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Velocity Financial (VEL) Institutional Ownership

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$18.78 +0.21 (+1.11%)
Closing price 01/28/2025 03:59 PM Eastern
Extended Trading
$18.83 +0.05 (+0.29%)
As of 01/28/2025 04:01 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Velocity Financial (NYSE:VEL)

Current
Institutional Ownership
Percentage
97.49%
Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$4.84M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$537.45K
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VEL Institutional Buying and Selling by Quarter

Velocity Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/28/2025Empowered Funds LLC145,756$2.85M0.0%+5.1%0.440%
1/27/2025 Bleakley Financial Group LLC17,815$348K0.0%N/A0.054%
1/23/2025 R Squared Ltd2,500$49K0.0%N/A0.008%
12/26/2024JPMorgan Chase & Co.25,073$492K0.0%+213.2%0.076%
11/19/2024Barclays PLC19,916$391K0.0%+139.0%0.060%
11/16/2024Geode Capital Management LLC195,475$3.83M0.0%-1.2%0.590%
11/15/2024Barclays PLC19,916$391K0.0%+139.0%0.060%
11/15/2024MML Investors Services LLC10,494$206K0.0%N/A0.032%
11/15/2024Jane Street Group LLC10,453$205K0.0%N/A0.032%
11/15/2024State Street Corp135,677$2.66M0.0%-15.2%0.410%
11/15/2024Janus Henderson Group PLC16,026$314K0.0%-3.9%0.048%
11/12/2024Charles Schwab Investment Management Inc.79,505$1.56M0.0%+166.6%0.240%
11/8/2024Connor Clark & Lunn Investment Management Ltd.44,698$877K0.0%N/A0.135%
11/6/2024Gladius Capital Management LP1,689$33K0.0%N/A0.005%
11/6/2024Empowered Funds LLC138,721$2.72M0.0%+5.3%0.419%
11/5/2024GSA Capital Partners LLP10,073$198K0.0%N/A0.030%
10/19/2024Allspring Global Investments Holdings LLC1,981$39K0.0%N/A0.006%
10/8/2024CWM LLC4,112$81K0.0%+10,721.1%0.012%
10/3/2024 SG Americas Securities LLC5,329$105K0.0%N/A0.016%
8/9/2024Dimensional Fund Advisors LP147,058$2.64M0.0%+12.2%0.444%
8/1/2024Rhumbline Advisers13,348$239K0.0%+4.3%0.040%
7/26/2024Bank of New York Mellon Corp25,841$463K0.0%+9.7%0.078%
5/15/2024Torno Capital LLC5,000$90K0.0%N/A0.015%
5/10/2024Vanguard Group Inc.423,110$7.62M0.0%+0.9%1.283%
5/7/2024Empowered Funds LLC122,393$2.20M0.0%+8.2%0.371%
1/16/2024Beach Point Capital Management LP5,307,835$91.40M36.5%+3.6%16.192%
11/15/2023Adage Capital Partners GP L.L.C.1,171,021$13.23M0.0%+2.7%3.572%
11/13/2023Mariner LLC38,849$439K0.0%+101.3%0.119%
11/13/2023Hsbc Holdings PLC18,889$213K0.0%-4.3%0.058%
10/30/2023Beach Point Capital Management LP5,123,919$57.90M34.2%+3.0%15.641%
10/24/2023Bailard Inc.15,080$170K0.0%-22.2%0.046%
8/10/2023Beach Point Capital Management LP4,973,395$57.34M23.9%+6.6%15.181%
7/27/2023EA Series Trust94,601$1.09M0.0%N/A0.290%
7/20/2023Bailard Inc.19,383$223K0.0%N/A0.059%
5/2/2023Beach Point Capital Management LP4,663,900$42.12M20.3%+17.9%14.293%
2/8/2023Boston Partners305,442$2.95M0.0%-11.5%0.942%
1/27/2023Beach Point Capital Management LP3,954,444$38.16M15.5%+12.7%12.198%
11/9/2022Boston Partners344,945$3.74M0.0%-3.0%1.064%
11/4/2022Russell Investments Group Ltd.105,720$1.14M0.0%-17.5%0.326%
10/24/2022Beach Point Capital Management LP3,509,339$38.04M12.9%+7.1%10.826%
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8/15/2022Laurion Capital Management LP14,381$158K0.0%-27.2%0.044%
7/29/2022Russell Investments Group Ltd.128,099$1.41M0.0%-2.7%0.396%
7/25/2022Allspring Global Investments Holdings LLC4,188$46K0.0%-47.6%0.013%
7/20/2022Beach Point Capital Management LP3,277,012$36.01M7.5%+6.7%10.120%
