Velocity Financial Ownership | Who Owns Velocity Financial?

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Velocity Financial Ownership Summary

Velocity Financial is owned by 104.76% institutional investors, 2.97% insiders. Snow phipps group is the largest institutional shareholder, holding 34.57% 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	104.76%	2.97%	-7.73%
Sector	Financial Services Stocks	746.79%	13.83%	-660.62%
Industry	Mortgage Stocks	34.21%	14.52%	51.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Snow phipps group	13.35M	34.57%	$246.50M
Allianz asset management gmbh	12.64M	34.30%	$228.62M
Beach point capital management lp	6.58M	17.04%	$121.51M
Blackrock funding, inc. /de	1.64M	4.46%	$29.70M
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	482.71K	1.31%	$8.73M
American century companies	285.37K	0.77%	$5.16M
Goldman sachs group	275.12K	0.75%	$4.98M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Snow phipps group	13.35M	75.64%	$246.50M
Beach point capital management lp	6.58M	47.13%	$121.51M
Allianz asset management gmbh	12.64M	0.24%	$228.62M
R squared	12.80K	0.13%	$231.63K
Nfj investment group	72.61K	0.05%	$1.31M
Hap trading	20.10K	0.04%	$372.60K
Hap trading	24.16K	0.03%	$438.24M
Pdt partners	19.72K	0.02%	$356.70K
Campbell & co investment adviser	19.60K	0.02%	$361.78K
Adage capital partners gp	482.71K	0.01%	$8.73M

Top Buyers

Holder	Shares	% Assets	Change
Goldman sachs group	275.12K	0.00%	102.06K
Dimensional fund advisors lp	582.55K	0.00%	80.53K
Man group	76.38K	0.00%	76.38K
Vanguard group	554.57K	0.00%	75.45K
D. e. shaw	87.73K	0.00%	72.83K

Top Sellers

Holder	Shares	% Assets	Change
Susquehanna group, llp	-	-	-113.81K
Eam investors	-	-	-51.60K
Gsa capital partners llp	-	-	-50.91K
Nuveen	15.01K	0.00%	-41.17K
Arrowstreet capital, limited partnership	59.23K	0.00%	-39.02K

New Positions

Holder	Shares	% Assets	Change	Value
Man group	76.38K	0.00%	76.38K	$1.38M
Vanguard fiduciary trust	69.38K	0.00%	69.38K	$1.26M
Nomura	41.63K	0.00%	41.63K	$814.28K
Renaissance	27.70K	0.00%	27.70K	$501.09K
Peak6 investments	26.00K	0.00%	26.00K	$466.18K

Sold Out

Holder	Change
Sbi securities	-1.00
Assetmark	-1.00
Transamerica financial advisors	-3.00
Clearstead advisors	-4.00
Root financial partners	-12.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	105	-6.25%	38,602,267	1.84%	104	1.06%	51	-10.53%	33	-
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	361.99K	0.92%	-
Vanguard Morn Total Stk Mkt Idx Investor	361.99K	0.92%	-
Avantis US Small Cap Value ETF	335.70K	0.86%	375.00
iShares Russell 2000 ETF	320.63K	0.82%	-232.00
Vanguard US Total Market Shares ETF	260.90K	0.77%	-
BlackRock Advantage Small Cap Core Instl	245.82K	0.63%	-
BSF Systematic US Eq Abs Ret A2 USD	145.01K	0.37%	-777.00
iShares Russell 2000 Value ETF	126.73K	0.32%	-98.00
Vanguard Institutional Extnd Mkt Idx Tr	113.31K	0.29%	4.17K
Fidelity Small Cap Index	109.48K	0.28%	-151.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 28, 2026	Szczepaniak Mark R	Chief Financial Officer	Sell	$7.20K
Jul 07, 2026	Tam Fiona	Chief Accounting Officer	Sell	$1.29K
Jul 07, 2026	Taylor Jeffrey T.	Executive VP, Capital Markets	Sell	$41.13K
Jul 01, 2026	Kelly Roland Thomas	Chief Legal Officer and GC	Sell	$29.71K
Jun 26, 2026	Szczepaniak Mark R	Chief Financial Officer	Sell	$28.42K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	4
2026 Q2	-	4
2026 Q1	-	8
2025 Q4	-	6
2025 Q3	-	3

VEL Ownership FAQ

Who Owns Velocity Financial?

Velocity Financial shareholders are primarily institutional investors at 104.76%, followed by 2.97% insiders and -7.73% retail investors. The average institutional ownership in Velocity Financial's industry, Mortgage Stocks, is 34.21%, which Velocity Financial exceeds.

Who owns the most shares of Velocity Financial?

Velocity Financial’s largest shareholders are Snow phipps group (13.35M shares, 34.57%), Allianz asset management gmbh (12.64M shares, 34.30%), and Beach point capital management lp (6.58M shares, 17.04%). Together, they hold 85.91% 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 75.64% of its assets in 13.35M Velocity Financial shares, valued at 246.5M$.

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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