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

CUSIP: 92262D101

Q3 2020 13F Holders as of 30 Sep 2020

Holder snapshot 6 signals
Share change
+311,467
SEC-reported price per share
$5.02
Number of holders
29
Value change
+$1,711,910
Number of buys
14
Number of sells
17
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
38,824,391

Security key

92262D101

Report period

Q3 2020

Institutions

29

Top holders

10

Ownership snapshot

Top reported holders of VEL - Velocity Financial, Inc. - Common Stock, par value $0.01 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Allianz Asset Management ...
Disclosed value leader
Allianz Asset Management ...
Comparable rows
15/15
Latest evidence
30 Jun 2020
13F Lead comparable stake: 16% Showing 1-6 of 15 holder rows.

Quick read

Allianz Asset Management GmbH leads the comparable SEC ownership view at 16%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Allianz Asset Management GmbH's linked filing trail.
Comparable ownership Top 5
Allianz Asset Management GmbH 16%
Beach Point Capital Management LP 4.9%
ADAGE CAPITAL PARTNERS GP, L.L.C. 4.4%
WELLINGTON MANAGEMENT GROUP LLP 4.2%
VANGUARD GROUP INC 1.1%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Allianz Asset Management GmbH
13F
Company
13F
16%
$17,658,000
6,144,258 shares
30 Jun 2020
Beach Point Capital Management LP
13F
Company
13F
4.9%
$7,453,000
1,886,746 shares
30 Jun 2020
ADAGE CAPITAL PARTNERS GP, L.L.C.
13F
Company
13F
4.4%
$6,715,000
1,700,000 shares
30 Jun 2020
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
13F
4.2%
$6,424,000
1,626,437 shares
30 Jun 2020
VANGUARD GROUP INC
13F
Company
13F
1.1%
$1,689,000
427,600 shares
30 Jun 2020
Boston Partners
13F
Company
13F
1.1%
$1,640,000
415,203 shares
30 Jun 2020
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2020

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
29
Shares
13,751,283
Rows available
29
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2020 vs Q2 2020 Across Filers

Q2 2020 holders
29
Q3 2020 holders
29
Holder diff
0
Investor Q2 2020 Shares Q3 2020 Shares Share Diff Share Chg % Q2 2020 value Q3 2020 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .