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Equibles

VEL

Velocity Financial, Inc.

Company with tickers: VEL

CIK
1692376
CUSIP
92262D101
Shares Outstanding
39,255,281
13F Activity (30d)
42 filings 39 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 79
Total Value: $536,494,385
Total Shares: 29,656,961

Institutional Ownership Trend

30 quarters

Holder Concentration

Across 79 13F filers · Δ vs Dec 31, 2025
Top Holder
45.0%
Sep 2024 → Mar 2026 · range 34.4% – 45.0%
+7.3 pts
Top 5
93.4%
Sep 2024 → Mar 2026 · range 86.2% – 94.9%
−1.6 pts
Top 10
96.6%
Sep 2024 → Mar 2026 · range 91.3% – 97.3%
−0.6 pts
HHI
3,858
Sep 2024 → Mar 2026 · range 2,458 – 3,858
Highly concentrated+776

Quarterly Activity

vs Dec 31, 2025
New
14
Increased
24
Decreased
23
Sold Out
23
Unchanged
18
Holder count: -9
Institutional value: -39.0%
Shares held: -30.0%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large TUDOR INVESTMENT CORP ET AL +83,796 124,002
Mega D. E. Shaw & Co., Inc. +72,827 87,734
Mega AMERICAN CENTURY COMPANIES INC +52,579 285,369
Mega BNP PARIBAS ARBITRAGE, SA +33,798 39,038
Large ADAGE CAPITAL PARTNERS GP, L.L.C. +32,669 482,715

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP −75,005 74,400
Mega Nuveen, LLC −41,170 15,007
Mega TWO SIGMA INVESTMENTS, LP −7,400 17,144
Mid Sterling Capital Management LLC −6,443 11,123
Large Trexquant Investment LP −5,860 24,262

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid HBK INVESTMENTS L P 737,500 $13,341,375
Mega VANGUARD CAPITAL MANAGEMENT LLC 480,652 $8,694,994
Large Man Group plc 76,382 $1,381,750
Mega VANGUARD FIDUCIARY TRUST CO 69,383 $1,255,138
Mid XTX Topco Ltd 37,986 $687,166

