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

$17.84+0.61 (+3.57%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.77210000262e+228T

% of Float Held

5.5982516075312765e+240%

QoQ Change in Holders

+5 / -5

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+$262.0B
Beach Point Capital Management LPNew Position+6.0M+$124.5B
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+95K+$1.7B
DIMENSIONAL FUND ADVISORS LPIncreased+48K+$762.7M
AMERICAN CENTURY COMPANIES INCIncreased+41K+$517.9M
AQR CAPITAL MANAGEMENT LLCIncreased+46K+$476.8M
UBS Group AGIncreased+12K+$294.7M
PDT Partners, LLCIncreased+2K+$81.4M
Quarry LPIncreased+107+$4.3M
NISA INVESTMENT ADVISORS, LLCNew Position+100+$2.0M
VANGUARD GROUP INCIncreased+75K+$1.3M
Cornerstone Planning Group LLCNew Position+78+$1.0M
BlackRock, Inc.Increased+14K+$936K
PharVision Advisers, LLCNew Position+14K+$300K
GSA CAPITAL PARTNERS LLPIncreased+11K+$277K

VEL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MILLENNIUM MANAGEMENT LLCDecreased-148K-$2.9B
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
Trexquant Investment LPDecreased-35K-$1.2B
GOLDMAN SACHS GROUP INCDecreased-31K-$710.3M
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
HAP TRADING, LLCClosed Position-24K-$438.2M
NFJ INVESTMENT GROUP, LLCDecreased-3K-$375.5M
Verition Fund Management LLCClosed Position-20K-$366.9M
RHUMBLINE ADVISERSDecreased-1K-$256.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Snow Phipps Group, LLC13,353,103$277.2B79.04%Share
2Allianz Asset Management GmbH12,637,764$262.0B264.98%Share
3Beach Point Capital Management LP5,995,466$124.5B48.15%Share
4ADAGE CAPITAL PARTNERS GP, L.L.C.450,046$9.0B13.62%Share
5DIMENSIONAL FUND ADVISORS LP450,953$9.0B1.89%Share
6AMERICAN CENTURY COMPANIES INC232,790$4.0B2.01%Share
7Beach Point Capital Management LP952,100$2.1B0.81%Call
8GOLDMAN SACHS GROUP INC118,325$2.0B0.25%Share
9ARROWSTREET CAPITAL, LIMITED PARTNERSHIP98,250$2.0B1.17%Share
10SUSQUEHANNA INTERNATIONAL GROUP, LLP113,805$2.0B0.23%Share
11HSBC HOLDINGS PLC70,168$1.4B0.77%Share
12NFJ INVESTMENT GROUP, LLC67,491$1.0B0.04%Share
13GOLDMAN SACHS GROUP INC54,736$1.0B0.12%Share
14MILLENNIUM MANAGEMENT LLC68,710$1.0B0.42%Share
15AQR CAPITAL MANAGEMENT LLC72,639$1.0B0.52%Share
16NORTHERN TRUST CORP75,606$1.0B0.13%Share
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC87,551$1.0B0.16%Share
18UBS Group AG32,892$682.0M0.11%Share
19PDT Partners, LLC19,718$409.0M0.03%Share
20Caption Management, LLC5,643$117.0M0.80%Share
21Quarry LP970$20.0M0.00%Share
22BlackRock, Inc.443,932$9.0M0.15%Share
23BlackRock, Inc.474,332$9.0M0.15%Share
24VANGUARD GROUP INC481,086$9.0M0.13%Share
25BlackRock, Inc.318,121$6.0M0.10%Share
26BlackRock, Inc.224,339$4.0M0.07%Share
27STATE STREET CORP207,886$4.0M0.00%Share
28GAMMA Investing LLC184$3.0M0.00%Share
29Optiver Holding B.V.188$3.0M0.00%Share
30Qube Research & Technologies Ltd131,811$2.0M0.00%Share
31NISA INVESTMENT ADVISORS, LLC100$2.0M0.01%Share
32MORGAN STANLEY87,206$1.0M0.00%Share
33BlackRock, Inc.80,440$1.0M0.02%Share
34BlackRock, Inc.56,027$1.0M0.02%Share
35BlackRock, Inc.67,235$1.0M0.02%Share
36GSA CAPITAL PARTNERS LLP50,909$1.0M0.09%Share
37Cornerstone Planning Group LLC78$1.0M0.00%Share
38VANGUARD GROUP INC69,445$1.0M0.01%Share
39Trexquant Investment LP30,122$625K0.01%Share
40PharVision Advisers, LLC14,477$300K0.15%Share
41Yorktown Management & Research Co Inc13,000$269K0.22%Share
42CWM, LLC4,897$102K0.00%Share
43HARBOR CAPITAL ADVISORS, INC.748$16K0.00%Share
44Versant Capital Management, Inc603$12K0.00%Share
45Allworth Financial LP239$4K0.00%Share
46GEODE CAPITAL MANAGEMENT, LLC207,621$4K0.00%Share
47Covestor Ltd124$3K0.00%Share
48EverSource Wealth Advisors, LLC120$2K0.00%Share
49SIGNATUREFD, LLC124$2K0.00%Share
50Creative Planning56,956$1K0.00%Share

VEL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025106$700.3B+20
Q3 202586$299.7B+9
Q2 202577$624.3B-5
Q1 202582$640.1B+13
Q4 202469$3.5T+8
Q3 202461$3.6T+17
Q2 202444$3.2T-1
Q1 202445$2.9T—

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As of Q4 2025, 50 institutional investors hold VEL (Velocity Financial, Inc.). The largest holder is Snow Phipps Group, LLC with $277.2B in shares. This quarter, 5 institutions opened new positions and 5 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 $277.2B in shares.

Is institutional ownership of VEL increasing or decreasing?

This quarter, 5 institutions opened new positions in VEL and 5 closed their positions.