Velocity FinancialVEL
13F holders, Q3 2025 (September 30)106holders +13
22new positions
9sold out
3famous investors
$18.14avg. 13F price*
At the end of Q3 2025, 106 institutions reported holding Velocity Financial Inc. (VEL) in their 13F filings, up 13 from Q2 2025. 22 opened new positions and 9 sold out. The largest holders were Snow Phipps Group, LLC ($242.2M), Allianz Asset Management GmbH ($229.2M) and Beach Point Capital Management LP ($97.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $5.4M |
| Exits | 9 | $2.7M |
All 13F filers, Q2 2025 → Q3 2025: 985,179 shares bought and 725,089 shares sold, net +260,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 106 holders
| Snow Phipps Group, LLC | 77.89% | No change | 13,353,103 | $242.2M |
| Allianz Asset Management GmbH | 0.28% | No change | 12,637,764 | $229.2M |
| Beach Point Capital Management LP | 45.36% | Add +1.4% | 5,377,451 | $97.5M |
| BlackRock, Inc. | 0.00% | Reduce -9.8% | 1,657,624 | $30.1M |
| Vanguard Group Inc. | 0.00% | Reduce -11.8% | 479,120 | $8.7M |
| Dimensional Fund Advisors LP | 0.00% | Add +9.5% | 454,078 | $8.2M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | No change | 450,046 | $8.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -15.8% | 220,975 | $4.0M |
| Millennium Management | 0.00% | Add +80.9% | 217,082 | $3.9M |
| State Street Corp. | 0.00% | Add +12.6% | 210,104 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.1% | 204,538 | $3.7M |
| American Century Companies Inc. | 0.00% | Add +23.5% | 191,956 | $3.5M |
| Qube Research & Technologies Ltd | 0.00% | Add +138.0% | 155,346 | $2.8M |
| Marshall Wace, LLP | 0.00% | Add +204.2% | 106,158 | $1.9M |
| Morgan Stanley | 0.00% | Add +11.0% | 102,796 | $1.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +38.8% | 98,250 | $1.8M |
| Two Sigma Investments, LP | 0.00% | Add +255.4% | 96,970 | $1.8M |
| Citadel Advisors | 0.00% | Add +42.3% | 89,169 | $1.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -16.2% | 83,228 | $1.5M |
| NFJ Investment Group, LLC | 0.05% | New | 75,825 | $1.4M |
| HSBC Holdings PLC | 0.00% | Reduce -7.6% | 74,367 | $1.3M |
| Northern Trust Corp. | 0.00% | Reduce -12.6% | 72,646 | $1.3M |
| Trexquant Investment LP | 0.01% | Add +55.0% | 65,588 | $1.2M |
| HRT Financial LP | 0.00% | New | 64,543 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +1.6% | 53,486 | $970K |
| Nuveen, LLC | 0.00% | Add +35.4% | 50,412 | $914K |
| Creative Planning | 0.00% | Reduce -29.4% | 47,448 | $861K |
| Mariner, LLC | 0.00% | Reduce -6.5% | 43,201 | $784K |
| Bank of America Corp. | 0.00% | Reduce -43.0% | 40,215 | $730K |
| Gsa Capital Partners LLP | 0.06% | Add +47.6% | 39,877 | $723K |
| Wolverine Trading, LLC | 0.01% | Add +15.2% | 36,176 | $660K |
| Simplex Trading, LLC | 0.01% | Reduce -34.9% | 35,050 | $635K |
| Two Sigma Advisers, LP | 0.00% | New | 31,500 | $571K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +47.9% | 31,234 | $567K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -41.3% | 31,167 | $565K |
| JPMorgan Chase & Co. | 0.00% | Add +9.4% | 30,103 | $546K |
| First Trust Advisors LP | 0.00% | New | 29,644 | $538K |
| Empowered Funds, LLC | 0.01% | Reduce -42.9% | 29,169 | $529K |
| AQR Capital Management | 0.00% | Add +15.5% | 28,843 | $523K |
| Jane Street Group, LLC | 0.00% | New | 26,540 | $481K |
| Quantinno Capital Management LP | 0.00% | Add +101.4% | 24,481 | $444K |
| Alps Advisors Inc. | 0.00% | New | 24,360 | $442K |
| HAP Trading, LLC | 0.12% | — | 24,159 | $438K |
| Voya Investment Management LLC | 0.00% | Add +64.1% | 22,302 | $405K |
| Barclays PLC | 0.00% | Reduce -37.3% | 21,701 | $394K |
| UBS Group AG | 0.00% | Add +88.2% | 21,351 | $387K |
| Caption Management, LLC | 0.02% | Add +8.4% | 20,444 | $371K |
