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VEL
Velocity Financial, Inc.• Financial Services
Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
22
Partial Q3 2026
Total 13F value
$306.1M
Filed positions so far
New positions
5
This quarter
Sold positions
3
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Snow Phipps Group, Llc | $200.6M | 13.35M | 75.94% | Unchanged |
Beach Point Capital Management Lp | $103.3M | 6.88M | 45.16% | +4.5% |
Creative Planning | $1.9M | 127.4K | 0.00% | +132.2% |
Y-Intercept (Hong Kong) Ltd | $283K | 18.8K | 0.01% | New Position |
Harbor Capital Advisors, Inc. | $15K | 1.0K | 0.00% | -1.6% |
Gamma Investing Llc | $8K | 532 | 0.00% | +4.5% |
Versant Capital Management, Inc | $7K | 476 | 0.00% | +1061.0% |
Signaturefd, Llc | $6K | 407 | 0.00% | +59.6% |
Sterling Capital Management Llc | $4K | 244 | 0.00% | -97.8% |
Parallel Advisors, Llc | $3K | 218 | 0.00% | -24.8% |
Ifp Advisors, Inc | $3K | 181 | 0.00% | +69.2% |
Covestor Ltd | $2K | 129 | 0.00% | +61.3% |
Essential Partners Llc | $1K | 90 | 0.00% | -38.4% |
Sjs Investment Consulting Inc. | $1K | 77 | 0.00% | +670.0% |
Farther Finance Advisors, Llc | $1K | 73 | 0.00% | +52.1% |
Marquette Asset Management, Llc | $466 | 31 | 0.00% | New Position |
Parkside Financial Bank & Trust | $451 | 30 | 0.00% | New Position |
North Star Investment Management Corp. | $421 | 28 | 0.00% | Unchanged |
Trust Co | $255 | 17 | 0.00% | Unchanged |
Root Financial Partners, Llc | $195 | 13 | 0.00% | New Position |
True Wealth Design, Llc | $76 | 5 | 0.00% | Unchanged |
Monetary Solutions, Ltd | $45 | 3 | 0.00% | New Position |