Velocity FinancialVEL
13F holders, Q4 2025 (December 31)107holders +1
16new positions
11sold out
5famous investors
$20.76avg. 13F price*
At the end of Q4 2025, 107 institutions reported holding Velocity Financial Inc. (VEL) in their 13F filings, up 1 from Q3 2025. 16 opened new positions and 11 sold out. The largest holders were Snow Phipps Group, LLC ($277.2M), Allianz Asset Management GmbH ($262.4M) and Beach Point Capital Management LP ($124.5M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $2.6M |
| Exits | 11 | $2.4M |
All 13F filers, Q3 2025 → Q4 2025: 1,190,589 shares bought and 738,415 shares sold, net +452,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Snow Phipps Group, LLC | 79.04% | No change | 13,353,103 | $277.2M |
| Allianz Asset Management GmbH | 0.30% | No change | 12,637,764 | $262.4M |
| Beach Point Capital Management LP | 49.19% | Add +11.5% | 5,995,466 | $124.5M |
| BlackRock, Inc. | 0.00% | Add +0.9% | 1,672,114 | $34.7M |
| Vanguard Group Inc. | 0.00% | Add +15.8% | 554,568 | $11.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +10.6% | 502,022 | $10.4M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | No change | 450,046 | $9.3M |
| Geode Capital Management, LLC | 0.00% | Add +9.8% | 242,606 | $5.0M |
| American Century Companies Inc. | 0.00% | Add +21.3% | 232,790 | $4.8M |
| State Street Corp. | 0.00% | Reduce -1.1% | 207,886 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.4% | 173,061 | $3.6M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -15.2% | 131,811 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +495.4% | 113,805 | $2.4M |
| Morgan Stanley | 0.00% | Add +2.7% | 105,527 | $2.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 98,250 | $2.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.2% | 87,551 | $1.8M |
| Northern Trust Corp. | 0.00% | Add +6.4% | 77,295 | $1.6M |
| AQR Capital Management | 0.00% | Add +160.3% | 75,064 | $1.6M |
| NFJ Investment Group, LLC | 0.05% | Reduce -4.2% | 72,611 | $1.5M |
| Millennium Management | 0.00% | Reduce -68.3% | 68,710 | $1.4M |
| HSBC Holdings PLC | 0.00% | Reduce -5.7% | 70,168 | $1.4M |
| Creative Planning | 0.00% | Add +20.0% | 56,956 | $1.2M |
| Nuveen, LLC | 0.00% | Add +11.4% | 56,177 | $1.2M |
| Gsa Capital Partners LLP | 0.09% | Add +27.7% | 50,909 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.8% | 48,755 | $1.0M |
| Mariner, LLC | 0.00% | Add +4.0% | 44,949 | $932K |
| Citadel Advisors | 0.00% | Reduce -49.8% | 44,726 | $929K |
| Quantinno Capital Management LP | 0.00% | Add +37.5% | 33,665 | $699K |
| UBS Group AG | 0.00% | Add +54.3% | 32,936 | $684K |
| PEAK6 LLC | 0.02% | New | 32,863 | $682K |
| JPMorgan Chase & Co. | 0.00% | Add +4.4% | 31,435 | $653K |
| First Trust Advisors LP | 0.00% | Add +5.6% | 31,302 | $650K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 31,167 | $647K |
| Bank of America Corp. | 0.00% | Reduce -23.0% | 30,975 | $643K |
| Trexquant Investment LP | 0.01% | Reduce -54.1% | 30,122 | $625K |
| Tudor Investment Corporation | 0.00% | New | 29,606 | $615K |
| Empowered Funds, LLC | 0.01% | No change | 29,169 | $606K |
| Alps Advisors Inc. | 0.00% | Add +0.8% | 24,567 | $510K |
| Two Sigma Investments, LP | 0.00% | Reduce -74.7% | 24,544 | $510K |
| Barclays PLC | 0.00% | Add +12.3% | 24,362 | $506K |
| Voya Investment Management LLC | 0.00% | Add +2.0% | 22,756 | $472K |
| PDT Partners, LLC | 0.03% | Add +9.2% | 19,718 | $409K |
| Sterling Capital Management LLC | 0.01% | Add +2577.7% | 17,566 | $365K |
| Wells Fargo & Company | 0.00% | Add +52.8% | 17,546 | $364K |
| HRT Financial LP | 0.00% | Reduce -74.5% | 16,467 | $341K |
| D. E. Shaw & Co. | 0.00% | New | 14,907 | $309K |
| PharVision Advisers, LLC | 0.15% | New | 14,477 | $301K |
| Marshall Wace, LLP | 0.00% | Reduce -86.6% | 14,266 | $296K |
