Marshall Wace’s Velocity Financial VEL Stock Holding History

Marshall Wace’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	–	Sell	-14,266	Closed	-$296K	–	3712
2025 Q4	$296K	Sell	14,266 -91,892	-87%	-$1.73M	﹤0.01%	2450
2025 Q3	$1.93M	Buy	106,158 +71,259	+204%	+$1.3M	﹤0.01%	1641
2025 Q2	$647K	Sell	34,899 -112,610	-76%	-$1.97M	﹤0.01%	2047
2025 Q1	$2.76M	Buy	+147,509	New	+$2.78M	﹤0.01%	1329
2024 Q4	–	Sell	-13,008	Closed	-$255K	–	3030
2024 Q3	$255K	Buy	+13,008	New	+$246K	﹤0.01%	2209
2022 Q1	–	Sell	-1,601	Closed	-$22K	–	4057
2021 Q4	$22K	Buy	+1,601	New	+$20.6K	﹤0.01%	3699

Other funds holding VEL

SPG

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace's VEL Position: Q1 2026 in Review

Marshall Wace sold out of Velocity Financial (VEL) in Q1 2026, closing a stake of 14,266 shares — an estimated $296K sold.

Marshall Wace first reported a position in VEL in Q4 2021 and held it in 6 quarters. The position peaked at $2.76M in Q1 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

Marshall Wace reported no remaining Velocity Financial position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 14,266 Velocity Financial shares in Q1 2026, an estimated $296K.
Marshall Wace first reported a position in Velocity Financial in Q4 2021 and held it in 6 quarters.
Marshall Wace's Velocity Financial position peaked at $2.76M in Q1 2025.
100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.