Who Owns Velocity Financial, Inc. (VEL)?Hedge Fund & Institutional Holders

$17.40-0.39 (-2.19%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.7721026200012448e+160T

% of Float Held

5.598251607531276e+242%

QoQ Change in Holders

+14 / -3

Price History

$16.30$17.41$18.53$19.65$20.76Aug 24Jun 25Mar 26

VEL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Allianz Asset Management GmbHNew Position+12.6M+$262.0M
Beach Point Capital Management LPNew Position+6.0M+$124.5M
PharVision Advisers, LLCNew Position+14K+$300K
GSA CAPITAL PARTNERS LLPIncreased+11K+$277K
Yorktown Management & Research Co IncNew Position+13K+$269K
CWM, LLCNew Position+5K+$102K
HARBOR CAPITAL ADVISORS, INC.New Position+748+$16K
Versant Capital Management, IncNew Position+603+$12K
Covestor LtdNew Position+124+$3K
SIGNATUREFD, LLCNew Position+124+$2K
NISA INVESTMENT ADVISORS, LLCNew Position+100+$2K
Cornerstone Planning Group LLCNew Position+78+$1K
D. E. Shaw & Co., Inc.New Position+15K+$0
MAI Capital ManagementNew Position+9+$0
FEDERATED HERMES, INC.New Position+59+$0

VEL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MILLENNIUM MANAGEMENT LLCDecreased-148K-$3.9B
STATE STREET CORPDecreased-2K-$3.8B
GOLDMAN SACHS GROUP INCDecreased-31K-$3.7B
Qube Research & Technologies LtdDecreased-24K-$2.8B
MARSHALL WACE, LLPDecreased-92K-$1.9B
TWO SIGMA INVESTMENTS, LPDecreased-72K-$1.8B
CITADEL ADVISORS LLCDecreased-44K-$1.6B
NFJ INVESTMENT GROUP, LLCDecreased-3K-$1.4B
HSBC HOLDINGS PLCDecreased-4K-$1.3B
Trexquant Investment LPDecreased-35K-$1.2B
BANK OF AMERICA CORP /DE/Decreased-9K-$729.5M
WOLVERINE TRADING, LLCClosed Position-36K-$659.9M
TWO SIGMA ADVISERS, LPClosed Position-32K-$571.4M
Connor, Clark & Lunn Investment Management Ltd.Decreased-20K-$566.6M
JANE STREET GROUP, LLCClosed Position-27K-$481.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Snow Phipps Group, LLC13,353,103$277.2M79.04%Share
2Allianz Asset Management GmbH12,637,764$262.0M0.26%Share
3Beach Point Capital Management LP5,995,466$124.5M48.15%Share
4VANGUARD GROUP INC481,086$10.0M0.00%Share
5BlackRock, Inc.443,932$9.0M0.00%Share
6BlackRock, Inc.474,332$9.0M0.00%Share
7DIMENSIONAL FUND ADVISORS LP450,953$9.0M0.00%Share
8ADAGE CAPITAL PARTNERS GP, L.L.C.450,046$9.0M0.01%Share
9BlackRock, Inc.318,121$6.0M0.00%Share
10AMERICAN CENTURY COMPANIES INC232,790$4.0M0.00%Share
11BlackRock, Inc.224,339$4.0M0.00%Share
12GEODE CAPITAL MANAGEMENT, LLC207,621$4.0M0.00%Share
13STATE STREET CORP207,886$4.0M0.00%Share
14Beach Point Capital Management LP952,100$2.1M0.81%Call
15ARROWSTREET CAPITAL, LIMITED PARTNERSHIP98,250$2.0M0.00%Share
16GOLDMAN SACHS GROUP INC118,325$2.0M0.00%Share
17SUSQUEHANNA INTERNATIONAL GROUP, LLP113,805$2.0M0.00%Share
18Qube Research & Technologies Ltd131,811$2.0M0.00%Share
19VANGUARD GROUP INC69,445$1.4M0.00%Share
20HSBC HOLDINGS PLC70,168$1.4M0.00%Share
21MILLENNIUM MANAGEMENT LLC68,710$1.0M0.00%Share
22AQR CAPITAL MANAGEMENT LLC72,639$1.0M0.00%Share
23GOLDMAN SACHS GROUP INC54,736$1.0M0.00%Share
24GSA CAPITAL PARTNERS LLP50,909$1.0M0.09%Share
25MORGAN STANLEY87,206$1.0M0.00%Share
26Creative Planning56,956$1.0M0.00%Share
27BlackRock, Inc.80,440$1.0M0.00%Share
28BlackRock, Inc.56,027$1.0M0.00%Share
29BlackRock, Inc.67,235$1.0M0.00%Share
30NORTHERN TRUST CORP75,606$1.0M0.00%Share
31NFJ INVESTMENT GROUP, LLC67,491$1.0M0.04%Share
32CHARLES SCHWAB INVESTMENT MANAGEMENT INC87,551$1.0M0.00%Share
33UBS Group AG32,892$682K0.00%Share
34Trexquant Investment LP30,122$625K0.01%Share
35PDT Partners, LLC19,718$409K0.03%Share
36PharVision Advisers, LLC14,477$300K0.15%Share
37Yorktown Management & Research Co Inc13,000$269K0.22%Share
38Caption Management, LLC5,643$117K0.00%Share
39CWM, LLC4,897$102K0.00%Share
40VANGUARD GROUP INC4,037$83K0.00%Share
41Quarry LP970$20K0.00%Share
42HARBOR CAPITAL ADVISORS, INC.748$16K0.00%Share
43Versant Capital Management, Inc603$12K0.00%Share
44Allworth Financial LP239$4K0.00%Share
45GAMMA Investing LLC184$3K0.00%Share
46Optiver Holding B.V.188$3K0.00%Share
47Covestor Ltd124$3K0.00%Share
48SIGNATUREFD, LLC124$2K0.00%Share
49EverSource Wealth Advisors, LLC120$2K0.00%Share
50NISA INVESTMENT ADVISORS, LLC100$2K0.00%Share

VEL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025106$757.1M+20
Q3 202586$349.1B+9
Q2 202577$673.4B-5
Q1 202582$651.7B+13
Q4 202469$3.5T+7
Q3 202462$56.2T+18
Q2 202444$29.0T-1
Q1 202445$28.8T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold VEL (Velocity Financial, Inc.). The largest holder is Snow Phipps Group, LLC with $277.2M in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own VEL?

As of Q4 2025, 50 institutional investors report holding VEL (Velocity Financial, Inc.) in their 13F filings.

Who is the largest institutional holder of VEL?

The largest institutional holder of VEL is Snow Phipps Group, LLC with $277.2M in shares.

Is institutional ownership of VEL increasing or decreasing?

This quarter, 14 institutions opened new positions in VEL and 3 closed their positions.