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

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

Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
VEL on NYSE
Shares outstanding
38,824,391
Price per share
$20.40
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
37,834,000
Total reported value
$785,429,237
% of total 13F portfolios
0%
Share change
-157,039
Value change
-$2,907,972
Number of holders
105
Price from insider filings
$20.40
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Velocity Financial, Inc. - Common Stock, par value $0.01 per share (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 18% +23% $127,524,536 +$30,253,773 6,949,566 +31% Beach Point Capital Management LP 31 Dec 2025

As of 31 Dec 2025, 105 institutional investors reported holding 37,834,000 shares of Velocity Financial, Inc. - Common Stock, par value $0.01 per share (VEL). This represents 97% of the company’s total 38,824,391 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Velocity Financial, Inc. - Common Stock, par value $0.01 per share (VEL) together control 96% 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 34% 13,353,103 0% 79% $277,210,418
Allianz Asset Management GmbH 33% 12,637,764 0% 0.3% $262,359,981
Beach Point Capital Management LP 15% 5,995,466 0% 49% $124,465,874
BlackRock, Inc. 4.3% 1,672,114 +0.87% 0% $34,713,087
VANGUARD GROUP INC 1.4% 554,568 +16% 0% $11,512,831
DIMENSIONAL FUND ADVISORS LP 1.3% 502,022 +11% 0% $10,417,229
ADAGE CAPITAL PARTNERS GP, L.L.C. 1.2% 450,046 0% 0.01% $9,342,955
GEODE CAPITAL MANAGEMENT, LLC 0.62% 242,606 +9.8% 0% $5,037,590
AMERICAN CENTURY COMPANIES INC 0.6% 232,790 +21% 0% $4,832,720
STATE STREET CORP 0.54% 207,886 -1.1% 0% $4,315,713
GOLDMAN SACHS GROUP INC 0.45% 173,061 -15% 0% $3,592,746
Qube Research & Technologies Ltd 0.34% 131,811 -15% 0% $2,736,396
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.29% 113,805 +495% 0% $2,362,592
MORGAN STANLEY 0.27% 105,527 +2.7% 0% $2,190,742
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.25% 98,250 0% 0% $2,039,670
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.23% 87,551 +5.2% 0% $1,817,559
NORTHERN TRUST CORP 0.2% 77,295 +6.4% 0% $1,604,645
AQR CAPITAL MANAGEMENT LLC 0.19% 75,064 +160% 0% $1,558,329
NFJ INVESTMENT GROUP, LLC 0.19% 72,611 -4.2% 0.05% $1,507,404
MILLENNIUM MANAGEMENT LLC 0.18% 68,710 -68% 0% $1,426,420
Creative Planning 0.15% 56,956 +20% 0% $1,182,407
Nuveen, LLC 0.14% 56,177 +11% 0% $1,166,234
GSA CAPITAL PARTNERS LLP 0.13% 50,909 +28% 0.09% $1,057,000
Bank of New York Mellon Corp 0.13% 48,755 -8.8% 0% $1,012,154
Mariner, LLC 0.12% 44,949 +4% 0% $932,455

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 37,834,000 $785,429,237 -$2,907,972 $20.76 105
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