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
Q2 		$146K Buy
+7,900
New +$144K ﹤0.01% 5106
2026
Q1 		– Sell
-900
Closed -$18.7K – 10256
2025
Q4 		$18.7K Sell
900
-42,600
-98% -$800K ﹤0.01% 6540
2025
Q3 		$789K Sell
43,500
-12,900
-23% -$235K ﹤0.01% 3296
2025
Q2 		$1.04M Sell
56,400
-6,400
-10% -$112K ﹤0.01% 2730
2025
Q1 		$1.17M Buy
62,800
+44,800
+249% +$843K ﹤0.01% 2544
2024
Q4 		$352K Sell
18,000
-50,600
-74% -$1.01M ﹤0.01% 3901
2024
Q3 		$1.34M Buy
68,600
+41,500
+153% +$783K ﹤0.01% 2632
2024
Q2 		$485K Buy
27,100
+22,700
+516% +$400K ﹤0.01% 3707
2024
Q1 		$79K Hold
4,400
– – ﹤0.01% 5836
2023
Q4 		$75K Buy
+4,400
New +$59.6K ﹤0.01% 5669
2022
Q2 		– Sell
-100
Closed -$1K – 11181
2022
Q1 		$1K Sell
100
-10,100
-99% -$124K ﹤0.01% 10162
2021
Q4 		$139K Buy
+10,200
New +$131K ﹤0.01% 5720

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 $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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 100 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.
  • 100 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.