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

CUSIP: 92262D101

Q4 2025 13F Holders as of 31 Dec 2025

Holder snapshot 7 signals
Share change
-160,872
Put/Call ratio
145%
SEC-reported price per share
$20.76
Number of holders
107
Value change
-$2,981,919
Number of buys
58
Open additional details 1 more signal available
Number of sells
39
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
38,824,391

Security key

92262D101

Report period

Q4 2025

Institutions

107

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
SPG GP, LLC
Disclosed value leader
SPG GP, LLC
Comparable rows
15/15
Latest evidence
31 Dec 2025
3/4/5 13D/G 13F Lead comparable stake: 35% 13D/G row: SPG GP, LLC Showing 1-6 of 15 holder rows.

Quick read

SPG GP, LLC leads the comparable SEC ownership view at 35%.

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 SPG GP, LLC's linked filing trail.
Comparable ownership Top 5
SPG GP, LLC 35%
PACIFIC INVESTMENT MANAGEMENT CO LLC 33%
Beach Point Capital Management LP 18%
TOBI III SPE I LLC 33%
Snow Phipps Group, LLC 34%

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
SPG GP, LLC
3/4/5 13D/G
Director, 10%+ Owner
35%
from 13D/G
$250,103,619
13,799,492 shares
mixed-class rows
27 Mar 2025
PACIFIC INVESTMENT MANAGEMENT CO LLC
13D/G
Pacific Investment Management Company LLC
33%
$224,699,444
12,637,764 shares
$0 01 May 2025
Beach Point Capital Management LP
13D/G 13F
Company
18%
$127,524,536
6,949,566 shares
+$30,253,773 31 Dec 2025
TOBI III SPE I LLC
3/4/5
Director, 10%+ Owner
33%
$217,243,163
12,637,764 shares
01 May 2025
Snow Phipps Group, LLC
13F
Company
13F
34%
$242,225,288
13,353,103 shares
30 Sep 2025
Allianz Asset Management GmbH
13F
Company
13F
33%
$229,249,039
12,637,764 shares
30 Sep 2025
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 2025

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

Institutions
107
Shares
37,904,886
Rows available
107
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 2025 vs Q3 2025 Across Filers

Q3 2025 holders
104
Q4 2025 holders
107
Holder diff
3
Investor Q3 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q3 2025 value Q4 2025 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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