Trexquant Investment’s Velocity Financial VEL Stock Holding History

Trexquant Investment’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	$439K	Sell	24,262 -5,860	-19%	-$111K	﹤0.01%	1507
2025 Q4	$625K	Sell	30,122 -35,466	-54%	-$666K	0.01%	1295
2025 Q3	$1.19M	Buy	65,588 +23,267	+55%	+$425K	0.01%	1086
2025 Q2	$785K	Buy	42,321 +2,407	+6%	+$42.2K	0.01%	1162
2025 Q1	$747K	Buy	39,914 +20,661	+107%	+$389K	0.01%	1181
2024 Q4	$377K	Buy	19,253 +7,910	+70%	+$157K	﹤0.01%	1352
2024 Q3	$222K	Buy	+11,343	New	+$214K	﹤0.01%	1426

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

Trexquant Investment's VEL Position: Q1 2026 in Review

Trexquant Investment reduced its Velocity Financial (VEL) stake by 19% in Q1 2026, selling an estimated $111K and leaving 24,262 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Trexquant Investment first reported a position in VEL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q3 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

Trexquant Investment held 24,262 shares of Velocity Financial worth $439K as of Q1 2026.
Trexquant Investment sold 5,860 Velocity Financial shares in Q1 2026, an estimated $111K.
Velocity Financial made up ﹤0.01% of Trexquant Investment's portfolio in Q1 2026, its #1507 holding.
Trexquant Investment first reported a position in Velocity Financial in Q3 2024 and has held it in 7 quarters since.
Trexquant Investment's Velocity Financial position peaked at $1.19M in Q3 2025.
100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Trexquant Investment's 13F filing for Q1 2026, filed 15 May 2026.