Simplex Trading
VEL icon

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
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% 8572
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

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
Allianz Asset Management
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplex Trading's VEL Position: Q1 2026 in Review

Simplex Trading sold out of Velocity Financial (VEL) in Q1 2026, closing a stake of 1,644 shares — an estimated $31.1K sold.

Simplex Trading first reported a position in VEL in Q1 2022 and held it in 8 quarters. The position peaked at $1M in Q1 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • Simplex Trading reported no remaining Velocity Financial position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 1,644 Velocity Financial shares in Q1 2026, an estimated $31.1K.
  • Simplex Trading first reported a position in Velocity Financial in Q1 2022 and held it in 8 quarters.
  • Simplex Trading's Velocity Financial position peaked at $1M in Q1 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.