Velocity Financial, Inc.(VEL)

$17.33▲0.11 (63.88%)

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Velocity Financial, Inc.(VEL)

NYSE

$17.33▲0.11 (63.88%)

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VEL(VEL)

VEL

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Institutional Ownership

Top 130 Institutional Holders

Holder	Shares	Date	Change	% Held
Snow Phipps Group, LLC	13.35M	Mar 31, 26	--	34.02%
Allianz Asset Management GmbH	12.64M	Mar 31, 26	--	32.19%
Beach Point Capital Management LP	6.56M	Mar 31, 26	+563.05K	16.71%
BlackRock, Inc.	1.64M	Mar 31, 26	-30.20K	4.18%
DIMENSIONAL FUND ADVISORS LP	582.55K	Mar 31, 26	+80.53K	1.48%
ADAGE CAPITAL PARTNERS GP, L.L.C.	482.71K	Mar 31, 26	+32.67K	1.23%
AMERICAN CENTURY COMPANIES INC	285.37K	Mar 31, 26	+52.58K	0.73%
GOLDMAN SACHS GROUP INC	275.12K	Mar 31, 26	+102.06K	0.70%
GEODE CAPITAL MANAGEMENT, LLC	249.50K	Mar 31, 26	+6.89K	0.64%
STATE STREET CORP	218.15K	Mar 31, 26	+10.26K	0.56%
Qube Research & Technologies Ltd	105.86K	Mar 31, 26	-25.95K	0.27%
MORGAN STANLEY	88.45K	Mar 31, 26	-17.08K	0.23%
D. E. Shaw & Co., Inc.	87.73K	Mar 31, 26	+72.83K	0.22%
HSBC HOLDINGS PLC	86.75K	Mar 31, 26	+16.58K	0.22%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	85.40K	Mar 31, 26	-2.15K	0.22%
NORTHERN TRUST CORP	80.66K	Mar 31, 26	+3.36K	0.21%
Man Group plc	76.38K	Mar 31, 26	+76.38K	0.19%
NFJ INVESTMENT GROUP, LLC	72.61K	Mar 31, 26	--	0.18%
VANGUARD FIDUCIARY TRUST CO	69.38K	Mar 31, 26	+69.38K	0.18%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	59.23K	Mar 31, 26	-39.02K	0.15%
AQR CAPITAL MANAGEMENT LLC	58.91K	Mar 31, 26	-16.16K	0.15%
TUDOR INVESTMENT CORP ET AL	58.90K	Mar 31, 26	+29.30K	0.15%
Creative Planning	53.90K	Mar 31, 26	-3.06K	0.14%
Bank of New York Mellon Corp	50.87K	Mar 31, 26	+2.11K	0.13%
Mariner, LLC	42.51K	Mar 31, 26	-2.44K	0.11%
CITADEL ADVISORS LLC	39.07K	Mar 31, 26	-5.66K	0.10%
BNP PARIBAS ARBITRAGE, SNC	39.04K	Mar 31, 26	+33.80K	0.10%
XTX Topco Ltd	37.99K	Mar 31, 26	+37.99K	0.10%
JPMORGAN CHASE & CO	36.77K	Mar 31, 26	+5.33K	0.09%
BANK OF AMERICA CORP /DE/	36.30K	Mar 31, 26	+5.33K	0.09%
Quantinno Capital Management LP	35.24K	Mar 31, 26	+1.58K	0.09%
MILLENNIUM MANAGEMENT LLC	33.62K	Mar 31, 26	-35.09K	0.09%
FIRST TRUST ADVISORS LP	31.23K	Mar 31, 26	-72	0.08%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31.17K	Mar 31, 26	--	0.08%
Empowered Funds, LLC	29.17K	Mar 31, 26	--	0.07%
ALPS ADVISORS INC	28.45K	Mar 31, 26	+3.88K	0.07%
