Velocity Financial Ownership | Who Owns Velocity Financial?


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Velocity Financial Ownership Summary


Velocity Financial is owned by 99.33% institutional investors, 2.81% insiders. Snow phipps group is the largest institutional shareholder, holding 37.52% of VEL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.79% of its assets in Velocity Financial shares.

VEL Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockVelocity Financial99.33%2.81%-2.14%
SectorFinancial Services Stocks 40.22%14.51%45.27%
IndustryMortgage Stocks46.95%15.01%38.04%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Snow phipps group12.27M37.52%$240.06M
Allianz asset management gmbh10.96M33.52%$214.45M
Beach point capital management lp5.27M16.11%$103.10M
Blackrock funding, inc. /de1.02M3.13%$20.03M
Blackrock656.19K2.01%$11.77M
Vanguard group464.60K1.42%$9.09M
Adage capital partners gp447.31K1.37%$8.75M
Bridgeway capital management302.41K0.92%$5.92M
Dimensional fund advisors lp235.07K0.72%$4.60M
Geode capital management189.57K0.58%$3.71M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Snow phipps group12.27M82.96%$240.06M
Beach point capital management lp5.27M10.96%$103.10M
Allianz asset management gmbh10.96M0.29%$214.45M
Bridgeway capital management302.41K0.13%$5.92M
Empowered funds145.76K0.04%$2.85M
Gsa capital partners llp23.81K0.03%$466.00K
Adage capital partners gp447.31K0.02%$8.75M
Bailard14.00K0.01%$273.84K
Trexquant investment lp19.25K0.00%$376.59K
Mariner101.19K0.00%$1.98M

Top Buyers

HolderShares% AssetsChange
Susquehanna group, llp173.10K0.00%173.10K
Blackrock656.19K0.00%65.73K
Group one trading62.62K0.00%62.62K
Nomura41.63K0.00%41.63K
Dimensional fund advisors lp235.07K0.00%39.16K

Top Sellers

HolderShares% AssetsChange
Caption management---580.60K
Beach point capital management lp5.27M10.96%-265.43K
Eam investors---51.60K
Adage capital partners gp447.31K0.02%-18.03K
Squarepoint ops25.53K0.00%-15.42K

New Positions

HolderShares% AssetsChangeValue
Susquehanna group, llp173.10K0.00%173.10K$3.10M
Group one trading62.62K0.00%62.62K$1.22B
Nomura41.63K0.00%41.63K$814.28K
Peak627.25K0.00%27.25K$533.05K
Peak6 investments26.00K0.00%26.00K$466.18K

Sold Out

HolderChange
Assetmark-1.00
Srs capital advisors-7.00
Capital performance advisors llp-13.00
Metropolitan life insurance co/ny-508.00
Gladius capital management lp-1.69K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024839.21%32,491,549-0.47%991.00%48-1440.00%
Sep 30, 20247635.71%32,644,0790.78%991.01%4845.45%1011.11%
Jun 30, 2024569.80%32,391,1400.57%991.01%3357.14%9-55.00%
Mar 31, 2024512.00%32,208,9640.23%981.00%21-25.00%2042.86%
Dec 31, 2023506.38%32,134,1020.95%991.02%2864.71%14-17.65%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv260.90K0.79%-
iShares Russell 2000 ETF242.36K0.73%-4.80K
Bridgeway Omni Small-Cap Value N156.65K0.47%-
Bridgeway Omni Small-Cap Value156.65K0.47%-
Vanguard Institutional Extnd Mkt Idx Tr138.38K0.42%-
EA Bridgeway Omni Small-Cap Value ETF117.81K0.36%-
Avantis US Small Cap Value ETF92.83K0.28%333.00
Fidelity Small Cap Index85.48K0.26%-2.14K
iShares Russell 2000 Value ETF83.95K0.25%-171.00
Fidelity Extended Market Index46.95K0.14%-3.14K

Recent Insider Transactions


DateNameRoleActivityValue
Mar 13, 2023Pitstick John-Buy$24.81K
Sep 04, 2020Pitstick John-Buy$23.90K
Aug 18, 2020Taylor Jeffrey T. Executive VP, Capital MarketsBuy$5.02K
Aug 18, 2020Farrar Christopher D. Chief Executive OfficerBuy$20.50K
May 29, 2020Pitstick John-Buy$76.71K

Insider Transactions Trends


DateBuySell
2025 Q1--
2024 Q2--
2024 Q1--
2023 Q4--
2023 Q2--

VEL Ownership FAQ


Who Owns Velocity Financial?

Velocity Financial shareholders are primarily institutional investors at 99.33%, followed by 2.81% insiders and -2.14% retail investors. The average institutional ownership in Velocity Financial's industry, Mortgage Stocks, is 46.95%, which Velocity Financial exceeds.

Who owns the most shares of Velocity Financial?

Velocity Financial’s largest shareholders are Snow phipps group (12.27M shares, 37.52%), Allianz asset management gmbh (10.96M shares, 33.52%), and Beach point capital management lp (5.27M shares, 16.11%). Together, they hold 87.15% of Velocity Financial’s total shares outstanding.

Does Blackrock own Velocity Financial?

Yes, BlackRock owns 2.01% of Velocity Financial, totaling 656.19K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 11.77M$. In the last quarter, BlackRock increased its holdings by 65.73K shares, a 11.13% change.

Who is Velocity Financial’s biggest shareholder by percentage of total assets invested?

Snow phipps group is Velocity Financial’s biggest shareholder by percentage of total assets invested, with 82.96% of its assets in 12.27M Velocity Financial shares, valued at 240.06M$.

Who is the top mutual fund holder of Velocity Financial shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Velocity Financial shares, with 0.79% of its total shares outstanding invested in 260.9K Velocity Financial shares.

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