Velocity Financial Ownership 2024 | Who Owns Velocity Financial Now?
Institutional Ownership
99.41%
Insider Ownership
2.47%
Retail Ownership
-1.87%
Institutional Holders
54.00
Velocity Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SNOW PHIPPS GROUP, LLC | 37.66% | 84.55% | 12,272,765 | - | - | 220,050,676 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 33.65% | 0.29% | 10,963,806 | - | - | 196,581,042 | Jun 30, 2024 |
| BEACH POINT CAPITAL MANAGEMENT LP | 16.99% | 35.15% | 5,536,166 | 101,186 | 1.86% | 99,263,456 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 3.42% | 0.04% | 1,113,091 | -26,670 | -2.34% | 19,957,722 | Jun 30, 2024 |
| BLACKROCK INC. | 2.01% | 0.00% | 656,192 | 65,733 | 11.13% | 11,765,523 | Jun 30, 2024 |
| VANGUARD GROUP INC | 1.30% | 0.00% | 424,710 | 1,600 | 0.38% | 7,615,049 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.89% | 0.12% | 288,403 | 9,360 | 3.35% | 5,171,066 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.61% | 0.00% | 197,908 | 7,006 | 3.67% | 3,548,899 | Jun 30, 2024 |
| STATE STREET CORP | 0.49% | 0.00% | 159,998 | -10,376 | -6.09% | 2,868,764,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.45% | 0.00% | 147,058 | 15,993 | 12.20% | 2,637,459 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.40% | 0.04% | 131,753 | 9,360 | 7.65% | 2,362,331 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.22% | 0.00% | 73,131 | -4,983 | -6.38% | 1,311,239,000 | Jun 30, 2024 |
| MARINER, LLC | 0.22% | 0.00% | 72,425 | 15,525 | 27.28% | 1,298,580 | Jun 30, 2024 |
| EAM INVESTORS, LLC | 0.16% | 0.15% | 51,598 | - | - | 925,152 | Jun 30, 2024 |
| MORGAN STANLEY | 0.15% | 0.00% | 48,647 | 16,083 | 49.39% | 872,242 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.14% | 0.00% | 44,800 | 44,800 | 100.00% | 803,264 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.09% | 0.00% | 29,818 | 1,601 | 5.67% | 534,637 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.08% | 0.00% | 26,000 | 26,000 | 100.00% | 466,180 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.08% | 0.00% | 25,841 | 2,283 | 9.69% | 463,329 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.06% | 0.00% | 19,873 | -14 | -0.07% | 359,701 | Jun 30, 2024 |
Velocity Financial's largest institutional shareholder is SNOW PHIPPS GROUP, LLC, holding 37.66% of the company's total share outstanding, currently valued at $220.05M. The top 10 institutional shareholders own together 97.47% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SNOW PHIPPS GROUP, LLC | 37.66% | 84.55% | 12,272,765 | - | - | 220,050,676 | Jun 30, 2024 |
| BEACH POINT CAPITAL MANAGEMENT LP | 16.99% | 35.15% | 5,536,166 | 101,186 | 1.86% | 99,263,456 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 33.65% | 0.29% | 10,963,806 | - | - | 196,581,042 | Jun 30, 2024 |
| EAM INVESTORS, LLC | 0.16% | 0.15% | 51,598 | - | - | 925,152 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.89% | 0.12% | 288,403 | 9,360 | 3.35% | 5,171,066 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.40% | 0.04% | 131,753 | 9,360 | 7.65% | 2,362,331 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 3.42% | 0.04% | 1,113,091 | -26,670 | -2.34% | 19,957,722 | Jun 30, 2024 |
| MARINER, LLC | 0.22% | 0.00% | 72,425 | 15,525 | 27.28% | 1,298,580 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.14% | 0.00% | 44,800 | 44,800 | 100.00% | 803,264 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.08% | 0.00% | 26,000 | 26,000 | 100.00% | 466,180 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.45% | 0.00% | 147,058 | 15,993 | 12.20% | 2,637,459 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 0.00% | 2,045 | 786 | 62.43% | 36,667 | Jun 30, 2024 |
