JY
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Jeff Yass’s Velocity Financial VEL Stock Holding History

Jeff Yass’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
-113,600
Closed -$2.06M – 13706
2025
Q3 		$2.06M Sell
113,600
-3,400
-3% -$62.1K ﹤0.01% 5739
2025
Q2 		$2.17M Hold
117,000
– – ﹤0.01% 5622
2025
Q1 		$2.19M Buy
117,000
+28,800
+33% +$542K ﹤0.01% 5322
2024
Q4 		$1.73M Sell
88,200
-321,800
-78% -$6.4M ﹤0.01% 5646
2024
Q3 		$8.04M Buy
410,000
+57,900
+16% +$1.09M ﹤0.01% 2918
2024
Q2 		$6.31M Buy
352,100
+97,600
+38% +$1.72M ﹤0.01% 3081
2024
Q1 		$4.58M Buy
254,500
+107,600
+73% +$1.75M ﹤0.01% 3767
2023
Q4 		$2.53M Buy
+146,900
New +$1.99M ﹤0.01% 4880
2022
Q1 		– Sell
-41,300
Closed -$566K – 14048
2021
Q4 		$566K Sell
41,300
-40,400
-49% -$521K ﹤0.01% 8844
2021
Q3 		$1.07M Buy
+81,700
New +$1.04M ﹤0.01% 7368

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 $112B AUM 36.28% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jeff Yass's VEL Position: Q2 2026 in Review

Jeff Yass opened a new position in Velocity Financial (VEL) in Q2 2026: 123,902 shares worth $2.29M. The stake represents ﹤0.01% of the portfolio and ranks #6168 among its holdings. This is a return to the name: Jeff Yass previously reported a position in VEL as recently as Q4 2025.

Jeff Yass first reported a position in VEL in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.36M in Q4 2025. 99 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • Jeff Yass held 123,902 shares of Velocity Financial worth $2.29M as of Q2 2026.
  • Velocity Financial was a new Jeff Yass position in Q2 2026.
  • Velocity Financial made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6168 holding.
  • Jeff Yass first reported a position in Velocity Financial in Q1 2025 and has held it in 5 quarters since.
  • Jeff Yass's Velocity Financial position peaked at $2.36M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.