RENAISSANCE TECHNOLOGIES LLC	27.70K	Mar 31, 26	+27.70K	0.07%
Trexquant Investment LP	24.26K	Mar 31, 26	-5.86K	0.06%
Campbell & CO Investment Adviser LLC	19.80K	Mar 31, 26	+8.93K	0.05%
PDT Partners, LLC	19.72K	Mar 31, 26	--	0.05%
UBS Group AG	17.43K	Mar 31, 26	-15.50K	0.04%
TWO SIGMA INVESTMENTS, LP	17.14K	Mar 31, 26	-7.40K	0.04%
VOYA INVESTMENT MANAGEMENT LLC	17.02K	Mar 31, 26	-5.74K	0.04%
Nuveen, LLC	15.01K	Mar 31, 26	-41.17K	0.04%
HRT FINANCIAL LP	14.05K	Mar 31, 26	-2.42K	0.04%
BARCLAYS PLC	13.81K	Mar 31, 26	-10.55K	0.04%
Yorktown Management & Research Co Inc	13.00K	Mar 31, 26	--	0.03%
R Squared Ltd	12.80K	Mar 31, 26	+12.80K	0.03%
RHUMBLINE ADVISERS	12.73K	Mar 31, 26	-208	0.03%
Sterling Capital Management LLC	11.12K	Mar 31, 26	-6.44K	0.03%
Russell Investments Group, Ltd.	9.56K	Mar 31, 26	-607	0.02%
DEUTSCHE BANK AG\	9.34K	Mar 31, 26	--	0.02%
WELLS FARGO & COMPANY/MN	8.58K	Mar 31, 26	-8.96K	0.02%
UBS ASSET MANAGEMENT AMERICAS INC	7.86K	Mar 31, 26	+6.98K	0.02%
MetLife Investment Management, LLC	7.56K	Mar 31, 26	--	0.02%
FMR LLC	6.95K	Mar 31, 26	+1.63K	0.02%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	5.44K	Mar 31, 26	+136	0.01%
Vanguard Global Advisers, LLC	4.04K	Mar 31, 26	+4.04K	0.01%
NEW YORK STATE COMMON RETIREMENT FUND	3.87K	Mar 31, 26	--	0.01%
CWM, LLC	3.57K	Mar 31, 26	-1.32K	0.01%
Police & Firemen's Retirement System of New Jersey	2.02K	Mar 31, 26	--	0.01%
CITIGROUP INC	1.80K	Mar 31, 26	+444	0.00%
Versant Capital Management, Inc	1.27K	Mar 31, 26	+666	0.00%
Tower Research Capital LLC (TRC)	1.18K	Mar 31, 26	+683	0.00%
Ameritas Investment Partners, Inc.	1.14K	Mar 31, 26	--	0.00%
HARBOR CAPITAL ADVISORS, INC.	1.04K	Mar 31, 26	+296	0.00%
Legal & General Group Plc	1.02K	Mar 31, 26	--	0.00%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	620	Mar 31, 26	-86	0.00%
Allworth Financial LP	260	Mar 31, 26	+21	0.00%
GAMMA Investing LLC	227	Mar 31, 26	+43	0.00%
US BANCORP \DE\	224	Mar 31, 26	+218	0.00%
FEDERATED HERMES, INC.	201	Mar 31, 26	+142	0.00%
ROYAL BANK OF CANADA	133	Mar 31, 26	-288	0.00%
Optiver Holding B.V.	108	Mar 31, 26	-80	0.00%
IFP Advisors, Inc	106	Mar 31, 26	-11	0.00%
Cornerstone Planning Group LLC	106	Mar 31, 26	+28	0.00%
EverSource Wealth Advisors, LLC	104	Mar 31, 26	-59	0.00%
NISA INVESTMENT ADVISORS, LLC	100	Mar 31, 26	--	0.00%
SIGNATUREFD, LLC	92	Mar 31, 26	-32	0.00%
FIFTH THIRD BANCORP	83	Mar 31, 26	+83	0.00%
Covestor Ltd	59	Mar 31, 26	-65	0.00%
ROTHSCHILD INVESTMENT LLC	58	Mar 31, 26	-3	0.00%
