Velocity Financial Ownership | Who Owns Velocity Financial?

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Velocity Financial Ownership Summary

Velocity Financial is owned by 97.26% institutional investors, 2.87% insiders. Snow phipps group is the largest institutional shareholder, holding 36.24% of VEL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.92% of its assets in Velocity Financial shares.

VEL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Velocity Financial	97.26%	2.87%	-0.13%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Mortgage Stocks	43.54%	15.90%	40.55%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Snow phipps group	13.35M	36.24%	$241.56M
Allianz asset management gmbh	12.64M	33.19%	$262.36M
Beach point capital management lp	6.56M	17.80%	$118.64M
Blackrock funding, inc. /de	1.67M	4.39%	$34.71M
Blackrock	656.19K	2.01%	$11.77M
Dimensional fund advisors lp	582.55K	1.58%	$10.54M
Vanguard group	554.57K	1.46%	$11.51M
Adage capital partners gp	450.05K	1.21%	$8.16M
Geode capital management	242.61K	0.64%	$5.04M
State street	210.10K	0.56%	$3.81M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Snow phipps group	13.35M	76.06%	$241.56M
Beach point capital management lp	6.56M	46.74%	$118.64M
Allianz asset management gmbh	12.64M	0.27%	$262.36M
Yorktown management & research	13.00K	0.20%	$235.17K
R squared	12.80K	0.13%	$231.63K
Nfj investment group	75.83K	0.05%	$1.38M
Hap trading	20.10K	0.04%	$372.60K
Hap trading	24.16K	0.03%	$438.24M
Pdt partners	18.06K	0.02%	$327.63K
Adage capital partners gp	450.05K	0.01%	$8.16M

Top Buyers

Holder	Shares	% Assets	Change
Beach point capital management lp	6.56M	46.74%	563.05K
Susquehanna group, llp	173.10K	0.00%	173.10K
Qube research	155.35K	0.00%	90.08K
Dimensional fund advisors lp	582.55K	0.00%	80.53K
Nfj investment group	75.83K	0.05%	75.83K

Top Sellers

Holder	Shares	% Assets	Change
Renaissance	-	-	-97.00K
Squarepoint ops	-	-	-77.58K
Eam investors	-	-	-51.60K
Gsa capital partners llp	-	-	-50.91K
Hrt financial lp	16.47K	0.00%	-48.08K

New Positions

Holder	Shares	% Assets	Change	Value
Susquehanna group, llp	173.10K	0.00%	173.10K	$3.10M
Nfj investment group	75.83K	0.05%	75.83K	$1.38M
Vanguard fiduciary trust	69.38K	0.00%	69.38K	$1.26M
Nomura	41.63K	0.00%	41.63K	$814.28K
First trust advisors lp	29.64K	0.00%	29.64K	$537.74K

Sold Out

Holder	Change
Sbi securities	-1.00
Assetmark	-1.00
Clearstead advisors	-4.00
Capital performance advisors llp	-13.00
Pnc financial services group	-22.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	94	-19.66%	37,028,842	-1.32%	97	1.00%	50	-12.28%	26	-27.78%
Sep 30, 2025	35	-66.98%	32,161,375	-13.69%	86	0.86%	18	-71.88%	11	-56.00%
Jun 30, 2025	106	12.77%	37,261,313	6.61%	100	0.93%	64	25.49%	25	8.70%
Mar 31, 2025	94	10.59%	34,950,649	7.07%	103	1.04%	51	6.25%	23	43.75%
Dec 31, 2024	83	9.21%	32,491,549	-0.47%	99	1.00%	48	-	14	40.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	361.99K	0.92%	10.95K
Vanguard US Total Market Shares ETF	260.90K	0.77%	-
iShares Russell 2000 ETF	269.99K	0.69%	2.26K
Avantis US Small Cap Value ETF	268.18K	0.68%	-
BlackRock Advantage Small Cap Core Instl	245.82K	0.63%	-3.20K
Fidelity Small Cap Index	108.05K	0.28%	3.76K
Vanguard Institutional Extnd Mkt Idx Tr	106.95K	0.27%	-
iShares Russell 2000 Value ETF	99.65K	0.25%	539.00
Bridgeway Omni Small-Cap Value N	82.00K	0.22%	-74.65K
Bridgeway Omni Small-Cap Value	82.00K	0.22%	-74.65K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 01, 2026	Szczepaniak Mark R	Chief Financial Officer	Sell	$30.36K
Apr 17, 2026	Taylor Jeffrey T.	Executive VP, Capital Markets	Sell	$42.60K
Apr 01, 2026	Szczepaniak Mark R	Chief Financial Officer	Sell	$28.52K
Mar 30, 2026	Kelly Roland Thomas	Chief Legal Officer and GC	Sell	$252.94K
Mar 31, 2026	Kelly Roland Thomas	Chief Legal Officer and GC	Sell	$14.83K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	2
2026 Q1	-	8
2025 Q4	-	6
2025 Q3	-	3
2025 Q2	-	-

VEL Ownership FAQ

Who Owns Velocity Financial?

Velocity Financial shareholders are primarily institutional investors at 97.26%, followed by 2.87% insiders and -0.13% retail investors. The average institutional ownership in Velocity Financial's industry, Mortgage Stocks, is 43.54%, which Velocity Financial exceeds.

Who owns the most shares of Velocity Financial?

Velocity Financial’s largest shareholders are Snow phipps group (13.35M shares, 36.24%), Allianz asset management gmbh (12.64M shares, 33.19%), and Beach point capital management lp (6.56M shares, 17.80%). Together, they hold 87.23% 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 76.06% of its assets in 13.35M Velocity Financial shares, valued at 241.56M$.

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 0.92% of its total shares outstanding invested in 361.99K Velocity Financial shares.

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