| METLIFE INVESTMENT MANAGEMENT, LLC | 0.02% | 0.00% | 5,187 | 508 | 10.86% | 93,003 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.01% | 0.00% | 4,844 | 4,844 | 100.00% | 86,853 | Jun 30, 2024 |
| AMERITAS INVESTMENT PARTNERS, INC. | 0.00% | 0.00% | 672 | - | - | 12,049 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.06% | 0.00% | 19,500 | 19,500 | 100.00% | 349,635 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.61% | 0.00% | 197,908 | 7,006 | 3.67% | 3,548,899 | Jun 30, 2024 |
| BLACKROCK INC. | 2.01% | 0.00% | 656,192 | 65,733 | 11.13% | 11,765,523 | Jun 30, 2024 |
| RHUMBLINE ADVISERS | 0.04% | 0.00% | 13,348 | 547 | 4.27% | 239,321 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.22% | 0.00% | 73,131 | -4,983 | -6.38% | 1,311,239,000 | Jun 30, 2024 |
The largest Velocity Financial shareholder by % of total assets is SNOW PHIPPS GROUP, LLC. The company owns 12.27M shares of Velocity Financial (VEL), representing 84.55% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BEACH POINT CAPITAL MANAGEMENT LP | 16.99% | 35.15% | 5,536,166 | 101,186 | 1.86% | 99,263,456 | Jun 30, 2024 |
| BLACKROCK INC. | 2.01% | 0.00% | 656,192 | 65,733 | 11.13% | 11,765,523 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.14% | 0.00% | 44,800 | 44,800 | 100.00% | 803,264 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.08% | 0.00% | 26,000 | 26,000 | 100.00% | 466,180 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.06% | 0.00% | 19,500 | 19,500 | 100.00% | 349,635 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 0.05% | 0.00% | 16,679 | 16,679 | 100.00% | 299,054 | Jun 30, 2024 |
| MORGAN STANLEY | 0.15% | 0.00% | 48,647 | 16,083 | 49.39% | 872,242 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.45% | 0.00% | 147,058 | 15,993 | 12.20% | 2,637,459 | Jun 30, 2024 |
| MARINER, LLC | 0.22% | 0.00% | 72,425 | 15,525 | 27.28% | 1,298,580 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.40% | 0.04% | 131,753 | 9,360 | 7.65% | 2,362,331 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.89% | 0.12% | 288,403 | 9,360 | 3.35% | 5,171,066 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.61% | 0.00% | 197,908 | 7,006 | 3.67% | 3,548,899 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.00% | 4,881 | 4,881 | 100.00% | 87,516 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.01% | 0.00% | 4,844 | 4,844 | 100.00% | 86,853 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.05% | - | 15,842 | 4,162 | 35.63% | 284,047 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.08% | 0.00% | 25,841 | 2,283 | 9.69% | 463,329 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.09% | 0.00% | 29,818 | 1,601 | 5.67% | 534,637 | Jun 30, 2024 |
| VANGUARD GROUP INC | 1.30% | 0.00% | 424,710 | 1,600 | 0.38% | 7,615,049 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.01% | - | 4,804 | 1,595 | 49.70% | 86,136 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 0.00% | 2,045 | 786 | 62.43% | 36,667 | Jun 30, 2024 |
As of Jun 30 2024, Velocity Financial's largest institutional buyer is BEACH POINT CAPITAL MANAGEMENT LP. The company purchased 101.19K stocks of VEL, valued at $99.26M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPTION MANAGEMENT, LLC | - | - | - | -580,600 | -100.00% | - | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 3.42% | 0.04% | 1,113,091 | -26,670 | -2.34% | 19,957,722 | Jun 30, 2024 |
