Velocity Financial Ownership | Who Owns Velocity Financial?
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 36.24% 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 | 37.05% | 15.59% | 47.36% |
| Industry | Mortgage Stocks | 35.88% | 14.30% | 49.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Snow phipps group | 13.35M | 36.24% | $241.56M |
| Allianz asset management gmbh | 12.64M | 34.30% | $228.62M |
| Beach point capital management lp | 6.56M | 17.80% | $118.64M |
| 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 | 76.06% | $241.56M |
| Beach point capital management lp | 6.56M | 46.74% | $118.64M |
| Allianz asset management gmbh | 12.64M | 0.24% | $228.62M |
| Yorktown management & research | 13.00K | 0.20% | $235.17K |
| 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 | 19.80K | 0.02% | $358.11K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Beach point capital management lp | 6.56M | 46.74% | 563.05K |
| 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 |
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 |
| Capital performance advisors llp | -13.00 |
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 US Total Market Shares ETF | 260.90K | 0.77% | - |
| iShares Russell 2000 ETF | 269.99K | 0.69% | 2.26K |
| Avantis US Small Cap Value ETF | 268.18K | 0.68% | - |
| BlackRock Advantage Small Cap Core Instl | 245.82K | 0.63% | - |
| Fidelity Small Cap Index | 108.05K | 0.28% | 3.76K |
| Vanguard Institutional Extnd Mkt Idx Tr | 106.95K | 0.27% | - |
| iShares Russell 2000 Value ETF | 99.65K | 0.25% | 539.00 |
| Bridgeway Omni Small-Cap Value N | 82.00K | 0.22% | -74.65K |
| Bridgeway Omni Small-Cap Value | 82.00K | 0.22% | -74.65K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 01, 2026 | Szczepaniak Mark R | Chief Financial Officer | Sell | $30.36K |
| Apr 17, 2026 | Taylor Jeffrey T. | Executive VP, Capital Markets | Sell | $42.60K |
| Apr 01, 2026 | Szczepaniak Mark R | Chief Financial Officer | Sell | $28.52K |
| Mar 30, 2026 | Kelly Roland Thomas | Chief Legal Officer and GC | Sell | $252.94K |
| Mar 31, 2026 | Kelly Roland Thomas | Chief Legal Officer and GC | Sell | $14.83K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 3 |
| 2026 Q1 | - | 8 |
| 2025 Q4 | - | 6 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | - |
VEL Ownership FAQ
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