Company · Ownership research

Velocity Financial, Inc. VEL

CIK 0001692376 · CUSIP 92262D101

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 92262D101 (VEL), not CUSIP 92262D901 (VEL), CUSIP 92262D951 (VEL), and does not merge CUSIPs.

This page lists the top 20 of 49 rows by value; the complete set is available through the API.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	Snow Phipps Group, LLC CIK 1698661 · View history	$220.05M 12,272,765 shares	84.55%	0(0.00%)Unchanged	SEC filing ↗ Jul 18, 2024	▾
02	Allianz Asset Management GmbH CIK 1535323 · View history	$196.58M 10,963,806 shares	0.32%	0(0.00%)Unchanged	SEC filing ↗ Aug 13, 2024	▾
03	Beach Point Capital Management LP CIK 1453885 · View history	$99.26M 5,536,166 shares	35.15%	+101.19K(+1.90%)Added	SEC filing ↗ Jul 23, 2024	▾
04	ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 1165408 · View history	$19.96M 1,113,091 shares	0.04%	-26.67K(-2.30%)Reduced	SEC filing ↗ Aug 14, 2024	▾
05	BlackRock Inc. CIK 1364742 · View history	$11.77M 656,192 shares	0.00%	+65.73K(+11.10%)Added	SEC filing ↗ Aug 13, 2024	▾
06	VANGUARD GROUP INC CIK 102909 · View history	$7.62M 424,710 shares	0.00%	+1.60K(+0.40%)Added	SEC filing ↗ Aug 13, 2024	▾
07	BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 1107261 · View history	$5.17M 288,403 shares	0.12%	+9.36K(+3.40%)Added	SEC filing ↗ Aug 14, 2024	▾
08	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$3.55M 197,908 shares	0.00%	+7.01K(+3.70%)Added	SEC filing ↗ Aug 9, 2024	▾
09	STATE STREET CORP CIK 93751 · View history	$2.87M 159,998 shares	0.00%	-10.38K(-6.10%)Reduced	SEC filing ↗ Aug 14, 2024	▾
10	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$2.64M 147,058 shares	0.00%	+15.99K(+12.20%)Added	SEC filing ↗ Aug 9, 2024	▾
11	Empowered Funds, LLC CIK 1592828 · View history	$2.36M 131,753 shares	0.04%	+9.36K(+7.60%)Added	SEC filing ↗ Jul 30, 2024	▾
12	NORTHERN TRUST CORP CIK 73124 · View history	$1.31M 73,131 shares	0.00%	-4.98K(-6.40%)Reduced	SEC filing ↗ Aug 14, 2024	▾
13	Mariner, LLC CIK 1373442 · View history	$1.30M 72,425 shares	0.00%	+15.53K(+27.30%)Added	SEC filing ↗ Aug 13, 2024	▾
14	Informed Momentum Co LLC CIK 1510989 · View history	$925.15K 51,598 shares	0.15%	0(0.00%)Unchanged	SEC filing ↗ Aug 12, 2024	▾
15	MORGAN STANLEY CIK 895421 · Amended · View history	$872.24K 48,647 shares	0.00%	+16.08K(+49.40%)Added	SEC filing ↗ May 14, 2025	▾
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · Amended · View history	$534.64K 29,818 shares	0.00%	+1.60K(+5.70%)Added	SEC filing ↗ Aug 12, 2024	▾
17	Bank of New York Mellon Corp CIK 1390777 · View history	$463.33K 25,841 shares	0.00%	+2.28K(+9.70%)Added	SEC filing ↗ Jul 25, 2024	▾
18	HSBC HOLDINGS PLC CIK 873630 · View history	$359.70K 19,873 shares	0.00%	-14(-0.10%)Reduced	SEC filing ↗ Aug 12, 2024	▾
19	MILLENNIUM MANAGEMENT LLC CIK 1273087 · View history	$312.79K 17,445 shares	0.00%	+292(+1.70%)Added	SEC filing ↗ Aug 14, 2024	▾
20	JANUS HENDERSON GROUP PLC CIK 1274173 · View history	$299.05K 16,679 shares	0.00%	+16.68KNew	SEC filing ↗ Aug 14, 2024	▾

Showing 20 / 49 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

32,391,155

Not deduplicated across managers

Disclosed value

$580.78M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Velocity Financial, Inc. · Q2 2024

Explore all 49 reporting institutions.

This page includes 20 of 49 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

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.