WESTLAKE VILLAGE, CA
VELOCITY FINANCIAL, INC.VEL— Latest position per institution from SEC 13F filings
15
Institutional holders
40.54M
Total shares held
731.10M
Estimated value
2.03M
Avg. position size
SNOW PHIPPS GROUP, LLC
CIK 1698661
Shares
13.35M
Value
246.50M
Filed
Jun 30, 2026
ALLIANZ ASSET MANAGEMENT GMBH
CIK 1535323
Shares
12.64M
Value
233.29M
Filed
Jun 30, 2026
BEACH POINT CAPITAL MANAGEMENT LP
CIK 1453885
Shares
6.59M
Value
122.34M
Filed
Jun 30, 2026
BLACKROCK, INC.
CIK 2012383
Shares
1.49M
Value
27.50M
Filed
Jun 30, 2026
HBK INVESTMENTS L P
CIK 1011443
Shares
737.50K
Value
13.61M
Filed
Jun 30, 2026
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
656.73K
Value
12.12M
Filed
Jun 30, 2026
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
656.19K
Value
11.77M
Filed
Jun 30, 2024
VANGUARD GROUP INC
CIK 102909
Shares
554.57K
Value
11.51M
Filed
Dec 31, 2025
ADAGE CAPITAL PARTNERS GP, L.L.C.
CIK 1165408
Shares
505.50K
Value
9.33M
Filed
Jun 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
487.01K
Value
8.99M
Filed
Jun 30, 2026
WELLINGTON MANAGEMENT GROUP LLP
CIK 902219
Shares
406.76K
Value
3.93M
Filed
Dec 31, 2022
AMERICAN CENTURY COMPANIES INC
CIK 748054
Shares
357.20K
Value
6.59M
Filed
Jun 30, 2026
HAP TRADING, LLC
CIK 1049854
Shares
324.16K
Value
522.99K
Filed
Sep 30, 2025
HAP TRADING, LLC
CIK 1484972
Shares
320.10K
Value
551.94K
Filed
Jun 30, 2025
BOSTON PARTNERS
CIK 1386060
Shares
305.44K
Value
2.95M
Filed
Dec 31, 2022
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
272.54K
Value
5.03M
Filed
Jun 30, 2026
STATE STREET CORP
CIK 93751
Shares
249.73K
Value
4.61M
Filed
Jun 30, 2026
GOLDMAN SACHS GROUP INC
CIK 886982
Shares
235.33K
Value
4.34M
Filed
Jun 30, 2026
WOLVERINE TRADING, LLC
CIK 927337
Shares
210.78K
Value
3.84M
Filed
Sep 30, 2025
WASATCH ADVISORS LP
CIK 814133
Shares
194.72K
Value
1.76M
Filed
Mar 31, 2023
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SNOW PHIPPS GROUP, LLC | 1698661 | 13.35M | 246.50M | Jun 30, 2026 |
| 2 | ALLIANZ ASSET MANAGEMENT GMBH | 1535323 | 12.64M | 233.29M | Jun 30, 2026 |
| 3 | BEACH POINT CAPITAL MANAGEMENT LP | 1453885 | 6.59M | 122.34M | Jun 30, 2026 |
| 4 | BLACKROCK, INC. | 2012383 | 1.49M | 27.50M | Jun 30, 2026 |
| 5 | HBK INVESTMENTS L P | 1011443 | 737.50K | 13.61M | Jun 30, 2026 |
| 6 | DIMENSIONAL FUND ADVISORS LP | 354204 | 656.73K | 12.12M | Jun 30, 2026 |
| 7 | BLACKROCK FINANCE, INC. | 1364742 | 656.19K | 11.77M | Jun 30, 2024 |
| 8 | VANGUARD GROUP INC | 102909 | 554.57K | 11.51M | Dec 31, 2025 |
| 9 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1165408 | 505.50K | 9.33M | Jun 30, 2026 |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 487.01K | 8.99M | Jun 30, 2026 |
| 11 | WELLINGTON MANAGEMENT GROUP LLP | 902219 | 406.76K | 3.93M | Dec 31, 2022 |
| 12 | AMERICAN CENTURY COMPANIES INC | 748054 | 357.20K | 6.59M | Jun 30, 2026 |
| 13 | HAP TRADING, LLC | 1049854 | 324.16K | 522.99K | Sep 30, 2025 |
| 14 | HAP TRADING, LLC | 1484972 | 320.10K | 551.94K | Jun 30, 2025 |
| 15 | BOSTON PARTNERS | 1386060 | 305.44K | 2.95M | Dec 31, 2022 |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 272.54K | 5.03M | Jun 30, 2026 |
| 17 | STATE STREET CORP | 93751 | 249.73K | 4.61M | Jun 30, 2026 |
| 18 | GOLDMAN SACHS GROUP INC | 886982 | 235.33K | 4.34M | Jun 30, 2026 |
| 19 | WOLVERINE TRADING, LLC | 927337 | 210.78K | 3.84M | Sep 30, 2025 |
| 20 | WASATCH ADVISORS LP | 814133 | 194.72K | 1.76M | Mar 31, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.