| Canada Pension Plan Investment Board | 0.00% | New | 13,600 | $282K |
| Yorktown Management & Research Co Inc | 0.22% | No change | 13,000 | $270K |
| Rhumbline Advisers | 0.00% | Reduce -8.5% | 12,935 | $269K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -63.9% | 11,273 | $234K |
| Campbell & CO Investment Adviser LLC | 0.01% | Reduce -26.0% | 10,865 | $226K |
| Squarepoint Ops LLC | 0.00% | New | 10,606 | $220K |
| Russell Investments Group, Ltd. | 0.00% | Add +43.1% | 10,170 | $211K |
| Ieq Capital, LLC | 0.00% | New | 10,070 | $209K |
| Deutsche Bank AG | 0.00% | Add +94.5% | 9,343 | $194K |
| MetLife Investment Management, LLC | 0.00% | No change | 7,564 | $157K |
| Caption Management, LLC | 0.01% | Reduce -72.4% | 5,643 | $117K |
| FMR LLC | 0.00% | Add +4.8% | 5,313 | $110K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +20.3% | 5,308 | $110K |
| BNP Paribas Financial Markets | 0.00% | Reduce -48.9% | 5,240 | $109K |
| Cwm, LLC | 0.00% | Add +132.5% | 4,897 | $102K |
| New York State Common Retirement Fund | 0.00% | No change | 3,874 | $80K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -48.9% | 2,021 | $42K |
| Simplex Trading, LLC | 0.00% | Reduce -95.3% | 1,644 | $34K |
| Citigroup Inc. | 0.00% | Reduce -33.0% | 1,352 | $28K |
| Acadian Asset Management LLC | 0.00% | Reduce -76.7% | 1,325 | $27K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,144 | $24K |
| Legal & General Group Plc | 0.00% | Add +33.9% | 1,023 | $21K |
| Quarry LP | 0.00% | Add +12.4% | 970 | $20K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 886 | $18K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.7% | 748 | $16K |
| Essential Partners LLC | 0.00% | Add +104.0% | 718 | $15K |
| California State Teachers Retirement System | 0.00% | Add +8.1% | 706 | $15K |
| Versant Capital Management, Inc | 0.00% | No change | 603 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -36.8% | 492 | $10K |
| Royal Bank of Canada | 0.00% | Reduce -60.4% | 421 | $9K |
| Amalgamated Bank | 0.00% | Add +22.0% | 360 | $7K |
| Allworth Financial LP | 0.00% | Add +94.3% | 239 | $5K |
| Optiver Holding B.V. | 0.00% | No change | 188 | $4K |
| GAMMA Investing LLC | 0.00% | Reduce -1.6% | 184 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +219.6% | 163 | $3K |
| Covestor Ltd | 0.00% | Reduce -17.3% | 124 | $3K |
| Signaturefd, LLC | 0.00% | Reduce -10.1% | 124 | $3K |
| IFP Advisors, Inc | 0.00% | Add +41.0% | 117 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 100 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +129.4% | 78 | $2K |
| Rothschild Investment LLC | 0.00% | Add +74.3% | 61 | $1K |
| Federated Hermes, Inc. | 0.00% | Reduce -37.2% | 59 | $1K |
| Rialto Wealth Management, LLC | 0.00% | No change | 30 | $623 |
| Optima Capital LLC | 0.00% | New | 27 | $561 |
| Marquette Asset Management, LLC | 0.00% | New | 27 | $561 |
| Parallel Advisors, LLC | 0.00% | No change | 25 | $519 |
| PNC Financial Services Group, Inc. | 0.00% | Add +144.4% | 22 | $457 |
| True Wealth Design, LLC | 0.00% | Add +11.8% | 19 | $395 |
| Trust Co | 0.00% | New | 17 | $353 |
| Farther Finance Advisors, LLC | 0.00% | New | 15 | $311 |
| Osaic Holdings, Inc. | 0.00% | Add +11.1% | 10 | $208 |
| MAI Capital Management | 0.00% | New | 9 | $187 |
| US Bancorp \de | 0.00% | No change | 6 | $125 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 5 | $104 |
| SJS Investment Consulting Inc. | 0.00% | New | 5 | $104 |
| Clearstead Advisors, LLC | 0.00% | Add +300.0% | 4 | $84 |
| Smartleaf Asset Management LLC | 0.00% | New | 4 | $78 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 3 | $62 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $21 |
"% of holder's portfolio" is VEL's weight in each manager's 13F, not the share of Velocity Financial Inc. the manager owns.