Velocity Financial, Inc. VEL
CIK 0001692376 · CUSIP 92262D101
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | Snow Phipps Group, LLC CIK 1698661 · View history | $220.91M 12,272,765 shares | 75.94% | 0(0.00%)Unchanged | SEC filing ↗ Apr 17, 2024 | ▾ |
| 02 | Allianz Asset Management GmbH CIK 1535323 · View history | $197.35M 10,963,806 shares | 0.33% | 0(0.00%)Unchanged | SEC filing ↗ May 14, 2024 | ▾ |
| 03 | Beach Point Capital Management LP CIK 1453885 · View history | $97.83M 5,434,980 shares | 34.21% | +127.14K(+2.40%)Added | SEC filing ↗ Apr 24, 2024 | ▾ |
| 04 | ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 1165408 · View history | $20.52M 1,139,761 shares | 0.04% | -37.85K(-3.20%)Reduced | SEC filing ↗ May 15, 2024 | ▾ |
| 05 | BlackRock Inc. CIK 1364742 · View history | $10.63M 590,459 shares | 0.00% | -16.07K(-2.60%)Reduced | SEC filing ↗ May 10, 2024 | ▾ |
| 06 | VANGUARD GROUP INC CIK 102909 · View history | $7.62M 423,110 shares | 0.00% | +3.91K(+0.90%)Added | SEC filing ↗ May 10, 2024 | ▾ |
| 07 | BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 1107261 · View history | $5.02M 279,043 shares | 0.10% | +9.24K(+3.40%)Added | SEC filing ↗ May 15, 2024 | ▾ |
| 08 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $3.44M 190,902 shares | 0.00% | -1.84K(-1.00%)Reduced | SEC filing ↗ May 13, 2024 | ▾ |
| 09 | STATE STREET CORP CIK 93751 · View history | $3.07M 170,374 shares | 0.00% | -1.51K(-0.90%)Reduced | SEC filing ↗ May 15, 2024 | ▾ |
| 10 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $2.36M 131,065 shares | 0.00% | +13.98K(+11.90%)Added | SEC filing ↗ May 10, 2024 | ▾ |
| 11 | Empowered Funds, LLC CIK 1592828 · Amended · View history | $2.20M 122,393 shares | 0.04% | +9.24K(+8.20%)Added | SEC filing ↗ May 6, 2024 | ▾ |
| 12 | NORTHERN TRUST CORP CIK 73124 · View history | $1.41M 78,114 shares | 0.00% | +741(+1.00%)Added | SEC filing ↗ May 14, 2024 | ▾ |
| 13 | Mariner, LLC CIK 1373442 · View history | $1.02M 56,900 shares | 0.00% | +17.14K(+43.10%)Added | SEC filing ↗ May 15, 2024 | ▾ |
| 14 | Informed Momentum Co LLC CIK 1510989 · View history | $928.76K 51,598 shares | 0.14% | +6.12K(+13.50%)Added | SEC filing ↗ May 13, 2024 | ▾ |
| 15 | MORGAN STANLEY CIK 895421 · Amended · View history | $586.15K 32,564 shares | 0.00% | -4.20K(-11.40%)Reduced | SEC filing ↗ Oct 17, 2024 | ▾ |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history | $507.91K 28,217 shares | 0.00% | 0(0.00%)Unchanged | SEC filing ↗ May 9, 2024 | ▾ |
| 17 | Bank of New York Mellon Corp CIK 1390777 · View history | $424.04K 23,558 shares | 0.00% | -8.22K(-25.90%)Reduced | SEC filing ↗ Apr 25, 2024 | ▾ |
| 18 | HSBC HOLDINGS PLC CIK 873630 · View history | $357.97K 19,887 shares | 0.00% | +2.02K(+11.30%)Added | SEC filing ↗ May 15, 2024 | ▾ |
| 19 | JPMORGAN CHASE & CO CIK 19617 · Amended · View history | $353.52K 19,640 shares | 0.00% | +7.61K(+63.20%)Added | SEC filing ↗ Dec 26, 2024 | ▾ |
| 20 | MILLENNIUM MANAGEMENT LLC CIK 1273087 · View history | $308.75K 17,153 shares | 0.00% | -8.66K(-33.60%)Reduced | SEC filing ↗ May 15, 2024 | ▾ |
Showing 20 / 53 institutions. The complete set is available through the API.
Coverage & totals by quarter
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