Position in VEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,031,087
+$517,633 QoQ
Shares Held
272,540
+9.2% QoQ
Ownership
0.690%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 99 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VEL Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $417,157,931 across 9 Mortgage Finance names. VEL ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
16,973,040 | $267,325,379 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
758,664 | $66,079,633 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
872,309 | $47,715,302 | |
| 4 | UWMC |
UWM Holdings Corp
|
5,348,788 | $12,248,723 | |
| 5 | ONIT |
Onity Group Inc.
|
175,459 | $6,974,495 | |
| 6 | BETR |
Better Home & Finance Holding Co
|
237,325 | $6,526,437 | |
| 7 | VEL |
Velocity Financial, Inc.
This page
|
272,540 | $5,031,087 | |
| 8 | LDI |
loanDepot, Inc.
|
3,933,045 | $4,916,306 |
All Filings in VEL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,031,087 | 272,540 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,513,454 | 249,500 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,036,499 | 242,606 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $4,008,486 | 220,975 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,864,005 | 262,352 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,650,208 | 195,094 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,707,910 | 189,566 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,833,264 | 195,475 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,548,490 | 197,908 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $3,436,236 | 190,902 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,318,948 | 192,738 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,723,051 | 240,978 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,051,541 | 264,661 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,280,246 | 252,519 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,373,668 | 245,976 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,664,569 | 245,809 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,537,909 | 230,929 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,395,542 | 218,971 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,910,058 | 212,413 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,864,403 | 141,672 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,755,706 | 140,569 | Shares | Defined | 2021-08-13 | |
| 2020-03-31 | $315,085 | 41,844 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||