PDT Partners’s Velocity Financial VEL Stock Holding History

PDT 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 Q2	$364K	Hold	19,718	–	–	0.02%	426
2026 Q1	$357K	Hold	19,718	–	–	0.02%	449
2025 Q4	$409K	Buy	19,718 +1,657	+9%	+$31.1K	0.03%	448
2025 Q3	$328K	Sell	18,061 -2,641	-13%	-$48.2K	0.02%	500
2025 Q2	$384K	Buy	+20,702	New	+$363K	0.02%	557
2021 Q1	–	Sell	-12,877	Closed	-$80K	–	890
2020 Q4	$80K	Sell	12,877 -28,927	-69%	-$158K	0.01%	663
2020 Q3	$210K	Buy	41,804 +28,797	+221%	+$127K	0.01%	619
2020 Q2	$51K	Buy	+13,007	New	+$48.9K	﹤0.01%	648

Other funds holding VEL

SPG

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 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

PDT Partners's VEL Position: Q2 2026 in Review

PDT Partners held its Velocity Financial (VEL) position steady in Q2 2026 at 19,718 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #426.

PDT Partners first reported a position in VEL in Q2 2020 and has held it in 8 quarters since. The position peaked at $409K in Q4 2025. 99 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

PDT Partners held 19,718 shares of Velocity Financial worth $364K as of Q2 2026.
PDT Partners left its Velocity Financial share count unchanged in Q2 2026.
Velocity Financial made up 0.02% of PDT Partners's portfolio in Q2 2026, its #426 holding.
PDT Partners first reported a position in Velocity Financial in Q2 2020 and has held it in 8 quarters since.
PDT Partners's Velocity Financial position peaked at $409K in Q4 2025.
99 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on PDT Partners's 13F filing for Q2 2026, filed 14 Aug 2026.