| Verition Fund Management LLC | 0.00% | Add +25.4% | 20,228 | $367K |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.6% | 19,115 | $347K |
| PDT Partners, LLC | 0.02% | Reduce -12.8% | 18,061 | $328K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -52.1% | 14,690 | $266K |
| Rhumbline Advisers | 0.00% | Reduce -7.7% | 14,141 | $257K |
| XTX Topco Ltd | 0.01% | Reduce -34.1% | 13,127 | $238K |
| Yorktown Management & Research Co Inc | 0.19% | New | 13,000 | $236K |
| R Squared Ltd | 0.10% | New | 12,978 | $235K |
| Wells Fargo & Company | 0.00% | Reduce -46.3% | 11,486 | $208K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 10,867 | $197K |
| Group One Trading LLC | 0.01% | Reduce -36.8% | 10,633 | $193K |
| BNP Paribas Financial Markets | 0.00% | Reduce -14.2% | 10,253 | $186K |
| Alliancebernstein L.P. | 0.00% | No change | 10,140 | $184K |
| MetLife Investment Management, LLC | 0.00% | No change | 7,564 | $137K |
| Russell Investments Group, Ltd. | 0.00% | Add +236.3% | 7,107 | $129K |
| SG Americas Securities, LLC | 0.00% | New | 6,915 | $125K |
| Acadian Asset Management LLC | 0.00% | Reduce -63.8% | 5,681 | $103K |
| FMR LLC | 0.00% | Add +10.6% | 5,072 | $92K |
| Deutsche Bank AG | 0.00% | No change | 4,804 | $87K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -28.0% | 4,413 | $80K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +88.8% | 3,954 | $72K |
| New York State Common Retirement Fund | 0.00% | No change | 3,874 | $70K |
| Cwm, LLC | 0.00% | Reduce -53.4% | 2,106 | $38K |
| Citigroup Inc. | 0.00% | Reduce -54.2% | 2,017 | $37K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,144 | $21K |
| Royal Bank of Canada | 0.00% | Reduce -83.8% | 1,063 | $20K |
| Quarry LP | 0.00% | New | 863 | $16K |
| Point72 (DIFC) Ltd | 0.00% | New | 842 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -35.5% | 779 | $14K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +1.7% | 761 | $14K |
| Legal & General Group Plc | 0.00% | Reduce -24.5% | 764 | $14K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 751 | $14K |
| Sterling Capital Management LLC | 0.00% | Add +158.3% | 656 | $12K |
| California State Teachers Retirement System | 0.00% | Add +0.1% | 653 | $12K |
| Arax Advisory Partners | 0.00% | New | 623 | $11K |
| Versant Capital Management, Inc | 0.00% | New | 603 | $11K |
| Essential Partners LLC | 0.00% | Add +851.4% | 352 | $6K |
| Amalgamated Bank | 0.00% | No change | 295 | $5K |
| Quadrant Capital Group LLC | 0.00% | New | 220 | $4K |
| Optiver Holding B.V. | 0.00% | New | 188 | $3K |
| GAMMA Investing LLC | 0.00% | Add +567.9% | 187 | $3K |
| Covestor Ltd | 0.00% | Add +51.5% | 150 | $3K |
| Signaturefd, LLC | 0.00% | Reduce -6.8% | 138 | $3K |
| Allworth Financial LP | 0.00% | Reduce -3.1% | 123 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 100 | $2K |
| Federated Hermes, Inc. | 0.00% | Add +104.3% | 94 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -19.1% | 34 | $2K |
| IFP Advisors, Inc | 0.00% | Add +7.8% | 83 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +121.7% | 51 | $925 |
| Advisory Services Network, LLC | 0.00% | New | 36 | $653 |
| Rothschild Investment LLC | 0.00% | New | 35 | $635 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -50.0% | 30 | $545 |
| Parallel Advisors, LLC | 0.00% | Reduce -95.5% | 25 | $454 |
| True Wealth Design, LLC | 0.00% | Reduce -48.5% | 17 | $309 |
| PNC Financial Services Group, Inc. | 0.00% | Add +800.0% | 9 | $163 |
| Osaic Holdings, Inc. | 0.00% | New | 9 | $163 |
| US Bancorp \de | 0.00% | New | 6 | $109 |
| Clearstead Advisors, LLC | 0.00% | New | 1 | $19 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -98.7% | 1 | $18 |
"% of holder's portfolio" is VEL's weight in each manager's 13F, not the share of Velocity Financial Inc. the manager owns.