VEL Institutional Ownership
Velocity Financial, Inc.
1W: +6.2%
1M: +0.4%
3M: -13.4%
YTD: -21.1%
1Y: -16.6%
3Y: +40.1%
5Y: +27.5%
$15.45
+0.04 (+0.26%)
After Hours: $15.41 (-0.04, -0.23%)
Weekly Expected Move ±3.0%
$14
$15
$15
$16
$16
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $76.7M held by 67 funds, 414 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — VEL
119
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
$721M
Total Invested
17
New Positions
49
Increased
36
Reduced
14
Closed
7.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (132 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Snow Phipps Group, LLC | 13,353,103 | $206M | — | +0.0% | 21Q | SEC ↗ |
| 2 | Allianz Asset Management GmbH | 12,637,764 | $195M | — | +0.0% | 26Q | SEC ↗ |
| 3 | Beach Point Capital Management LP | 6,582,380 | $101M | +23,868 | +0.4% | 26Q | SEC ↗ |
| 4 | BlackRock, Inc. | 1,489,827 | $23M | -152,089 | -9.3% | 8Q | SEC ↗ |
| 5 | DIMENSIONAL FUND ADVISORS LP | 656,725 | $10M | +74,175 | +12.7% | 18Q | SEC ↗ |
| 6 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 505,505 | $8M | +22,790 | +4.7% | 26Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 487,011 | $8M | +6,359 | +1.3% | 2Q | SEC ↗ |
| 8 | AMERICAN CENTURY COMPANIES INC | 357,199 | $6M | +71,830 | +25.2% | 8Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 272,540 | $4M | +23,040 | +9.2% | 21Q | SEC ↗ |
| 10 | STATE STREET CORP | 249,731 | $4M | +31,586 | +14.5% | 21Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC | 235,327 | $4M | -39,796 | -14.5% | 14Q | SEC ↗ |
| 12 | D. E. Shaw & Co., Inc. | 124,130 | $2M | +36,396 | +41.5% | 3Q | SEC ↗ |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 123,902 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Man Group plc | 116,925 | $2M | +40,543 | +53.1% | 2Q | SEC ↗ |
| 15 | Qube Research & Technologies Ltd | 116,605 | $2M | +10,744 | +10.1% | 6Q | SEC ↗ |
| 16 | MORGAN STANLEY | 102,530 | $2M | +14,080 | +15.9% | 26Q | SEC ↗ |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 102,190 | $2M | +35,447 | +53.1% | 2Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 92,141 | $1M | +11,483 | +14.2% | 26Q | SEC ↗ |
| 19 | TUDOR INVESTMENT CORP ET AL | 91,219 | $1M | +32,317 | +54.9% | 3Q | SEC ↗ |
| 20 | Sixth Street Partners Management Compa NEW | 89,499 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 89,499 | $1M | +4,099 | +4.8% | 15Q | SEC ↗ |
| 22 | NFJ INVESTMENT GROUP, LLC | 72,611 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 23 | AQR CAPITAL MANAGEMENT LLC | 71,546 | $1M | +12,640 | +21.5% | 5Q | SEC ↗ |
| 24 | VANGUARD FIDUCIARY TRUST CO | 67,596 | $1M | -1,787 | -2.6% | 2Q | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 55,060 | $848K | +4,191 | +8.2% | 21Q | SEC ↗ |
| 26 | Creative Planning | 54,853 | $845K | +955 | +1.8% | 5Q | SEC ↗ |
| 27 | CITADEL ADVISORS LLC | 54,027 | $833K | +14,956 | +38.3% | 10Q | SEC ↗ |
