Velocity Financial, Inc. - VEL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Snow Phipps Group, LLC | History | No change | 13,353,103 | 277,210 | 79.04% | 77.89% | 1 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Allianz Asset Management GmbH | History | No change | 12,637,764 | 262,359 | 0.27% | 0.26% | 2 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Beach Point Capital Management LP | History | Added to | 6,947,566 | 126,561 | 48.96% | 44.14% | 3 | +1,570,115 | 29.2% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Added to | 1,672,114 | 34,713 | 0.0% | 0.0% | 4 | +14,490 | 0.87% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 554,568 | 11,512 | 0.0% | 0.0% | 5 | +75,448 | 15.75% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 502,022 | 10,417 | 0.0% | 0.0% | 6 | +47,944 | 10.56% | Q4 2025 | Feb 12, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 450,046 | 9,342 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 242,606 | 5,037 | 0.0% | 0.0% | 8 | +21,631 | 9.79% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 232,790 | 4,832 | 0.0% | 0.0% | 9 | +40,834 | 21.27% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 207,886 | 4,315 | 0.0% | 0.0% | 10 | -2,218 | -1.06% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 173,061 | 3,592 | 0.0% | 0.0% | 11 | -31,477 | -15.39% | Q4 2025 | Mar 25, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 149,405 | 3,101 | 0.0% | 0.0% | 12 | +1,790 | 1.21% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 131,811 | 2,736 | 0.0% | 0.0% | 13 | -23,535 | -15.15% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 105,527 | 2,190 | 0.0% | 0.0% | 14 | +2,731 | 2.66% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 98,250 | 2,039 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 87,551 | 1,817 | 0.0% | 0.0% | 16 | +4,323 | 5.19% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 77,295 | 1,604 | 0.0% | 0.0% | 17 | +4,649 | 6.4% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 75,064 | 1,558 | 0.0% | 0.0% | 18 | +46,221 | 160.25% | Q4 2025 | Feb 17, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 72,611 | 1,507 | 0.05% | 0.05% | 19 | -3,214 | -4.24% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 68,710 | 1,426 | 0.0% | 0.0% | 20 | -148,372 | -68.35% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 70,168 | 1,362 | 0.0% | 0.0% | 21 | -4,199 | -5.65% | Q4 2025 | Mar 20, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 60,826 | 1,262 | 0.0% | 0.0% | 22 | -105,743 | -63.48% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 57,600 | 1,195 | 0.0% | 0.0% | 23 | -62,840 | -52.18% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 56,956 | 1,182 | 0.0% | 0.0% | 24 | +9,508 | 20.04% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 56,177 | 1,166 | 0.0% | 0.0% | 25 | +5,765 | 11.44% | Q4 2025 | Feb 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 50,909 | 1,057 | 0.09% | 0.06% | 26 | +11,032 | 27.67% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 48,755 | 1,012 | 0.0% | 0.0% | 27 | -4,731 | -8.85% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 44,949 | 932 | 0.0% | 0.0% | 28 | +1,748 | 4.05% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 40,206 | 834 | 0.0% | — | 29 | +40,206 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 33,665 | 698 | 0.0% | 0.0% | 30 | +9,184 | 37.51% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 32,936 | 683 | 0.0% | 0.0% | 31 | +11,585 | 54.26% | Q4 2025 | Jan 29, 2026 |
| PEAK6 LLC | History | Reduced | 32,863 | 682 | 0.0% | 0.0% | 32 | -67,137 | -67.14% | Q4 2025 | Mar 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 31,435 | 652 | 0.0% | 0.0% | 33 | +1,332 | 4.42% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 31,302 | 649 | 0.0% | 0.0% | 34 | +1,658 | 5.59% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 31,167 | 647 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 30,975 | 643 | 0.0% | 0.0% | 36 | -9,240 | -22.98% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Reduced | 30,122 | 625 | 0.01% | 0.01% | 37 | -35,466 | -54.07% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | No change | 29,169 | 605 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| ALPS ADVISORS INC | History | Added to | 24,567 | 510 | 0.0% | 0.0% | 39 | +207 | 0.85% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 24,544 | 509 | 0.0% | 0.0% | 40 | -72,426 | -74.69% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 24,362 | 505 | 0.0% | 0.0% | 41 | +2,661 | 12.26% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 22,756 | 472 | 0.0% | 0.0% | 42 | +454 | 2.04% | Q4 2025 | Feb 12, 2026 |
| PDT Partners, LLC | History | Added to | 19,718 | 409 | 0.03% | 0.02% | 43 | +1,657 | 9.17% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 17,566 | 364 | 0.01% | 0.0% | 45 | +16,910 | 2577.74% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 17,546 | 364 | 0.0% | 0.0% | 44 | +6,060 | 52.76% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 16,467 | 341 | 0.0% | 0.0% | 46 | -48,076 | -74.49% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 16,300 | 338 | 0.0% | 0.0% | 47 | -42,033 | -72.06% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 14,907 | 309 | 0.0% | — | 48 | +14,907 | New | Q4 2025 | Feb 17, 2026 |