| INVESCO LTD. | - | - | - | -14,702 | -100.00% | - | Jun 30, 2024 |
| BAILARD, INC. | - | - | - | -13,980 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.02% | - | 8,005 | -11,635 | -59.24% | 143,529 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -10,500 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | 0.49% | 0.00% | 159,998 | -10,376 | -6.09% | 2,868,764,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.01% | - | 3,058 | -5,690 | -65.04% | 54,830 | Jun 30, 2024 |
| TORNO CAPITAL, LLC | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.22% | 0.00% | 73,131 | -4,983 | -6.38% | 1,311,239,000 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -4,316 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.03% | - | 8,333 | -2,989 | -26.40% | 150,000 | Jun 30, 2024 |
| GLADIUS CAPITAL MANAGEMENT LP | - | - | - | -2,189 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -508 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.04% | - | 13,829 | -360 | -2.54% | 247,954 | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.00% | - | 652 | -228 | -25.91% | 11,690 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.06% | 0.00% | 19,873 | -14 | -0.07% | 359,701 | Jun 30, 2024 |
| ASSETMARK, INC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
| SNOW PHIPPS GROUP, LLC | 37.66% | 84.55% | 12,272,765 | - | - | 220,050,676 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 33.65% | 0.29% | 10,963,806 | - | - | 196,581,042 | Jun 30, 2024 |
As of Jun 30 2024, Velocity Financial's biggest institutional seller is CAPTION MANAGEMENT, LLC. The company sold -0.58M shares of VEL, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PEAK6 INVESTMENTS LLC | 0.14% | 0.00% | 44,800 | 44,800 | 100.00% | 803,264 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.08% | 0.00% | 26,000 | 26,000 | 100.00% | 466,180 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.06% | 0.00% | 19,500 | 19,500 | 100.00% | 349,635 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 0.05% | 0.00% | 16,679 | 16,679 | 100.00% | 299,054 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.00% | 4,881 | 4,881 | 100.00% | 87,516 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.01% | 0.00% | 4,844 | 4,844 | 100.00% | 86,853 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 0.00% | - | 158 | 158 | 100.00% | 2,833,000 | Jun 30, 2024 |
| CWM, LLC | 0.00% | - | 38 | 38 | 100.00% | 1,000 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | - | - | 7 | 7 | 100.00% | 126 | Jun 30, 2024 |
Velocity Financial's largest new institutional shareholder by number of shares is PEAK6 INVESTMENTS LLC, purchased 44.80K shares, valued at $803.26K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPTION MANAGEMENT, LLC | - | - | - | -580,600 | -100.00% | - | Jun 30, 2024 |
| INVESCO LTD. | - | - | - | -14,702 | -100.00% | - | Jun 30, 2024 |
| BAILARD, INC. | - | - | - | -13,980 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -10,500 | -100.00% | - | Jun 30, 2024 |
| TORNO CAPITAL, LLC | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -4,316 | -100.00% | - | Jun 30, 2024 |
| GLADIUS CAPITAL MANAGEMENT LP | - | - | - | -2,189 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -508 | -100.00% | - | Jun 30, 2024 |
| ASSETMARK, INC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Velocity Financial's largest sold out institutional shareholder by shares sold is CAPTION MANAGEMENT, LLC, sold -0.58M shares, valued at -, as of undefined.
