Versant Capital Management
VEL icon

Versant Capital Management’s Velocity Financial VEL Stock Holding History

Versant Capital Management’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
Q3 		$7.15K Buy
476
+435
+1,061% +$7.61K ﹤0.01% 2371
2026
Q2 		$757 Sell
41
-1,228
-97% -$22.3K ﹤0.01% 2673
2026
Q1 		$23K Buy
1,269
+666
+110% +$12.6K ﹤0.01% 1735
2025
Q4 		$12.5K Hold
603
– – ﹤0.01% 1901
2025
Q3 		$10.9K Buy
+603
New +$11K ﹤0.01% 1900

Other funds holding VEL

SPG
Snow Phipps Group New York $264M AUM 8.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Versant Capital Management's VEL Position: Q3 2026 in Review

Versant Capital Management increased its Velocity Financial (VEL) stake by 1,061% in Q3 2026, buying an estimated $7.61K and bringing the position to 476 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2371.

Versant Capital Management first reported a position in VEL in Q3 2025 and has held it in 5 quarters since. The position peaked at $23K in Q1 2026. 10 funds tracked by Wall St. Rank hold VEL as of Q3 2026.

  • Versant Capital Management held 476 shares of Velocity Financial worth $7.15K as of Q3 2026.
  • Versant Capital Management bought 435 Velocity Financial shares in Q3 2026, an estimated $7.61K.
  • Velocity Financial made up ﹤0.01% of Versant Capital Management's portfolio in Q3 2026, its #2371 holding.
  • Versant Capital Management first reported a position in Velocity Financial in Q3 2025 and has held it in 5 quarters since.
  • Versant Capital Management's Velocity Financial position peaked at $23K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Velocity Financial as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.