Velocity Financial VEL Institutional Ownership

NYSE VEL

$15.04 -0.09 (-0.59%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

101 Institutions

Increased 66 65.3%

Unchanged 13 12.9%

Reduced 22 21.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

100.80%

▲+0.86 pp QoQ

Shares Held by Institutions

39.04Mn

of 38.73Mn outstanding

▲+1.43% QoQ

Shares Outstanding

38.73Mn

-311.65K held outside 13F filers

Institutional Investors

101

filed 13F for Jun 2026

▲+1 vs prior quarter

Net Shares Added (QoQ)

+549.18K

accumulated since last quarter

Value of Holdings

$587.19Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Velocity Financial, Inc. (NYSE:VEL) is held by 101 institutional investors per 13F filings through June 2026.

Collectively, these holders controlled 100.8% of Velocity Financial's outstanding shares in June 2026, up from 99.9% in March 2026.
Their total shares held in VEL increased 1.43% quarter over quarter, and separately, investors owning Velocity Financial increased 10.99% from a year ago.
Of these 101 holders, 66 added to their stakes in Velocity Financial, 22 trimmed positions, and 13 made no changes.
Institutional investors collectively held 39.04Mn shares in Velocity Financial as of June 2026, up by 549.18K shares quarter on quarter, and up 1.94Mn shares year over year.
As of June 30, 2026, the biggest holder of Velocity Financial is Snow Phipps Group, LLC at 13.35Mn shares, representing 34.48% of shares outstanding.
The most significant purchases of VEL for the quarter ending June 2026 came from SUSQUEHANNA INTERNATIONAL GROUP, LLP (123.9K), Sixth Street Partners Management Company, L.P. (89.5K), DIMENSIONAL FUND ADVISORS LP (74.18K), AMERICAN CENTURY COMPANIES INC (71.83K), Man Group plc (40.54K).
The biggest sellers of Velocity Financial for the quarter ending June 2026 included BlackRock, Inc. (152.09K), Goldman Sachs Group Inc (39.8K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (35.61K), HSBC HOLDINGS PLC (33.18K), Barclays Plc (10.77K).
Velocity Financial's 10 largest shareholders as of June 2026 include Snow Phipps Group, LLC (13.35Mn), Allianz Asset Management GmbH (12.64Mn), Beach Point Capital Management LP (6.58Mn), BlackRock, Inc. (1.49Mn), DIMENSIONAL FUND ADVISORS LP (656.72K), ADAGE CAPITAL PARTNERS GP, L.L.C. (505.5K), VANGUARD CAPITAL MANAGEMENT LLC (487.01K), AMERICAN CENTURY COMPANIES INC (357.2K), GEODE CAPITAL MANAGEMENT, LLC (272.54K), State Street Corp (249.73K) per Business Quant data.

Form 13F Holdings

101 Institutional Holders

Report period 30 Jun, 2026

Total shares held 39.04Mn

Of outstanding 100.80%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Snow Phipps Group, LLC	0001698661	13,353,103	34.48%	0	0.00%	$246.50Mn
2	Allianz Asset Management GmbH	0001535323	12,637,764	32.63%	0	0.00%	$233.29Mn
3	Beach Point Capital Management LP	0001453885	6,582,380	17.00%	▲23,868	+0.36%	$121.51Mn
4	BlackRock, Inc.	0002012383	1,489,827	3.85%	▼152,089	-9.26%	$27.50Mn
5	DIMENSIONAL FUND ADVISORS LP	0000354204	656,725	1.70%	▲74,175	+12.73%	$12.12Mn
6	ADAGE CAPITAL PARTNERS GP, L.L.C.	0001165408	505,505	1.31%	▲22,790	+4.72%	$9.33Mn
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	487,011	1.26%	▲6,359	+1.32%	$8.99Mn
8	AMERICAN CENTURY COMPANIES INC	0000748054	357,199	0.92%	▲71,830	+25.17%	$6.59Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	272,540	0.70%	▲23,040	+9.23%	$5.03Mn
10	State Street Corp	0000093751	249,731	0.64%	▲31,586	+14.48%	$4.61Mn
11	Goldman Sachs Group Inc	0000886982	235,327	0.61%	▼39,796	-14.46%	$4.34Mn
12	D. E. Shaw & Co., Inc.	0001009207	124,130	0.32%	▲36,396	+41.48%	$2.29Mn
13	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	123,902	0.32%	▲123,902	0.00%	$2.29Mn
14	Man Group plc	0001637460	116,925	0.30%	▲40,543	+53.08%	$2.16Mn
15	Qube Research & Technologies Ltd	0001729829	116,605	0.30%	▲10,744	+10.15%	$2.15Mn
16	Morgan Stanley	0000895421	102,530	0.26%	▲14,080	+15.92%	$1.89Mn
17	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	102,190	0.26%	▲35,447	+53.11%	$1.89Mn
18	Northern Trust Corp	0000073124	92,141	0.24%	▲11,483	+14.24%	$1.70Mn
19	TUDOR INVESTMENT CORP ET AL	0000923093	91,219	0.24%	▲32,317	+54.87%	$1.68Mn
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	89,499	0.23%	▲4,099	+4.80%	$1.65Mn

Showing 1 to 20 of 101 holders