Position in VEL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$64,653
-$37,008 QoQ
Shares Held
3,574
-27.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in VEL Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026CWM, LLC holds $2,565,192 across 8 Mortgage Finance names. VEL ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
68,757 | $979,787 | |
| 2 | UWMC |
UWM Holdings Corp
|
196,032 | $709,635 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
10,348 | $459,244 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
2,991 | $261,413 | |
| 5 | VEL |
Velocity Financial, Inc.
This page
|
3,574 | $64,653 | |
| 6 | ONIT |
Onity Group Inc.
|
1,035 | $40,644 | |
| 7 | BETR |
Better Home & Finance Holding Co
|
770 | $27,427 | |
| 8 | LDI |
loanDepot, Inc.
|
15,767 | $22,389 |
All Filings in VEL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,653 | 3,574 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $101,661 | 4,897 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $38,202 | 2,106 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $83,819 | 4,521 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $103,223 | 5,517 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $90,934 | 4,649 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $80,636 | 4,112 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1 | 38 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $18 | 1 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||