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Velocity Financial, Inc. hedge fund holdings

VELNYSE
$14.63+0.04 (+0.27%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

VEL · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-18.8%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20255531$62.9M$21.7M86Aug 14, 2025
Q3 20254740$16.2M$12.4M97Nov 14, 2025
Q4 20254532$23.8M$14.6M102Feb 14, 2026
Q1 20263444$20M$10.7M97May 15, 2026
Q2 20265223$13.8M$6.01M95Aug 14, 2026

Quarterly action breakdown

Q2 2026
95 filers
New position
13
$3.22M+174K sh
Increased
39
$10.6M+575K sh
Reduced
15
-$4.9M-265K sh
Out / sold
8
-$1.11M-60.3K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Beach Point Capital Management LPAdded 0.36%+$441K$122M47.08%Jul 22, 2026
Adage Capital Partners GP, L.L.C.Added 4.72%+$421K$9.33M0.01%Aug 14, 2026
Yorktown Management & Research Co IncSell 100%-$235K$00.00%Jul 23, 2026
R Squared LtdSell 100%-$232K$00.00%Aug 5, 2026
Empowered Funds, LLCReduce 27.43%-$148K$391K0.00%Aug 17, 2026
Quantinno Capital Management LPAdded 8.50%+$55.3K$706K0.00%Aug 13, 2026
First Trust Advisors LPAdded 4.63%+$26.7K$603K0.00%Aug 11, 2026
Versant Capital Management, IncReduce 96.77%-$22.7K$7570.00%Jul 2, 2026
Alps Advisors IncAdded 1.24%+$6.52K$532K0.00%Jul 29, 2026
Campbell & CO Investment Adviser LLCReduce 1.00%-$3.66K$362K0.02%Aug 3, 2026
Quarry LPNew Buy+$3.42K$3.42K0.00%Aug 14, 2026
Bare Financial Services, IncAdded 214.29%+$1.11K$1.62K0.00%Jul 27, 2026
Rialto Wealth Management, LLCAdded 100.00%+$554$1.11K0.00%Aug 11, 2026
Bell Investment Advisors, IncSell 100%-$525$00.00%Aug 7, 2026
North Star Investment Management Corp.New Buy+$517$5170.00%Jul 28, 2026

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