Evid Invest
Who owns VELWhat VEL owns — n/a

Who owns Velocity Financial, Inc.?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of VEL from SEC Form 13F filings across 99 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 99 institutions disclosed 38.9M shares of Velocity Financial, Inc. worth $718.8M — about 100.5% of shares outstanding; the largest disclosed holder is Snow Phipps Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

99

13F holders

$718.8M

value, 2026 filers

100.5%

of shares outstanding (38.9M sh)

15

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VEL's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Snow Phipps Group, LLC13.4M$246.5M75.6%34.5%0.0%
2Allianz Asset Management GmbH12.6M$233.3M0.2%32.6%0.0%
3Beach Point Capital Management LP6.6M$121.5M47.1%17%+0.4%
4BlackRock, Inc.1.5M$27.5M0.0%3.8%-9.3%
5DIMENSIONAL FUND ADVISORS LP656,725$12.1M0.0%1.7%+12.7%
6ADAGE CAPITAL PARTNERS GP, L.L.C.505,505$9.3M0.0%1.3%+4.7%
7VANGUARD CAPITAL MANAGEMENT LLC487,011$9.0M0.0%1.3%+1.3%
8AMERICAN CENTURY COMPANIES INC357,199$6.6M0.0%0.9%+25.2%
9GEODE CAPITAL MANAGEMENT, LLC272,540$5.0M0.0%0.7%+9.2%
10STATE STREET CORP249,731$4.6M0.0%0.6%+14.5%
11GOLDMAN SACHS GROUP INC235,327$4.3M0.0%0.6%-14.5%
12D. E. Shaw & Co., Inc.124,130$2.3M0.0%0.3%+41.5%
13SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW123,902$2.3M0.0%0.3%new
14Man Group plc116,925$2.2M0.0%0.3%+53.1%
15Qube Research & Technologies Ltd116,605$2.2M0.0%0.3%+10.1%
16MORGAN STANLEY102,530$1.9M0.0%0.3%+15.9%
17VANGUARD PORTFOLIO MANAGEMENT LLC102,190$1.9M0.0%0.3%+53.1%
18NORTHERN TRUST CORP92,141$1.7M0.0%0.2%+14.2%
19TUDOR INVESTMENT CORP ET AL91,219$1.7M0.0%0.2%+54.9%
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC89,499$1.7M0.0%0.2%+4.8%
21NFJ INVESTMENT GROUP, LLC72,611$1.3M0.0%0.2%0.0%
22AQR CAPITAL MANAGEMENT LLC71,546$1.3M0.0%0.2%+21.5%
23VANGUARD FIDUCIARY TRUST CO67,596$1.2M0.0%0.2%-2.6%
24Bank of New York Mellon Corp55,060$1.0M0.0%0.1%+8.2%
25Creative Planning54,853$1.0M0.0%0.1%+1.8%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.