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	-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 Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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.