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

CUSIP: 92262D101

Q1 2021 13F Holders as of 31 Mar 2021

Holder snapshot 6 signals
Share change
-1,419,534
SEC-reported price per share
$8.87
Number of holders
21
Value change
-$12,557,296
Number of buys
9
Number of sells
12
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
38,824,391

Security key

92262D101

Report period

Q1 2021

Institutions

21

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
Snow Phipps Group, LLC
Disclosed value leader
Snow Phipps Group, LLC
Comparable rows
0/15
Latest evidence
31 Dec 2020
13F Highest disclosed value: $44,096,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Snow Phipps Group, LLC has the largest disclosed position value at $44.1M.

0 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 Snow Phipps Group, LLC's linked filing trail.
Disclosed position value Top 5
Snow Phipps Group, LLC $44.1M
Allianz Asset Management GmbH $32.82M
Beach Point Capital Management LP $12.73M
WELLINGTON MANAGEMENT GROUP LLP $12.38M
ADAGE CAPITAL PARTNERS GP, L.L.C. $10.79M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Snow Phipps Group, LLC
13F
Company
13F
—
denominator unverified
$44,096,000
7,077,961 shares
— 31 Dec 2020
Allianz Asset Management GmbH
13F
Company
13F
—
denominator unverified
$32,815,000
6,144,258 shares
— 31 Dec 2020
Beach Point Capital Management LP
13F
Company
13F
—
denominator unverified
$12,732,000
2,043,646 shares
— 31 Dec 2020
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
13F
—
denominator unverified
$12,382,000
1,987,534 shares
— 31 Dec 2020
ADAGE CAPITAL PARTNERS GP, L.L.C.
13F
Company
13F
—
denominator unverified
$10,786,000
1,731,358 shares
— 31 Dec 2020
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$2,649,000
425,163 shares
— 31 Dec 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 Q1 2021

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

Institutions
21
Shares
12,018,718
Rows available
21
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 Q1 2021 vs Q1 2021 Across Filers

Q1 2021 holders
21
Q1 2021 holders
21
Holder diff
0
Investor Q1 2021 Shares Q1 2021 Shares Share Diff Share Chg % Q1 2021 value Q1 2021 value Value change Value Chg %

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

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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