Grundlæggende statistik
| Institutionelle aktier (lange) | 37.997.771 - 96,85% (ex 13D/G) - change of -0,63MM shares -1,62% MRQ |
| Institutionel værdi (lang) | $ 786.864 USD ($1000) |
Institutionelt ejerskab og aktionærer
Velocity Financial, Inc. (US:VEL) har 119 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 37,997,771 aktier. Største aktionærer omfatter Snow Phipps Group, LLC, Allianz Asset Management GmbH, Beach Point Capital Management LP, BlackRock, Inc., Beach Point Capital Management LP, Vanguard Group Inc, Dimensional Fund Advisors Lp, Adage Capital Partners Gp, L.l.c., Geode Capital Management, Llc, and American Century Companies Inc .
Velocity Financial, Inc. (NYSE:VEL) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 27, 2026 is 17,81 / share. Previously, on March 31, 2025, the share price was 18,71 / share. This represents a decline of 4,81% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | Beach Point Capital Management LP | 5,300,859 | 6,949,566 | 31.10 | 17.90 | 23.45 | ||
| 2025-08-12 | SPG GP, LLC | 13,353,103 | 13,353,103 | 0.00 | 34.70 | -5.19 | ||
| 2025-05-01 | PACIFIC INVESTMENT MANAGEMENT CO LLC | 12,637,764 | 12,637,764 | 0.00 | 33.10 | 0.00 |
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Squarepoint Ops LLC | 10.606 | 220 | ||||||
| 2026-02-17 | 13F | Caption Management, LLC | Put | 0 | -100,00 | 0 | ||||
| 2025-11-12 | 13F | HAP Trading, LLC | Put | 150.000 | 79 | |||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 70.168 | -5,65 | 1.363 | 1,64 | ||||
| 2025-11-12 | 13F | HAP Trading, LLC | 24.159 | 438 | ||||||
| 2025-11-12 | 13F | HAP Trading, LLC | Call | 150.000 | 6 | |||||
| 2025-09-29 | NP | YOVAX - YORKTOWN SMALL-CAP FUND Class A | 13.000 | 216 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 105.527 | 2,66 | 2.191 | 17,49 | ||||
| 2026-02-17 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 5.308 | 20,28 | 110 | 37,50 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 131.811 | -15,15 | 2.736 | -2,88 | ||||
| 2025-11-13 | 13F | Clear Street Markets Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Federated Hermes, Inc. | 59 | -37,23 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Caption Management, LLC | Call | 0 | -100,00 | 0 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 30 | 0,00 | 1 | |||||
| 2025-11-14 | 13F | Raymond James Financial Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | PDT Partners, LLC | 19.718 | 9,17 | 409 | 25,08 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | 36.176 | 15,21 | 660 | 11,69 | ||||
| 2026-02-17 | 13F | Caption Management, LLC | 5.643 | -72,40 | 117 | -68,38 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Call | 68.300 | 0,29 | 1.246 | -2,73 | |||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 38.300 | -48,52 | 795 | -41,07 | |||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Put | 106.300 | 0,00 | 1.939 | -3,05 | |||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 22 | 144,44 | 0 | |||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 29.169 | 0,00 | 606 | 14,37 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 19.300 | -1,03 | 401 | 13,31 | |||
| 2025-11-14 | 13F | Nomura Holdings Inc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-09-29 | NP | CFSLX - Column Small Cap Fund | 968 | 18 | ||||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 75.064 | 160,25 | 1.558 | 197,90 | ||||
| 2025-09-29 | NP | RSSL - Global X Russell 2000 ETF | 5.637 | 3,30 | 94 | -4,12 | ||||
| 2026-02-10 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 11.273 | -63,91 | 234 | -58,66 | ||||
| 2026-02-17 | 13F | Trexquant Investment LP | 30.122 | -54,07 | 625 | -47,43 | ||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | 10.867 | 197 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 31.435 | 4,42 | 653 | 19,41 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 10.070 | 209 | ||||||
| 2026-01-16 | 13F | Marquette Asset Management, LLC | 27 | 1 | ||||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 5 | 0 | ||||||
| 2026-02-17 | 13F | Northern Trust Corp | 77.295 | 6,40 | 1.605 | 21,79 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 0 | -100,00 | 0 | ||||
