13F

Stock

Velocity Finl Inc

Ticker not mapped · held by 100 managers

Reported value

$698.1M

Holders

100

+11 new · −21 exited

Holders’ est. mark

−$98M

Price effect on 85 books still in the name

Largest holder

$241.6M

Snow Phipps Group, LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Snow Phipps Group, LLC13.4M$241.6M−$35.7MCut−$35.7M
Allianz Asset Management GmbH12.6M$228.6M−$33.7MCut−$33.7M
Beach Point Capital Management LP6.56M$118.6M−$16MCut−$5.82M
BlackRock, Inc.1.64M$29.7M−$4.38MCut−$5.01M
DIMENSIONAL FUND ADVISORS LP582.5K$10.5M−$1.34MAdded$120.8K
ADAGE CAPITAL PARTNERS GP, L.L.C.482.7K$8.73M−$1.2MCut−$610.6K
VANGUARD CAPITAL MANAGEMENT LLC480.7K$8.69MHeld
AMERICAN CENTURY COMPANIES INC285.4K$5.16M−$621.5KAdded$329.6K
GOLDMAN SACHS GROUP INC275.1K$4.98M−$462.1KAdded$1.38M
GEODE CAPITAL MANAGEMENT, LLC249.5K$4.51M−$647.9KCut−$523.1K
State Street218.1K$3.95M−$555.1KCut−$369.5K
Qube Research & Technologies Ltd105.9K$1.92M−$282.6KCut−$821.4K
MORGAN STANLEY88.5K$1.6M−$236.2KCut−$590.7K
D. E. Shaw & Co., Inc.87.7K$1.59M−$39.8KAdded$1.28M
HSBC HOLDINGS PLC86.8K$1.58M−$87.7KAdded$213.6K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC85.4K$1.54M−$228KCut−$272.7K
NORTHERN TRUST CORP80.7K$1.46M−$206.4KCut−$145.5K
Man Group plc76.4K$1.38MNew
NFJ INVESTMENT GROUP, LLC72.6K$1.31M−$193.9KCut−$193.9K
VANGUARD FIDUCIARY TRUST CO69.4K$1.26MHeld
VANGUARD PORTFOLIO MANAGEMENT LLC66.7K$1.21MHeld
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP59.2K$1.07M−$158.1KCut−$968.2K
Icahn Capital58.9K$1.07M−$157.3KCut−$492.7K
TUDOR INVESTMENT CORP ET AL58.9K$1.07M−$79KAdded$450.9K
Creative Planning53.9K$975K−$143.9KCut−$207.4K
Bank of New York Mellon Corp50.9K$920.2K−$130.2KCut−$91.9K
Mariner, LLC42.5K$769.1K−$112.9KCut−$163.4K
Citadel39.1K$706.8K−$104.3KCut−$221.7K
BNP PARIBAS FINANCIAL MARKETS39K$706.2K−$14KAdded$597.4K
XTX Topco Ltd38K$687.2KNew
JPMORGAN CHASE & CO36.8K$662.5K−$86.1KAdded$9.91K
BANK OF AMERICA CORP /DE/36.3K$656.7K−$82.7KAdded$13.7K
Quantinno Capital Management LP35.2K$637.6K−$89.9KCut−$61.3K
MILLENNIUM MANAGEMENT LLC33.6K$608.1K−$89.8KCut−$818.3K
FIRST TRUST ADVISORS LP31.2K$565K−$83.4KCut−$84.9K
BRIDGEWAY CAPITAL MANAGEMENT, LLC31.2K$563.8K−$83.2KCut−$83.2K
Empowered Funds, LLC29.2K$527.7K−$77.9KCut−$77.9K
ALPS ADVISORS INC28.4K$514.6K−$65.6KAdded$4.59K
Renaissance Technologies27.7K$501.1KNew
Trexquant Investment LP24.3K$438.9K−$64.8KCut−$186.4K
Campbell & CO Investment Adviser LLC19.8K$358.1K−$29KAdded$132.6K
PDT Partners, LLC19.7K$356.7K−$52.6KCut−$52.6K
UBS Group AG17.4K$315.3K−$46.5KCut−$368.4K
TWO SIGMA INVESTMENTS, LP17.1K$310.1K−$45.8KCut−$199.4K
VOYA INVESTMENT MANAGEMENT LLC17K$307.8K−$45.4KCut−$164.6K
