Velocity FinancialVEL
13F holders, Q1 2026 (March 31)100holders −7
11new positions
21sold out
6famous investors
$18.09avg. 13F price*
At the end of Q1 2026, 100 institutions reported holding Velocity Financial Inc. (VEL) in their 13F filings, down 7 from Q4 2025. 11 opened new positions and 21 sold out. The largest holders were Snow Phipps Group, LLC ($241.6M), Allianz Asset Management GmbH ($228.6M) and Beach Point Capital Management LP ($118.6M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Velocity Financial Inc.
- CUSIP
- 92262D101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.8M |
| Exits | 21 | $5.9M |
All 13F filers, Q4 2025 → Q1 2026: 1,197,443 shares bought and 566,049 shares sold, net +631,394 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| Snow Phipps Group, LLC | 76.06% | No change | 13,353,103 | $241.6M |
| Allianz Asset Management GmbH | 0.26% | No change | 12,637,764 | $228.6M |
| Beach Point Capital Management LP | 46.90% | Add +9.4% | 6,558,512 | $118.6M |
| BlackRock, Inc. | 0.00% | Reduce -1.8% | 1,641,916 | $29.7M |
| Dimensional Fund Advisors LP | 0.00% | Add +16.0% | 582,550 | $10.5M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +7.3% | 482,715 | $8.7M |
| Vanguard Capital Management LLC | 0.00% | — | 480,652 | $8.7M |
| American Century Companies Inc. | 0.00% | Add +22.6% | 285,369 | $5.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +59.0% | 275,123 | $5.0M |
| Geode Capital Management, LLC | 0.00% | Add +2.8% | 249,500 | $4.5M |
| State Street Corp. | 0.00% | Add +4.9% | 218,145 | $3.9M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -19.7% | 105,861 | $1.9M |
| Morgan Stanley | 0.00% | Reduce -16.2% | 88,450 | $1.6M |
| D. E. Shaw & Co. | 0.00% | Add +488.5% | 87,734 | $1.6M |
| HSBC Holdings PLC | 0.00% | Add +23.6% | 86,750 | $1.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.5% | 85,400 | $1.5M |
| Northern Trust Corp. | 0.00% | Add +4.3% | 80,658 | $1.5M |
| Man Group plc | 0.00% | New | 76,382 | $1.4M |
| NFJ Investment Group, LLC | 0.05% | No change | 72,611 | $1.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 69,383 | $1.3M |
| Vanguard Portfolio Management LLC | 0.00% | — | 66,743 | $1.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -39.7% | 59,232 | $1.1M |
| AQR Capital Management | 0.00% | Reduce -21.5% | 58,906 | $1.1M |
| Tudor Investment Corporation | 0.01% | Add +99.0% | 58,902 | $1.1M |
| Creative Planning | 0.00% | Reduce -5.4% | 53,898 | $975K |
| Bank of New York Mellon Corp | 0.00% | Add +4.3% | 50,869 | $920K |
| Mariner, LLC | 0.00% | Reduce -5.4% | 42,514 | $769K |
| Citadel Advisors | 0.00% | Reduce -12.6% | 39,071 | $707K |
| BNP Paribas Financial Markets | 0.00% | Add +645.0% | 39,038 | $706K |
| XTX Topco Ltd | 0.01% | New | 37,986 | $687K |
| JPMorgan Chase & Co. | 0.00% | Add +17.0% | 36,765 | $663K |
| Bank of America Corp. | 0.00% | Add +17.2% | 36,303 | $657K |
| Quantinno Capital Management LP | 0.00% | Add +4.7% | 35,244 | $638K |
| Millennium Management | 0.00% | Reduce -51.1% | 33,615 | $608K |
| First Trust Advisors LP | 0.00% | Reduce -0.2% | 31,230 | $565K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 31,167 | $564K |
| Empowered Funds, LLC | 0.00% | No change | 29,169 | $528K |
| Alps Advisors Inc. | 0.00% | Add +15.8% | 28,447 | $515K |
| Renaissance Technologies | 0.00% | New | 27,700 | $501K |
| Trexquant Investment LP | 0.00% | Reduce -19.4% | 24,262 | $439K |
| Campbell & CO Investment Adviser LLC | 0.02% | Add +82.2% | 19,796 | $358K |
| PDT Partners, LLC | 0.02% | No change | 19,718 | $357K |
| UBS Group AG | 0.00% | Reduce -47.1% | 17,432 | $315K |
