Velocity Financial Ownership | Who Owns Velocity Financial?

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Velocity Financial Ownership Summary

Velocity Financial is owned by 97.26% institutional investors, 2.87% insiders. Snow phipps group is the largest institutional shareholder, holding 35.07% of VEL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.83% of its assets in Velocity Financial shares.

VEL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Velocity Financial	97.26%	2.87%	-0.13%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Mortgage Stocks	43.54%	15.90%	40.55%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Snow phipps group	13.35M	35.07%	$277.21M
Allianz asset management gmbh	12.64M	33.19%	$262.36M
Beach point capital management lp	6.00M	15.75%	$124.47M
Blackrock funding, inc. /de	1.67M	4.39%	$34.71M
Blackrock	656.19K	2.01%	$11.77M
Vanguard group	554.57K	1.46%	$11.51M
Dimensional fund advisors lp	502.02K	1.32%	$10.42M
Adage capital partners gp	450.05K	1.21%	$8.16M
Geode capital management	242.61K	0.64%	$5.04M
State street	210.10K	0.56%	$3.81M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Snow phipps group	13.35M	79.04%	$277.21M
Beach point capital management lp	6.00M	48.15%	$124.47M
Allianz asset management gmbh	12.64M	0.27%	$262.36M
Yorktown management & research	13.00K	0.22%	$269.88K
Gsa capital partners llp	50.91K	0.09%	$1.06M
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
Adage capital partners gp	450.05K	0.01%	$8.16M

Top Buyers

Holder	Shares	% Assets	Change
Beach point capital management lp	6.00M	48.15%	618.01K
Susquehanna group, llp	173.10K	0.00%	173.10K
Qube research	155.35K	0.00%	90.08K
Nfj investment group	75.83K	0.05%	75.83K
Vanguard group	554.57K	0.00%	75.45K

Top Sellers

Holder	Shares	% Assets	Change
Renaissance	-	-	-97.00K
Squarepoint ops	-	-	-77.58K
Eam investors	-	-	-51.60K
Hrt financial lp	16.47K	0.00%	-48.08K
Simplex trading	1.64K	-	-33.41K

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 %
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%
Dec 31, 2024	83	9.21%	32,491,549	-0.47%	99	1.00%	48	-	14	40.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	324.32K	0.83%	26.59K
Vanguard US Total Market Shares ETF	260.90K	0.77%	-
iShares Russell 2000 ETF	259.94K	0.67%	73.20K
BlackRock Advantage Small Cap Core Instl	249.02K	0.64%	249.02K
Avantis US Small Cap Value ETF	235.61K	0.61%	1.23K
Vanguard Institutional Extnd Mkt Idx Tr	106.95K	0.27%	-
iShares Russell 2000 Value ETF	100.34K	0.26%	21.74K
Bridgeway Omni Small-Cap Value	82.00K	0.22%	-74.65K
Bridgeway Omni Small-Cap Value N	82.00K	0.22%	-74.65K
Fidelity Small Cap Index	87.23K	0.22%	3.29K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 02, 2026	Szczepaniak Mark R	Chief Financial Officer	Sell	$28.82K
Feb 02, 2026	Taylor Jeffrey T.	Executive VP, Capital Markets	Sell	$36.02K
Feb 02, 2026	Szczepaniak Mark R	Chief Financial Officer	Sell	$32.29K
Jan 26, 2026	Taylor Jeffrey T.	Executive VP, Capital Markets	Sell	$35.40K
Jan 15, 2026	Szczepaniak Mark R	Chief Financial Officer	Sell	$30.69K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	5
2025 Q4	-	6
2025 Q3	-	3
2025 Q2	-	-
2025 Q1	-	-

VEL Ownership FAQ

Who Owns Velocity Financial?

Velocity Financial shareholders are primarily institutional investors at 97.26%, followed by 2.87% insiders and -0.13% retail investors. The average institutional ownership in Velocity Financial's industry, Mortgage Stocks, is 43.54%, which Velocity Financial exceeds.

Who owns the most shares of Velocity Financial?

Velocity Financial’s largest shareholders are Snow phipps group (13.35M shares, 35.07%), Allianz asset management gmbh (12.64M shares, 33.19%), and Beach point capital management lp (6M shares, 15.75%). Together, they hold 84.01% 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 79.04% of its assets in 13.35M Velocity Financial shares, valued at 277.21M$.

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 0.83% of its total shares outstanding invested in 324.32K Velocity Financial shares.

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