| 28 | HSBC HOLDINGS PLC | 53,574 | $826K | -33,176 | -38.2% | 26Q | SEC ↗ |
| 29 | RENAISSANCE TECHNOLOGIES LLC | 51,400 | $792K | +23,700 | +85.6% | 2Q | SEC ↗ |
| 30 | BNP PARIBAS FINANCIAL MARKETS | 49,808 | $768K | +10,770 | +27.6% | 7Q | SEC ↗ |
| 31 | JPMORGAN CHASE & CO | 43,772 | $675K | +7,007 | +19.1% | 21Q | SEC ↗ |
| 32 | Mariner, LLC | 42,023 | $648K | -491 | -1.2% | 16Q | SEC ↗ |
| 33 | Quantinno Capital Management LP | 38,241 | $589K | +2,997 | +8.5% | 5Q | SEC ↗ |
| 34 | XTX Topco Ltd | 35,335 | $545K | -2,651 | -7.0% | 2Q | SEC ↗ |
| 35 | BANK OF AMERICA CORP /DE | 33,221 | $512K | -3,082 | -8.5% | 15Q | SEC ↗ |
| 36 | FIRST TRUST ADVISORS LP | 32,676 | $504K | +1,446 | +4.6% | 4Q | SEC ↗ |
| 37 | Trexquant Investment LP | 31,234 | $481K | +6,972 | +28.7% | 8Q | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 29,267 | $451K | +19,704 | +206.0% | 8Q | SEC ↗ |
| 39 | ALPS ADVISORS INC | 28,800 | $444K | +353 | +1.2% | 4Q | SEC ↗ |
| 40 | UBS Group AG | 26,707 | $412K | +9,275 | +53.2% | 22Q | SEC ↗ |
| 41 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 23,626 | $364K | -35,606 | -60.1% | 6Q | SEC ↗ |
| 42 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 23,167 | $357K | -8,000 | -25.7% | 24Q | SEC ↗ |
| 43 | Squarepoint Ops LLC NEW | 21,174 | $326K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Empowered Funds, LLC | 21,169 | $326K | -8,000 | -27.4% | 13Q | SEC ↗ |
| 45 | PDT Partners, LLC | 19,718 | $304K | — | +0.0% | 5Q | SEC ↗ |
| 46 | Campbell & CO Investment Adviser LLC | 19,598 | $302K | -198 | -1.0% | 5Q | SEC ↗ |
| 47 | Nuveen, LLC | 14,294 | $220K | -713 | -4.8% | 6Q | SEC ↗ |
| 48 | WELLS FARGO & COMPANY/MN | 14,072 | $217K | +5,491 | +64.0% | 26Q | SEC ↗ |
| 49 | RHUMBLINE ADVISERS | 14,027 | $216K | +1,300 | +10.2% | 17Q | SEC ↗ |
| 50 | Brevan Howard Capital Management LP NEW | 12,251 | $189K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 123,902 | $2M |
| Sixth Street Partners Management Co | 89,499 | $1M |
| Squarepoint Ops LLC | 21,174 | $326K |
| Brevan Howard Capital Management LP | 12,251 | $189K |
| ALLIANCEBERNSTEIN L.P. | 10,640 | $164K |
| MERCER GLOBAL ADVISORS INC /ADV | 9,640 | $149K |
| SIMPLEX TRADING, LLC | 5,453 | $84K |
| PNC Financial Services Group, Inc. | 1,289 | $20K |
| Arax Advisory Partners | 603 | $9K |
| Integrated Wealth Concepts LLC | 481 | $7K |
| Quarry LP | 185 | $3K |
| JONES FINANCIAL COMPANIES LLLP | 172 | $3K |
| Physician Wealth Advisors, Inc. | 126 | $2K |
| North Star Investment Management Co | 28 | $0K |
| HARBOUR INVESTMENTS, INC. | 21 | $0K |
| Larson Financial Group LLC | 20 | $0K |
| Clearstead Advisors, LLC | 3 | $0K |
| Sunbelt Securities, Inc. | 2 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GSA CAPITAL PARTNERS LLP | 50,909 | $785K |
| MILLENNIUM MANAGEMENT LLC | 33,615 | $518K |
| PEAK6 LLC | 32,863 | $506K |
| TWO SIGMA INVESTMENTS, LP | 17,144 | $264K |
| VOYA INVESTMENT MANAGEMENT LLC | 17,016 | $262K |
