CM
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Caption Management’s Velocity Financial VEL Stock Holding History

Caption Management’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
2025
Q4 		– Sell
-248,100
Closed -$4.5M – 2086
2025
Q3 		$4.5M Hold
248,100
– – 0.04% 529
2025
Q2 		$4.6M Sell
248,100
-1,900
-0.8% -$33.3K 0.05% 429
2025
Q1 		$4.68M Hold
250,000
– – 0.05% 414
2024
Q4 		$4.89M Buy
+250,000
New +$4.97M 0.05% 381

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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

Caption Management's VEL Position: Q1 2026 in Review

Caption Management sold out of Velocity Financial (VEL) in Q1 2026, closing a stake of 5,643 shares — an estimated $117K sold.

Caption Management first reported a position in VEL in Q2 2025 and held it in 3 quarters. The position peaked at $371K in Q3 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • Caption Management reported no remaining Velocity Financial position as of Q1 2026 after selling out during the quarter.
  • Caption Management sold 5,643 Velocity Financial shares in Q1 2026, an estimated $117K.
  • Caption Management first reported a position in Velocity Financial in Q2 2025 and held it in 3 quarters.
  • Caption Management's Velocity Financial position peaked at $371K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.