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 92262D951 (VEL), CUSIP 92262D901 (VEL), and does not merge CUSIPs.

This page lists the top 20 of 100 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	$241.56M 13,353,103 shares	76.06%	0(0.00%)Unchanged	SEC filing ↗ Apr 14, 2026	▾
02	Allianz Asset Management GmbH CIK 1535323 · View history	$228.62M 12,637,764 shares	0.26%	0(0.00%)Unchanged	SEC filing ↗ May 11, 2026	▾
03	Beach Point Capital Management LP CIK 1453885 · View history	$118.64M 6,558,512 shares	46.90%	+563.05K(+9.40%)Added	SEC filing ↗ Apr 20, 2026	▾
04	BlackRock, Inc. CIK 2012383 · View history	$29.70M 1,641,916 shares	0.00%	-30.20K(-1.80%)Reduced	SEC filing ↗ May 13, 2026	▾
05	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$10.54M 582,550 shares	0.00%	+80.53K(+16.00%)Added	SEC filing ↗ May 7, 2026	▾
06	ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 1165408 · View history	$8.73M 482,715 shares	0.01%	+32.67K(+7.30%)Added	SEC filing ↗ May 15, 2026	▾
07	VANGUARD CAPITAL MANAGEMENT LLC CIK 2100119 · Amended · View history	$8.69M 480,652 shares	0.00%	—	SEC filing ↗ May 15, 2026	▾
08	AMERICAN CENTURY COMPANIES INC CIK 748054 · View history	$5.16M 285,369 shares	0.00%	+52.58K(+22.60%)Added	SEC filing ↗ May 15, 2026	▾
09	GOLDMAN SACHS GROUP INC CIK 886982 · View history	$4.98M 275,123 shares	0.00%	+102.06K(+59.00%)Added	SEC filing ↗ May 15, 2026	▾
10	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$4.51M 249,500 shares	0.00%	+6.89K(+2.80%)Added	SEC filing ↗ May 15, 2026	▾
11	STATE STREET CORP CIK 93751 · View history	$3.95M 218,145 shares	0.00%	+10.26K(+4.90%)Added	SEC filing ↗ May 15, 2026	▾
12	Qube Research & Technologies Ltd CIK 1729829 · View history	$1.92M 105,861 shares	0.00%	-25.95K(-19.70%)Reduced	SEC filing ↗ May 15, 2026	▾
13	MORGAN STANLEY CIK 895421 · View history	$1.60M 88,450 shares	0.00%	-17.08K(-16.20%)Reduced	SEC filing ↗ May 15, 2026	▾
14	D. E. Shaw & Co., Inc. CIK 1009207 · View history	$1.59M 87,734 shares	0.00%	+72.83K(+488.50%)Added	SEC filing ↗ May 15, 2026	▾
15	HSBC HOLDINGS PLC CIK 873630 · View history	$1.58M 86,750 shares	0.00%	+16.58K(+23.60%)Added	SEC filing ↗ Apr 30, 2026	▾
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$1.54M 85,400 shares	0.00%	-2.15K(-2.50%)Reduced	SEC filing ↗ May 15, 2026	▾
17	NORTHERN TRUST CORP CIK 73124 · View history	$1.46M 80,658 shares	0.00%	+3.36K(+4.40%)Added	SEC filing ↗ May 14, 2026	▾
18	Man Group plc CIK 1637460 · View history	$1.38M 76,382 shares	0.00%	+76.38KNew	SEC filing ↗ May 15, 2026	▾
19	NFJ INVESTMENT GROUP, LLC CIK 1862664 · View history	$1.31M 72,611 shares	0.05%	0(0.00%)Unchanged	SEC filing ↗ May 13, 2026	▾
20	VANGUARD FIDUCIARY TRUST CO CIK 933478 · Amended · View history	$1.26M 69,383 shares	0.00%	—	SEC filing ↗ May 8, 2026	▾

Showing 20 / 100 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

100

Cancelled or null records excluded

Disclosed shares

38,602,527

Not deduplicated across managers

Disclosed value

$698.32M

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. · Q1 2026

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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.