Latest Period
Q1 2026
Security Snapshot
Velocity Financial, Inc. - Common Stock, par value $0.01 per share (VEL) Institutional Ownership
CUSIP: 92262D101
13F Institutional Holders and Ownership History from Q1 2020 to Q1 2026
Institutions Reporting
100
Shares (Excl. Options)
38,602,519
Price
$18.09
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- Security type / class
- Equity / Common Stock, par value $0.01 per share
- Symbol
- VEL on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 38,602,519
- Total 13F value
- $698,324,380
- Portfolio coverage rank
- 0.01%
- Share change
- +597,588
- Value change
- +$10,060,283
- Number of holders
- 100
- Shares outstanding
- 38,824,391
- SEC-reported price per share
- $17.42
- Insider filing price
- $17.42
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- VEL - Velocity Financial, Inc. - Common Stock, par value $0.01 per share is tracked under CUSIP 92262D101.
- 100 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 107 to 100 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $786,806,806 to $698,324,380.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 100 institutions filings for Q1 2026.
Security key
92262D101
Latest holder period
Q1 2026
13F holders
100
13D/G owners
3
CIK / CUSIP context first
Open Q1 2026 holders
VEL full holder history
Velocity Financial, Inc. SEC filings
Velocity Financial, Inc. company facts
Velocity Financial, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 92262D101:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
VEL
| 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 | 18% | +23% | $127,524,536 | +$30,253,773 | 6,949,566 | +31% | Beach Point Capital Management LP | 31 Dec 2025 |
As of 31 Mar 2026, 100 institutional investors reported holding 38,602,519 shares of Velocity Financial, Inc. - Common Stock, par value $0.01 per share (VEL). This represents 99% of the company’s total 38,824,391 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
97%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 34% | 13,353,103 | 0% | 76% | $241,557,633 |
| Allianz Asset Management GmbH | 33% | 12,637,764 | 0% | 0.26% | $228,617,151 |
| Beach Point Capital Management LP | 17% | 6,558,512 | +9.4% | 47% | $118,643,482 |
| BlackRock, Inc. | 4.2% | 1,641,916 | -1.8% | 0% | $29,702,261 |
| DIMENSIONAL FUND ADVISORS LP | 1.5% | 582,550 | +16% | 0% | $10,538,068 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.2% | 482,715 | +7.3% | 0.01% | $8,732,314 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.2% | 480,652 | 0% | 0% | $8,694,995 |
| AMERICAN CENTURY COMPANIES INC | 0.74% | 285,369 | +23% | 0% | $5,162,325 |
| GOLDMAN SACHS GROUP INC | 0.71% | 275,123 | +59% | 0% | $4,976,975 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.64% | 249,500 | +2.8% | 0% | $4,514,451 |
| STATE STREET CORP | 0.56% | 218,145 | +4.9% | 0% | $3,946,243 |
| Qube Research & Technologies Ltd | 0.27% | 105,861 | -20% | 0% | $1,915,025 |
| MORGAN STANLEY | 0.23% | 88,450 | -16% | 0% | $1,600,060 |
| D. E. Shaw & Co., Inc. | 0.23% | 87,734 | +489% | 0% | $1,587,108 |
| HSBC HOLDINGS PLC | 0.22% | 86,750 | +24% | 0% | $1,576,248 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.22% | 85,400 | -2.5% | 0% | $1,544,886 |
| NORTHERN TRUST CORP | 0.21% | 80,658 | +4.4% | 0% | $1,459,103 |
| Man Group plc | 0.2% | 76,382 | 0% | $1,381,750 | |
| NFJ INVESTMENT GROUP, LLC | 0.19% | 72,611 | 0% | 0.05% | $1,313,533 |
| VANGUARD FIDUCIARY TRUST CO | 0.18% | 69,383 | 0% | 0% | $1,255,138 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.17% | 66,743 | 0% | 0% | $1,207,381 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.15% | 59,232 | -40% | 0% | $1,071,507 |
| AQR CAPITAL MANAGEMENT LLC | 0.15% | 58,906 | -22% | 0% | $1,065,609 |
| TUDOR INVESTMENT CORP ET AL | 0.15% | 58,902 | +99% | 0.01% | $1,065,537 |
| Creative Planning | 0.14% | 53,898 | -5.4% | 0% | $975,015 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
25
Latest
Q1 2026
Rows shown
1-25 of 25
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 38,602,519 | $698,324,380 | +$10,060,283 | $18.09 | 100 |
| 2025 Q4 | 37,904,886 | $786,806,806 | -$2,981,919 | $20.76 | 107 |
| 2025 Q3 | 37,525,116 | $680,700,582 | +$3,292,747 | $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 |