Velocity Financial, Inc. (VEL) — Institutional Holders, Q2 2026
100 institutional investment managers reported a VEL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $718.8M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
VEL in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- SUSQUEHANNA INTERNATIONAL GROUP, LLPNew · +123,902 sh+$2.3M
- DIMENSIONAL FUND ADVISORSAdded · +74,175 sh+$1.4M
- AMERICAN CENTURY COMPANIESAdded · +71,830 sh+$1.3M
- Man Group plcAdded · +40,543 sh+$748.4K
- D. E. ShawAdded · +36,396 sh+$671.9K
Biggest sellers
- BlackRockTrimmed · -152,089 sh-$2.8M
- GOLDMAN SACHS GROUPTrimmed · -39,796 sh-$734.6K
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTrimmed · -35,606 sh-$657.3K
- MILLENNIUM MANAGEMENTSold out · -33,615 sh-$620.5K
- HSBC PLCTrimmed · -33,176 sh-$612.4K
VEL 13F holders ranked 1–100 of 100
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Snow Phipps Group#1 · 13,353,103 sh | 13,353,103 | $246.5M | — | 0.0% |
| 2 | Allianz Asset Management GmbH#2 · 12,637,764 sh | 12,637,764 | $233.3M | 0.21% | 0.0% |
| 3 | Beach Point Capital Management#3 · 6,582,380 sh | 6,582,380 | $121.5M | — | +0.4% |
| 4 | BlackRock#4 · 1,489,827 sh | 1,489,827 | $27.5M | <0.01% | -9.3% |
| 5 | DIMENSIONAL FUND ADVISORS#5 · 656,725 sh | 656,725 | $12.1M | <0.01% | +12.7% |
| 6 | ADAGE CAPITAL PARTNERS GP, L.L.C.#6 · 505,505 sh | 505,505 | $9.3M | 0.01% | +4.7% |
| 7 | VANGUARD CAPITAL MANAGEMENT#7 · 487,011 sh | 487,011 | $9.0M | <0.01% | +1.3% |
| 8 | AMERICAN CENTURY COMPANIES#8 · 357,199 sh | 357,199 | $6.6M | <0.01% | +25.2% |
| 9 | GEODE CAPITAL MANAGEMENT#9 · 272,540 sh | 272,540 | $5.0M | <0.01% | +9.2% |
| 10 | STATE STREET#10 · 249,731 sh | 249,731 | $4.6M | <0.01% | +14.5% |
| 11 | GOLDMAN SACHS GROUP#11 · 235,327 sh | 235,327 | $4.3M | <0.01% | -14.5% |
| 12 | D. E. Shaw#12 · 124,130 sh | 124,130 | $2.3M | <0.01% | +41.5% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#13 · 123,902 sh | 123,902 | $2.3M | <0.01% | New |
| 14 | Man Group plc#14 · 116,925 sh | 116,925 | $2.2M | <0.01% | +53.1% |
| 15 | Qube Research & Technologies Ltd#15 · 116,605 sh | 116,605 | $2.2M | <0.01% | +10.1% |
| 16 | MORGAN STANLEY#16 · 102,530 sh | 102,530 | $1.9M | <0.01% | +15.9% |
| 17 | VANGUARD PORTFOLIO MANAGEMENT#17 · 102,190 sh | 102,190 | $1.9M | <0.01% | +53.1% |
| 18 | NORTHERN#18 · 92,141 sh | 92,141 | $1.7M | <0.01% | +14.2% |
| 19 | TUDOR INVESTMENT ET AL#19 · 91,219 sh | 91,219 | $1.7M | <0.01% | +54.9% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT#20 · 89,499 sh | 89,499 | $1.7M | <0.01% | +4.8% |
| 21 | NFJ INVESTMENT GROUP#21 · 72,611 sh | 72,611 | $1.3M | 0.05% | 0.0% |
| 22 | AQR CAPITAL MANAGEMENT#22 · 71,546 sh | 71,546 | $1.3M | <0.01% | +21.5% |
| 23 | VANGUARD FIDUCIARY#23 · 67,596 sh | 67,596 | $1.2M | <0.01% | -2.6% |
| 24 | Bank of New York Mellon#24 · 55,060 sh | 55,060 | $1.0M | <0.01% | +8.2% |
| 25 | Creative Planning#25 · 54,853 sh | 54,853 | $1.0M | <0.01% | +1.8% |
| 26 | CITADEL ADVISORS#26 · 54,027 sh | 54,027 | $997.3K | <0.01% | +38.3% |
| 27 | HSBC PLC#27 · 53,574 sh | 53,574 | $970.2K | <0.01% | -38.2% |
| 28 | RENAISSANCE TECHNOLOGIES#28 · 51,400 sh | 51,400 | $948.8K | <0.01% | +85.6% |