Velocity Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| BRIDGEWAY FUNDS INC | 0.07% | 156,650 | - | - | Mar 28, 2024 |
| WASATCH FUNDS TRUST | 0.01% | 98,030 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 4,566 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.01% | 66,382 | - | - | Mar 31, 2024 |
| FEDERATED HERMES INSURANCE SERIES | 0.01% | 24,000 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 14,028 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,318 | - | - | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 21,171 | - | - | Mar 28, 2024 |
| UNIFIED SERIES TRUST | 0.00% | 22,000 | - | - | Mar 31, 2024 |
| MML SERIES INVESTMENT FUND | 0.00% | 11,657 | - | - | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.00% | 364,280 | -137,984 | -27.47% | Mar 31, 2024 |
| Federated Hermes Equity Funds | 0.00% | 16,000 | - | - | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 28,217 | - | - | Jan 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 62,206 | - | - | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 2,201 | - | - | Mar 28, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 86,467 | -59,648 | -40.82% | Feb 29, 2024 |
| GPS Funds I | 0.00% | 2,069 | - | - | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 31,875 | - | - | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 672 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 7,290 | -396 | -5.15% | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 16,092 | 83 | 0.52% | Jan 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 35,792 | - | - | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 61 | - | - | Apr 30, 2021 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 10,405 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 3,631 | - | - | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 208 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 349 | -208 | -37.34% | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 65,284 | 6,666 | 11.37% | Jan 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 4,098 | - | - | Feb 29, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 11,758 | 454 | 4.02% | Feb 29, 2024 |
| RBC FUNDS TRUST | 0.00% | 5,400 | - | - | Mar 28, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 2,834 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 3,952 | - | - | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 614 | 178 | 40.83% | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 11,239 | 489 | 4.55% | Jan 31, 2024 |
| PGIM ETF TRUST | 0.00% | 1,579 | - | - | Feb 29, 2024 |
| iSHARES TRUST | 0.00% | 379,237 | -11,485 | -2.94% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 80 | - | - | Dec 31, 2023 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 37,280 | 3,647 | 10.84% | Feb 29, 2024 |
| EQ ADVISORS TRUST | 0.00% | 17,820 | -2,020 | -10.18% | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 400 | - | - | Mar 28, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 2,828 | - | - | Jan 31, 2024 |
| VALIC Co I | 0.00% | 3,361 | -13 | -0.39% | Feb 29, 2024 |
| ETF Series Solutions | 0.00% | 250 | - | - | Jan 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 40 | - | - | Dec 31, 2023 |
| Guggenheim Active Allocation Fund | 0.00% | 51 | - | - | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 1,120 | - | - | Mar 31, 2024 |
| ProFunds | 0.00% | 68 | -6 | -8.11% | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 1,285 | 165 | 14.73% | Feb 29, 2024 |
| HC CAPITAL TRUST | 0.00% | 160 | - | - | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 13,428 | - | - | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 5 | - | - | Dec 31, 2023 |
| Brinker Capital Destinations Trust | 0.00% | 211 | 211 | - | Feb 29, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 8,476 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 342 | - | - | Feb 29, 2024 |
| Brighthouse Funds Trust II | 0.00% | 2,976 | - | - | Mar 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 992 | -4 | -0.40% | Jan 31, 2024 |
| Meeder Funds | 0.00% | 11 | - | - | Mar 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 6,337 | -232 | -3.53% | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 3,049 | - | - | Mar 31, 2024 |
| AMERICAN BEACON FUNDS | 0.00% | 4,447 | - | - | Feb 29, 2024 |
| PACIFIC SELECT FUND | 0.00% | 3,550 | -139 | -3.77% | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 775 | - | - | Dec 31, 2023 |
| Bridge Builder Trust | 0.00% | 3,098 | - | - | Mar 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 60 | 11 | 22.45% | Jan 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 301 | - | - | Mar 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 1,023 | - | - | Mar 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 1,104 | -113 | -9.29% | Jan 31, 2024 |
Velocity Financial's largest mutual fund holder by % of total assets is "BRIDGEWAY FUNDS INC", owning 156.65K shares, compromising 0.07% of its total assets.
