Velocity Financial, Inc. - VEL

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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
Allianz Asset Management GmbH History No change 12,637,764 233,293 0.19% 0.19% 1 0 0.0% Q2 2026 Sep 02, 2026
Snow Phipps Group, LLC History No change 13,353,103 200,563 75.94% 75.64% 2 0 0.0% Q3 2026 Oct 07, 2026
Beach Point Capital Management LP History No change 6,586,271 122,339 47.4% 47.4% 3 0 0.0% Q2 2026 Jul 22, 2026
BlackRock, Inc. History No change 1,489,827 27,502 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 07, 2026
HBK INVESTMENTS L P History No change 737,500 13,614 0.13% 0.13% 5 0 0.0% Q2 2026 Sep 16, 2026
DIMENSIONAL FUND ADVISORS LP History No change 656,725 12,121 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 11, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 505,505 9,331 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 487,011 8,990 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 357,199 6,593 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 272,540 5,032 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 249,731 4,610 0.0% 0.0% 11 0 0.0% Q2 2026 Sep 22, 2026
GOLDMAN SACHS GROUP INC History No change 235,327 4,344 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 124,130 2,291 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 123,902 2,287 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 116,925 2,158 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 116,605 2,152 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 102,530 1,892 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 102,319 1,888 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 102,190 1,886 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 92,141 1,700 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 89,499 1,652 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
NFJ INVESTMENT GROUP, LLC History No change 72,611 1,340 0.05% 0.05% 22 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 71,546 1,320 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 67,596 1,247 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 55,060 1,016 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 06, 2026
Creative Planning History No change 54,853 1,012 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 54,027 997 0.0% 0.0% 27 0 0.0% Q2 2026 Sep 02, 2026
HSBC HOLDINGS PLC History No change 53,574 970 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 51,400 948 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 49,808 919 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 43,772 788 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 42,023 775 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 38,241 705 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 35,335 652 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 33,221 613 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 32,676 603 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 11, 2026
Trexquant Investment LP History No change 31,234 576 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 29,267 540 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 06, 2026
ALPS ADVISORS INC History No change 28,800 531 0.0% 0.0% 39 0 0.0% Q2 2026 Jul 29, 2026
UBS Group AG History No change 26,707 493 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 23,626 436 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 23,167 427 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 21,169 390 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 21,174 390 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
PDT Partners, LLC History No change 19,718 363 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History No change 19,598 361 0.02% 0.02% 46 0 0.0% Q2 2026 Aug 03, 2026
JANE STREET GROUP, LLC History No change 15,500 286 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 14,294 263 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History No change 14,072 259 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 14,027 258 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 11, 2026
Brevan Howard Capital Management LP History No change 12,251 226 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 12,057 222 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 07, 2026
Sterling Capital Management LLC History No change 10,976 202 0.0% 0.0% 53 0 0.0% Q2 2026 Jul 28, 2026
ALLIANCEBERNSTEIN L.P. History No change 10,640 192 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 8,520 157 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 7,862 145 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 7,153 132 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 7,103 131 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 6,983 128 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 03, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 5,689 105 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 4,548 83 0.0% 0.0% 61 0 0.0% Q2 2026 Jul 23, 2026
Vanguard Global Advisers, LLC History No change 4,037 74 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 3,874 71 0.0% 0.0% 63 0 0.0% Q2 2026 Jul 29, 2026
BARCLAYS PLC History No change 3,037 56 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 2,900 53 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 10, 2026
ROYAL BANK OF CANADA History No change 1,499 28 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 1,305 24 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,289 23 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Investment Partners, Inc. History No change 1,144 21 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 13, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 1,044 19 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 07, 2026
Tower Research Capital LLC (TRC) History No change 645 11 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 603 11 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 10, 2026
Versant Capital Management, Inc History Added to 476 7 0.0% — 73 +435 1060.98% Q3 2026 Oct 01, 2026
GAMMA Investing LLC History Added to 532 7 0.0% 0.0% 74 +23 4.52% Q3 2026 Oct 08, 2026
Parallel Advisors, LLC History No change 290 5 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 05, 2026
FEDERATED HERMES, INC. History No change 235 4 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History No change 255 4 0.0% 0.0% 77 0 0.0% Q2 2026 Jul 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 172 3 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 200 3 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 163 3 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 24, 2026
Allworth Financial LP History No change 199 3 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 11, 2026
Quarry LP History No change 185 3 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Advisors, Inc. History No change 126 2 0.0% 0.0% 83 0 0.0% Q2 2026 Jul 20, 2026
Essential Partners LLC History No change 146 2 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 10, 2026
Farther Finance Advisors, LLC History Added to 73 1 0.0% — 89 +25 52.08% Q3 2026 Oct 08, 2026
ROTHSCHILD INVESTMENT LLC History No change 69 1 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 06, 2026
NISA INVESTMENT ADVISORS, LLC History No change 100 1 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 10, 2026
IFP Advisors, Inc History No change 107 1 0.0% 0.0% 87 0 0.0% Q2 2026 Jul 20, 2026
Covestor Ltd History No change 80 1 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 07, 2026
Bare Financial Services, Inc History No change 88 1 0.0% 0.0% 90 0 0.0% Q2 2026 Jul 27, 2026
Rialto Wealth Management, LLC History No change 60 1 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 11, 2026
Marquette Asset Management, LLC History New 31 0 — — — +31 New Q3 2026 Oct 09, 2026
HARBOUR INVESTMENTS, INC. History No change 21 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
North Star Investment Management Corp. History No change 28 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Trust Co History No change 17 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
OSAIC HOLDINGS, INC. History No change 14 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 50 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Larson Financial Group LLC History No change 20 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Avion Wealth History No change 30 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Optiver Holding B.V. History No change 4 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History No change 10 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
True Wealth Design, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Smartleaf Asset Management LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 12, 2026