Velocity Financial Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SNOW PHIPPS GROUP, LLC | 04/14/2026 | 13.35 M | $241.56 M | 0.00% | 36.24% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 12.64 M | $228.62 M | 0.00% | 34.30% |
| BEACH POINT CAPITAL MANAGEMENT LP | 04/20/2026 | 6.56 M | $118.64 M | 9.39% | 17.80% |
| BLACKROCK, INC. | 05/13/2026 | 1.64 M | $29.70 M | -1.81% | 4.46% |
| HBK INVESTMENTS L P | 05/15/2026 | 737.50 K | $13.34 M | 100.00% | 2.00% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 582.55 K | $10.54 M | 16.04% | 1.58% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 05/15/2026 | 482.72 K | $8.73 M | 7.26% | 1.31% |
| 05/15/2026 | 480.65 K | $8.69 M | 100.00% | 1.30% | |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 285.37 K | $5.16 M | 22.59% | 0.77% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 275.12 K | $4.98 M | 58.97% | 0.75% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 249.50 K | $4.51 M | 2.84% | 0.68% |
| STATE STREET CORP | 05/15/2026 | 218.15 K | $3.95 M | 4.93% | 0.59% |
| NOMURA HOLDINGS INC | 05/15/2026 | 112.50 K | $2.04 M | 100.00% | 0.31% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 105.86 K | $1.92 M | -19.69% | 0.29% |
| MORGAN STANLEY | 05/15/2026 | 88.45 K | $1.60 M | -16.18% | 0.24% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 87.73 K | $1.59 M | 488.54% | 0.24% |
| HSBC HOLDINGS PLC | 04/30/2026 | 86.75 K | $1.58 M | 23.63% | 0.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 85.40 K | $1.54 M | -2.46% | 0.23% |
| NORTHERN TRUST CORP | 05/14/2026 | 80.66 K | $1.46 M | 4.35% | 0.22% |
| MAN GROUP PLC | 05/15/2026 | 76.38 K | $1.38 M | 100.00% | 0.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 74.40 K | $1.35 M | 108.99% | 0.20% |
| NFJ INVESTMENT GROUP, LLC | 05/13/2026 | 72.61 K | $1.31 M | 0.00% | 0.20% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 69.38 K | $1.26 M | 100.00% | 0.19% |
| 05/08/2026 | 66.74 K | $1.21 M | 100.00% | 0.18% | |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 65.10 K | $1.18 M | 100.00% | 0.18% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 59.23 K | $1.07 M | -39.71% | 0.16% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 58.91 K | $1.07 M | -21.53% | 0.16% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 58.90 K | $1.07 M | 98.95% | 0.16% |
| CREATIVE PLANNING | 05/12/2026 | 53.90 K | $975.02 K | -5.37% | 0.15% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 50.87 K | $920.22 K | 4.34% | 0.14% |
| MARINER, LLC | 05/13/2026 | 42.51 K | $769.08 K | -5.42% | 0.12% |
| CITADEL ADVISORS LLC | 05/15/2026 | 39.07 K | $706.79 K | -12.64% | 0.11% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 39.04 K | $706.20 K | 645.00% | 0.11% |
| XTX TOPCO LTD | 05/15/2026 | 37.99 K | $687.17 K | 100.00% | 0.10% |
| JPMORGAN CHASE & CO | 05/13/2026 | 36.77 K | $662.51 K | 16.96% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 36.30 K | $656.72 K | 17.20% | 0.10% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 35.24 K | $637.56 K | 4.69% | 0.10% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 33.62 K | $608.10 K | -51.08% | 0.09% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 31.23 K | $564.95 K | -0.23% | 0.08% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 31.17 K | $563.81 K | 0.00% | 0.08% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 29.17 K | $527.67 K | 0.00% | 0.08% |
| ALPS ADVISORS INC | 05/08/2026 | 28.45 K | $514.61 K | 15.79% | 0.08% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 27.70 K | $501.09 K | 100.00% | 0.08% |
| CITADEL ADVISORS LLC | 05/15/2026 | 25.60 K | $463.10 K | 59.01% | 0.07% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 24.26 K | $438.90 K | -19.45% | 0.07% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 05/15/2026 | 19.80 K | $358.11 K | 82.20% | 0.05% |
| PDT PARTNERS, LLC | 05/15/2026 | 19.72 K | $356.70 K | 0.00% | 0.05% |
| UBS GROUP AG | 05/05/2026 | 17.43 K | $315.35 K | -47.07% | 0.05% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 17.14 K | $310.14 K | -30.15% | 0.05% |
| VOYA INVESTMENT MANAGEMENT LLC | 05/12/2026 | 17.02 K | $307.82 K | -25.22% | 0.05% |
Velocity Financial Inc institutional Ownership - FAQ's
During the previous two years, 130 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: 6.56 M
BlackRock, Inc.: 1.64 M
DIMENSIONAL FUND ADVISORS LP: 582,550
ADAGE CAPITAL PARTNERS GP, L.L.C.: 482,715
104.76% of Velocity Financial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 39.45 M shares in the last 24 months. This purchase volume represents approximately $706.62 M in transactions.