Velocity Financial (VEL) Short-term Investments (2023 - 2026)

Velocity Financial's (VEL) quarterly Short-term Investments came in at $7.1 billion in Q1 2026, up 26.56% year-on-year from $5.6 billion in Q1 2025, and up 5.14% quarter-over-quarter from $6.8 billion in Q4 2025.

Velocity Financial (VEL) Short-term Investments (2023 - 2026) Analysis & Trends

Velocity Financial's Short-term Investments history runs 4 years deep, the most recent figure standing at $7.1 billion for Q1 2026.

  • On a quarterly basis, Short-term Investments rose 26.56% year-over-year to $7.1 billion in Q1 2026; TTM through Mar 2026 was $7.1 billion, a 26.56% increase from a year earlier, with the FY2025 full-year figure at $6.8 billion, up 30.29% from the prior year.
  • Short-term Investments rose to $7.1 billion in Q1 2026 per VEL's latest filing, from $6.8 billion in the prior quarter.
  • Across five years, Short-term Investments topped out at $7.1 billion in Q1 2026 and bottomed at $4.2 billion in Q4 2023.
  • The 4-year median for Short-term Investments is $5.6 billion (2025), against an average of $5.7 billion.
  • Across the five-year window, Short-term Investments grew 24.94% in 2024 and jumped 32.67% in 2025, its largest moves.
  • Year by year, Short-term Investments stood at $4.2 billion in 2023, then climbed by 24.94% to $5.2 billion in 2024, then soared by 30.29% to $6.8 billion in 2025, then increased by 5.14% to $7.1 billion in 2026.
  • Per Business Quant, the three latest VEL Short-term Investments figures stand at $7.1 billion (Q1 2026), $6.8 billion (Q4 2025), and $6.5 billion (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Rocket Companies 38.33 Bn 35.64 Bn -
2 Federal National Mortgage Association Fannie Mae 35.67 Bn 35.67 Bn -
3 Federal Home Loan Mortgage 18.11 Bn 13.64 Bn -
4 PennyMac Financial Services 4.41 Bn 3.76 Bn 523.89 Mn
5 CNFinance Holdings 3.28 Bn 3.20 Bn -
6 Walker & Dunlop 1.64 Bn 1.44 Bn -
7 Velocity Financial 681.36 Mn -6.51 Bn -
8 UWM Holdings 540.43 Mn 116.43 Mn -
9 Better Home & Finance Holding 362.34 Mn 298.07 Mn -
10 Onity 340.51 Mn 215.81 Mn -

Historic Data

Download Data
DateValue
Mar 31, 2026 7.11 Bn
Dec 31, 2025 6.76 Bn
Sep 30, 2025 6.50 Bn
Jun 30, 2025 6.05 Bn
Mar 31, 2025 5.61 Bn
Dec 31, 2024 5.19 Bn
Sep 30, 2024 4.90 Bn
Jun 30, 2024 4.59 Bn
Dec 31, 2023 4.15 Bn