Advisory Services Network, LLC	36	Mar 31, 26	+36	0.00%
Rialto Wealth Management, LLC	30	Mar 31, 26	--	0.00%
Bell Investment Advisors, Inc	29	Mar 31, 26	+29	0.00%
Bare Financial Services, Inc	28	Mar 31, 26	+28	0.00%
True Wealth Design, LLC	18	Mar 31, 26	-1	0.00%
Trust Co	17	Mar 31, 26	--	0.00%
Farther Finance Advisors, LLC	17	Mar 31, 26	+2	0.00%
MAI Capital Management	17	Mar 31, 26	+8	0.00%
Kilter Group LLC	15	Mar 31, 26	+15	0.00%
ADVISOR GROUP HOLDINGS, INC.	14	Mar 31, 26	+4	0.00%
Parallel Advisors, LLC	14	Mar 31, 26	-11	0.00%
Root Financial Partners, LLC	12	Mar 31, 26	+12	0.00%
SJS Investment Consulting Inc.	5	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	4	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	2	Mar 31, 26	+2	0.00%
Caption Management, LLC	--	Mar 31, 26	-5.64K	--
AMALGAMATED BANK	--	Mar 31, 26	-360	--
CANADA PENSION PLAN INVESTMENT BOARD	--	Mar 31, 26	-13.60K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-27	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-113.81K	--
IEQ CAPITAL, LLC	--	Mar 31, 26	-10.07K	--
MARSHALL WACE, LLP	--	Mar 31, 26	-14.27K	--
PEAK6 LLC	--	Mar 31, 26	-32.86K	--
SIMPLEX TRADING, LLC	--	Mar 31, 26	-1.64K	--
PharVision Advisers, LLC	--	Mar 31, 26	-14.48K	--
Quarry LP	--	Mar 31, 26	-970	--
Connor, Clark & Lunn Investment Management Ltd.	--	Mar 31, 26	-11.27K	--
Marquette Asset Management, LLC	--	Mar 31, 26	-27	--
Clearstead Advisors, LLC	--	Mar 31, 26	-4	--
Transamerica Financial Advisors, Inc.	--	Mar 31, 26	-3	--
ACADIAN ASSET MANAGEMENT LLC	--	Mar 31, 26	-1.32K	--
GSA CAPITAL PARTNERS LLP	--	Mar 31, 26	-50.91K	--
PNC FINANCIAL SERVICES GROUP, INC.	--	Mar 31, 26	-22	--
SBI Securities Co., Ltd.	--	Mar 31, 26	-1	--
Squarepoint Ops LLC	--	Mar 31, 26	-10.61K	--
VANGUARD GROUP INC	554.57K	Dec 31, 25	+75.45K	1.41%
TWO SIGMA ADVISERS, LP	--	Dec 31, 25	-31.50K	--
WOLVERINE TRADING, LLC	36.18K	Sep 30, 25	+4.78K	0.09%
HAP TRADING, LLC	24.16K	Sep 30, 25	+24.16K	0.06%
Cubist Systematic Strategies, LLC	10.87K	Sep 30, 25	+10.87K	0.03%
Point72 (DIFC) Ltd	842	Sep 30, 25	+842	0.00%
Point72 Asia (Singapore) Pte. Ltd.	751	Sep 30, 25	+751	0.00%
HAP Trading, LLC	20.10K	Jun 30, 25	+20.10K	0.05%
Nuveen Asset Management, LLC	--	Dec 31, 24	-13.64K	--
PEAK6 Investments LLC	51	Sep 30, 24	+51	0.00%
BlackRock Inc.	656.19K	Jun 30, 24	+65.73K	1.67%
EA Series Trust	94.60K	Jun 30, 23	+94.60K	0.24%
Amalgamated Financial Corp.	1.03K	Mar 31, 22	+1.03K	0.00%