Velocity Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 54 | 5.88% |
| 31 Mar, 24 | 51 | 2.00% |
| 31 Dec, 23 | 50 | 6.38% |
| 30 Sep, 23 | 47 | 6.82% |
| 30 Jun, 23 | 44 | 7.32% |
| 31 Mar, 23 | 41 | -6.82% |
| 31 Dec, 22 | 44 | -2.22% |
| 30 Sep, 22 | 45 | 2.27% |
| 30 Jun, 22 | 44 | 2.33% |
| 31 Mar, 22 | 43 | -12.24% |
| 31 Dec, 21 | 49 | 19.51% |
| 30 Sep, 21 | 41 | 10.81% |
| 30 Jun, 21 | 37 | 68.18% |
| 31 Mar, 21 | 22 | - |
| 31 Dec, 20 | 22 | -24.14% |
| 30 Sep, 20 | 29 | -3.33% |
| 30 Jun, 20 | 30 | -25.00% |
| 31 Mar, 20 | 40 | - |
As of 30 Jun 24, 54 institutions are holding Velocity Financial's shares, representing an increase of 5.88% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 32,391,140 | 0.57% |
| 31 Mar, 24 | 32,208,964 | 0.23% |
| 31 Dec, 23 | 32,134,102 | 0.95% |
| 30 Sep, 23 | 31,832,064 | -0.00% |
| 30 Jun, 23 | 31,833,644 | 0.82% |
| 31 Mar, 23 | 31,574,375 | -0.19% |
| 31 Dec, 22 | 31,633,721 | 0.71% |
| 30 Sep, 22 | 31,410,358 | 0.11% |
| 30 Jun, 22 | 31,374,527 | 0.68% |
| 31 Mar, 22 | 31,162,465 | -0.15% |
| 31 Dec, 21 | 31,208,023 | 61.13% |
| 30 Sep, 21 | 19,368,015 | -0.26% |
| 30 Jun, 21 | 19,419,185 | 61.57% |
| 31 Mar, 21 | 12,018,927 | -41.71% |
| 31 Dec, 20 | 20,617,917 | 49.93% |
| 30 Sep, 20 | 13,751,869 | 2.32% |
| 30 Jun, 20 | 13,439,889 | -32.98% |
| 31 Mar, 20 | 20,053,780 | - |
Velocity Financial (VEL) has 32.39M shares outstanding as of 30 Jun 24, up 0.57% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 99.41% | 1.01% |
| 31 Mar, 24 | 98.98% | 1.00% |
| 31 Dec, 23 | 99.41% | 1.02% |
| 30 Sep, 23 | 98.63% | 1.00% |
| 30 Jun, 23 | 99.10% | 1.02% |
| 31 Mar, 23 | 98.37% | 1.00% |
| 31 Dec, 22 | 99.12% | 1.14% |
| 30 Sep, 22 | 93.27% | 0.97% |
| 30 Jun, 22 | 98.30% | 1.15% |
| 31 Mar, 22 | 92.53% | 0.91% |
| 31 Dec, 21 | 101.01% | 1.09% |
| 30 Sep, 21 | 96.41% | 1.03% |
| 30 Jun, 21 | 96.68% | 2.70% |
| 31 Mar, 21 | 59.83% | 0.57% |
| 31 Dec, 20 | 102.64% | 2.19% |
| 30 Sep, 20 | 68.46% | 1.53% |
| 30 Jun, 20 | 66.91% | 0.67% |
| 31 Mar, 20 | 99.83% | - |
As of 30 Jun 24, Velocity Financial is held by 99.41% institutional shareholders, representing a 1.01% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 32 | 52.38% |
| 31 Mar, 24 | 21 | -25.00% |
| 31 Dec, 23 | 28 | 64.71% |
| 30 Sep, 23 | 17 | -37.04% |
| 30 Jun, 23 | 27 | 28.57% |
| 31 Mar, 23 | 21 | -4.55% |
| 31 Dec, 22 | 22 | 10.00% |
| 30 Sep, 22 | 20 | 17.65% |
| 30 Jun, 22 | 17 | 30.77% |
| 31 Mar, 22 | 13 | -48.00% |
| 31 Dec, 21 | 25 | 4.17% |
| 30 Sep, 21 | 24 | -4.00% |
| 30 Jun, 21 | 25 | 150.00% |
| 31 Mar, 21 | 10 | - |
| 31 Dec, 20 | 10 | -28.57% |
| 30 Sep, 20 | 14 | -26.32% |
| 30 Jun, 20 | 19 | -52.50% |
| 31 Mar, 20 | 40 | - |
