Velocity Financial, Inc.

Historical 13F Holders

Symbol
VEL
CUSIP
92262D101
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 92262D101 since 12/18/2024, newest first.

Filer % of Class Filed
Beach Point Capital Management LP 13G/A Amendment 6
17.9% 2/13/2026
Event 12/31/2025
SPG GP, LLC 13D/A Amendment 4
34.7% 8/12/2025
Event 8/8/2025
Beach Point Capital Management LP 13G/A Amendment 5
14.5% 8/8/2025
Event 6/30/2025
Pacific Investment Management Co LLC 13D/A Amendment 7 33.1% 5/1/2025
Event 5/1/2025
Pacific Investment Management Co LLC 13D/A Amendment 6 33.1% 4/15/2025
Event 4/11/2025
SPG GP, LLC 13D/A Amendment 3
36.6% 3/31/2025
Event 3/27/2025
SPG GP, LLC 13D/A Amendment 2
38.5% 3/10/2025
Event 3/6/2025
Pacific Investment Management Co LLC 13D/A Amendment 5 35.4% 3/10/2025
Event 3/6/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 12 20.3 M $304 M
2026 Q2 106 38.9 M $719 M
2026 Q1 107 38.6 M $698 M
2025 Q4 116 38.0 M $789 M
2025 Q3 121 37.6 M $98.1 B
2025 Q2 110 37.3 M $691 M
2025 Q1 96 35.0 M $654 M
2024 Q4 87 32.6 M $638 M
2024 Q3 79 32.7 M $641 M
2024 Q2 60 32.4 M $582 M
2024 Q1 60 32.4 M $584 M
2023 Q4 55 32.2 M $555 M
2023 Q3 50 31.8 M $360 M
2023 Q2 46 31.8 M $367 M
2023 Q1 42 31.6 M $285 M
2022 Q4 47 31.8 M $307 M
2022 Q3 48 31.4 M $340 M
2022 Q2 46 31.4 M $345 M
2022 Q1 46 31.2 M $341 M
2021 Q4 53 31.2 M $428 M
2021 Q3 42 19.4 M $255 M
2021 Q2 38 19.4 M $243 M
2021 Q1 24 12.0 M $107 M
2020 Q4 25 20.6 M $123 M
2020 Q3 31 13.8 M $64.2 M
2020 Q2 32 13.4 M $46.5 M
2020 Q1 43 20.1 M $161 M