Security key
92262D101
Velocity Financial, Inc. - Common Stock, par value $0.01 per share (VEL)
CUSIP: 92262D101
Q1 2021 13F Holders as of 31 Mar 2021
- Security type / class
- Equity / Common Stock, par value $0.01 per share
- Total 13F shares
- 12,018,718
- Total 13F value
- $106,607,000
- 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
- Shares outstanding
- 38,824,391
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2021
Institutions
21
Top holders
10
VEL full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2021
Previous quarter: Q4 2020
Velocity Financial, Inc. SEC filings
Velocity Financial, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 92262D101
Recent filing periods:
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
15/15
Latest evidence
31 Dec 2020
13F
Lead comparable stake: 18%
Showing 1-6 of 15 holder rows.
Quick read
Snow Phipps Group, LLC leads the comparable SEC ownership view at 18%.
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 Snow Phipps Group, LLC's linked filing trail.
Comparable ownership
Top 5
Snow Phipps Group, LLC
18%
Allianz Asset Management GmbH
16%
Beach Point Capital Management LP
5.3%
WELLINGTON MANAGEMENT GROUP LLP
5.1%
ADAGE CAPITAL PARTNERS GP, L.L.C.
4.5%
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 |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC |
13F
Company
|
18%
|
$44,096,000
7,077,961 shares
|
— | 31 Dec 2020 |
| Allianz Asset Management GmbH |
13F
Company
|
16%
|
$32,815,000
6,144,258 shares
|
— | 31 Dec 2020 |
| Beach Point Capital Management LP |
13F
Company
|
5.3%
|
$12,732,000
2,043,646 shares
|
— | 31 Dec 2020 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
5.1%
|
$12,382,000
1,987,534 shares
|
— | 31 Dec 2020 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. |
13F
Company
|
4.5%
|
$10,786,000
1,731,358 shares
|
— | 31 Dec 2020 |
| VANGUARD GROUP INC |
13F
Company
|
1.1%
|
$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 Q4 2020 Across Filers
Q4 2020 holders
22
Q1 2021 holders
21
Holder diff
-1
| Investor | Q4 2020 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q4 2020 value | Q1 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend