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Stocks / Velocity Finl Inc
Institutional Ownership

Velocity Finl Inc

CUSIP 92262D101COMVELQ1 2026

13D / 13G Filings
29
Schedule 13D/13G on record
Beneficial Filers
8
Distinct reporting persons
Largest Stake
44.7%
Max % of class reported
Institutional Holders
96
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

29 filings · latest Feb 13, 2026

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#FiledReporting PersonForm% of ClassSharesFiling
1Feb 13, 2026Beach Point Capital Management LP13G/A17.9%6.95MSEC
2Aug 12, 2025Spg Gp, LLC13D/A34.7%—SEC
3Aug 8, 2025Beach Point Capital Management LP13G/A14.5%5.30MSEC
4May 1, 2025Pacific Investment Management Company LLC13D/A33.1%—SEC
5Apr 15, 2025Pacific Investment Management Company LLC13D/A33.1%—SEC
6Mar 31, 2025Spg Gp, LLC13D/A36.6%—SEC
7Mar 10, 2025Spg Gp, LLC13D/A38.5%—SEC
8Mar 10, 2025Pacific Investment Management Company LLC13D/A35.4%—SEC
9Jul 23, 2024Pacific Investment Management Co LLC13D/A36.5%10.96MSEC
10Jul 22, 2024Pacific Investment Management Co LLC13D/A36.5%10.96MSEC

19 more beneficial-ownership filings on Premium

See the full Schedule 13D/13G history for Velocity Finl Inc.

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Top Institutional Holders (13F)

Largest reported positions · latest quarter

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#FundSharesValue
1Snow Phipps Group, LLC13.35M$241.56M
2Allianz Asset Management Gmbh12.64M$228.62M
3Beach Point Capital Management LP6.56M$118.64M
4Blackrock, Inc.1.64M$29.70M
5Dimensional Fund Advisors LP582.5K$10.54M
6Adage Capital Partners Gp, L.L.C.482.7K$8.73M
7American Century Companies Inc285.4K$5.16M
8Goldman Sachs Group Inc275.1K$4.98M
9Geode Capital Management, LLC249.5K$4.51M
10State Street Corp218.1K$3.95M