| Two Sigma Investments, LP | 0.00% | Reduce -30.1% | 17,144 | $310K |
| Voya Investment Management LLC | 0.00% | Reduce -25.2% | 17,016 | $308K |
| Nuveen, LLC | 0.00% | Reduce -73.3% | 15,007 | $271K |
| HRT Financial LP | 0.00% | Reduce -14.7% | 14,052 | $254K |
| Barclays PLC | 0.00% | Reduce -43.3% | 13,809 | $250K |
| Yorktown Management & Research Co Inc | 0.20% | No change | 13,000 | $235K |
| R Squared Ltd | 0.13% | New | 12,804 | $232K |
| Rhumbline Advisers | 0.00% | Reduce -1.6% | 12,727 | $230K |
| Sterling Capital Management LLC | 0.00% | Reduce -36.7% | 11,123 | $201K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.0% | 9,563 | $173K |
| Deutsche Bank AG | 0.00% | No change | 9,343 | $169K |
| Wells Fargo & Company | 0.00% | Reduce -51.1% | 8,581 | $155K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +787.4% | 7,862 | $142K |
| MetLife Investment Management, LLC | 0.00% | No change | 7,564 | $137K |
| FMR LLC | 0.00% | Add +30.8% | 6,947 | $126K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.6% | 5,444 | $98K |
| Vanguard Global Advisers, LLC | 0.00% | — | 4,037 | $73K |
| New York State Common Retirement Fund | 0.00% | No change | 3,874 | $70K |
| Cwm, LLC | 0.00% | Reduce -27.0% | 3,574 | $65K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 2,021 | $37K |
| Citigroup Inc. | 0.00% | Add +32.8% | 1,796 | $32K |
| Versant Capital Management, Inc | 0.00% | Add +110.5% | 1,269 | $23K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +138.8% | 1,175 | $21K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,144 | $21K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +39.6% | 1,044 | $19K |
| Legal & General Group Plc | 0.00% | No change | 1,023 | $19K |
| California State Teachers Retirement System | 0.00% | Reduce -12.2% | 620 | $11K |
| Allworth Financial LP | 0.00% | Add +8.8% | 260 | $5K |
| Essential Partners LLC | 0.00% | Reduce -63.8% | 260 | $5K |
| GAMMA Investing LLC | 0.00% | Add +23.4% | 227 | $4K |
| US Bancorp \de | 0.00% | Add +3633.3% | 224 | $4K |
| Federated Hermes, Inc. | 0.00% | Add +240.7% | 201 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +35.9% | 106 | $2K |
| Royal Bank of Canada | 0.00% | Reduce -68.4% | 133 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -42.5% | 108 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -9.4% | 106 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -36.2% | 104 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 100 | $2K |
| Signaturefd, LLC | 0.00% | Reduce -25.8% | 92 | $2K |
| Fifth Third Bancorp | 0.00% | New | 83 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -4.9% | 58 | $1K |
| Covestor Ltd | 0.00% | Reduce -52.4% | 59 | $1K |
| Advisory Services Network, LLC | 0.00% | New | 36 | $651 |
| Rialto Wealth Management, LLC | 0.00% | No change | 30 | $543 |
| Bell Investment Advisors, Inc | 0.00% | New | 29 | $525 |
| Bare Financial Services, Inc | 0.00% | New | 28 | $507 |
| True Wealth Design, LLC | 0.00% | Reduce -5.3% | 18 | $326 |
| MAI Capital Management | 0.00% | Add +88.9% | 17 | $308 |
| Trust Co | 0.00% | No change | 17 | $308 |
| Farther Finance Advisors, LLC | 0.00% | Add +13.3% | 17 | $306 |
| Kilter Group LLC | 0.00% | New | 15 | $272 |
| Osaic Holdings, Inc. | 0.00% | Add +40.0% | 14 | $253 |
| Parallel Advisors, LLC | 0.00% | Reduce -44.0% | 14 | $253 |
| Root Financial Partners, LLC | 0.00% | New | 12 | $217 |
| SJS Investment Consulting Inc. | 0.00% | No change | 5 | $91 |
| Smartleaf Asset Management LLC | 0.00% | No change | 4 | $72 |
| Sunbelt Securities, Inc. | 0.00% | New | 2 | $36 |
"% of holder's portfolio" is VEL's weight in each manager's 13F, not the share of Velocity Financial Inc. the manager owns.