| 29 | BNP PARIBAS FINANCIAL MARKETS#29 · 49,808 sh | 49,808 | $919.5K | <0.01% | +27.6% |
| 30 | JPMORGAN CHASE#30 · 43,772 sh | 43,772 | $788.3K | 0.00% | +19.1% |
| 31 | Mariner#31 · 42,023 sh | 42,023 | $775.7K | <0.01% | -1.2% |
| 32 | Quantinno Capital Management#32 · 38,241 sh | 38,241 | $705.9K | <0.01% | +8.5% |
| 33 | XTX Topco Ltd#33 · 35,335 sh | 35,335 | $652.3K | <0.01% | -7.0% |
| 34 | BANK OF AMERICA#34 · 33,221 sh | 33,221 | $613.3K | 0.00% | -8.5% |
| 35 | FIRST ADVISORS#35 · 32,676 sh | 32,676 | $603.2K | <0.01% | +4.6% |
| 36 | Trexquant Investment#36 · 31,234 sh | 31,234 | $576.6K | <0.01% | +28.7% |
| 37 | Russell Investments Group, Ltd.#37 · 29,267 sh | 29,267 | $540.3K | <0.01% | +206.0% |
| 38 | ALPS ADVISORS#38 · 28,800 sh | 28,800 | $531.6K | <0.01% | +1.2% |
| 39 | UBS Group AG#39 · 26,707 sh | 26,707 | $493.0K | <0.01% | +53.2% |
| 40 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#40 · 23,626 sh | 23,626 | $436.1K | <0.01% | -60.1% |
| 41 | BRIDGEWAY CAPITAL MANAGEMENT#41 · 23,167 sh | 23,167 | $427.7K | <0.01% | -25.7% |
| 42 | Squarepoint Ops#42 · 21,174 sh | 21,174 | $390.9K | <0.01% | New |
| 43 | Empowered Funds#43 · 21,169 sh | 21,169 | $390.8K | <0.01% | -27.4% |
| 44 | PDT Partners#44 · 19,718 sh | 19,718 | $364.0K | 0.02% | 0.0% |
| 45 | Campbell & Investment Adviser#45 · 19,598 sh | 19,598 | $361.8K | 0.02% | -1.0% |
| 46 | Nuveen#46 · 14,294 sh | 14,294 | $263.9K | <0.01% | -4.8% |
| 47 | WELLS FARGO & COMPANY#47 · 14,072 sh | 14,072 | $259.8K | 0.00% | +64.0% |
| 48 | RHUMBLINE ADVISERS#48 · 14,027 sh | 14,027 | $258.9K | <0.01% | +10.2% |
| 49 | Brevan Howard Capital Management#49 · 12,251 sh | 12,251 | $226.2K | <0.01% | New |
| 50 | DEUTSCHE BANK AG\#50 · 12,057 sh | 12,057 | $222.6K | <0.01% | +29.0% |
| 51 | Sterling Capital Management#51 · 10,976 sh | 10,976 | $202.6K | — | -1.3% |
| 52 | ALLIANCEBERNSTEIN L.P.#52 · 10,640 sh | 10,640 | $192.5K | <0.01% | New |
| 53 | MetLife Investment Management#53 · 8,520 sh | 8,520 | $157.3K | <0.01% | +12.6% |
| 54 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#54 · 7,862 sh | 7,862 | $145.1K | 0.00% | 0.0% |
| 55 | FMR#55 · 7,103 sh | 7,103 | $131.1K | 0.00% | +2.2% |
| 56 | CITIGROUP#56 · 6,983 sh | 6,983 | $128.9K | 0.00% | +288.8% |
| 57 | MIRAE ASSET GLOBAL ETFS Ltd.#57 · 5,689 sh | 5,689 | $105.0K | <0.01% | +4.5% |
| 58 | SIMPLEX TRADING#58 · 5,453 sh | 5,453 | $100.7K | <0.01% | New |
| 59 | Police & Firemen's Retirement System of New Jersey#59 · 4,548 sh | 4,548 | $84.0K | <0.01% | +125.0% |
| 60 | Vanguard Global Advisers#60 · 4,037 sh | 4,037 | $74.5K | 0.00% | 0.0% |
| 61 | NEW YORK STATE COMMON RETIREMENT FUND#61 · 3,874 sh | 3,874 | $71.5K | <0.01% | 0.0% |
| 62 | BARCLAYS PLC#62 · 3,037 sh | 3,037 | $56.1K | 0.00% | -78.0% |
| 63 | ROYAL BANK OF CANADA#63 · 1,499 sh | 1,499 | $28.0K | 0.00% | +1027.1% |
| 64 | Legal & General Group Plc#64 · 1,305 sh | 1,305 | $24.1K | 0.00% | +27.6% |
| 65 | PNC FINANCIAL SERVICES GROUP#65 · 1,289 sh | 1,289 | $23.8K | 0.00% | New |
| 66 | Ameritas Investment Partners#66 · 1,144 sh | 1,144 | $21.1K | <0.01% | 0.0% |
| 67 | HARBOR CAPITAL ADVISORS#67 · 1,044 sh | 1,044 | $19.0K | — | 0.0% |
