Security key
92262D101
Velocity Financial, Inc. - Common Stock, par value $0.01 per share (VEL)
CUSIP: 92262D101
Q2 2026 13F Holders as of 30 Jun 2026
- Security type / class
- Equity / Common Stock, par value $0.01 per share
- Total 13F shares
- 38,942,775
- Total 13F value
- $718,840,168
- Share change
- +333,682
- SEC-reported price per share
- $18.46
- Number of holders
- 98
- Value change
- +$6,204,398
- Number of buys
- 63
- Number of sells
- 35
- Shares outstanding
- 38,824,391
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
98
Top holders
10
VEL full security history
Ownership snapshot
Full 13F holder table
Velocity Financial, Inc. SEC filings
Velocity Financial, Inc. company facts
Broader feeds
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
26 May 2026
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%
John Pitstick
0.15%
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 |
| John Pitstick |
3/4/5
Director
|
0.15%
|
$1,074,726
59,410 shares
|
— | 26 May 2026 |
| Dorika M. Beckett |
3/4/5
Director
|
0.11%
|
$747,315
41,311 shares
|
— | 21 May 2026 |
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 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
98
Shares
38,942,775
Rows available
98
| 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 2026 vs Q1 2026 Across Filers
Q1 2026 holders
100
Q2 2026 holders
98
Holder diff
-2
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|