| 2026-01-15 | 13F | Nisa Investment Advisors, Llc | 100 | 0,00 | 2 | 100,00 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 14.907 | 309 | ||||||
| 2026-02-13 | 13F | Peak6 Llc | 32.863 | 682 | ||||||
| 2026-02-10 | 13F | Beach Point Capital Management LP | 5.995.466 | 11,49 | 124.466 | 27,60 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 87.551 | 5,19 | 1.818 | 20,41 | ||||
| 2025-09-29 | NP | SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 | 1.155 | 12,79 | 19 | 5,56 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 10.170 | 43,10 | 211 | 64,84 | ||||
| 2026-02-10 | 13F | Beach Point Capital Management LP | Call | 952.100 | 2.095 | |||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 4 | 0 | ||||||
| 2026-02-13 | 13F | Rhumbline Advisers | 12.935 | -8,53 | 269 | 4,69 | ||||
| 2026-02-17 | 13F | Creative Planning | 56.956 | 20,04 | 1.182 | 37,44 | ||||
| 2026-02-09 | 13F | Geode Capital Management, Llc | 242.606 | 9,79 | 5.038 | 25,64 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 33.665 | 37,51 | 699 | 57,21 | ||||
| 2026-02-05 | 13F | Amalgamated Bank | 360 | 22,03 | 0 | |||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-13 | 13F | Nfj Investment Group, Llc | 72.611 | -4,24 | 1.507 | 9,60 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 30.975 | -22,98 | 643 | -11,80 | ||||
| 2026-02-12 | 13F | MetLife Investment Management, LLC | 7.564 | 0,00 | 157 | 14,60 | ||||
| 2026-01-27 | 13F | Snow Phipps Group, LLC | 13.353.103 | 0,00 | 277.210 | 14,44 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 117 | 40,96 | 2 | 100,00 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 603 | 0,00 | 13 | 20,00 | ||||
| 2026-01-20 | 13F | Harbor Capital Advisors, Inc. | 748 | -1,71 | 0 | |||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 5 | 0 | ||||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 492 | -36,84 | 10 | -28,57 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 239 | 94,31 | 5 | 100,00 | ||||
| 2025-11-14 | 13F | Point72 (DIFC) Ltd | 842 | 15 | ||||||
| 2026-01-26 | 13F | Cwm, Llc | 4.897 | 132,53 | 0 | |||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 9.343 | 94,48 | 194 | 121,84 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 184 | -1,60 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 1.352 | -32,97 | 28 | -22,22 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 15 | 0 | ||||||
| 2026-01-29 | 13F | UBS Group AG | 32.936 | 54,26 | 684 | 76,49 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 48.755 | -8,85 | 1.012 | 4,33 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 24.544 | -74,69 | 510 | -71,06 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 5.240 | -48,89 | 109 | -41,62 | ||||
| 2025-10-22 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Hrt Financial Lp | 16.467 | -74,49 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 886 | 18 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 163 | 219,61 | 3 | |||||
| 2026-02-12 | 13F | Dimensional Fund Advisors Lp | 502.022 | 10,56 | 10.417 | 26,47 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 17.546 | 52,76 | 364 | 75,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 25 | 0,00 | 1 | |||||
| 2026-02-06 | 13F | Gsa Capital Partners Llp | 50.909 | 27,67 | 1 | |||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 31.302 | 5,59 | 650 | 20,86 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 3 | 0 | ||||||
| 2026-02-13 | 13F | Peak6 Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 1 | 0,00 | 0 | |||||
| 2025-09-29 | NP | KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares | 48 | 37,14 | 1 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 44.726 | -49,84 | 929 | -42,61 | ||||
| 2026-02-17 | 13F | PharVision Advisers, LLC | 14.477 | 301 | ||||||
| 2026-02-13 | 13F | American Century Companies Inc | 232.790 | 21,27 | 4.833 | 38,77 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 78 | 129,41 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 16.100 | -79,20 | 334 | -76,21 | |||
| 2026-02-09 | 13F | Hartland & Co., LLC | 4 | 300,00 | 0 | |||||
