Simplex Trading’s Velocity Financial VEL Stock Holding History

Simplex Trading’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 Q3	$448K	Buy	29,794 +24,341	+446%	+$426K	﹤0.01%	3703
2026 Q2	$101K	Buy	+5,453	New	+$99.2K	﹤0.01%	5537
2026 Q1	–	Sell	-1,644	Closed	-$31.1K	–	10257
2025 Q4	$34.1K	Sell	1,644 -33,406	-95%	-$627K	﹤0.01%	6002
2025 Q3	$635K	Sell	35,050 -18,822	-35%	-$344K	﹤0.01%	3539
2025 Q2	$998K	Buy	53,872 +327	+0.6%	+$5.73K	﹤0.01%	2778
2025 Q1	$1M	Buy	53,545 +34,977	+188%	+$658K	﹤0.01%	2707
2024 Q4	$363K	Buy	+18,568	New	+$369K	﹤0.01%	3865
2022 Q4	–	Sell	-730	Closed	-$7K	–	10525
2022 Q3	$7K	Buy	730 +61	+9%	+$699	﹤0.01%	8571
2022 Q2	$7K	Buy	669 +605	+945%	+$6.42K	﹤0.01%	8635
2022 Q1	$0	Buy	+64	New	+$788	﹤0.01%	11468

Other funds holding VEL

Snow Phipps Group New York $264M AUM 8.24% 1-Year Est. Return

Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

NFJ Investment Group Dallas, Texas $2.8B AUM 43.22% 1-Year Est. Return

Simplex Trading's VEL Position: Q3 2026 in Review

Simplex Trading increased its Velocity Financial (VEL) stake by 446% in Q3 2026, buying an estimated $426K and bringing the position to 29,794 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #3703.

Simplex Trading first reported a position in VEL in Q1 2022 and has held it in 10 quarters since. The position peaked at $1M in Q1 2025. 65 funds tracked by Wall St. Rank hold VEL as of Q3 2026.

Simplex Trading held 29,794 shares of Velocity Financial worth $448K as of Q3 2026.
Simplex Trading bought 24,341 Velocity Financial shares in Q3 2026, an estimated $426K.
Velocity Financial made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #3703 holding.
Simplex Trading first reported a position in Velocity Financial in Q1 2022 and has held it in 10 quarters since.
Simplex Trading's Velocity Financial position peaked at $1M in Q1 2025.
65 funds tracked by Wall St. Rank held Velocity Financial as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.