Velocity Financial, Inc.
US ˙ NYSE ˙ US92262D1019

SecurityVEL / Velocity Financial, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership582,550 shares
Latest Disclosed Value $ 10,538,068
Dimensional Fund Advisors Lp reports 16.04% increase in ownership of VEL / Velocity Financial, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 582,550 shares of Velocity Financial, Inc. (US:VEL) valued at $10,538,330 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 502,022 shares of Velocity Financial, Inc.. This represents a change in shares of 16.04% during the quarter. The current value of the position is $9,979,082 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F VELOCITY FINL COM 92262D101 582,550 80,528 16.04 10,538 1.16 0.0005
2026-02-12 2025-12-31 13F VELOCITY FINL COM 92262D101 502,022 47,944 10.56 10,417 26.47 0.0022
2025-11-12 2025-09-30 13F VELOCITY FINL COM 92262D101 454,078 39,319 9.48 8,237 7.11 0.0018
2025-08-12 2025-06-30 13F VELOCITY FINL COM 92262D101 414,759 121,834 41.59 7,690 40.33 0.0018
2025-05-13 2025-03-31 13F VELOCITY FINL COM 92262D101 292,925 57,854 24.61 5,480 19.18 0.0014
2025-02-13 2024-12-31 13F VELOCITY FINL COM 92262D101 235,071 39,165 19.99 4,599 19.71 0.0011
2024-11-07 2024-09-30 13F VELOCITY FINL COM 92262D101 195,906 48,848 33.22 3,842 45.66 0.0009
2024-08-09 2024-06-30 13F VELOCITY FINL COM 92262D101 147,058 15,993 12.20 2,637 11.78 0.0007
2024-05-10 2024-03-31 13F VELOCITY FINL COM 92262D101 131,065 13,977 11.94 2,359 17.07 0.0006
2024-02-07 2023-12-31 13F VELOCITY FINL COM 92262D101 117,088 18,787 19.11 2,015 81.53 0.0006
2023-11-09 2023-09-30 13F VELOCITY FINL COM 92262D101 98,301 16,386 20.00 1,111 17.46 0.0004
2023-08-09 2023-06-30 13F VELOCITY FINL COM 92262D101 81,915 18,575 29.33 945 65.50 0.0003
2023-05-12 2023-03-31 13F VELOCITY FINL COM 92262D101 63,340 23,789 60.15 572 0.0002
2023-02-09 2022-12-31 13F VELOCITY FINL COM 92262D101 39,551 2,743 7.45 0 -100.00 0.0001
2022-11-10 2022-09-30 13F VELOCITY FINL COM 92262D101 36,808 12,361 50.56 399 48.88 0.0002
2022-08-12 2022-06-30 13F VELOCITY FINL COM 92262D101 24,447 5,195 26.98 268 27.01 0.0001
2022-05-13 2022-03-31 13F VELOCITY FINL COM 92262D101 19,252 19,252 211 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.