| PharVision Advisers, LLC | History | New | 14,477 | 300 | 0.15% | — | 49 | +14,477 | New | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 14,266 | 296 | 0.0% | 0.0% | 50 | -91,892 | -86.56% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 13,600 | 282 | 0.0% | — | 51 | +13,600 | New | Q4 2025 | Feb 17, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 13,000 | 269 | 0.22% | 0.19% | 52 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 12,935 | 268 | 0.0% | 0.0% | 53 | -1,206 | -8.53% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 11,273 | 234 | 0.0% | 0.0% | 54 | -19,961 | -63.91% | Q4 2025 | Feb 10, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 10,865 | 225 | 0.01% | 0.02% | 55 | -3,825 | -26.04% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | New | 10,606 | 220 | 0.0% | — | 56 | +10,606 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 10,170 | 211 | 0.0% | 0.0% | 57 | +3,063 | 43.1% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | New | 10,070 | 209 | 0.0% | — | 58 | +10,070 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 9,343 | 193 | 0.0% | 0.0% | 59 | +4,539 | 94.48% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,564 | 157 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Caption Management, LLC | History | Reduced | 5,643 | 117 | 0.0% | 0.07% | 61 | -512,901 | -98.91% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,308 | 110 | 0.0% | 0.0% | 63 | +895 | 20.28% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 5,313 | 110 | 0.0% | 0.0% | 62 | +241 | 4.75% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,240 | 108 | 0.0% | 0.0% | 64 | -5,013 | -48.89% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 4,897 | 102 | 0.0% | 0.0% | 65 | +2,791 | 132.53% | Q4 2025 | Jan 26, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,874 | 80 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 2,021 | 41 | 0.0% | 0.0% | 67 | -1,933 | -48.89% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,644 | 34 | 0.0% | 0.0% | 68 | -83,406 | -98.07% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 1,352 | 28 | 0.0% | 0.0% | 69 | -665 | -32.97% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 1,325 | 27 | 0.0% | 0.0% | 70 | -4,356 | -76.68% | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,144 | 23 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Added to | 1,023 | 21 | 0.0% | 0.0% | 72 | +259 | 33.9% | Q4 2025 | Feb 09, 2026 |
| Quarry LP | History | Added to | 970 | 20 | 0.0% | 0.0% | 73 | +107 | 12.4% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 886 | 18 | 0.0% | — | 74 | +886 | New | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 748 | 16 | 0.0% | 0.0% | 75 | -13 | -1.71% | Q4 2025 | Jan 20, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 706 | 14 | 0.0% | 0.0% | 76 | +53 | 8.12% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | No change | 603 | 12 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 492 | 10 | 0.0% | 0.0% | 78 | -287 | -36.84% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 421 | 9 | 0.0% | — | 79 | +421 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 360 | 7 | 0.0% | 0.0% | 80 | +65 | 22.03% | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 239 | 4 | 0.0% | — | 81 | +239 | New | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 163 | 3 | 0.0% | — | 82 | +112 | 219.61% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Reduced | 124 | 3 | 0.0% | 0.0% | 84 | -26 | -17.33% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 184 | 3 | 0.0% | 0.0% | 85 | -3 | -1.6% | Q4 2025 | Jan 05, 2026 |
| Optiver Holding B.V. | History | No change | 188 | 3 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 117 | 2 | 0.0% | 0.0% | 88 | +34 | 40.96% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 124 | 2 | 0.0% | 0.0% | 87 | -14 | -10.14% | Q4 2025 | Jan 20, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 78 | 1 | 0.0% | 0.0% | 91 | +44 | 129.41% | Q4 2025 | Feb 02, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 59 | 1 | 0.0% | 0.0% | 90 | -35 | -37.23% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 61 | 1 | 0.0% | — | 89 | +26 | 74.29% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -31,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,228 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -13,127 | -100.0% | Q3 2025 | Nov 14, 2025 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -12,978 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,140 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,915 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -623 | -100.0% | Q3 2025 | Nov 14, 2025 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -220 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Marquette Asset Management, LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q4 2025 | Jan 16, 2026 |
| OPTIMA CAPITAL LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q4 2025 | Jan 23, 2026 |
| Trust Co | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 22 | 0 | — | — | — | +13 | 144.44% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 21, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4 | 0 | — | — | — | +3 | 300.0% | Q4 2025 | Feb 09, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 19 | 0 | — | — | — | +2 | 11.76% | Q4 2025 | Jan 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10 | 0 | — | — | — | +1 | 11.11% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rialto Wealth Management, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |