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	$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 $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 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.