Velocity Financial Ownership | Who Owns Velocity Financial?
Velocity Financial Ownership Summary
Velocity Financial is owned by 86.47% institutional investors, 2.63% insiders, and 10.90% retail investors. 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 | 86.47% | 2.63% | 10.90% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Mortgage Stocks | 33.74% | 16.28% | 49.98% |
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 | 1.66M | 4.46% | $30.07M |
| Blackrock | 656.19K | 2.01% | $11.77M |
| Vanguard group | 479.12K | 1.29% | $8.69M |
| Dimensional fund advisors lp | 454.08K | 1.22% | $8.24M |
| Adage capital partners gp | 450.05K | 1.21% | $8.16M |
| Geode capital management | 220.97K | 0.59% | $4.01M |
| State street | 210.10K | 0.56% | $3.81M |
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 |
| R squared | 12.98K | 0.10% | $235.42K |
| Gsa capital partners llp | 39.88K | 0.06% | $723.00K |
| 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 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Susquehanna group, llp | 173.10K | 0.00% | 173.10K |
| Qube research | 155.35K | 0.00% | 90.08K |
| Beach point capital management lp | 5.38M | 44.14% | 76.59K |
| Nfj investment group | 75.83K | 0.05% | 75.83K |
| Marshall wace, llp | 106.16K | 0.00% | 71.26K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.66M | 0.00% | -181.18K |
| Renaissance | - | - | -97.00K |
| Squarepoint ops | - | - | -77.58K |
| Vanguard group | 479.12K | 0.00% | -64.37K |
| Eam investors | - | - | -51.60K |
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 |
| Nomura | 41.63K | 0.00% | 41.63K | $814.28K |
| First trust advisors lp | 29.64K | 0.00% | 29.64K | $537.74K |
| Peak6 investments | 26.00K | 0.00% | 26.00K | $466.18K |
Sold Out
| Holder | Change |
|---|---|
| Assetmark | -1.00 |
| Capital performance advisors llp | -13.00 |
| Raymond james financial | -36.00 |
| Corecap advisors | -61.00 |
| Coldstream capital management | -66.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 76 | 35.71% | 32,644,079 | 0.78% | 99 | 1.01% | 48 | 45.45% | 10 | 11.11% |
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 |
|---|---|---|---|---|
| Dec 02, 2025 | Kelly Roland Thomas | Chief Legal Officer and GC | Sell | $128.97K |
| Dec 01, 2025 | Szczepaniak Mark R | Chief Financial Officer | Sell | $30.41K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 4 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q2 | - | - |
VEL Ownership FAQ
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