Velocity Financial Ownership | Who Owns Velocity Financial?
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 35.90% 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 | 51.64% | 15.54% | 32.82% |
| Industry | Mortgage Stocks | 58.41% | 15.83% | 25.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Snow phipps group | 13.35M | 35.90% | $242.23M |
| Allianz asset management gmbh | 12.64M | 33.98% | $229.25B |
| Beach point capital management lp | 5.38M | 14.46% | $97.55M |
| 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 | 13.35M | 77.89% | $242.23M |
| Beach point capital management lp | 5.38M | 44.14% | $97.55M |
| Allianz asset management gmbh | 12.64M | 0.26% | $229.25B |
| Yorktown management & research | 13.00K | 0.19% | $235.82K |
| Bridgeway capital management | 302.41K | 0.13% | $5.92M |
| 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 |
| Campbell & co investment adviser | 14.69K | 0.02% | $266.48K |
| Xtx topco | 19.94K | 0.02% | $369.61K |
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 |
| Beach point capital management lp | 5.38M | 44.14% | 76.59K |
| Blackrock | 656.19K | 0.00% | 65.73K |
| Group one trading | 62.62K | 0.00% | 62.62K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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 |
| Eam investors | - | - | -51.60K |
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 investments | 26.00K | 0.00% | 26.00K | $466.18K |
| Wolverine trading | 24.82K | 0.00% | 24.82K | $495.63K |
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 | 280.62K | 0.73% | - |
| BlackRock Advantage Small Cap Core Instl | 261.18K | 0.68% | - |
| Vanguard Total Stock Mkt Idx Inv | 255.27K | 0.66% | -5.63K |
| Avantis US Small Cap Value ETF | 149.32K | 0.39% | 1.25K |
| Vanguard Institutional Extnd Mkt Idx Tr | 136.78K | 0.36% | -62.33K |
| Fidelity Small Cap Index | 107.39K | 0.28% | 22.41K |
| iShares Russell 2000 Value ETF | 97.14K | 0.25% | - |
| 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 |
|---|---|---|---|---|
| Nov 03, 2025 | Szczepaniak Mark R | Chief Financial Officer | Sell | $29.09K |
| Oct 01, 2025 | Szczepaniak Mark R | Chief Financial Officer | Sell | $28.37K |
| Sep 02, 2025 | Szczepaniak Mark R | Chief Financial Officer | Sell | $29.63K |
| Aug 12, 2025 | Szczepaniak Mark R | Chief Financial Officer | Sell | $28.30K |
| Jul 01, 2025 | Szczepaniak Mark R | Chief Financial Officer | Sell | $28.99K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q2 | - | - |
VEL Ownership FAQ
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