32 institutional shareholders have increased their position in VEL stock as of 30 Jun 24 compared to 21 in the previous quarter (a 52.38% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 9 | -55.00% |
| 31 Mar, 24 | 20 | 42.86% |
| 31 Dec, 23 | 14 | -17.65% |
| 30 Sep, 23 | 17 | 70.00% |
| 30 Jun, 23 | 10 | - |
| 31 Mar, 23 | 10 | - |
| 31 Dec, 22 | 10 | -33.33% |
| 30 Sep, 22 | 15 | -11.76% |
| 30 Jun, 22 | 17 | -19.05% |
| 31 Mar, 22 | 21 | 50.00% |
| 31 Dec, 21 | 14 | 75.00% |
| 30 Sep, 21 | 8 | -20.00% |
| 30 Jun, 21 | 10 | -9.09% |
| 31 Mar, 21 | 11 | 37.50% |
| 31 Dec, 20 | 8 | -33.33% |
| 30 Sep, 20 | 12 | 9.09% |
| 30 Jun, 20 | 11 | - |
| 31 Mar, 20 | - | - |
9 institutional shareholders have reduced their position in VEL stock as of 30 Jun 24 compared to 20 in the previous quarter (a -55.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 54 | 5.88% | 32,391,140 | 0.57% | 99.41% | 1.01% | 32 | 52.38% | 9 | -55.00% |
| 31 Mar, 24 | 51 | 2.00% | 32,208,964 | 0.23% | 98.98% | 1.00% | 21 | -25.00% | 20 | 42.86% |
| 31 Dec, 23 | 50 | 6.38% | 32,134,102 | 0.95% | 99.41% | 1.02% | 28 | 64.71% | 14 | -17.65% |
| 30 Sep, 23 | 47 | 6.82% | 31,832,064 | -0.00% | 98.63% | 1.00% | 17 | -37.04% | 17 | 70.00% |
| 30 Jun, 23 | 44 | 7.32% | 31,833,644 | 0.82% | 99.10% | 1.02% | 27 | 28.57% | 10 | - |
| 31 Mar, 23 | 41 | -6.82% | 31,574,375 | -0.19% | 98.37% | 1.00% | 21 | -4.55% | 10 | - |
| 31 Dec, 22 | 44 | -2.22% | 31,633,721 | 0.71% | 99.12% | 1.14% | 22 | 10.00% | 10 | -33.33% |
| 30 Sep, 22 | 45 | 2.27% | 31,410,358 | 0.11% | 93.27% | 0.97% | 20 | 17.65% | 15 | -11.76% |
| 30 Jun, 22 | 44 | 2.33% | 31,374,527 | 0.68% | 98.30% | 1.15% | 17 | 30.77% | 17 | -19.05% |
| 31 Mar, 22 | 43 | -12.24% | 31,162,465 | -0.15% | 92.53% | 0.91% | 13 | -48.00% | 21 | 50.00% |
| 31 Dec, 21 | 49 | 19.51% | 31,208,023 | 61.13% | 101.01% | 1.09% | 25 | 4.17% | 14 | 75.00% |
| 30 Sep, 21 | 41 | 10.81% | 19,368,015 | -0.26% | 96.41% | 1.03% | 24 | -4.00% | 8 | -20.00% |
| 30 Jun, 21 | 37 | 68.18% | 19,419,185 | 61.57% | 96.68% | 2.70% | 25 | 150.00% | 10 | -9.09% |
| 31 Mar, 21 | 22 | - | 12,018,927 | -41.71% | 59.83% | 0.57% | 10 | - | 11 | 37.50% |
| 31 Dec, 20 | 22 | -24.14% | 20,617,917 | 49.93% | 102.64% | 2.19% | 10 | -28.57% | 8 | -33.33% |
| 30 Sep, 20 | 29 | -3.33% | 13,751,869 | 2.32% | 68.46% | 1.53% | 14 | -26.32% | 12 | 9.09% |
| 30 Jun, 20 | 30 | -25.00% | 13,439,889 | -32.98% | 66.91% | 0.67% | 19 | -52.50% | 11 | - |
| 31 Mar, 20 | 40 | - | 20,053,780 | - | 99.83% | - | 40 | - | - | - |
Velocity Financial Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Velocity Financial's stock was made by Beckett Dorika M on May 21 2024, selling 4,964 shares at $17.88 per share (valued at $88.76K).
