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
2026 Q2	–	Sell	-74,400	Closed	-$1.35M	–	14611
2026 Q1	$1.35M	Buy	74,400 +38,800	+109%	+$733K	﹤0.01%	7162
2025 Q4	$739K	Buy	35,600 +20,700	+139%	+$389K	﹤0.01%	7904
2025 Q3	$270K	Sell	14,900 -15,200	-50%	-$277K	﹤0.01%	10356
2025 Q2	$558K	Sell	30,100 -21,900	-42%	-$384K	﹤0.01%	8916
2025 Q1	$973K	Sell	52,000 -26,600	-34%	-$501K	﹤0.01%	7328
2024 Q4	$1.54M	Sell	78,600 -9,300	-11%	-$185K	﹤0.01%	5903
2024 Q3	$1.72M	Sell	87,900 -85,200	-49%	-$1.61M	﹤0.01%	5582
2024 Q2	$3.1M	Buy	+173,100	New	+$3.05M	﹤0.01%	4246

Other funds holding VEL

SPG

Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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.