Velocity Financial Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 02/17/2026 | 450.05 K | $9.34 M | 0.00% | 1.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 113.81 K | $2.36 M | 495.37% | 0.30% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 75.06 K | $1.56 M | 160.25% | 0.20% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 68.71 K | $1.43 M | -68.35% | 0.18% |
| CITADEL ADVISORS LLC | 02/17/2026 | 44.73 K | $928.51 K | -49.84% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 35.60 K | $739.06 K | 138.93% | 0.09% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 31.17 K | $647.03 K | 0.00% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 30.98 K | $643.04 K | -22.98% | 0.08% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 29.61 K | $614.62 K | 100.00% | 0.08% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 24.54 K | $509.53 K | -74.69% | 0.06% |
| CITADEL ADVISORS LLC | 02/17/2026 | 16.10 K | $334.24 K | -79.20% | 0.04% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 10.60 K | $220.06 K | 100.00% | 0.03% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 10.17 K | $211.13 K | 43.10% | 0.03% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 232.79 K | $4.83 M | 21.27% | 0.61% |
| STATE STREET CORP | 02/13/2026 | 207.89 K | $4.32 M | -1.06% | 0.55% |
| MORGAN STANLEY | 02/13/2026 | 105.53 K | $2.19 M | 2.66% | 0.28% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 98.25 K | $2.04 M | 0.00% | 0.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 87.55 K | $1.82 M | 5.19% | 0.23% |
| NFJ INVESTMENT GROUP, LLC | 02/13/2026 | 72.61 K | $1.51 M | -4.24% | 0.19% |
| MARINER, LLC | 02/13/2026 | 44.95 K | $932.46 K | 4.05% | 0.12% |
| PEAK6 LLC | 02/13/2026 | 32.86 K | $682.24 K | 100.00% | 0.09% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 31.30 K | $649.83 K | 5.59% | 0.08% |
| BARCLAYS PLC | 02/13/2026 | 24.36 K | $505.76 K | 12.26% | 0.06% |
| STERLING CAPITAL MANAGEMENT LLC | 02/13/2026 | 17.57 K | $364.67 K | 2,577.74% | 0.05% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 17.55 K | $364.26 K | 52.76% | 0.05% |
| MARSHALL WACE, LLP | 02/13/2026 | 14.27 K | $296.16 K | -86.56% | 0.04% |
| RHUMBLINE ADVISERS | 02/13/2026 | 12.94 K | $268.52 K | -8.53% | 0.03% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 10.61 K | $220.18 K | 100.00% | 0.03% |
| BLACKROCK, INC. | 02/12/2026 | 1.67 M | $34.71 M | 0.87% | 4.39% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 502.02 K | $10.42 M | 10.56% | 1.32% |
| NUVEEN, LLC | 02/12/2026 | 56.18 K | $1.17 M | 11.44% | 0.15% |
| JANE STREET GROUP, LLC | 02/12/2026 | 38.30 K | $795.11 K | -48.52% | 0.10% |
| ALPS ADVISORS INC | 02/12/2026 | 24.57 K | $510.01 K | 0.85% | 0.06% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/12/2026 | 22.76 K | $472.42 K | 2.04% | 0.06% |
| JANE STREET GROUP, LLC | 02/12/2026 | 19.30 K | $400.67 K | -1.03% | 0.05% |
| HRT FINANCIAL LP | 02/12/2026 | 16.47 K | $341.00 K | -74.49% | 0.04% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 02/12/2026 | 10.87 K | $225.56 K | -26.04% | 0.03% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 12.64 M | $262.36 M | 0.00% | 33.19% |
| JPMORGAN CHASE & CO | 02/11/2026 | 31.44 K | $652.59 K | 4.42% | 0.08% |
| BEACH POINT CAPITAL MANAGEMENT LP | 02/10/2026 | 6.00 M | $124.47 M | 11.49% | 15.75% |
| BEACH POINT CAPITAL MANAGEMENT LP | 02/10/2026 | 952.10 K | $2.10 M | 100.00% | 2.50% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 173.06 K | $3.59 M | -15.39% | 0.45% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 48.76 K | $1.01 M | -8.85% | 0.13% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 11.27 K | $234.03 K | -63.91% | 0.03% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 242.61 K | $5.04 M | 9.79% | 0.64% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 50.91 K | $1.06 M | 27.67% | 0.13% |
| VANGUARD GROUP INC | 01/29/2026 | 554.57 K | $11.51 M | 15.75% | 1.46% |
| UBS GROUP AG | 01/29/2026 | 32.94 K | $683.75 K | 54.26% | 0.09% |
| SNOW PHIPPS GROUP, LLC | 01/27/2026 | 13.35 M | $277.21 M | 0.00% | 35.07% |
| YORKTOWN MANAGEMENT & RESEARCH CO INC | 01/23/2026 | 13.00 K | $269.88 K | 0.00% | 0.03% |
Velocity Financial Inc institutional Ownership - FAQ's
During the previous two years, 110 institutional investors and hedge funds held shares of Velocity Financial Inc. The most heavily invested institutionals were:
Snow Phipps Group, LLC: 13.35 M
Allianz Asset Management GmbH: 12.64 M
Beach Point Capital Management LP: 6 M
BlackRock, Inc.: 1.67 M
VANGUARD GROUP INC: 554,568
DIMENSIONAL FUND ADVISORS LP: 502,022
97.26% of Velocity Financial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 37.85 M shares in the last 24 months. This purchase volume represents approximately $718.47 M in transactions.