13F reference period
Q2 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 Q3 2026
Institutions Reporting
98
Shares (Excl. Options)
38.94M
Full value: 38,942,457 · shares · 30 Jun 2026Price
$18.46
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Common Stock, par value $0.01 per share
- Symbol
- VEL on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 38,942,457
- Total 13F value
- $718,834,299
- Portfolio coverage rank
- 0.01%
- Share change
- +332,744
- Value change
- +$6,187,084
- Number of holders
- 98
- Shares outstanding
- 38,824,391
- SEC-reported price per share
- $14.67
- Insider filing price
- $14.67
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
Filing notes and source
Key facts
- VEL - Velocity Financial, Inc. - Common Stock, par value $0.01 per share is tracked under CUSIP 92262D101.
- 98 institutions reported positions in Q2 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 100 to 98 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$698.32M
Full value: $698,324,380 · USD · 31 Mar 2026.$718.83M
Full value: $718,834,299 · USD · 30 Jun 2026
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 98 institutions filings for Q2 2026.
Security key
92262D101
13F reference period
Q2 2026
13F holders
98
13D/G owners
3
CIK / CUSIP context first
Open Q2 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 30 Jun 2026,
98
institutional investors reported holding
shares of
Velocity Financial, Inc. - Common Stock, par value $0.01 per share (VEL).
This represents
100%
of the company’s total
outstanding shares.
38.94M
Full value: 38,942,457 · shares · 30 Jun 202638.82M
Full value: 38,824,391 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
98%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 34% | 13,353,103 | 0% | 76% | $246,498,281 |
| Allianz Asset Management GmbH | 33% | 12,637,764 | 0% | 0.22% | $233,293,123 |
| Beach Point Capital Management LP | 17% | 6,582,380 | +0.36% | 47% | $121,510,735 |
| BlackRock, Inc. | 3.8% | 1,489,827 | -9.3% | 0% | $27,502,205 |
| DIMENSIONAL FUND ADVISORS LP | 1.7% | 656,725 | +13% | 0% | $12,121,462 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.3% | 505,505 | +4.7% | 0.01% | $9,331,622 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.3% | 487,011 | +1.3% | 0% | $8,990,223 |
| AMERICAN CENTURY COMPANIES INC | 0.92% | 357,199 | +25% | 0% | $6,593,894 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.7% | 272,540 | +9.2% | 0% | $5,032,176 |
| STATE STREET CORP | 0.64% | 249,731 | +14% | 0% | $4,610,034 |
| GOLDMAN SACHS GROUP INC | 0.61% | 235,327 | -14% | 0% | $4,344,136 |
| D. E. Shaw & Co., Inc. | 0.32% | 124,130 | +41% | 0% | $2,291,440 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.32% | 123,902 | 0% | $2,287,231 | |
| Man Group plc | 0.3% | 116,925 | +53% | 0% | $2,158,436 |
| Qube Research & Technologies Ltd | 0.3% | 116,605 | +10% | 0% | $2,152,528 |
| MORGAN STANLEY | 0.26% | 102,530 | +16% | 0% | $1,892,704 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.26% | 102,190 | +53% | 0% | $1,886,427 |
| NORTHERN TRUST CORP | 0.24% | 92,141 | +14% | 0% | $1,700,923 |
| TUDOR INVESTMENT CORP ET AL | 0.23% | 91,219 | +55% | 0.01% | $1,683,903 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.23% | 89,499 | +4.8% | 0% | $1,652,152 |
| NFJ INVESTMENT GROUP, LLC | 0.19% | 72,611 | 0% | 0.05% | $1,340,399 |
| AQR CAPITAL MANAGEMENT LLC | 0.18% | 71,546 | +21% | 0% | $1,320,739 |
| VANGUARD FIDUCIARY TRUST CO | 0.17% | 67,596 | -2.6% | 0% | $1,247,822 |
| Bank of New York Mellon Corp | 0.14% | 55,060 | +8.2% | 0% | $1,016,407 |
| Creative Planning | 0.14% | 54,853 | +1.8% | 0% | $1,012,586 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
27
Headline period
Q2 2026
Rows shown
1-25 of 27
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 20,379,437 | $306,098,720 | +$5,642,074 | $15.02 | 19 |
| 2026 Q2 | 38,942,457 | $718,834,299 | +$6,187,084 | $18.46 | 98 |
| 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 |