VEL — VELOCITY FINL INC
As of Q2 2026, 21 SEC-registered investment managers reported holding VEL (VELOCITY FINL INC) in their latest 13F filings, with a combined reported value of $51.82M across 2.81M shares. That is -3.2% by share count (-94.18K shares) versus the previous quarter, while reported value moved -1.3%. Ownership is concentrated: the five largest holders account for 79.2% of reported value and the top ten for 92.1%.
Compared with the prior quarter, 2 opened new positions, 14 added to existing stakes, 5 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
VEL is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 1.49M | $27.50M | 0.00% | Reduce |
| Vanguard Group history | Q4 2025 | 554.57K | $11.51M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 272.54K | $5.03M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 235.33K | $4.34M | 0.00% | Reduce |
| Wellington Management Group history | Q4 2022 | 406.76K | $3.93M | 0.00% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 124.13K | $2.29M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 102.53K | $1.89M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 92.14K | $1.70M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 89.50K | $1.65M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 71.55K | $1.32M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 55.06K | $1.02M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 54.03K | $997.34K | 0.00% | Reduce |
| Renaissance Technologies history | Q2 2026 | 51.40K | $948.84K | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 43.77K | $788.33K | 0.00% | New |
| Bank of America Corp history | Q2 2026 | 33.22K | $613.26K | 0.00% | Reduce |
| Millennium Management history | Q1 2026 | 33.62K | $608.10K | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 26.71K | $493.01K | 0.00% | Add |
| Arrowstreet Capital history | Q2 2026 | 23.63K | $436.14K | 0.00% | Reduce |
| Two Sigma Investments history | Q1 2026 | 17.14K | $310.13K | 0.00% | Reduce |
| Marshall Wace history | Q4 2025 | 14.27K | $296.16K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 43.77K sh · $788.33K
- PNC Financial Services 1.29K sh · $23.80K
Fully Exited (vs previous quarter)
- Millennium Management sold 33.62K sh · $608.10K
- Two Sigma Investments sold 17.14K sh · $310.13K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 1.01M | 1.02M | 1.10M | 1.84M | 1.66M | 1.67M | 1.64M | 1.49M |
| Geode Capital Management | 141.67K | 212.41K | 218.97K | 230.93K | 245.81K | 245.98K | 252.52K | 264.66K | 240.98K | 192.74K | 190.90K | 197.91K | 195.47K | 189.57K | 195.09K | 262.35K | 220.97K | 242.61K | 249.50K | 272.54K |
| Goldman Sachs Group | — | — | — | — | — | — | 11.57K | 21.84K | 13.40K | 33.82K | 11.68K | 15.84K | 58.06K | 96.76K | 197.54K | 246.59K | 204.54K | 173.06K | 275.12K | 235.33K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 14.91K | 87.73K | 124.13K |
| Morgan Stanley | 16.96K | 17.41K | 24.15K | 24.32K | 23.45K | 23.07K | 31.46K | 33.35K | 24.83K | 36.76K | 32.56K | 48.65K | 61.69K | 66.29K | 75.51K | 92.58K | 102.80K | 105.53K | 88.45K | 102.53K |
| Northern Trust Corp | 82.54K | 93.44K | 91.96K | 88.91K | 92.36K | 88.42K | 83.40K | 87.87K | 78.79K | 77.37K | 78.11K | 73.13K | 74.97K | 73.08K | 71.03K | 83.12K | 72.65K | 77.30K | 80.66K | 92.14K |
| Charles Schwab Investment Management | 21.93K | 21.93K | 28.12K | 28.30K | 28.22K | 28.22K | 28.22K | 28.22K | 28.22K | 28.22K | 28.22K | 29.82K | 79.50K | 79.88K | 75.14K | 99.27K | 83.23K | 87.55K | 85.40K | 89.50K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 24.96K | 28.84K | 75.06K | 58.91K | 71.55K |
| BNY Mellon | 21.50K | 27.73K | 27.63K | 20.81K | 25.02K | 25.02K | 25.50K | 31.16K | 31.73K | 31.78K | 23.56K | 25.84K | 19.30K | 44.74K | 46.16K | 52.65K | 53.49K | 48.76K | 50.87K | 55.06K |
| Citadel Advisors | 31.40K | 43.80K | — | — | — | — | — | — | 11.77K | 18.40K | 31.34K | 296.26K | 313.98K | 249.60K | 388.58K | 164.97K | 166.57K | 60.83K | 64.67K | 54.03K |
| Renaissance Technologies | — | — | — | — | — | — | — | — | — | — | 10.50K | — | 59.20K | 57.50K | 97.00K | — | — | — | 27.70K | 51.40K |
| JPMorgan Chase & Co | 6.81K | 12.70K | 4.15K | 4.61K | 4.64K | 5.80K | 1 | 7.40K | 5.68K | 12.03K | 19.64K | 8.01K | 25.07K | 34.82K | 38.10K | 27.52K | 30.10K | 31.43K | — | 43.77K |
| Bank of America Corp | 4.86K | 8.89K | 2.37K | 3.23K | 3.45K | 7.59K | 14.75K | 16.21K | 17.95K | 20.00K | 14.19K | 13.83K | 15.60K | 17.29K | 22.17K | 70.53K | 40.22K | 30.98K | 36.30K | 33.22K |
| UBS Group AG | 1.43K | 3.81K | 2.32K | 1.15K | 555 | 4.18K | 4.98K | 5.00K | 4.84K | 9.62K | 8.75K | 3.06K | 4.53K | 5.98K | 4.20K | 11.35K | 21.35K | 32.94K | 17.43K | 26.71K |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | — | — | — | — | 14.66K | — | 35.37K | 70.80K | 98.25K | 98.25K | 59.23K | 23.63K |
| Wells Fargo & Co | 24.99K | 19.39K | 6.25K | 795 | 706 | 600 | 2.21K | 4.01K | 2.76K | 3.30K | 9.39K | 9.96K | 12.13K | 19.18K | 19.81K | 21.39K | 11.49K | 17.55K | 8.58K | 14.07K |
| Deutsche Bank AG | 4.93K | 5.21K | 4.65K | 4.06K | 3.48K | 3.54K | 5.36K | 6.84K | 9.64K | 8.78K | 3.21K | 4.80K | 4.80K | 4.80K | 4.80K | 4.80K | 4.80K | 9.34K | 9.34K | 12.06K |
| Fidelity Management & Research (FMR) | — | — | 2.92K | 3.14K | 3.19K | 3.00K | 2.97K | 3.00K | 3.02K | 3.00K | 3.01K | 3.02K | 3.24K | 3.36K | 3.04K | 4.59K | 5.07K | 5.31K | 6.95K | 7.10K |
| Citigroup Inc | 979 | 2.17K | 369 | 621 | 132 | 60 | 6 | 2.75K | 1.99K | 1.52K | 1.92K | 2.36K | 6.96K | 7.45K | 6.78K | 4.40K | 2.02K | 1.35K | 1.80K | 6.98K |
| Legal & General Investment Management America | 681 | 681 | 681 | 681 | 681 | 681 | 681 | 681 | 681 | 681 | 681 | 681 | 914 | 914 | 755 | 1.01K | 764 | 1.02K | 1.02K | 1.30K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details