Velocity Financial Ownership | Who Owns Velocity Financial?

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Velocity Financial Ownership Summary

Velocity Financial is owned by 100.18% institutional investors, 2.66% insiders. Snow phipps group is the largest institutional shareholder, holding 37.52% of VEL shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 0.77% of its assets in Velocity Financial shares.

VEL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Velocity Financial	100.18%	2.66%	-2.84%
Sector	Financial Services Stocks	48.97%	15.42%	35.61%
Industry	Mortgage Stocks	50.50%	15.84%	33.65%

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	1.84M	4.94%	$34.09M
Blackrock	656.19K	2.01%	$11.77M
Vanguard group	464.60K	1.42%	$9.09M
Adage capital partners gp	450.05K	1.21%	$8.34M
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
Campbell & co investment adviser	30.70K	0.04%	$569.18K
Hap trading	20.10K	0.04%	$372.60K
Gsa capital partners llp	23.81K	0.03%	$466.00K
Pdt partners	20.70K	0.02%	$383.81K
Xtx topco	19.94K	0.02%	$369.61K
Adage capital partners gp	450.05K	0.01%	$8.34M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	1.84M	0.00%	736.73K
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

Top Sellers

Holder	Shares	% Assets	Change
Beach point capital management lp	5.27M	10.96%	-265.43K
Marshall wace, llp	34.90K	0.00%	-112.61K
Renaissance	-	-	-97.00K
Jane street group	-	-	-74.22K
Empowered funds	51.05K	0.01%	-58.88K

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
Campbell & co investment adviser	30.70K	0.04%	30.70K	$569.18K
Peak6 investments	26.00K	0.00%	26.00K	$466.18K

Sold Out

Holder	Change
Assetmark	-1.00
Advisor group	-4.00
Rothschild investment	-5.00
Srs capital advisors	-7.00
Capital performance advisors llp	-13.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	260.90K	0.77%	-
iShares Russell 2000 ETF	274.57K	0.75%	-5.25K
BlackRock Advantage Small Cap Core Instl	261.18K	0.72%	92.33K
Vanguard Total Stock Mkt Idx Inv	255.27K	0.66%	-5.63K
Avantis US Small Cap Value ETF	139.04K	0.38%	328.00
Vanguard Institutional Extnd Mkt Idx Tr	136.78K	0.36%	-62.33K
iShares Russell 2000 Value ETF	96.56K	0.26%	72.00
Fidelity Small Cap Index	84.97K	0.23%	2.33K
Bridgeway Omni Small-Cap Value	82.00K	0.22%	-74.65K
Bridgeway Omni Small-Cap Value N	82.00K	0.22%	-74.65K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 12, 2025	Szczepaniak Mark R	Chief Financial Officer	Sell	$28.30K
Jul 01, 2025	Szczepaniak Mark R	Chief Financial Officer	Sell	$28.99K
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

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	2
2025 Q2	-	-
2025 Q1	-	-
2024 Q2	-	-
2024 Q1	-	-

VEL Ownership FAQ

Who Owns Velocity Financial?

Velocity Financial shareholders are primarily institutional investors at 100.18%, followed by 2.66% insiders and -2.84% retail investors. The average institutional ownership in Velocity Financial's industry, Mortgage Stocks, is 50.50%, 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 US Total Market Shares ETF is the top mutual fund holder of Velocity Financial shares, with 0.77% of its total shares outstanding invested in 260.9K Velocity Financial shares.

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