Adage Capital Partners
VEL icon

Adage Capital Partners’s Velocity Financial VEL Stock Holding History

Adage Capital Partners’s Portfolio VEL Stock Details VEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.73M Buy
482,715
+32,669
+7% +$617K 0.01% 716
2025
Q4 		$9.34M Hold
450,046
– – 0.01% 677
2025
Q3 		$8.16M Hold
450,046
– – 0.01% 668
2025
Q2 		$8.34M Buy
450,046
+5,695
+1% +$99.8K 0.01% 644
2025
Q1 		$8.31M Sell
444,351
-2,964
-0.7% -$55.8K 0.02% 626
2024
Q4 		$8.75M Sell
447,315
-18,034
-4% -$358K 0.02% 637
2024
Q3 		$9.13M Sell
465,349
-647,742
-58% -$12.2M 0.02% 624
2024
Q2 		$20M Sell
1,113,091
-26,670
-2% -$470K 0.04% 436
2024
Q1 		$20.5M Sell
1,139,761
-37,850
-3% -$617K 0.04% 442
2023
Q4 		$20.3M Buy
1,177,611
+6,590
+0.6% +$89.3K 0.04% 415
2023
Q3 		$13.2M Buy
1,171,021
+30,410
+3% +$370K 0.03% 510
2023
Q2 		$13.2M Sell
1,140,611
-103,628
-8% -$1M 0.03% 512
2023
Q1 		$11.2M Buy
1,244,239
+125,000
+11% +$1.19M 0.03% 595
2022
Q4 		$10.8M Buy
1,119,239
+600
+0.1% +$6.01K 0.03% 613
2022
Q3 		$12.1M Sell
1,118,639
-124
-0% -$1.42K 0.03% 585
2022
Q2 		$12.3M Sell
1,118,763
-15,691
-1% -$167K 0.03% 612
2022
Q1 		$12.4M Sell
1,134,454
-31,687
-3% -$390K 0.02% 635
2021
Q4 		$16M Sell
1,166,141
-47,992
-4% -$619K 0.03% 557
2021
Q3 		$16M Sell
1,214,133
-77,272
-6% -$985K 0.03% 547
2021
Q2 		$16.1M Sell
1,291,405
-408,595
-24% -$4.33M 0.03% 548
2021
Q1 		$15.1M Sell
1,700,000
-31,358
-2% -$240K 0.03% 551
2020
Q4 		$10.8M Buy
1,731,358
+12,033
+0.7% +$65.8K 0.02% 569
2020
Q3 		$8.63M Buy
1,719,325
+19,325
+1% +$85.2K 0.02% 552
2020
Q2 		$6.71M Buy
1,700,000
+160,102
+10% +$602K 0.02% 579
2020
Q1 		$11.6M Buy
+1,539,898
New +$18M 0.03% 434

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Adage Capital Partners's VEL Position: Q1 2026 in Review

Adage Capital Partners increased its Velocity Financial (VEL) stake by 7.3% in Q1 2026, buying an estimated $617K and bringing the position to 482,715 shares worth $8.73M. The position accounts for 0.01% of the portfolio, ranked #716.

Adage Capital Partners first reported a position in VEL in Q1 2020 and has held it in 25 quarters since. The position peaked at $20.5M in Q1 2024. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • Adage Capital Partners held 482,715 shares of Velocity Financial worth $8.73M as of Q1 2026.
  • Adage Capital Partners bought 32,669 Velocity Financial shares in Q1 2026, an estimated $617K.
  • Velocity Financial made up 0.01% of Adage Capital Partners's portfolio in Q1 2026, its #716 holding.
  • Adage Capital Partners first reported a position in Velocity Financial in Q1 2020 and has held it in 25 quarters since.
  • Adage Capital Partners's Velocity Financial position peaked at $20.5M in Q1 2024.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.