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Holder

Date

Change

% Held

Snow Phipps Group, LLC

13.35M

Mar 31, 26

34.02%

Allianz Asset Management GmbH

12.64M

Mar 31, 26

32.19%

Beach Point Capital Management LP

6.56M

Mar 31, 26

+563.05K

16.71%

BlackRock, Inc.

1.64M

Mar 31, 26

-30.20K

4.18%

DIMENSIONAL FUND ADVISORS LP

582.55K

Mar 31, 26

+80.53K

1.48%

ADAGE CAPITAL PARTNERS GP, L.L.C.

482.71K

Mar 31, 26

+32.67K

1.23%

AMERICAN CENTURY COMPANIES INC

285.37K

Mar 31, 26

+52.58K

0.73%

GOLDMAN SACHS GROUP INC

275.12K

Mar 31, 26

+102.06K

0.70%

GEODE CAPITAL MANAGEMENT, LLC

249.50K

Mar 31, 26

+6.89K

0.64%

STATE STREET CORP

218.15K

Mar 31, 26

+10.26K

0.56%

Qube Research & Technologies Ltd

105.86K

Mar 31, 26

-25.95K

0.27%

MORGAN STANLEY

88.45K

Mar 31, 26

-17.08K

0.23%

D. E. Shaw & Co., Inc.

87.73K

Mar 31, 26

+72.83K

0.22%

HSBC HOLDINGS PLC

86.75K

Mar 31, 26

+16.58K

0.22%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

85.40K

Mar 31, 26

-2.15K

0.22%

NORTHERN TRUST CORP

80.66K

Mar 31, 26

+3.36K

0.21%

Man Group plc

76.38K

Mar 31, 26

+76.38K

0.19%

NFJ INVESTMENT GROUP, LLC

72.61K

Mar 31, 26

0.18%

VANGUARD FIDUCIARY TRUST CO

69.38K

Mar 31, 26

+69.38K

0.18%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

59.23K

Mar 31, 26

-39.02K

0.15%

AQR CAPITAL MANAGEMENT LLC

58.91K

Mar 31, 26

-16.16K

0.15%

TUDOR INVESTMENT CORP ET AL

58.90K

Mar 31, 26

+29.30K

0.15%

Creative Planning

53.90K

Mar 31, 26

-3.06K

0.14%

Bank of New York Mellon Corp

50.87K

Mar 31, 26

+2.11K

0.13%

Mariner, LLC

42.51K

Mar 31, 26

-2.44K

0.11%

CITADEL ADVISORS LLC

39.07K

Mar 31, 26

-5.66K

0.10%

BNP PARIBAS ARBITRAGE, SNC

39.04K

Mar 31, 26

+33.80K

0.10%

XTX Topco Ltd

37.99K

Mar 31, 26

+37.99K

0.10%

JPMORGAN CHASE & CO

36.77K

Mar 31, 26

+5.33K

0.09%

BANK OF AMERICA CORP /DE/

36.30K

Mar 31, 26

+5.33K

0.09%

Quantinno Capital Management LP

35.24K

Mar 31, 26

+1.58K

0.09%

MILLENNIUM MANAGEMENT LLC

33.62K

Mar 31, 26

-35.09K

0.09%

FIRST TRUST ADVISORS LP

31.23K

Mar 31, 26

-72

0.08%

BRIDGEWAY CAPITAL MANAGEMENT, LLC

31.17K

Mar 31, 26

0.08%

Empowered Funds, LLC

29.17K

Mar 31, 26

0.07%

ALPS ADVISORS INC

28.45K

Mar 31, 26

+3.88K

0.07%

RENAISSANCE TECHNOLOGIES LLC

27.70K

Mar 31, 26

+27.70K

0.07%

Trexquant Investment LP

24.26K

Mar 31, 26

-5.86K

0.06%

Campbell & CO Investment Adviser LLC

19.80K

Mar 31, 26

+8.93K

0.05%

PDT Partners, LLC

19.72K

Mar 31, 26

0.05%

UBS Group AG

17.43K

Mar 31, 26

-15.50K

0.04%

TWO SIGMA INVESTMENTS, LP

17.14K

Mar 31, 26

-7.40K

0.04%

VOYA INVESTMENT MANAGEMENT LLC

17.02K

Mar 31, 26

-5.74K

0.04%

Nuveen, LLC

15.01K

Mar 31, 26

-41.17K

0.04%

HRT FINANCIAL LP

14.05K

Mar 31, 26

-2.42K

0.04%

BARCLAYS PLC

13.81K

Mar 31, 26

-10.55K

0.04%

Yorktown Management & Research Co Inc

13.00K

Mar 31, 26

0.03%

R Squared Ltd

12.80K

Mar 31, 26

+12.80K

0.03%

RHUMBLINE ADVISERS

12.73K

Mar 31, 26

-208

0.03%

Sterling Capital Management LLC

11.12K

Mar 31, 26

-6.44K

0.03%

Russell Investments Group, Ltd.

9.56K

Mar 31, 26

-607

0.02%

DEUTSCHE BANK AG\

9.34K

Mar 31, 26

0.02%

WELLS FARGO & COMPANY/MN

8.58K

Mar 31, 26

-8.96K

0.02%

UBS ASSET MANAGEMENT AMERICAS INC

7.86K

Mar 31, 26

+6.98K

0.02%

MetLife Investment Management, LLC

7.56K

Mar 31, 26

0.02%

FMR LLC

6.95K

Mar 31, 26

+1.63K

0.02%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

5.44K

Mar 31, 26

+136

0.01%

Vanguard Global Advisers, LLC

4.04K

Mar 31, 26

+4.04K

0.01%

NEW YORK STATE COMMON RETIREMENT FUND

3.87K

Mar 31, 26

0.01%

CWM, LLC

3.57K

Mar 31, 26

-1.32K

0.01%

Police & Firemen's Retirement System of New Jersey

2.02K

Mar 31, 26

0.01%

CITIGROUP INC

1.80K

Mar 31, 26

+444

0.00%

Versant Capital Management, Inc

1.27K

Mar 31, 26

+666

0.00%

Tower Research Capital LLC (TRC)

1.18K

Mar 31, 26

+683

0.00%

Ameritas Investment Partners, Inc.

1.14K

Mar 31, 26

0.00%

HARBOR CAPITAL ADVISORS, INC.

