WESTLAKE VILLAGE, CA
VELOCITY FINANCIAL, INC.VEL— Latest position per institution from SEC 13F filings
15
Institutional holders
40.48M
Total shares held
715.64M
Estimated value
2.02M
Avg. position size
SNOW PHIPPS GROUP, LLC
CIK 1698661
Shares
13.35M
Value
241.56M
Filed
Mar 31, 2026
ALLIANZ ASSET MANAGEMENT GMBH
CIK 1535323
Shares
12.64M
Value
228.62M
Filed
Mar 31, 2026
BEACH POINT CAPITAL MANAGEMENT LP
CIK 1453885
Shares
6.56M
Value
119.03M
Filed
Mar 31, 2026
BLACKROCK, INC.
CIK 2012383
Shares
1.64M
Value
29.70M
Filed
Mar 31, 2026
HBK INVESTMENTS L P
CIK 1011443
Shares
737.50K
Value
13.34M
Filed
Mar 31, 2026
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
656.19K
Value
11.77M
Filed
Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
582.55K
Value
10.54M
Filed
Mar 31, 2026
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
482.71K
Value
8.73M
Filed
Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
480.65K
Value
8.69M
Filed
Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP
CIK 902219
Shares
406.76K
Value
3.93M
Filed
Dec 31, 2022
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
AMERICAN CENTURY COMPANIES INC
CIK 748054
Shares
285.37K
Value
5.16M
Filed
Mar 31, 2026
GOLDMAN SACHS GROUP INC
CIK 886982
Shares
275.12K
Value
4.98M
Filed
Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
249.50K
Value
4.51M
Filed
Mar 31, 2026
STATE STREET CORP
CIK 93751
Shares
218.15K
Value
3.95M
Filed
Mar 31, 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 | 241.56M | Mar 31, 2026 |
| 2 | ALLIANZ ASSET MANAGEMENT GMBH | 1535323 | 12.64M | 228.62M | Mar 31, 2026 |
| 3 | BEACH POINT CAPITAL MANAGEMENT LP | 1453885 | 6.56M | 119.03M | Mar 31, 2026 |
| 4 | BLACKROCK, INC. | 2012383 | 1.64M | 29.70M | Mar 31, 2026 |
| 5 | HBK INVESTMENTS L P | 1011443 | 737.50K | 13.34M | Mar 31, 2026 |
| 6 | BLACKROCK FINANCE, INC. | 1364742 | 656.19K | 11.77M | Jun 30, 2024 |
| 7 | DIMENSIONAL FUND ADVISORS LP | 354204 | 582.55K | 10.54M | Mar 31, 2026 |
| 8 | VANGUARD GROUP INC | 102909 | 554.57K | 11.51M | Dec 31, 2025 |
| 9 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1165408 | 482.71K | 8.73M | Mar 31, 2026 |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 480.65K | 8.69M | Mar 31, 2026 |
| 11 | WELLINGTON MANAGEMENT GROUP LLP | 902219 | 406.76K | 3.93M | Dec 31, 2022 |
| 12 | HAP TRADING, LLC | 1049854 | 324.16K | 522.99K | Sep 30, 2025 |
| 13 | HAP TRADING, LLC | 1484972 | 320.10K | 551.94K | Jun 30, 2025 |
| 14 | BOSTON PARTNERS | 1386060 | 305.44K | 2.95M | Dec 31, 2022 |
| 15 | AMERICAN CENTURY COMPANIES INC | 748054 | 285.37K | 5.16M | Mar 31, 2026 |
| 16 | GOLDMAN SACHS GROUP INC | 886982 | 275.12K | 4.98M | Mar 31, 2026 |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 249.50K | 4.51M | Mar 31, 2026 |
| 18 | STATE STREET CORP | 93751 | 218.15K | 3.95M | Mar 31, 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.