Institutional Ownership Velocity Financial, Inc. (VEL)
This table provides information about the institutional ownership of Velocity Financial, Inc. (VEL). We have compiled data on the 61 institutions that hold shares in the stock, with a total of 32.5 Million shares, which have been reported (via 13F filing form) to have a value of $624 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Snow Phipps Group, LLC
New York, NY |
Oct 08, 2024 Q3 2024 |
12,272,765
shares
|
$234 Million
84.31% of portfolio
|
Q4 2021
Added 73.39%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Aug 13, 2024 Q2 2024 |
10,963,806
shares
|
$209 Million
0.3% of portfolio
|
Q4 2021
Added 145.26%
|
|
|
Beach Point Capital Management LP
Santa Monica, CA |
Oct 18, 2024 Q3 2024 |
5,536,166
shares
|
$105 Million
68.1% of portfolio
|
Q2 2024
Added 1.86%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Aug 14, 2024 Q2 2024 |
1,113,091
shares
|
$21.2 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
656,192
shares
|
$12.5 Million
0.0% of portfolio
|
Q2 2024
Added 11.13%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 13, 2024 Q2 2024 |
424,710
shares
|
$8.09 Million
0.0% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
288,403
shares
|
$5.49 Million
0.12% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
197,908
shares
|
$3.77 Million
0.0% of portfolio
|
Q2 2024
Added 3.67%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2024 Q2 2024 |
159,998
shares
|
$3.05 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.09%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 09, 2024 Q2 2024 |
147,058
shares
|
$2.8 Million
0.0% of portfolio
|
Q2 2024
Added 12.2%
|
|
|
Empowered Funds, LLC
|
Jul 30, 2024 Q2 2024 |
131,753
shares
|
$2.51 Million
0.04% of portfolio
|
Q2 2024
Added 7.65%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
94,601
shares
|
$1.8 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
73,131
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
72,425
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2024
Added 27.28%
|
|
|
Eam Investors, LLC
Solana Beach, CA |
Aug 12, 2024 Q2 2024 |
51,598
shares
|
$982,941
0.17% of portfolio
|
Q1 2024
Added 13.46%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
48,647
shares
|
$926,725
0.0% of portfolio
|
Q2 2024
Added 49.39%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
29,818
shares
|
$568,032
0.0% of portfolio
|
Q2 2024
Added 5.67%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 12, 2024 Q2 2024 |
19,873
shares
|
$378,580
0.0% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
17,445
shares
|
$332,327
0.0% of portfolio
|
Q2 2024
Added 1.7%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
16,679
shares
|
$317,734
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
16,461
shares
|
$313,582
0.0% of portfolio
|
Q2 2024
Added 364.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
15,842
shares
|
$301,790
0.0% of portfolio
|
Q2 2024
Added 35.63%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
14,700
shares
|
$280,035
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
13,829
shares
|
$263,442
0.0% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Aug 09, 2024 Q2 2024 |
13,636
shares
|
$259,765
0.0% of portfolio
|
Q2 2022
Added 1.55%
|