Velocity Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 3 | 3 | 100.00% |
| Q1 2024 | 11 | 12 | 91.67% |
| Q4 2023 | 1 | - | - |
| Q2 2023 | 3 | - | - |
| Q1 2023 | 11 | 10 | 110.00% |
| Q4 2022 | 6 | - | - |
| Q2 2022 | 3 | - | - |
| Q1 2022 | 12 | 6 | 200.00% |
| Q4 2021 | 2 | 2 | 100.00% |
| Q2 2021 | 3 | - | - |
| Q1 2021 | 7 | - | - |
| Q4 2020 | 1 | - | - |
| Q3 2020 | 3 | 1 | 300.00% |
| Q2 2020 | 11 | - | - |
| Q1 2020 | 4 | 11 | 36.36% |
| Q1 2014 | - | - | - |
| Q2 2010 | - | - | - |
| Q2 2009 | - | - | - |
| Q2 2008 | - | - | - |
| Q4 2007 | - | - | - |
3 total buy trades, and 3 total sell trades (buy/sell ratio of 1.00%) were made by Velocity Financial's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | 1 | - | - |
| Q4 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q3 2020 | 3 | - | - |
| Q2 2020 | 6 | - | - |
| Q1 2020 | 2 | - | - |
| Q1 2014 | - | - | - |
| Q2 2010 | - | - | - |
| Q2 2009 | - | - | - |
| Q2 2008 | - | - | - |
| Q4 2007 | - | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Velocity Financial's stocks.
VEL Ownership FAQ
Who Owns Velocity Financial?
Velocity Financial is owned by institutional shareholders (99.41%), insiders (2.47%), and public (-1.87%). The largest institutional shareholder of Velocity Financial is SNOW PHIPPS GROUP, LLC (37.66% of total shares) and the top mutual fund owner is BRIDGEWAY FUNDS INC (0.07% of total shares).
Who are the major institutional shareholders of Velocity Financial?
Velocity Financial's major institutional shareholders are SNOW PHIPPS GROUP, LLC, ALLIANZ ASSET MANAGEMENT GMBH, BEACH POINT CAPITAL MANAGEMENT LP, ADAGE CAPITAL PARTNERS GP, L.L.C., and BLACKROCK INC.. The top five shareholders own together 93.73% of the company's share outstanding.
How many Velocity Financial shareholders are there?
As of Jun 2024, there are 54 institutional shareholders of Velocity Financial.
What percentage of Velocity Financial is owned by SNOW PHIPPS GROUP, LLC?
SNOW PHIPPS GROUP, LLC owns 12.27M shares of Velocity Financial, representing 37.66% of the company's total shares outstanding, valued at $220.05M (as of Jun 2024).
What percentage of Velocity Financial is owned by ALLIANZ ASSET MANAGEMENT GMBH?
As of Jun 2024, ALLIANZ ASSET MANAGEMENT GMBH holds 10.96M shares of Velocity Financial (VEL), compromising 33.65% of the company, valued at $196.58M.
What percentage of Velocity Financial is owned by BEACH POINT CAPITAL MANAGEMENT LP?
BEACH POINT CAPITAL MANAGEMENT LP is the third largest holder of Velocity Financial. The company owns 5.54M of the company's shares outstanding (worth $99.26M).