Nuveen, LLC15K$271.5K−$40.1KCut−$894.8K
BARCLAYS PLC13.8K$249.8K−$36.9KCut−$255.9K
Yorktown Management & Research Co Inc13K$235.2K−$34.7KCut−$34.7K
R Squared Ltd12.8K$231.6KNew
RHUMBLINE ADVISERS12.7K$230.2K−$34KCut−$38.3K
Sterling Capital Management LLC11.1K$201.2K−$29.7KCut−$163.5K
Russell Investments Group, Ltd.9.56K$173K−$25.5KCut−$38.1K
DEUTSCHE BANK AG\9.34K$169K−$24.9KCut−$24.9K
WELLS FARGO & COMPANY/MN8.58K$155.2K−$22.9KCut−$209K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC7.86K$142.2K−$2.37KAdded$123.8K
MetLife Investment Management, LLC7.56K$136.8K−$20.2KCut−$20.2K
Fidelity6.95K$125.7K−$14.2KAdded$15.4K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5.44K$98.5K−$14.2KCut−$11.7K
Vanguard Global Advisers, LLC4.04K$73KHeld
NEW YORK STATE COMMON RETIREMENT FUND3.87K$70.1K−$10.3KCut−$10.3K
CWM, LLC3.57K$64.7K$64.6KAdded$64.6K
Police & Firemen's Retirement System of New Jersey2.02K$36.6K−$5.4KCut−$5.4K
CITIGROUP INC1.8K$32.5K−$3.61KAdded$4.42K
Versant Capital Management, Inc1.27K$23K−$1.61KAdded$10.4K
Tower Research Capital LLC (TRC)1.18K$21.3K−$1.31KAdded$11K
Ameritas Investment Partners, Inc.1.14K$20.7K−$3.05KCut−$3.05K
Legal & General Group Plc1.02K$18.5K−$2.73KCut−$2.73K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM620$11.2K−$1.66KCut−$3.44K
Allworth Financial LP260$4.7K−$638Cut−$258
Essential Partners LLC260$4.7K−$695Cut−$10.2K
GAMMA Investing LLC227$4.11K−$492Added$286
US BANCORP \DE\224$4.05K−$16Added$3.93K
FEDERATED HERMES, INC.201$3.64K−$158Added$2.41K
Cornerstone Planning Group LLC106$2.05K−$69Added$472
ROYAL BANK OF CANADA133$2K−$843Cut−$7K
Optiver Holding B.V.108$1.95K−$288Cut−$1.95K
IFP Advisors, Inc106$1.92K−$283Cut−$511
EverSource Wealth Advisors, LLC104$1.88K−$278Cut−$1.5K
NISA INVESTMENT ADVISORS, LLC100$1.81K−$267Cut−$267
SIGNATUREFD, LLC92$1.66K−$246Cut−$910
FIFTH THIRD BANCORP83$1.5KNew
ROTHSCHILD INVESTMENT LLC58$1.05K−$155Cut−$217
Advisory Services Network, LLC36$651New
Rialto Wealth Management, LLC30$543−$80Cut−$80
Bell Investment Advisors, Inc29$525New
Bare Financial Services, Inc28$507New
True Wealth Design, LLC18$326−$48Cut−$69
MAI Capital Management17$308−$24Added$121
Trust Co17$308−$45Cut−$45
Farther Finance Advisors, LLC17$306−$41Cut−$5
Kilter Group LLC15$272New
HRT FINANCIAL LP14.1K$254−$37Cut−$87
OSAIC HOLDINGS, INC.14$253−$27Added$45
Parallel Advisors, LLC14$253−$38Cut−$266
Root Financial Partners, LLC12$217New
SJS Investment Consulting Inc.5$91−$13Cut−$13
Smartleaf Asset Management LLC4$72−$6Cut−$6
Sunbelt Securities, Inc.2$36New
HARBOR CAPITAL ADVISORS, INC.1.04K$19−$2Added$3
Covestor Ltd59$1−$0Cut−$2

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.