5/10/2022Boston Partners366,760$4.01M0.0%-1.1%1.132%
5/5/2022Russell Investments Group Ltd.131,617$1.44M0.0%-6.5%0.406%
5/2/2022Beach Point Capital Management LP3,072,167$33.61M5.1%+5.8%9.486%
2/16/2022Wasatch Advisors Inc.977,103$13.39M0.1%+14.7%3.026%
2/15/2022Adage Capital Partners GP L.L.C.1,166,141$15.98M0.0%-4.0%3.611%
2/11/2022Allianz Asset Management GmbH10,963,806$150.20M0.1%+145.3%33.951%
2/8/2022Northern Trust Corp93,436$1.28M0.0%+13.2%0.289%
2/4/2022Boston Partners370,841$5.08M0.0%-0.9%1.148%
2/2/2022New York State Common Retirement Fund3,865$53K0.0%-52.1%0.012%
1/28/2022Allspring Global Investments Holdings LLC17,831$244K0.0%N/A0.055%
1/27/2022Beach Point Capital Management LP2,903,376$39.78M6.4%+5.3%8.991%
1/21/2022Russell Investments Group Ltd.140,780$1.93M0.0%-3.2%0.436%
11/16/2021Wellington Management Group LLP920,548$12.12M0.0%-10.5%4.470%
11/12/2021Wasatch Advisors Inc.851,994$11.21M0.0%+1.5%4.137%
11/12/2021Geode Capital Management LLC141,672$1.86M0.0%+0.8%0.688%
11/9/2021BlackRock Inc.428,318$5.64M0.0%+1.3%2.080%
11/8/2021Russell Investments Group Ltd.145,484$1.91M0.0%-9.3%0.706%
11/5/2021Boston Partners374,143$4.92M0.0%+1.0%1.817%
8/17/2021Bridgeway Capital Management LLC116,921$1.46M0.0%+85.2%0.568%
8/16/2021California State Teachers Retirement System11,689$146K0.0%N/A0.057%
8/16/2021Charles Schwab Investment Management Inc.21,927$274K0.0%N/A0.106%
8/16/2021State Street Corp62,756$784K0.0%N/A0.305%
8/16/2021Nuveen Asset Management LLC25,659$321K0.0%N/A0.125%
8/13/2021Renaissance Technologies LLC23,993$300K0.0%-56.9%0.117%
8/13/2021Northern Trust Corp34,797$434K0.0%+82.9%0.169%
8/13/2021Geode Capital Management LLC140,569$1.76M0.0%N/A0.683%
8/13/2021Vanguard Group Inc.418,807$5.23M0.0%+27.1%2.034%
8/12/2021Wasatch Advisors Inc.839,116$10.48M0.0%+33.0%4.075%
8/12/2021Boston Partners370,303$4.63M0.0%-12.4%1.798%
8/12/2021JPMorgan Chase & Co.12,122$151K0.0%+173,071.4%0.059%
8/11/2021Bank of New York Mellon Corp18,414$230K0.0%N/A0.089%
8/11/2021BlackRock Inc.422,682$5.28M0.0%+1,476.5%2.052%
8/11/2021Deutsche Bank AG5,091$64K0.0%N/A0.025%
8/4/2021Russell Investments Group Ltd.160,427$2.00M0.0%-56.2%0.780%
8/2/2021New York State Common Retirement Fund8,000$100K0.0%N/A0.039%
7/30/2021Beach Point Capital Management LP2,756,315$34.43M5.7%+34.5%13.402%
7/29/2021 Snow Phipps Group LLC7,077,961$88.40M74.5%N/A34.414%
5/18/2021Millennium Management LLC23,675$210K0.0%-23.2%0.115%
5/13/2021Renaissance Technologies LLC55,700$494K0.0%-28.3%0.271%
5/13/2021Federated Hermes Inc.40,000$355K0.0%-50.0%0.194%
5/13/2021Allianz Asset Management GmbH4,470,300$39.65M0.0%-27.2%21.735%
5/12/2021Beach Point Capital Management LP2,048,745$18.17M4.0%+0.2%9.961%
5/10/2021Russell Investments Group Ltd.366,330$3.25M0.0%+1.0%1.781%
5/10/2021Wasatch Advisors Inc.630,761$5.60M0.0%N/A3.067%
5/10/2021Boston Partners422,749$3.75M0.0%+10.3%2.055%
5/7/2021BlackRock Inc.26,812$238K0.0%+12.0%0.130%
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3/17/2021 Snow Phipps Group LLC7,077,961$44.10M68.9%N/A35.237%
2/16/2021Almitas Capital LLC101,647$633K0.6%N/A0.506%
2/12/2021 Snow Phipps Group LLC7,077$44K68.8%N/A0.035%
2/10/2021Renaissance Technologies LLC77,700$484K0.0%+60.5%0.387%
2/10/2021Boston Partners383,318$2.39M0.0%-0.5%1.908%
2/8/2021Russell Investments Group Ltd.362,563$2.26M0.0%+3.3%1.805%
2/5/2021BlackRock Inc.23,930$149K0.0%+11.4%0.119%
2/4/2021Boston Partners383,318$2.39M0.0%-0.5%1.908%
(Data available from 1/1/2016 forward)

