Velocity Financial, Inc. - Common Stock, $0.01 par value (VEL)

Historical Holders from Q1 2020 to Q4 2025

Type / Class
Equity / Common Stock, $0.01 par value
Symbol
VEL on NYSE
Shares outstanding
38,481,565
Price per share
$20.76
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
37,525,114
Holdings value
$680,700,617
% of all portfolios
0%
Share change
+184,891
Value change
+$3,292,716
Average buys %
+0%
Average sells %
-0%
Number of holders
104
Price from insider filings
$20.13
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Velocity Financial, Inc. - Common Stock, $0.01 par value (VEL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SPG GP, LLC 35% -5.1% $247,566,530 13,353,103 0% SPG GP, LLC 08 Aug 2025
PACIFIC INVESTMENT MANAGEMENT CO LLC 33% 0% $217,243,163 12,637,764 0% Pacific Investment Management Company LLC 01 May 2025
Beach Point Capital Management LP 14% $88,312,311 5,300,859 Beach Point Capital Management LP 30 Jun 2025
As of 30 Sep 2025, Velocity Financial, Inc. - Common Stock, $0.01 par value (VEL) has 104 institutional shareholders filing 13F forms. They hold 37,525,114 shares of 38,481,565 outstanding shares (98%) .

Top 25 institutional shareholders own 95% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
Snow Phipps Group, LLC 35% 13,353,103 0% 78% $242,225,288
Allianz Asset Management GmbH 33% 12,637,764 0% 0.28% $229,249,039
Beach Point Capital Management LP 14% 5,377,451 0% 45% $97,546,961
BlackRock, Inc. 4.3% 1,657,624 -9.9% 0% $30,069,299
VANGUARD GROUP INC 1.2% 479,120 -12% 0% $8,691,237
DIMENSIONAL FUND ADVISORS LP 1.2% 454,078 +9.5% 0% $8,237,348
ADAGE CAPITAL PARTNERS GP, L.L.C. 1.2% 450,046 0% 0.01% $8,163,834
GEODE CAPITAL MANAGEMENT, LLC 0.57% 220,975 -16% 0% $4,009,488
MILLENNIUM MANAGEMENT LLC 0.56% 217,082 +81% 0% $3,937,867
STATE STREET CORP 0.55% 210,104 +13% 0% $3,811,287
GOLDMAN SACHS GROUP INC 0.53% 204,538 -17% 0% $3,710,319
AMERICAN CENTURY COMPANIES INC 0.5% 191,956 +24% 0% $3,482,082
Qube Research & Technologies Ltd 0.4% 155,346 +138% 0% $2,817,976
MARSHALL WACE, LLP 0.28% 106,158 +204% 0% $1,925,707
MORGAN STANLEY 0.27% 102,796 +11% 0% $1,864,719
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.26% 98,250 +39% 0% $1,782,255
TWO SIGMA INVESTMENTS, LP 0.25% 96,970 +255% 0% $1,759,036
CITADEL ADVISORS LLC 0.23% 89,169 +42% 0% $1,617,525
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.22% 83,228 -16% 0% $1,509,756
NFJ INVESTMENT GROUP, LLC 0.2% 75,825 0.05% $1,375,466
HSBC HOLDINGS PLC 0.19% 74,367 -7.6% 0% $1,340,837
NORTHERN TRUST CORP 0.19% 72,646 -13% 0% $1,317,799
Trexquant Investment LP 0.17% 65,588 +55% 0.01% $1,189,766
HRT FINANCIAL LP 0.17% 64,543 0% $1,170,000
Bank of New York Mellon Corp 0.14% 53,486 +1.6% 0% $970,237

Institutional Holders of Velocity Financial, Inc. - Common Stock, $0.01 par value (VEL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 806 $16,733 -$125,020 $20.76 3
2025 Q3 37,525,114 $680,700,617 +$3,292,716 $18.14 104
2025 Q2 37,261,313 $690,837,814 +$45,823,536 $18.54 92
2025 Q1 34,950,646 $653,917,557 +$38,750,389 $18.71 81
2024 Q4 32,642,365 $638,496,036 -$725,623 $19.56 72
2024 Q3 32,644,079 $640,153,537 -$1,851,037 $19.61 70
2024 Q2 32,391,140 $580,777,776 +$3,073,108 $17.93 50
2024 Q1 32,209,828 $579,777,769 +$1,445,117 $18.00 50
2023 Q4 32,134,102 $553,333,375 +$5,064,299 $17.22 47
2023 Q3 31,832,064 $359,702,844 +$1,051,837 $11.30 45
2023 Q2 31,833,580 $367,066,160 +$2,476,234 $11.53 43
2023 Q1 31,574,193 $285,111,522 -$990,129 $9.03 40
2022 Q4 31,633,663 $305,264,619 +$1,989,642 $9.65 43
2022 Q3 31,383,385 $340,187,764 +$378,422 $10.84 41
2022 Q2 31,329,194 $344,305,000 +$2,417,661 $10.99 40
2022 Q1 31,106,389 $340,301,000 -$709,676 $10.94 39
2021 Q4 31,162,870 $426,921,000 +$161,809,595 $13.70 40
2021 Q3 19,346,477 $254,557,000 -$1,011,935 $13.16 40
2021 Q2 19,417,893 $242,528,000 +$4,294,854 $12.49 36
2021 Q1 12,018,867 $106,608,000 -$12,556,321 $8.87 22
2020 Q4 20,617,860 $122,981,000 -$641,271 $6.23 22
2020 Q3 13,703,892 $63,970,000 +$1,710,599 $5.02 27
2020 Q2 7,295,558 $28,817,000 -$11,786,075 $3.95 29
2020 Q1 20,053,780 $160,492,000 +$97,709,916 $7.53 40