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 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%	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 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 $3.38T AUM 44.17% 1-Year Est. Return

Simplex Trading's VEL Position: Q2 2026 in Review

Simplex Trading opened a new position in Velocity Financial (VEL) in Q2 2026: 5,453 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #5537 among its holdings. This is a return to the name: Simplex Trading previously reported a position in VEL as recently as Q4 2025.

Simplex Trading first reported a position in VEL in Q1 2022 and has held it in 9 quarters since. The position peaked at $1M in Q1 2025. 99 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

Simplex Trading held 5,453 shares of Velocity Financial worth $101K as of Q2 2026.
Velocity Financial was a new Simplex Trading position in Q2 2026.
Velocity Financial made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #5537 holding.
Simplex Trading first reported a position in Velocity Financial in Q1 2022 and has held it in 9 quarters since.
Simplex Trading's Velocity Financial position peaked at $1M in Q1 2025.
99 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.