Free Trial

Velocity Financial (VEL) Institutional Ownership

Velocity Financial logo
$17.49 -0.28 (-1.58%)
Closing price 07/18/2025 03:59 PM Eastern
Extended Trading
$17.46 -0.02 (-0.14%)
As of 07/18/2025 04:04 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)
35
Total
Institutional Inflows
(last 12 months)
$37.46M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$4.70M
Get VEL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Velocity Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
6/27/2025Goldman Sachs Group Inc.197,537$3.70M0.0%+104.2%0.541%
5/29/2025Rhumbline Advisers12,529$234K0.0%-9.4%0.034%
5/21/2025Acadian Asset Management LLC2,902$54K0.0%N/A0.008%
5/16/2025Empowered Funds LLC109,928$2.06M0.0%-24.6%0.301%
5/16/2025Goldman Sachs Group Inc.197,537$3.70M0.0%+104.2%0.541%
5/16/2025Bridgeway Capital Management LLC191,926$3.59M0.1%-36.5%0.526%
5/16/2025Adage Capital Partners GP L.L.C.444,351$8.31M0.0%-0.7%1.218%
5/15/2025Cubist Systematic Strategies LLC17,691$331K0.0%N/A0.048%
5/15/2025Nomura Holdings Inc.151,961$2.84M0.0%+265.0%0.416%
5/15/2025Trexquant Investment LP39,914$747K0.0%+107.3%0.109%
5/14/2025Jump Financial LLC14,314$268K0.0%N/A0.039%
5/14/2025Hsbc Holdings PLC42,770$798K0.0%+35.5%0.117%
5/14/2025Quantbot Technologies LP11,834$221K0.0%N/A0.032%
5/13/2025American Century Companies Inc.118,934$2.23M0.0%+55.1%0.326%
5/12/2025Nuveen LLC10,675$200K0.0%N/A0.029%
5/12/2025Connor Clark & Lunn Investment Management Ltd.48,360$905K0.0%+50.0%0.133%
5/9/2025Charles Schwab Investment Management Inc.75,135$1.41M0.0%-5.9%0.206%
5/1/2025CWM LLC5,517$103K0.0%+18.7%0.015%
4/29/2025Bank of New York Mellon Corp46,164$864K0.0%+3.2%0.127%
4/10/2025 Snow Phipps Group LLC13,353,103$249.84M84.9%+8.8%39.257%
4/8/2025Rhumbline Advisers12,529$234K0.0%-9.4%0.037%
4/7/2025 GAMMA Investing LLC2,170$41K0.0%+1,428.2%0.006%
2/17/2025Squarepoint Ops LLC25,531$499K0.0%-37.7%0.077%
2/17/2025Nomura Holdings Inc.41,630$814K0.0%N/A0.126%
2/17/2025Millennium Management LLC25,448$498K0.0%-11.5%0.077%
2/17/2025Janus Henderson Group PLC15,358$300K0.0%-4.2%0.046%
2/17/2025Bridgeway Capital Management LLC302,406$5.92M0.1%+2.4%0.913%
2/17/2025Bank of America Corp DE17,291$338K0.0%+10.9%0.052%
2/17/2025BNP Paribas Financial Markets5,861$115K0.0%N/A0.018%
2/14/2025Northern Trust Corp73,075$1.43M0.0%-2.5%0.221%
2/14/2025Adage Capital Partners GP L.L.C.447,315$8.75M0.0%-3.9%1.351%
2/14/2025Hsbc Holdings PLC31,559$616K0.0%+13.6%0.095%
2/14/2025Dimensional Fund Advisors LP235,071$4.60M0.0%+20.0%0.710%
2/13/2025PEAK6 LLC27,252$533K0.0%N/A0.082%
2/13/2025Mariner LLC101,191$1.98M0.0%+32.9%0.306%
2/13/2025Barclays PLC16,959$332K0.0%-14.8%0.051%
2/13/2025Renaissance Technologies LLC57,500$1.13M0.0%-2.9%0.174%
2/13/2025Wells Fargo & Company MN19,182$375K0.0%+58.1%0.058%
2/12/2025Trexquant Investment LP19,253$377K0.0%+69.7%0.058%
2/12/2025Geode Capital Management LLC189,566$3.71M0.0%-3.0%0.572%
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)

tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.

Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow
2/12/2025JPMorgan Chase & Co.34,818$681K0.0%+38.9%0.105%
2/11/2025American Century Companies Inc.76,697$1.50M0.0%+11.5%0.232%
2/10/2025Connor Clark & Lunn Investment Management Ltd.32,238$631K0.0%-27.9%0.097%
2/5/2025Bailard Inc.14,000$274K0.0%-4.8%0.042%
2/4/2025Bank of New York Mellon Corp44,739$875K0.0%+131.8%0.135%
1/28/2025Empowered Funds LLC145,756$2.85M0.0%+5.1%0.440%
1/27/2025Bleakley Financial Group LLC17,815$348K0.0%N/A0.054%
1/23/2025R 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%
10/3/2024SG 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%
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%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
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%
(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, 48 institutional investors and hedge funds held shares of Velocity Financial. The most heavily invested institutionals were Snow Phipps Group LLC ($249.84M), Beach Point Capital Management LP ($91.40M), Adage Capital Partners GP L.L.C. ($8.31M), Vanguard Group Inc. ($7.62M), Dimensional Fund Advisors LP ($4.60M), Geode Capital Management LLC ($3.71M), and Goldman Sachs Group Inc. ($3.70M).Learn more on Velocity Financial's institutional investors.

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

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

Which institutional investors have been buying Velocity Financial's stock?

Of the 41 institutional investors that purchased Velocity Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Snow Phipps Group LLC ($1.08M), Beach Point Capital Management LP ($643.94K), Goldman Sachs Group Inc. ($201.56K), Nomura Holdings Inc. ($151.96K), EA Series Trust ($94.60K), Connor Clark & Lunn Investment Management Ltd. ($60.82K), and Dimensional Fund Advisors LP ($55.16K).

How much institutional buying is happening at Velocity Financial?

Institutional investors have bought a total of 1,985,539 shares in the last 24 months. This purchase volume represents approximately $37.46M in transactions.

Which of Velocity Financial's major shareholders have been selling company stock?

Of the 15 institutional investors that sold Velocity Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bridgeway Capital Management LLC ($110.48K), Empowered Funds LLC ($35.83K), State Street Corp ($24.32K), Adage Capital Partners GP L.L.C. ($21.00K), Squarepoint Ops LLC ($15.42K), Connor Clark & Lunn Investment Management Ltd. ($12.46K), and Geode Capital Management LLC ($8.34K).

How much institutional selling is happening at Velocity Financial?

Institutional investors have sold a total of 247,074 shares in the last 24 months. This volume of shares sold represents approximately $4.70M in transactions.



This page (NYSE:VEL) was last updated on 7/19/2025 by MarketBeat.com Staff
From Our Partners