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

CUSIP: 92262D101

Q2 2021 13F Holders as of 30 Jun 2021

Holder snapshot 6 signals
Share change
+322,175
SEC-reported price per share
$12.49
Number of holders
37
Value change
+$4,254,630
Number of buys
24
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

Q2 2021

Institutions

37

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
31 Mar 2021
13F Lead comparable stake: 12% Showing 1-6 of 15 holder rows.

Quick read

Allianz Asset Management GmbH leads the comparable SEC ownership view at 12%.

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 12%
Beach Point Capital Management LP 5.3%
WELLINGTON MANAGEMENT GROUP LLP 4.5%
ADAGE CAPITAL PARTNERS GP, L.L.C. 4.4%
WASATCH ADVISORS LP 1.6%

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
12%
$39,652,000
4,470,300 shares
31 Mar 2021
Beach Point Capital Management LP
13F
Company
13F
5.3%
$18,172,000
2,048,745 shares
31 Mar 2021
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
13F
4.5%
$15,578,000
1,756,234 shares
31 Mar 2021
ADAGE CAPITAL PARTNERS GP, L.L.C.
13F
Company
13F
4.4%
$15,079,000
1,700,000 shares
31 Mar 2021
WASATCH ADVISORS LP
13F
Company
13F
1.6%
$5,595,000
630,761 shares
31 Mar 2021
Boston Partners
13F
Company
13F
1.1%
$3,750,000
422,749 shares
31 Mar 2021
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 Q2 2021

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

Institutions
37
Shares
19,419,003
Rows available
37
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 Q2 2021 vs Q1 2021 Across Filers

Q1 2021 holders
21
Q2 2021 holders
37
Holder diff
16
Investor Q1 2021 Shares Q2 2021 Shares Share Diff Share Chg % Q1 2021 value Q2 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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