Velocity Financial, Inc.: which funds bought and sold

Institutions that bought and sold Velocity Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 64 institutions that filed 13F reports for both quarters added to or opened positions in Velocity Financial, and 36 cut or closed them. Together they added a net 344K shares, +0.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 223K shares (+15.7%); index fund managers were net sellers of 41K shares (−1.4%). 15 opened a new position and 14 sold out entirely.

Bought, Q2 2026 64 institutions, 15 of them new holders Sold, Q2 2026 36 institutions, 14 of them sold out

Net change, all compared +344K shares (+0.9%)

Net change, active managers +223K shares (+15.7%), 15 bought, 4 sold

Buyers versus sellers

institutions compared, 113

64 bought 13 36 sold

Active managers and hedge funds 15 bought · 4 sold · +223K

Index fund managers 7 bought · 2 sold · −41K

Other institutions 42 bought · 30 sold · +162K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Susquehanna International Group, LLP	+124K New position	124K	$2.3M
Dimensional Fund Advisors LP	+74K +12.7%	657K	$12.1M
American Century Companies Inc Active manager	+72K +25.2%	357K	$6.6M
Man Group PLC Hedge fund	+41K +53.1%	117K	$2.2M
D. E. Shaw & Co., Inc. Hedge fund	+36K +41.5%	124K	$2.3M
Vanguard Portfolio Management LLC Index funds	+35K +53.1%	102K	$1.9M
Tudor Investment Corp Et Al Hedge fund	+32K +54.9%	91K	$1.7M
State Street Corp Index funds	+32K +14.5%	250K	$4.6M
Beach Point Capital Management LP	+24K +0.4%	6.6M	$122M
Renaissance Technologies LLC Hedge fund	+24K +85.6%	51K	$948,844
Geode Capital Management, LLC Index funds	+23K +9.2%	273K	$5M
Adage Capital Partners Gp, L.L.C. Hedge fund	+23K +4.7%	506K	$9.3M
Squarepoint Ops LLC Hedge fund	+21K New position	21K	$390,872
Russell Investments Group, Ltd.	+20K +206.0%	29K	$540,269
Citadel Advisors LLC Hedge fund	+15K +38.3%	54K	$997,339
Morgan Stanley	+14K +15.9%	103K	$1.9M
AQR Capital Management LLC Hedge fund	+13K +21.5%	72K	$1.3M
Brevan Howard Capital Management LP Hedge fund	+12K New position	12K	$226,153
Northern Trust Corp Index funds	+11K +14.2%	92K	$1.7M
BNP Paribas Financial Markets	+11K +27.6%	50K	$919,456

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+72K +25.2%	357K	$6.6M
Man Group PLC Hedge fund	+41K +53.1%	117K	$2.2M
D. E. Shaw & Co., Inc. Hedge fund	+36K +41.5%	124K	$2.3M
Tudor Investment Corp Et Al Hedge fund	+32K +54.9%	91K	$1.7M
Renaissance Technologies LLC Hedge fund	+24K +85.6%	51K	$948,844
Adage Capital Partners Gp, L.L.C. Hedge fund	+23K +4.7%	506K	$9.3M
Squarepoint Ops LLC Hedge fund	+21K New position	21K	$390,872
Citadel Advisors LLC Hedge fund	+15K +38.3%	54K	$997,339
AQR Capital Management LLC Hedge fund	+13K +21.5%	72K	$1.3M
Brevan Howard Capital Management LP Hedge fund	+12K New position	12K	$226,153

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	−152K −9.3%	1.5M	$27.5M
Goldman Sachs Group Inc	−40K −14.5%	235K	$4.3M
Arrowstreet Capital, Limited Partnership Hedge fund	−36K −60.1%	24K	$436,136
Millennium Management LLC Hedge fund	−34K Sold out	0	—
HSBC Holdings PLC	−33K −38.2%	54K	$970,225
Two Sigma Investments, LP Hedge fund	−17K Sold out	0	—
Voya Investment Management LLC	−17K Sold out	0	—
HRT Financial LP	−14K Sold out	0	—
Yorktown Management & Research Co Inc	−13K Sold out	0	—
R Squared Ltd	−13K Sold out	0	—
Barclays PLC	−11K −78.0%	3,037	$56,064
Bridgeway Capital Management, LLC Active manager	−8,000 −25.7%	23K	$427,663
Empowered Funds, LLC	−8,000 −27.4%	21K	$390,780
Bank Of America Corp	−3,082 −8.5%	33K	$613,260
Xtx Topco Ltd	−2,651 −7.0%	35K	$652,284
Vanguard Fiduciary Trust Co Index funds	−1,787 −2.6%	68K	$1.2M
Versant Capital Management, Inc	−1,228 −96.8%	41	$757
Nuveen, LLC	−713 −4.8%	14K	$263,867
Tower Research Capital LLC (TRC)	−530 −45.1%	645	$11,907
Mariner, LLC	−491 −1.2%	42K	$775,747

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Arrowstreet Capital, Limited Partnership Hedge fund	−36K −60.1%	24K	$436,136
Millennium Management LLC Hedge fund	−34K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−17K Sold out	0	—
Bridgeway Capital Management, LLC Active manager	−8,000 −25.7%	23K	$427,663

New positions

largest by value

Institution	Shares	Value June 30, 2026
Susquehanna International Group, LLP	124K	$2.3M
Squarepoint Ops LLCHedge fund	21K	$390,872
Brevan Howard Capital Management LPHedge fund	12K	$226,153
Alliancebernstein L.P.Active manager	11K	$192,478
Simplex Trading, LLC	5,453	$100,662
PNC Financial Services Group, Inc.	1,289	$23,796
Arax Advisory Partners	603	$11,131
Integrated Wealth Concepts LLC	481	$8,878
Quarry LP	185	$3,415
Jones Financial Companies LLLP	172	$3,134

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Millennium Management LLCHedge fund	34K	$608,095
Two Sigma Investments, LPHedge fund	17K	$310,135
Voya Investment Management LLC	17K	$307,819
HRT Financial LP	14K	$254,000
Yorktown Management & Research Co Inc	13K	$235,170
R Squared Ltd	13K	$231,625
Us Bancorp	224	$4,052
Cornerstone Planning Group LLC	106	$2,049
Fifth Third Bancorp	83	$1,501
Advisory Services Network, LLC	36	$651

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 99
Ten largest holders: 94.0%
Index fund managers: 7.4%
Active managers and hedge funds: 4.2%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	15	4	3	2	+223K	+15.7%
Index fund managers	7	2	0	0	−41K	−1.4%
Other institutions	42	30	12	12	+162K	+0.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Velocity Financial.

Only managers that filed a holdings report for both quarters are compared (113 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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