VELOCITY FINANCIAL INC · CUSIP 92262D101 · CIK 1453885
As of 2026-06-30, Beach Point Capital Management LP reported 6.58M VEL (shares), valued at $121.51M, or 47.39% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 0.36%; reported value increased 2.42%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 47.39% | 6,582,380 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 46.90% | 6,558,512 | SEC filing ↗Filed Apr 20, 2026 |
| Q4 2025 | 49.19% | 5,995,466 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 45.36% | 5,377,451 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 41.85% | 5,300,859 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 36.51% | 5,491,737 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 36.93% | 5,270,737 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 36.56% | 5,536,166 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | 35.15% | 5,536,166 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 34.21% | 5,434,980 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 36.45% | 5,307,835 | SEC filing ↗Filed Jan 16, 2024 |
| Q3 2023 | 34.22% | 5,123,919 | SEC filing ↗Filed Oct 30, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 34.22% | 5,123,919 | $57.90M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 30, 2023 |
| Q4 2023 | 36.45% | 5,307,835 | $91.40M | Shares increased 3.59%; reported value increased 57.86%, and weight changed +2.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2024 |
| Q1 2024 | 34.21% | 5,434,980 | $97.83M | Shares increased 2.40%; reported value increased 7.03%, and weight changed -2.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 35.15% | 5,536,166 | $99.26M | Shares increased 1.86%; reported value increased 1.47%, and weight changed +0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 36.56% | 5,536,166 | $108.56M | Shares unchanged; reported value increased 9.37%, and weight changed +1.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 18, 2024 |
| Q4 2024 | 36.93% | 5,270,737 | $103.10M | Shares decreased 4.79%; reported value decreased 5.04%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 36.51% | 5,491,737 | $102.75M | Shares increased 4.19%; reported value decreased 0.33%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 41.85% | 5,300,859 | $98.28M | Shares decreased 3.48%; reported value decreased 4.35%, and weight changed +5.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 45.36% | 5,377,451 | $97.55M | Shares increased 1.44%; reported value decreased 0.74%, and weight changed +3.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 49.19% | 5,995,466 | $124.47M | Shares increased 11.49%; reported value increased 27.60%, and weight changed +3.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 46.90% | 6,558,512 | $118.64M | Shares increased 9.39%; reported value decreased 4.68%, and weight changed -2.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 20, 2026 |
| Q2 2026 | 47.39% | 6,582,380 | $121.51M | Shares increased 0.36%; reported value increased 2.42%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.