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

Historical Holders from Q1 2020 to Q3 2025

Symbol
VEL on NYSE
CUSIP
92262D101
Type / Class
Equity / Common Stock, $0.01 par value
Shares outstanding
38.5M
All holders as of June 30, 2025
Q2 2025
Total 13F shares, excl. options
37.3M
Holdings value
$691M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
92
Number of buys
62
Number of sells
-35
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
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)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SPG GP, LLC 34.7% -5.14% $248M 13.4M 0% SPG GP, LLC Aug 8, 2025
PACIFIC INVESTMENT MANAGEMENT CO LLC 33.1% 0% $217M 12.6M 0% Pacific Investment Management Company LLC May 1, 2025
Beach Point Capital Management LP 14.5% $88.3M 5.3M Beach Point Capital Management LP Jun 30, 2025

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

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 13.4M $243M +$118K $18.14 5
2025 Q2 37.3M $691M +$45.8M $18.54 92
2025 Q1 35M $654M +$38.8M $18.71 81
2024 Q4 32.6M $638M -$726K $19.56 72
2024 Q3 32.6M $640M -$1.85M $19.61 70
2024 Q2 32.4M $581M +$3.07M $17.93 50
2024 Q1 32.2M $580M +$1.45M $18.00 50
2023 Q4 32.1M $553M +$5.06M $17.22 47
2023 Q3 31.8M $360M +$1.05M $11.30 45
2023 Q2 31.8M $367M +$2.48M $11.53 43
2023 Q1 31.6M $285M -$990K $9.03 40
2022 Q4 31.6M $305M +$1.99M $9.65 43
2022 Q3 31.4M $340M +$378K $10.84 41
2022 Q2 31.3M $344M +$2.42M $10.99 40
2022 Q1 31.1M $340M -$710K $10.94 39
2021 Q4 31.2M $427M +$162M $13.70 40
2021 Q3 19.3M $255M -$1.01M $13.16 40
2021 Q2 19.4M $243M +$4.29M $12.49 36
2021 Q1 12M $107M -$12.6M $8.87 22
2020 Q4 20.6M $123M -$641K $6.23 22
2020 Q3 13.7M $64M +$1.71M $5.02 27
2020 Q2 7.3M $28.8M -$11.8M $3.95 29
2020 Q1 20.1M $160M +$97.7M $7.53 40