VEL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VEL shares?

During the previous two years, 29 institutional investors and hedge funds held shares of Velocity Financial. The most heavily invested institutionals were Beach Point Capital Management LP ($91.40M), Adage Capital Partners GP L.L.C. ($13.23M), Vanguard Group Inc. ($7.62M), Geode Capital Management LLC ($3.83M), Boston Partners ($2.95M), Empowered Funds LLC ($2.85M), and State Street Corp ($2.66M).Learn more on VEL's institutional investors.

What percentage of Velocity Financial stock is owned by institutional investors?

97.49% of Velocity Financial stock is owned by institutional investors. Learn more on VEL's institutional investor holdings.

Which institutional investors have been buying Velocity Financial stock?

Of the 24 institutional investors that purchased Velocity Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beach Point Capital Management LP ($1.35M), EA Series Trust ($94.60K), Charles Schwab Investment Management Inc. ($49.69K), Connor Clark & Lunn Investment Management Ltd. ($44.70K), Adage Capital Partners GP L.L.C. ($30.41K), Empowered Funds LLC ($23.25K), and Barclays PLC ($23.17K).

How much institutional buying is happening at Velocity Financial?

Institutional investors have bought a total of 1,767,335 shares in the last 24 months. This purchase volume represents approximately $21.56M in transactions.

Which Velocity Financial major shareholders have been selling company stock?

The following institutional investors have sold Velocity Financial stock in the last 24 months: Boston Partners ($39.50K), State Street Corp ($24.32K), Bailard Inc. ($4.30K), Geode Capital Management LLC ($2.43K), Hsbc Holdings PLC ($845.00), and Janus Henderson Group PLC ($653.00).

How much institutional selling is happening at Velocity Financial?

Institutional investors have sold a total of 72,058 shares in the last 24 months. This volume of shares sold represents approximately $976.83K in transactions.



This page (NYSE:VEL) was last updated on 1/29/2025 by MarketBeat.com Staff
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