DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
VEL

VELOCITY FINL INC

111 institutions still hold VELOCITY FINL INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92262D101·111 13F holders·last filed Mar 31, 2026
Market cap
1.6%
vs prior quarter
13F value held
$695M
76.0% inst. owned
of float
Holders
111
-42 QoQ
filers reporting
Activity
+13 / −42
+881 added · −915 reduced
this quarter
Concentration
34.76%
Snow Phipps Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

111 institutions reported VEL in Q1 2026. Snow Phipps Group, LLC leads at 34.8% of the visible book. -42 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Snow Phipps Group, LLC
CIK 0001698661
$242M13.4M76.06%Q1 2026
02
Allianz Asset Management GmbH
CIK 0001535323
$229M12.6M0.24%Q1 2026
03
Beach Point Capital Management LP
CIK 0001453885
$119M6.6M46.84%Q1 2026
04
BlackRock, Inc.
CIK 0002012383
$30M1.6M0.00%Q1 2026
05
HBK INVESTMENTS L P
CIK 0001011443
$13M738K0.14%Q1 2026
06
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$11M583K0.00%Q1 2026
07
ADAGE CAPITAL PARTNERS GP, L.L.C.
CIK 0001165408
$9M483K0.01%Q1 2026
08
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$9M481K0.00%Q1 2026
09
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$5M285K0.00%Q1 2026
10
GOLDMAN SACHS GROUP INC
CIK 0000886982
$5M275K0.00%Q1 2026
11
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$5M250K0.00%Q1 2026
12
STATE STREET CORP
CIK 0000093751
$4M218K0.00%Q1 2026
13
WOLVERINE TRADING, LLC
CIK 0000927337
$4M211K0.00%Q3 2025
14
TUDOR INVESTMENT CORP ET AL
CIK 0000923093
$2M124K0.00%Q1 2026
15
NOMURA HOLDINGS INC
CIK 0001163653
$2M113K0.01%Q1 2026
16
Qube Research & Technologies Ltd
CIK 0001729829
$2M106K0.00%Q1 2026
17
MORGAN STANLEY
CIK 0000895421
$2M88K0.00%Q1 2026
18
HSBC HOLDINGS PLC
CIK 0000873630
$2M87K0.00%Q1 2026
19
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$2M85K0.00%Q1 2026
20
NORTHERN TRUST CORP
CIK 0000073124· Index
$1M81K0.00%Q1 2026
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