Velocity Financial VEL Institutional Ownership

Ownership Summary

Velocity Financial, Inc. (NYSE:VEL) is held by 99 institutional investors per 13F filings through March 2026.

• Collectively, these holders controlled 9579.1% of Velocity Financial's outstanding shares in March 2026, up from 6245.3% in December 2025.
• Their total shares held in VEL increased 60.94% quarter over quarter, and separately, investors owning Velocity Financial increased 19.28% from a year ago.
• Of these 99 funds, 49 grew their exposure to Velocity Financial, 34 cut back, and 16 maintained positions.
• Institutional investors collectively held 38.6Mn shares in Velocity Financial as of March 2026, up by 14.62Mn shares quarter on quarter, and up 3.03Mn shares year over year.
• As of March 31, 2026, Snow Phipps Group, LLC held the largest stake in Velocity Financial with 13.35Mn shares, accounting for 3313.43% of total shares outstanding.
• The biggest buyers of Velocity Financial for the quarter ending March 2026 included Snow Phipps Group, LLC (13.35Mn), Beach Point Capital Management LP (563.05K), VANGUARD CAPITAL MANAGEMENT LLC (480.65K), DIMENSIONAL FUND ADVISORS LP (80.53K), Man Group plc (76.38K).
• Top sellers of VEL stock for the quarter ending March 2026 included Goldman Sachs Group Inc (71.0K), HSBC HOLDINGS PLC (53.59K), Nuveen, LLC (41.17K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (39.02K), MILLENNIUM MANAGEMENT LLC (35.1K).
• Per Business Quant, the top 10 investors in VEL for the quarter ending March 2026 include Snow Phipps Group, LLC (13.35Mn), Allianz Asset Management GmbH (12.64Mn), Beach Point Capital Management LP (6.56Mn), BlackRock, Inc. (1.64Mn), DIMENSIONAL FUND ADVISORS LP (582.55K), ADAGE CAPITAL PARTNERS GP, L.L.C. (482.72K), VANGUARD CAPITAL MANAGEMENT LLC (480.65K), AMERICAN CENTURY COMPANIES INC (285.37K), Goldman Sachs Group Inc (275.12K), GEODE CAPITAL MANAGEMENT, LLC (249.5K).