| 68 | Tower Research Capital (TRC)#68 · 645 sh | 645 | $11.9K | <0.01% | -45.1% |
| 69 | SRS Capital Advisors#69 · 603 sh | 603 | $11.1K | <0.01% | New |
| 70 | GAMMA Investing#70 · 509 sh | 509 | $9.4K | — | +124.2% |
| 71 | Integrated Wealth Concepts#71 · 481 sh | 481 | $8.9K | 0.00% | New |
| 72 | Parallel Advisors#72 · 290 sh | 290 | $5.4K | <0.01% | +1971.4% |
| 73 | SIGNATUREFD#73 · 255 sh | 255 | $4.7K | — | +177.2% |
| 74 | FEDERATED HERMES#74 · 235 sh | 235 | $4.3K | 0.00% | +16.9% |
| 75 | Allworth Financial#75 · 199 sh | 199 | $3.7K | 0.00% | -23.5% |
| 76 | Quarry#76 · 185 sh | 185 | $3.4K | <0.01% | New |
| 77 | JONES FINANCIAL COMPANIES LLLP#77 · 172 sh | 172 | $3.1K | 0.00% | New |
| 78 | Essential Partners#78 · 146 sh | 146 | $2.7K | — | -43.8% |
| 79 | Physician Wealth Advisors#79 · 126 sh | 126 | $2.3K | — | New |
| 80 | IFP Advisors#80 · 107 sh | 107 | $2.0K | — | +0.9% |
| 81 | NISA INVESTMENT ADVISORS#81 · 100 sh | 100 | $1.8K | — | 0.0% |
| 82 | Bare Financial Services#82 · 88 sh | 88 | $1.6K | <0.01% | +214.3% |
| 83 | ROTHSCHILD INVESTMENT#83 · 69 sh | 69 | $1.3K | 0.00% | +19.0% |
| 84 | Rialto Wealth Management#84 · 60 sh | 60 | $1.1K | <0.01% | +100.0% |
| 85 | Covestor Ltd#85 · 80 sh | 80 | $1.0K | <0.01% | +35.6% |
| 86 | EverSource Wealth Advisors#86 · 50 sh | 50 | $923.00 | 0.00% | -97.2% |
| 87 | Farther Finance Advisors#87 · 48 sh | 48 | $886.00 | — | +182.4% |
| 88 | Versant Capital Management#88 · 41 sh | 41 | $757.00 | — | -96.8% |
| 89 | North Star Investment Management#89 · 28 sh | 28 | $517.00 | 0.00% | New |
| 90 | HARBOUR INVESTMENTS#90 · 21 sh | 21 | $388.00 | 0.00% | New |
| 91 | Larson Financial Group#91 · 20 sh | 20 | $369.00 | 0.00% | New |
| 92 | Trust Co#92 · 17 sh | 17 | $314.00 | — | 0.0% |
| 93 | OSAIC#93 · 14 sh | 14 | $258.00 | 0.00% | 0.0% |
| 94 | SJS Investment Consulting#94 · 10 sh | 10 | $185.00 | — | +100.0% |
| 95 | True Wealth Design#95 · 5 sh | 5 | $93.00 | — | -72.2% |
| 96 | Optiver Holding B.V.#96 · 4 sh | 4 | $74.00 | 0.00% | -96.3% |
| 97 | Smartleaf Asset Management#97 · 4 sh | 4 | $72.00 | 0.00% | 0.0% |
| 98 | Clearstead Advisors#98 · 3 sh | 3 | $56.00 | 0.00% | New |
| 99 | Avion Wealth#99 · 30 sh | 30 | $0.00 | 0.00% | New |
| 100 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#100 · 163 sh | 163 | — | — | -73.7% |
Funds that sold out of VEL in Q2 2026 (14)
Held VEL at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| MILLENNIUM MANAGEMENT33,615 sh | 33,615 | $608.1K |
| TWO SIGMA INVESTMENTS17,144 sh | 17,144 | $310.1K |
| VOYA INVESTMENT MANAGEMENT17,016 sh | 17,016 | $307.8K |
| HRT FINANCIAL14,052 sh | 14,052 | $254.0K |
| Yorktown Management & Research13,000 sh | 13,000 | $235.2K |
| R Squared Ltd12,804 sh | 12,804 | $231.6K |
| US BANCORP \DE\224 sh | 224 | $4.1K |
| Cornerstone Planning Group106 sh | 106 | $2.0K |
| FIFTH THIRD BANCORP83 sh | 83 | $1.5K |
| Advisory Services Network36 sh | 36 | $651.00 |
| Bell Investment Advisors29 sh | 29 | $525.00 |
| MAI Capital Management17 sh | 17 | $308.00 |
| Kilter Group15 sh | 15 | $272.00 |
| Root Financial Partners12 sh | 12 | $217.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.