Velocity Financial, Inc. (NYSE:VEL) showed up in the 13F filings of 104 institutional investors as of December 2025.
| Owner Name | Date | Shares Held | Change (QoQ) | Change (%) | Value (USD) |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 31 Mar, 2026 | 13,353,103 | 13,353,103 | 0.00% | $241,557,633.00 |
| Allianz Asset Management GmbH | 31 Mar, 2026 | 12,637,764 | 0 | 0.00% | $228,617,151.00 |
| Beach Point Capital Management LP | 31 Mar, 2026 | 6,558,512 | 563,046 | 9.39% | $118,643,482.00 |
| BlackRock, Inc. | 31 Mar, 2026 | 1,641,916 | -30,198 | -1.81% | $29,702,261.00 |
| DIMENSIONAL FUND ADVISORS LP | 31 Mar, 2026 | 582,550 | 80,528 | 16.04% | $10,538,068.00 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 31 Mar, 2026 | 482,715 | 32,669 | 7.26% | $8,732,314.00 |
| VANGUARD CAPITAL MANAGEMENT LLC | 31 Mar, 2026 | 480,652 | 480,652 | 0.00% | $8,694,995.00 |
| AMERICAN CENTURY COMPANIES INC | 31 Mar, 2026 | 285,369 | 52,579 | 22.59% | $5,162,325.00 |
| Goldman Sachs Group Inc | 31 Mar, 2026 | 275,123 | -70,999 | -20.51% | $4,976,975.00 |
| GEODE CAPITAL MANAGEMENT, LLC | 31 Mar, 2026 | 249,500 | 6,894 | 2.84% | $4,514,451.00 |
| State Street Corp | 31 Mar, 2026 | 218,145 | 10,259 | 4.93% | $3,946,243.00 |
| Qube Research & Technologies Ltd | 31 Mar, 2026 | 105,861 | -25,950 | -19.69% | $1,915,025.00 |
| Morgan Stanley | 31 Mar, 2026 | 88,450 | -17,077 | -16.18% | $1,600,060.00 |
| D. E. Shaw & Co., Inc. | 31 Mar, 2026 | 87,734 | 72,827 | 488.54% | $1,587,108.00 |
| HSBC HOLDINGS PLC | 31 Mar, 2026 | 86,750 | -53,586 | -38.18% | $1,576,248.00 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 31 Mar, 2026 | 85,400 | -2,151 | -2.46% | $1,544,886.00 |
| Northern Trust Corp | 31 Mar, 2026 | 80,658 | 3,363 | 4.35% | $1,459,103.00 |
| Man Group plc | 31 Mar, 2026 | 76,382 | 76,382 | 0.00% | $1,381,750.00 |
| NFJ INVESTMENT GROUP, LLC | 31 Mar, 2026 | 72,611 | 0 | 0.00% | $1,313,533.00 |
| VANGUARD FIDUCIARY TRUST CO | 31 Mar, 2026 | 69,383 | 69,383 | 0.00% | $1,255,138.00 |