 0.00% | Add +16.0% | 119,991 | $2.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +32.1% | 99,274 | $1.8M |
| Morgan Stanley | 0.00% | Add +22.6% | 92,585 | $1.7M |
| Northern Trust Corp. | 0.00% | Add +17.0% | 83,124 | $1.5M |
| HSBC Holdings PLC | 0.00% | Add +88.2% | 80,502 | $1.5M |
| Squarepoint Ops LLC | 0.00% | Add +92.3% | 77,585 | $1.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +100.2% | 70,802 | $1.3M |
| Bank of America Corp. | 0.00% | Add +218.1% | 70,525 | $1.3M |
| Creative Planning | 0.00% | New | 67,244 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | Add +39.1% | 65,266 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -74.1% | 62,665 | $1.2M |
| Simplex Trading, LLC | 0.03% | Add +0.6% | 53,872 | $998K |
| Bridgeway Capital Management, LLC | 0.02% | Reduce -72.4% | 53,050 | $984K |
| Bank of New York Mellon Corp | 0.00% | Add +14.1% | 52,650 | $976K |
| Empowered Funds, LLC | 0.01% | Reduce -53.6% | 51,052 | $947K |
| Mariner, LLC | 0.00% | Reduce -34.5% | 46,217 | $857K |
| Trexquant Investment LP | 0.01% | Add +6.0% | 42,321 | $785K |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.3% | 41,164 | $763K |
| Nuveen, LLC | 0.00% | Add +248.8% | 37,234 | $690K |
| Marshall Wace, LLP | 0.00% | Reduce -76.3% | 34,899 | $647K |
| Barclays PLC | 0.00% | Add +128.7% | 34,616 | $642K |
| Wolverine Trading, LLC | 0.01% | Add +27.9% | 31,400 | $591K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 30,700 | $569K |
| JPMorgan Chase & Co. | 0.00% | Reduce -27.8% | 27,525 | $510K |
| Two Sigma Investments, LP | 0.00% | Reduce -29.3% | 27,281 | $506K |
| Gsa Capital Partners LLP | 0.04% | Add +28.9% | 27,017 | $501K |
| AQR Capital Management | 0.00% | New | 24,963 | $463K |
| Wells Fargo & Company | 0.00% | Add +8.0% | 21,388 | $397K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -56.3% | 21,117 | $392K |
| PDT Partners, LLC | 0.02% | New | 20,702 | $384K |
| HAP Trading, LLC | 0.16% | New | 20,097 | $373K |
| XTX Topco Ltd | 0.02% | New | 19,936 | $370K |
| Caption Management, LLC | 0.03% | New | 18,853 | $350K |
| Group One Trading LLC | 0.01% | New | 16,832 | $312K |
| Verition Fund Management LLC | 0.00% | New | 16,129 | $299K |
| State of Wisconsin Investment Board | 0.00% | New | 15,624 | $290K |
| Acadian Asset Management LLC | 0.00% | Add +440.1% | 15,673 | $289K |
| Rhumbline Advisers | 0.00% | Add +22.3% | 15,317 | $284K |
| Engineers Gate Manager LP | 0.00% | New | 14,037 | $260K |
| Polymer Capital Management (US) LLC | 0.04% | New | 13,731 | $255K |
| Voya Investment Management LLC | 0.00% | New | 13,591 | $252K |
| Jump Financial, LLC | 0.00% | Reduce -5.2% | 13,568 | $252K |
| Quantinno Capital Management LP | 0.00% | New | 12,155 | $225K |
| BNP Paribas Financial Markets | 0.00% | Add +123.5% | 11,955 | $222K |
| UBS Group AG | 0.00% | Add +170.1% | 11,345 | $210K |
| Alliancebernstein L.P. | 0.00% | New | 10,140 | $188K |
| Quantbot Technologies LP | 0.00% | Reduce -27.5% | 8,577 | $159K |
| MetLife Investment Management, LLC | 0.00% | Add +45.8% | 7,564 | $140K |
| Royal Bank of Canada | 0.00% | Reduce -8.2% | 6,550 | $121K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +13.4% | 6,129 | $114K |
| Deutsche Bank AG | 0.00% | No change | 4,804 | $89K |
| FMR LLC | 0.00% | Add +50.9% | 4,586 | $85K |
| Cwm, LLC | 0.00% | Reduce -18.1% | 4,521 | $84K |
| Citigroup Inc. | 0.00% | Reduce -35.1% | 4,403 | $82K |
| New York State Common Retirement Fund | 0.00% | No change | 3,874 | $72K |
| Russell Investments Group, Ltd. | 0.00% | Add +18.4% | 2,113 | $39K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +55.7% | 2,094 | $39K |
| Summit Securities Group LLC | 0.01% | New | 1,717 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -73.4% | 1,208 | $22K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +70.2% | 1,144 | $21K |
| Legal & General Group Plc | 0.00% | Add +34.0% | 1,012 | $19K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +1.5% | 748 | $14K |
| California State Teachers Retirement System | 0.00% | No change | 652 | $12K |
| Parallel Advisors, LLC | 0.00% | New | 558 | $10K |
| Amalgamated Bank | 0.00% | No change | 295 | $5K |
| Sterling Capital Management LLC | 0.00% | Add +63.9% | 254 | $5K |
| Signaturefd, LLC | 0.00% | New | 148 | $3K |
| Allworth Financial LP | 0.00% | New | 127 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 117 | $2K |
| Covestor Ltd | 0.00% | Reduce -18.9% | 99 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -10.7% | 100 | $2K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 77 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -1.3% | 76 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 60 | $1K |
| Federated Hermes, Inc. | 0.00% | Reduce -96.4% | 46 | $853 |
| Cornerstone Planning Group LLC | 0.00% | New | 42 | $698 |
| Essential Partners LLC | 0.00% | — | 37 | $686 |
| Raymond James Financial Inc. | 0.00% | New | 36 | $667 |
| True Wealth Design, LLC | 0.00% | Reduce -79.1% | 33 | $612 |
| GAMMA Investing LLC | 0.00% | Reduce -75.9% | 28 | $519 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2200.0% | 23 | $426 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -85.7% | 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.