VELOCITY FINANCIAL INC (VEL) Top Institutional Shareholders
VELOCITY FINANCIAL INC (VEL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $697.40M in VEL holdings during the latest filing period.
Snow Phipps Group, Llc is currently the largest disclosed institutional shareholder of VEL tracked by InsiderSet, reporting ownership valued at approximately $241.56M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $235.01M, representing an estimated loss of -2.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed VEL value among the investors covered in this analysis. Major shareholders include Snow Phipps Group, Llc, Allianz Asset Management Gmbh, Beach Point Capital Management Lp, and several other long-term asset managers with concentrated positions in VELOCITY FINANCIAL INC (VEL).
This page ranks the largest institutional VEL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
98
Total Reported Value
$697.40M
Largest Holder
Snow Phipps Group, Llc
Largest Position
$241.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
120
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Snow Phipps Group, Llc | 76.06% | 13,353,103 | $241,557,633 | $235,014,613 | -$6,543,020 | -2.71% | |
| Allianz Asset Management Gmbh | 0.26% | 12,637,764 | $228,617,151 | $222,424,646 | -$6,192,505 | -2.71% | |
| Beach Point Capital Management Lp | 46.90% | 6,558,512 | $118,643,482 | $115,429,811 | -$3,213,671 | -2.71% | |
| Blackrock, Inc. | 0.00% | 1,641,916 | $29,702,261 | $28,897,722 | -$804,539 | -2.71% | |
| Dimensional Fund Advisors Lp | 0.00% | 582,550 | $10,538,068 | $10,252,880 | -$285,188 | -2.71% | |
| Adage Capital Partners Gp, L.L.C. | 0.01% | 482,715 | $8,732,314 | $8,495,784 | -$236,530 | -2.71% | |
| Vanguard Capital Management Llc | 0.00% | 480,652 | $8,694,995 | $8,459,475 | -$235,520 | -2.71% | |
| American Century Companies Inc | 0.00% | 285,369 | $5,162,325 | $5,022,494 | -$139,831 | -2.71% | |
| Goldman Sachs Group Inc | 0.00% | 275,123 | $4,976,975 | $4,842,165 | -$134,810 | -2.71% | |
| Geode Capital Management, Llc | 0.00% | 249,500 | $4,514,451 | $4,391,200 | -$123,251 | -2.73% | |
| State Street Corp | 0.00% | 218,145 | $3,946,243 | $3,839,352 | -$106,891 | -2.71% | |
| Qube Research & Technologies Ltd | 0.00% | 105,861 | $1,915,025 | $1,863,154 | -$51,871 | -2.71% | |
| Morgan Stanley | 0.00% | 88,450 | $1,600,060 | $1,556,720 | -$43,340 | -2.71% | |
| D. E. Shaw & Co., Inc. | 0.00% | 87,734 | $1,587,108 | $1,544,118 | -$42,990 | -2.71% | |
| Hsbc Holdings Plc | 0.00% | 86,750 | $1,576,248 | $1,526,800 | -$49,448 | -3.14% | |
| Charles Schwab Investment Management Inc | 0.00% | 85,400 | $1,544,886 | $1,503,040 | -$41,846 | -2.71% | |
| Northern Trust Corp | 0.00% | 80,658 | $1,459,103 | $1,419,581 | -$39,522 | -2.71% | |
| Man Group Plc | 0.00% | 76,382 | $1,381,750 | $1,344,323 | -$37,427 | -2.71% | |
| Nfj Investment Group, Llc | 0.05% | 72,611 | $1,313,533 | $1,277,954 | -$35,579 | -2.71% | |
| Vanguard Fiduciary Trust Co | 0.00% | 69,383 | $1,255,138 | $1,221,141 | -$33,997 | -2.71% | |