| PharVision Advisers, LLC | 14,477 | $223K |
| MARSHALL WACE, LLP | 14,266 | $220K |
| HRT FINANCIAL LP | 14,052 | $217K |
| CANADA PENSION PLAN INVESTMENT BOAR | 13,600 | $210K |
| Yorktown Management & Research Co I | 13,000 | $200K |
| R Squared Ltd | 12,804 | $197K |
| Connor, Clark & Lunn Investment Man | 11,273 | $174K |
| IEQ CAPITAL, LLC | 10,070 | $155K |
| Caption Management, LLC | 5,643 | $87K |
| ACADIAN ASSET MANAGEMENT LLC | 1,325 | $20K |
| AMALGAMATED BANK | 360 | $6K |
| US BANCORP \DE | 224 | $3K |
| Cornerstone Planning Group LLC | 106 | $2K |
| FIFTH THIRD BANCORP | 83 | $1K |
| Advisory Services Network, LLC | 36 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | +74,175 | +12.7% | 656,725 |
| AMERICAN CENTURY COMPANIES INC | +71,830 | +25.2% | 357,199 |
| Man Group plc | +40,543 | +53.1% | 116,925 |
| D. E. Shaw & Co., Inc. | +36,396 | +41.5% | 124,130 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +35,447 | +53.1% | 102,190 |
| TUDOR INVESTMENT CORP ET AL | +32,317 | +54.9% | 91,219 |
| STATE STREET CORP | +31,586 | +14.5% | 249,731 |
| Beach Point Capital Management LP | +23,868 | +0.4% | 6,582,380 |
| RENAISSANCE TECHNOLOGIES LLC | +23,700 | +85.6% | 51,400 |
| GEODE CAPITAL MANAGEMENT, LLC | +23,040 | +9.2% | 272,540 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | +22,790 | +4.7% | 505,505 |
| Russell Investments Group, Ltd. | +19,704 | +206.0% | 29,267 |
| CITADEL ADVISORS LLC | +14,956 | +38.3% | 54,027 |
| MORGAN STANLEY | +14,080 | +15.9% | 102,530 |
| AQR CAPITAL MANAGEMENT LLC | +12,640 | +21.5% | 71,546 |
| NORTHERN TRUST CORP | +11,483 | +14.2% | 92,141 |
| BNP PARIBAS FINANCIAL MARKETS | +10,770 | +27.6% | 49,808 |
| Qube Research & Technologies Ltd | +10,744 | +10.1% | 116,605 |
| UBS Group AG | +9,275 | +53.2% | 26,707 |
| JPMORGAN CHASE & CO | +7,007 | +19.1% | 43,772 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | -152,089 | -9.3% | 1,489,827 |
| GOLDMAN SACHS GROUP INC | -39,796 | -14.5% | 235,327 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -35,606 | -60.1% | 23,626 |
| HSBC HOLDINGS PLC | -33,176 | -38.2% | 53,574 |
| BARCLAYS PLC | -10,772 | -78.0% | 3,037 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -8,000 | -25.7% | 23,167 |
| Empowered Funds, LLC | -8,000 | -27.4% | 21,169 |
| BANK OF AMERICA CORP /DE | -3,082 | -8.5% | 33,221 |
| XTX Topco Ltd | -2,651 | -7.0% | 35,335 |
| VANGUARD FIDUCIARY TRUST CO | -1,787 | -2.6% | 67,596 |
| CWM, LLC | -1,323 | -27.0% | 3,574 |
| Versant Capital Management, Inc | -1,228 | -96.8% | 41 |
| Nuveen, LLC | -713 | -4.8% | 14,294 |
| Tower Research Capital LLC (TRC) | -530 | -45.1% | 645 |
| Mariner, LLC | -491 | -1.2% | 42,023 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -457 | -73.7% | 163 |
| Campbell & CO Investment Adviser LL | -198 | -1.0% | 19,598 |
| Sterling Capital Management LLC | -147 | -1.3% | 10,976 |
| Essential Partners LLC | -114 | -43.8% | 146 |
| Optiver Holding B.V. | -104 | -96.3% | 4 |