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Small Beach Point Capital Management LP 13,897,132 $288,504,460
Large Qube Research & Technologies Ltd 131,811 $2,736,396
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 98,250 $2,039,670
Mid GSA CAPITAL PARTNERS LLP 50,909 $1,056,870
Mega UBS Group AG 32,936 $683,750
Filter: New 14 Increased 24 Reduced 23 Sold out 23 Unchanged 18
Showing 80 of 80
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Small Snow Phipps Group, LLC $241,557,633 45.03% 13,353,103
Large Allianz Asset Management GmbH $228,617,150 42.61% 12,637,764
Mid HBK INVESTMENTS L P $13,341,375 2.49% 737,500
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $8,732,314 1.63% 482,715
Mega VANGUARD CAPITAL MANAGEMENT LLC $8,694,994 1.62% 480,652
Mega AMERICAN CENTURY COMPANIES INC $5,162,325 0.96% 285,369
Mega GEODE CAPITAL MANAGEMENT, LLC $4,513,454 0.84% 249,500
Mega STATE STREET CORP $3,946,243 0.74% 218,145
Mega D. E. Shaw & Co., Inc. $1,587,108 0.30% 87,734
Mega HSBC HOLDINGS PLC $1,569,307 0.29% 86,750
Mega NORTHERN TRUST CORP Bank $1,459,103 0.27% 80,658
Large Man Group plc $1,381,750 0.26% 76,382
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,345,896 0.25% 74,400
Mid NFJ INVESTMENT GROUP, LLC $1,313,532 0.24% 72,611
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,255,138 0.23% 69,383
Large TUDOR INVESTMENT CORP ET AL $1,177,659 0.22% 65,100
Large TUDOR INVESTMENT CORP ET AL $1,065,537 0.20% 58,902
Large Creative Planning $975,014 0.18% 53,898
Large Mariner, LLC $769,078 0.14% 42,514
Mega BNP PARIBAS ARBITRAGE, SA $706,197 0.13% 39,038
Mid XTX Topco Ltd $687,166 0.13% 37,986
Large Quantinno Capital Management LP $637,563 0.12% 35,244
Mega FIRST TRUST ADVISORS LP $564,950 0.11% 31,230
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $563,811 0.11% 31,167
Large Empowered Funds, LLC $527,667 0.10% 29,169
Large Trexquant Investment LP $438,899 0.08% 24,262
Mid Campbell & CO Investment Adviser LLC $358,109 0.07% 19,796
Mid PDT Partners, LLC $356,698 0.07% 19,718
Mega TWO SIGMA INVESTMENTS, LP $310,134 0.06% 17,144
Large VOYA INVESTMENT MANAGEMENT LLC $307,819 0.06% 17,016
Mega Nuveen, LLC $271,475 0.05% 15,007
Large HRT FINANCIAL LP $254,200 0.05% 14,052
Small Yorktown Management & Research Co Inc $235,170 0.04% 13,000
Small R Squared Ltd $231,624 0.04% 12,804
Mega RHUMBLINE ADVISERS $230,231 0.04% 12,727
Mid Sterling Capital Management LLC $201,215 0.04% 11,123
Large Russell Investments Group, Ltd. $172,994 0.03% 9,563
Mega DEUTSCHE BANK AG\ Bank $169,014 0.03% 9,343
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $142,223 0.03% 7,862
Large MetLife Investment Management, LLC $136,832 0.03% 7,564
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $98,481 0.02% 5,444
Mega Vanguard Global Advisers, LLC $73,029 0.01% 4,037
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $70,080 0.01% 3,874
Large CWM, LLC $64,653 0.01% 3,574
Large Police & Firemen's Retirement System of New Jersey Pension $36,559 0.01% 2,021
Mega CITIGROUP INC $32,488 0.01% 1,796
Small Versant Capital Management, Inc $22,956 0.00% 1,269
Mid Tower Research Capital LLC (TRC) $21,255 0.00% 1,175
Mid Ameritas Investment Partners, Inc. $20,694 0.00% 1,144
Mid HARBOR CAPITAL ADVISORS, INC. $18,885 0.00% 1,044
Mega Legal & General Group Plc $18,506 0.00% 1,023
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $11,215 0.00% 620
Mid Allworth Financial LP $4,703 0.00% 260
Small Essential Partners LLC $4,703 0.00% 260
Mid GAMMA Investing LLC $4,106 0.00% 227
Large US BANCORP \DE\ Bank $4,052 0.00% 224
Mid Optiver Holding B.V. $1,953 0.00% 108
Mid IFP Advisors, Inc $1,917 0.00% 106
Micro Cornerstone Planning Group LLC $1,917 0.00% 106
Mid EverSource Wealth Advisors, LLC $1,881 0.00% 104
Large NISA INVESTMENT ADVISORS, LLC $1,809 0.00% 100
Mid SIGNATUREFD, LLC $1,664 0.00% 92
Large FIFTH THIRD BANCORP Bank $1,501 0.00% 83
Small Covestor Ltd $1,067 0.00% 59
Mid ROTHSCHILD INVESTMENT LLC $1,049 0.00% 58
Mid Advisory Services Network, LLC $651 0.00% 36
Micro Rialto Wealth Management, LLC $542 0.00% 30
Micro Bell Investment Advisors, Inc $524 0.00% 29
Micro Bare Financial Services, Inc $506 0.00% 28
Micro True Wealth Design, LLC $325 0.00% 18
Mid MAI Capital Management $307 0.00% 17
Small Trust Co Bank $307 0.00% 17
Mid Farther Finance Advisors, LLC $307 0.00% 17
Micro Kilter Group LLC $271 0.00% 15
Large OSAIC HOLDINGS, INC. $253 0.00% 14
Mid Parallel Advisors, LLC $253 0.00% 14
Small Root Financial Partners, LLC $217 0.00% 12
Small SJS Investment Consulting Inc. $90 0.00% 5
Mid Smartleaf Asset Management LLC $72 0.00% 4
Small Sunbelt Securities, Inc. Broker-Dealer $36 0.00% 2

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