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	$31.4K	Sell	1,700 -90,500	-98%	-$1.65M	﹤0.01%	6713
2026 Q1	$1.67M	Buy	+92,200	New	+$1.74M	﹤0.01%	1994
2025 Q4	–	Sell	-50,000	Closed	-$907K	–	10184
2025 Q3	$907K	Sell	50,000 -36,100	-42%	-$659K	﹤0.01%	3158
2025 Q2	$1.6M	Sell	86,100 -10,000	-10%	-$175K	﹤0.01%	2308
2025 Q1	$1.8M	Sell	96,100 -52,300	-35%	-$984K	﹤0.01%	2139
2024 Q4	$2.9M	Buy	148,400 +54,300	+58%	+$1.08M	﹤0.01%	1880
2024 Q3	$1.84M	Buy	94,100 +2,100	+2%	+$39.6K	﹤0.01%	2338
2024 Q2	$1.65M	Buy	+92,000	New	+$1.62M	﹤0.01%	2388
2022 Q4	–	Sell	-2,000	Closed	-$21K	–	10526
2022 Q3	$21K	Hold	2,000	–	–	﹤0.01%	7480
2022 Q2	$21K	Buy	2,000 +1,900	+1,900%	+$20.2K	﹤0.01%	7568
2022 Q1	$1K	Buy	+100	New	+$1.23K	﹤0.01%	10163

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 $3.37T 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.