Squarepoint’s Velocity Financial VEL Stock Holding History

Squarepoint’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	$391K	Buy	+21,174	New	+$385K	﹤0.01%	3623
2026 Q1	–	Sell	-10,606	Closed	-$220K	–	5025
2025 Q4	$220K	Buy	+10,606	New	+$199K	﹤0.01%	3802
2025 Q3	–	Sell	-77,585	Closed	-$1.44M	–	5041
2025 Q2	$1.44M	Buy	77,585 +37,245	+92%	+$653K	﹤0.01%	2342
2025 Q1	$755K	Buy	40,340 +14,809	+58%	+$279K	﹤0.01%	2902
2024 Q4	$499K	Sell	25,531 -15,422	-38%	-$306K	﹤0.01%	3724
2024 Q3	$803K	Buy	+40,953	New	+$773K	﹤0.01%	2770

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

Squarepoint's VEL Position: Q2 2026 in Review

Squarepoint opened a new position in Velocity Financial (VEL) in Q2 2026: 21,174 shares worth $391K. The stake represents ﹤0.01% of the portfolio and ranks #3623 among its holdings. This is a return to the name: Squarepoint previously reported a position in VEL as recently as Q4 2025.

Squarepoint first reported a position in VEL in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.44M in Q2 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

Squarepoint held 21,174 shares of Velocity Financial worth $391K as of Q2 2026.
Velocity Financial was a new Squarepoint position in Q2 2026.
Velocity Financial made up ﹤0.01% of Squarepoint's portfolio in Q2 2026, its #3623 holding.
Squarepoint first reported a position in Velocity Financial in Q3 2024 and has held it in 6 quarters since.
Squarepoint's Velocity Financial position peaked at $1.44M in Q2 2025.
100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Squarepoint's 13F filing for Q2 2026, filed 14 Aug 2026.