Velocity Financial, Inc. - Common Stock, $0.01 par value (VEL) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2020 to Q4 2025

Type / Class
Equity / Common Stock, $0.01 par value
Symbol
VEL on NYSE
Shares outstanding
38,481,565
Price per share
$20.77
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
37,525,114
Total reported value
$680,700,617
% of total 13F portfolios
0%
Share change
+184,891
Value change
+$3,292,714
Number of holders
104
Price from insider filings
$20.77
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Velocity Financial, Inc. - Common Stock, $0.01 par value (VEL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SPG GP, LLC 35% -5.1% $241,023,509 13,353,103 0% SPG GP, LLC 08 Aug 2025
PACIFIC INVESTMENT MANAGEMENT CO LLC 33% 0% $224,699,444 12,637,764 0% Pacific Investment Management Company LLC 01 May 2025
Beach Point Capital Management LP 14% $95,680,505 5,300,859 Beach Point Capital Management LP 30 Jun 2025

As of 30 Sep 2025, 104 institutional investors reported holding 37,525,114 shares of Velocity Financial, Inc. - Common Stock, $0.01 par value (VEL). This represents 98% of the company’s total 38,481,565 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Velocity Financial, Inc. - Common Stock, $0.01 par value (VEL) together control 95% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Snow Phipps Group, LLC 35% 13,353,103 0% 78% $242,225,288
Allianz Asset Management GmbH 33% 12,637,764 0% 0.28% $229,249,039
Beach Point Capital Management LP 14% 5,377,451 0% 45% $97,546,961
BlackRock, Inc. 4.3% 1,657,624 -9.9% 0% $30,069,299
VANGUARD GROUP INC 1.2% 479,120 -12% 0% $8,691,237
DIMENSIONAL FUND ADVISORS LP 1.2% 454,078 +9.5% 0% $8,237,348
ADAGE CAPITAL PARTNERS GP, L.L.C. 1.2% 450,046 0% 0.01% $8,163,834
GEODE CAPITAL MANAGEMENT, LLC 0.57% 220,975 -16% 0% $4,009,488
MILLENNIUM MANAGEMENT LLC 0.56% 217,082 +81% 0% $3,937,867
STATE STREET CORP 0.55% 210,104 +13% 0% $3,811,287
GOLDMAN SACHS GROUP INC 0.53% 204,538 -17% 0% $3,710,319
AMERICAN CENTURY COMPANIES INC 0.5% 191,956 +24% 0% $3,482,082
Qube Research & Technologies Ltd 0.4% 155,346 +138% 0% $2,817,976
MARSHALL WACE, LLP 0.28% 106,158 +204% 0% $1,925,707
MORGAN STANLEY 0.27% 102,796 +11% 0% $1,864,719
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.26% 98,250 +39% 0% $1,782,255
TWO SIGMA INVESTMENTS, LP 0.25% 96,970 +255% 0% $1,759,036
CITADEL ADVISORS LLC 0.23% 89,169 +42% 0% $1,617,525
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.22% 83,228 -16% 0% $1,509,756
NFJ INVESTMENT GROUP, LLC 0.2% 75,825 0.05% $1,375,466
HSBC HOLDINGS PLC 0.19% 74,367 -7.6% 0% $1,340,837
NORTHERN TRUST CORP 0.19% 72,646 -13% 0% $1,317,799
Trexquant Investment LP 0.17% 65,588 +55% 0.01% $1,189,766
HRT FINANCIAL LP 0.17% 64,543 0% $1,170,000
Bank of New York Mellon Corp 0.14% 53,486 +1.6% 0% $970,237

Institutional Holders of Velocity Financial, Inc. - Common Stock, $0.01 par value (VEL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,857 $39,024 -$124,571 $20.77 10
2025 Q3 37,525,114 $680,700,617 +$3,292,714 $18.14 104
2025 Q2 37,261,313 $690,837,814 +$45,823,539 $18.54 92
2025 Q1 34,950,646 $653,918,040 +$38,750,386 $18.71 81
2024 Q4 32,642,365 $638,495,811 -$725,623 $19.56 72
2024 Q3 32,644,079 $640,153,506 -$1,851,036 $19.61 68
2024 Q2 32,391,140 $580,778,237 +$3,073,098 $17.93 47
2024 Q1 32,209,828 $579,777,447 +$1,369,518 $18.00 48
2023 Q4 32,134,102 $553,333,154 +$5,269,732 $17.22 47
2023 Q3 31,832,064 $359,702,552 +$1,051,112 $11.30 45
2023 Q2 31,833,580 $367,065,758 +$2,476,876 $11.53 43
2023 Q1 31,574,193 $285,111,567 -$990,122 $9.03 40
2022 Q4 31,633,663 $305,265,071 +$1,991,375 $9.65 43
2022 Q3 31,410,077 $340,476,764 +$426,910 $10.84 44
2022 Q2 31,374,167 $344,800,000 +$2,345,523 $10.99 42
2022 Q1 31,162,071 $340,910,000 -$729,624 $10.94 42
2021 Q4 31,207,829 $427,536,000 +$161,902,323 $13.70 42
2021 Q3 19,367,722 $254,837,000 -$660,141 $13.16 39
2021 Q2 19,419,003 $242,542,000 +$4,254,630 $12.49 37
2021 Q1 12,018,718 $106,607,000 -$12,557,296 $8.87 21
2020 Q4 20,617,860 $122,981,000 -$638,043 $6.23 22
2020 Q3 13,751,283 $64,208,000 +$1,711,910 $5.02 29
2020 Q2 7,295,558 $28,817,000 -$11,786,092 $3.95 29
2020 Q1 20,053,780 $160,492,000 +$97,710,000 $7.53 40