| Vanguard Portfolio Management Llc | 0.00% | 66,743 | $1,207,381 | $1,174,677 | -$32,704 | -2.71% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 59,232 | $1,071,507 | $1,042,483 | -$29,024 | -2.71% | |
| Aqr Capital Management Llc | 0.00% | 58,906 | $1,065,609 | $1,036,746 | -$28,863 | -2.71% | |
| Tudor Investment Corp Et Al | 0.01% | 58,902 | $1,065,537 | $1,036,675 | -$28,862 | -2.71% | |
| Creative Planning | 0.00% | 53,898 | $975,015 | $948,605 | -$26,410 | -2.71% | |
| Bank Of New York Mellon Corp | 0.00% | 50,869 | $920,220 | $895,294 | -$24,926 | -2.71% | |
| Mariner, Llc | 0.00% | 42,514 | $769,075 | $748,246 | -$20,829 | -2.71% | |
| Citadel Advisors Llc | 0.00% | 39,071 | $706,794 | $687,650 | -$19,144 | -2.71% | |
| Bnp Paribas Financial Markets | 0.00% | 39,038 | $706,197 | $687,069 | -$19,128 | -2.71% | |
| Xtx Topco Ltd | 0.01% | 37,986 | $687,167 | $668,554 | -$18,613 | -2.71% | |
| Bank Of America Corp | 0.00% | 36,303 | $656,721 | $638,933 | -$17,788 | -2.71% | |
| Quantinno Capital Management Lp | 0.00% | 35,244 | $637,564 | $620,294 | -$17,270 | -2.71% | |
| Millennium Management Llc | 0.00% | 33,615 | $608,095 | $591,624 | -$16,471 | -2.71% | |
| First Trust Advisors Lp | 0.00% | 31,230 | $564,950 | $549,648 | -$15,302 | -2.71% | |
| Bridgeway Capital Management, Llc | 0.01% | 31,167 | $563,811 | $548,539 | -$15,272 | -2.71% | |
| Empowered Funds, Llc | 0.00% | 29,169 | $527,667 | $513,374 | -$14,293 | -2.71% | |
| Alps Advisors Inc | 0.00% | 28,447 | $514,606 | $500,667 | -$13,939 | -2.71% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 27,700 | $501,093 | $487,520 | -$13,573 | -2.71% |
| Trexquant Investment Lp | 0.00% | 24,262 | $438,900 | $427,011 | -$11,889 | -2.71% | |
| Campbell & Co Investment Adviser Llc | 0.02% | 19,796 | $358,110 | $348,410 | -$9,700 | -2.71% | |
| Pdt Partners, Llc | 0.02% | 19,718 | $356,699 | $347,037 | -$9,662 | -2.71% | |
| Ubs Group Ag | 0.00% | 17,432 | $315,345 | $306,803 | -$8,542 | -2.71% | |
| Two Sigma Investments, Lp | 0.00% | 17,144 | $310,135 | $301,734 | -$8,401 | -2.71% | |
| Voya Investment Management Llc | 0.00% | 17,016 | $307,819 | $299,482 | -$8,337 | -2.71% | |
| Nuveen, Llc | 0.00% | 15,007 | $271,477 | $264,123 | -$7,354 | -2.71% | |
| Barclays Plc | 0.00% | 13,809 | $249,805 | $243,038 | -$6,767 | -2.71% | |
| Yorktown Management & Research Co Inc | 0.20% | 13,000 | $235,170 | $228,800 | -$6,370 | -2.71% | |
| R Squared Ltd | 0.13% | 12,804 | $231,625 | $225,350 | -$6,275 | -2.71% | |
| Rhumbline Advisers | 0.00% | 12,727 | $230,223 | $223,995 | -$6,228 | -2.71% | |
| Sterling Capital Management Llc | 0.00% | 11,123 | $201,215 | $195,765 | -$5,450 | -2.71% |
Frequently asked questions about VEL
Who owns the most VEL stock?
The largest holders of VEL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VELOCITY FINANCIAL INC (VEL).
Is VEL widely held by superinvestors?
Many widely followed stocks like VEL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VEL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.