| 2026-02-13 | 13F | Police & Firemen's Retirement System of New Jersey | 2.021 | -48,89 | 42 | -42,25 | ||||
| 2025-11-14 | 13F | Polymer Capital Management (US) LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Bridgeway Capital Management Inc | 31.167 | 0,00 | 647 | 14,51 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 6 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Acadian Asset Management Llc | 1.325 | -76,68 | 0 | |||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 19 | 11,76 | 0 | |||||
| 2026-02-13 | 13F | Quarry LP | 970 | 12,40 | 20 | 33,33 | ||||
| 2026-02-13 | 13F | Marshall Wace, Llp | 14.266 | 296 | ||||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Adage Capital Partners Gp, L.l.c. | 450.046 | 0,00 | 9.343 | 14,44 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 61 | 74,29 | 1 | |||||
| 2026-02-13 | 13F | Arrowstreet Capital, Limited Partnership | 98.250 | 0,00 | 2.040 | 14,42 | ||||
| 2026-02-17 | 13F | Two Sigma Advisers, Lp | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Nuveen, LLC | 56.177 | 11,44 | 1.166 | 27,57 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 1.672.114 | 0,87 | 34.713 | 15,44 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 1.644 | -95,31 | 34 | |||||
| 2026-02-12 | 13F | New York State Common Retirement Fund | 3.874 | 0,00 | 80 | 14,29 | ||||
| 2026-02-17 | 13F | California State Teachers Retirement System | 706 | 8,12 | 15 | 27,27 | ||||
| 2025-11-14 | 13F | Point72 Asia (Singapore) Pte. Ltd. | 751 | 14 | ||||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 1.144 | 24 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 5.313 | 4,75 | 110 | 19,57 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 10 | 11,11 | 0 | |||||
| 2026-02-13 | 13F | Verition Fund Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Trust Co | 17 | 0 | ||||||
| 2026-02-12 | 13F | Alps Advisors Inc | 24.567 | 0,85 | 510 | 15,65 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 113.805 | 495,37 | 2.363 | 582,66 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 35.600 | 138,93 | 739 | 173,70 | |||
| 2026-01-23 | 13F | Optima Capital Llc | 27 | 1 | ||||||
| 2026-01-30 | 13F | R Squared Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | State Street Corp | 207.886 | -1,06 | 4.316 | 13,22 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 68.710 | -68,35 | 1.426 | -63,78 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mariner, LLC | 44.949 | 4,05 | 932 | 19,03 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | Call | 10.600 | 220 | |||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 29.606 | 615 | ||||||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | 12.637.764 | 0,00 | 262.360 | 14,44 | ||||
| 2026-02-12 | 13F | Voya Investment Management Llc | 22.756 | 2,04 | 472 | 16,83 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 9 | 0 | ||||||
| 2026-02-13 | 13F | Sterling Capital Management LLC | 17.566 | 2.577,74 | 365 | 3.209,09 | ||||
| 2026-02-09 | 13F | Legal & General Group Plc | 1.023 | 33,90 | 21 | 61,54 | ||||
| 2026-02-06 | 13F | Covestor Ltd | 124 | -17,33 | 0 | |||||
| 2025-11-14 | 13F | State Of Wisconsin Investment Board | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 173.061 | -15,39 | 3.593 | -3,18 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 124 | -10,14 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Campbell & CO Investment Adviser LLC | 10.865 | -26,04 | 226 | -15,41 | ||||
| 2025-11-14 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Yorktown Management & Research Co Inc | 13.000 | 0,00 | 270 | 14,47 | ||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 188 | 0,00 | 4 | 0,00 | ||||
| 2025-11-12 | 13F | Quantbot Technologies LP | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Canada Pension Plan Investment Board | 13.600 | 282 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 554.568 | 15,75 | 11.513 | 32,46 | ||||
| 2026-02-13 | 13F | Barclays Plc | 24.362 | 22,32 | 506 | 29,49 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 421 | -60,40 | 9 | -55,00 | ||||
| 2025-11-13 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | SG Americas Securities, LLC | 0 | -100,00 | 0 |