1.04K

Mar 31, 26

+296

0.00%

Legal & General Group Plc

1.02K

Mar 31, 26

0.00%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

620

Mar 31, 26

-86

0.00%

Allworth Financial LP

260

Mar 31, 26

+21

0.00%

GAMMA Investing LLC

227

Mar 31, 26

+43

0.00%

US BANCORP \DE\

224

Mar 31, 26

+218

0.00%

FEDERATED HERMES, INC.

201

Mar 31, 26

+142

0.00%

ROYAL BANK OF CANADA

133

Mar 31, 26

-288

0.00%

Optiver Holding B.V.

108

Mar 31, 26

-80

0.00%

IFP Advisors, Inc

106

Mar 31, 26

-11

0.00%

Cornerstone Planning Group LLC

106

Mar 31, 26

+28

0.00%

EverSource Wealth Advisors, LLC

104

Mar 31, 26

-59

0.00%

NISA INVESTMENT ADVISORS, LLC

100

Mar 31, 26

0.00%

SIGNATUREFD, LLC

Mar 31, 26

-32

0.00%

FIFTH THIRD BANCORP

Mar 31, 26

+83

0.00%

Covestor Ltd

Mar 31, 26

-65

0.00%

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

-3

0.00%

Advisory Services Network, LLC

Mar 31, 26

+36

0.00%

Rialto Wealth Management, LLC

Mar 31, 26

0.00%

Bell Investment Advisors, Inc

Mar 31, 26

+29

0.00%

Bare Financial Services, Inc

Mar 31, 26

+28

0.00%

True Wealth Design, LLC

Mar 31, 26

-1

0.00%

Trust Co

Mar 31, 26

0.00%

Farther Finance Advisors, LLC

Mar 31, 26

0.00%

MAI Capital Management

Mar 31, 26

0.00%

Kilter Group LLC

Mar 31, 26

+15

0.00%

ADVISOR GROUP HOLDINGS, INC.

Mar 31, 26

0.00%

Parallel Advisors, LLC

Mar 31, 26

-11

0.00%

Root Financial Partners, LLC

Mar 31, 26

+12

0.00%

SJS Investment Consulting Inc.

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

Caption Management, LLC

Mar 31, 26

-5.64K

AMALGAMATED BANK

Mar 31, 26

-360

CANADA PENSION PLAN INVESTMENT BOARD

Mar 31, 26

-13.60K

OPTIMA CAPITAL LLC

Mar 31, 26

-27

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-113.81K

IEQ CAPITAL, LLC

Mar 31, 26

-10.07K

MARSHALL WACE, LLP

Mar 31, 26

-14.27K

PEAK6 LLC

Mar 31, 26

-32.86K

SIMPLEX TRADING, LLC

Mar 31, 26

-1.64K

PharVision Advisers, LLC

Mar 31, 26

-14.48K

Quarry LP

Mar 31, 26

-970

Connor, Clark & Lunn Investment Management Ltd.

Mar 31, 26

-11.27K

Marquette Asset Management, LLC

Mar 31, 26

-27

Clearstead Advisors, LLC

Mar 31, 26

-4

Transamerica Financial Advisors, Inc.

Mar 31, 26

-3

ACADIAN ASSET MANAGEMENT LLC

Mar 31, 26

-1.32K

GSA CAPITAL PARTNERS LLP

Mar 31, 26

-50.91K

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

-22

SBI Securities Co., Ltd.

Mar 31, 26

-1

Squarepoint Ops LLC

Mar 31, 26

-10.61K

VANGUARD GROUP INC

554.57K

Dec 31, 25

+75.45K

1.41%

TWO SIGMA ADVISERS, LP

Dec 31, 25

-31.50K

WOLVERINE TRADING, LLC

36.18K

Sep 30, 25

+4.78K

0.09%

HAP TRADING, LLC

24.16K

Sep 30, 25

+24.16K

0.06%

Cubist Systematic Strategies, LLC

10.87K

Sep 30, 25

+10.87K

0.03%

Point72 (DIFC) Ltd

842

Sep 30, 25

+842

0.00%

Point72 Asia (Singapore) Pte. Ltd.

751

Sep 30, 25

+751

0.00%

HAP Trading, LLC

20.10K

Jun 30, 25

+20.10K

0.05%

Nuveen Asset Management, LLC

Dec 31, 24

-13.64K

PEAK6 Investments LLC

Sep 30, 24

+51

0.00%

BlackRock Inc.

656.19K

Jun 30, 24

+65.73K

1.67%

EA Series Trust

94.60K

Jun 30, 23

+94.60K

0.24%

Amalgamated Financial Corp.

1.03K

Mar 31, 22

+1.03K

0.00%