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

CUSIP: 92262D101

Q4 2021 13F Holders as of 31 Dec 2021

Holder snapshot 7 signals
Share change
+11,817,276
Put/Call ratio
36%
SEC-reported price per share
$13.70
Number of holders
42
Value change
+$161,902,323
Number of buys
21
Open additional details 1 more signal available
Number of sells
13
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
38,824,391

Security key

92262D101

Report period

Q4 2021

Institutions

42

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
30 Sep 2021
13F Highest disclosed value: $93,146,000 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 $93.15M.

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 $93.15M
Allianz Asset Management GmbH $58.83M
Beach Point Capital Management LP $36.27M
ADAGE CAPITAL PARTNERS GP, L.L.C. $15.98M
WELLINGTON MANAGEMENT GROUP LLP $12.12M

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
$93,146,000
7,077,961 shares
— 30 Sep 2021
Allianz Asset Management GmbH
13F
Company
13F
—
denominator unverified
$58,829,000
4,470,300 shares
— 30 Sep 2021
Beach Point Capital Management LP
13F
Company
13F
—
denominator unverified
$36,273,000
2,756,315 shares
— 30 Sep 2021
ADAGE CAPITAL PARTNERS GP, L.L.C.
13F
Company
13F
—
denominator unverified
$15,978,000
1,214,133 shares
— 30 Sep 2021
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
13F
—
denominator unverified
$12,115,000
920,548 shares
— 30 Sep 2021
WASATCH ADVISORS LP
13F
Company
13F
—
denominator unverified
$11,212,000
851,994 shares
— 30 Sep 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 Q4 2021

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

Institutions
42
Shares
31,207,829
Rows available
42
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 Q4 2021 vs Q3 2021 Across Filers

Q3 2021 holders
39
Q4 2021 holders
42
Holder diff
3
Investor Q3 2021 Shares Q4 2021 Shares Share Diff Share Chg % Q3 2021 value Q4 2021 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 .