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 0.78% of its assets in Velocity Financial shares.

VEL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Velocity Financial	99.33%	2.81%	-2.14%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Mortgage Stocks	43.65%	15.32%	41.03%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Snow phipps group	12.27M	37.52%	$240.06M
Allianz asset management gmbh	10.96M	33.52%	$214.45M
Beach point capital management lp	5.27M	16.11%	$103.10M
Blackrock funding, inc. /de	1.02M	3.13%	$20.03M
Blackrock	656.19K	2.01%	$11.77M
Vanguard group	464.60K	1.42%	$9.09M
Adage capital partners gp	447.31K	1.37%	$8.75M
Bridgeway capital management	302.41K	0.92%	$5.92M
Dimensional fund advisors lp	235.07K	0.72%	$4.60M
Geode capital management	189.57K	0.58%	$3.71M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Snow phipps group	12.27M	82.96%	$240.06M
Beach point capital management lp	5.27M	10.96%	$103.10M
Allianz asset management gmbh	10.96M	0.29%	$214.45M
Bridgeway capital management	302.41K	0.13%	$5.92M
Empowered funds	145.76K	0.04%	$2.85M
Gsa capital partners llp	23.81K	0.03%	$466.00K
Adage capital partners gp	447.31K	0.02%	$8.75M
Bailard	14.00K	0.01%	$273.84K
Trexquant investment lp	19.25K	0.00%	$376.59K
Mariner	101.19K	0.00%	$1.98M

Top Buyers

Holder	Shares	% Assets	Change
Susquehanna group, llp	173.10K	0.00%	173.10K
Blackrock	656.19K	0.00%	65.73K
Group one trading	62.62K	0.00%	62.62K
Nomura	41.63K	0.00%	41.63K
Dimensional fund advisors lp	235.07K	0.00%	39.16K

Top Sellers

Holder	Shares	% Assets	Change
Caption management	-	-	-580.60K
Beach point capital management lp	5.27M	10.96%	-265.43K
Eam investors	-	-	-51.60K
Adage capital partners gp	447.31K	0.02%	-18.03K
Squarepoint ops	25.53K	0.00%	-15.42K

New Positions

Holder	Shares	% Assets	Change	Value
Susquehanna group, llp	173.10K	0.00%	173.10K	$3.10M
Group one trading	62.62K	0.00%	62.62K	$1.22B
Nomura	41.63K	0.00%	41.63K	$814.28K
Peak6	27.25K	0.00%	27.25K	$533.05K
Peak6 investments	26.00K	0.00%	26.00K	$466.18K

Sold Out

Holder	Change
Assetmark	-1.00
Rothschild investment	-5.00
Srs capital advisors	-7.00
Capital performance advisors llp	-13.00
Metropolitan life insurance co/ny	-508.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	83	9.21%	32,491,549	-0.47%	99	1.00%	48	-	14	40.00%
Sep 30, 2024	76	35.71%	32,644,079	0.78%	99	1.01%	48	45.45%	10	11.11%
Jun 30, 2024	56	9.80%	32,391,140	0.57%	99	1.01%	33	57.14%	9	-55.00%
Mar 31, 2024	51	2.00%	32,208,964	0.23%	98	1.00%	21	-25.00%	20	42.86%
Dec 31, 2023	50	6.38%	32,134,102	0.95%	99	1.02%	28	64.71%	14	-17.65%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	260.90K	0.78%	-
Vanguard US Total Market Shares ETF	260.90K	0.77%	-
iShares Russell 2000 ETF	244.82K	0.72%	-2.15K
Bridgeway Omni Small-Cap Value N	156.65K	0.47%	-
Bridgeway Omni Small-Cap Value	156.65K	0.47%	-
Vanguard Institutional Extnd Mkt Idx Tr	138.38K	0.41%	-
EA Bridgeway Omni Small-Cap Value ETF	109.93K	0.32%	117.00
Avantis US Small Cap Value ETF	102.71K	0.30%	380.00
Fidelity Small Cap Index	83.91K	0.25%	-1.57K
iShares Russell 2000 Value ETF	83.10K	0.24%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 13, 2023	Pitstick John	-	Buy	$24.81K
Sep 04, 2020	Pitstick John	-	Buy	$23.90K
Aug 18, 2020	Taylor Jeffrey T.	Executive VP, Capital Markets	Buy	$5.02K
Aug 18, 2020	Farrar Christopher D.	Chief Executive Officer	Buy	$20.50K
May 29, 2020	Pitstick John	-	Buy	$76.71K

Insider Transactions Trends

Date	Buy	Sell
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 43.65%, 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 0.78% of its total shares outstanding invested in 260.9K Velocity Financial shares.

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