Velocity Financial Ownership | Who Owns Velocity Financial?
Velocity Financial Ownership Summary
Velocity Financial is owned by 99.33% institutional investors, 2.81% insiders. Snow phipps group is the largest institutional shareholder, holding 37.52% of VEL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.79% of its assets in Velocity Financial shares.
VEL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Velocity Financial | 99.33% | 2.81% | -2.14% |
| Sector | Financial Services Stocks | 40.22% | 14.51% | 45.27% |
| Industry | Mortgage Stocks | 46.95% | 15.01% | 38.04% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Snow phipps group | 12.27M | 37.52% | $240.06M |
| Allianz asset management gmbh | 10.96M | 33.52% | $214.45M |
| Beach point capital management lp | 5.27M | 16.11% | $103.10M |
| Blackrock funding, inc. /de | 1.02M | 3.13% | $20.03M |
| Blackrock | 656.19K | 2.01% | $11.77M |
| Vanguard group | 464.60K | 1.42% | $9.09M |
| Adage capital partners gp | 447.31K | 1.37% | $8.75M |
| Bridgeway capital management | 302.41K | 0.92% | $5.92M |
| Dimensional fund advisors lp | 235.07K | 0.72% | $4.60M |
| Geode capital management | 189.57K | 0.58% | $3.71M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Snow phipps group | 12.27M | 82.96% | $240.06M |
| Beach point capital management lp | 5.27M | 10.96% | $103.10M |
| Allianz asset management gmbh | 10.96M | 0.29% | $214.45M |
| Bridgeway capital management | 302.41K | 0.13% | $5.92M |
| Empowered funds | 145.76K | 0.04% | $2.85M |
| Gsa capital partners llp | 23.81K | 0.03% | $466.00K |
| Adage capital partners gp | 447.31K | 0.02% | $8.75M |
| Bailard | 14.00K | 0.01% | $273.84K |
| Trexquant investment lp | 19.25K | 0.00% | $376.59K |
| Mariner | 101.19K | 0.00% | $1.98M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Susquehanna group, llp | 173.10K | 0.00% | 173.10K |
| Blackrock | 656.19K | 0.00% | 65.73K |
| Group one trading | 62.62K | 0.00% | 62.62K |
| Nomura | 41.63K | 0.00% | 41.63K |
| Dimensional fund advisors lp | 235.07K | 0.00% | 39.16K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Caption management | - | - | -580.60K |
| Beach point capital management lp | 5.27M | 10.96% | -265.43K |
| Eam investors | - | - | -51.60K |
| Adage capital partners gp | 447.31K | 0.02% | -18.03K |
| Squarepoint ops | 25.53K | 0.00% | -15.42K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna group, llp | 173.10K | 0.00% | 173.10K | $3.10M |
| Group one trading | 62.62K | 0.00% | 62.62K | $1.22B |
| Nomura | 41.63K | 0.00% | 41.63K | $814.28K |
| Peak6 | 27.25K | 0.00% | 27.25K | $533.05K |
| Peak6 investments | 26.00K | 0.00% | 26.00K | $466.18K |
Sold Out
| Holder | Change |
|---|---|
| Assetmark | -1.00 |
| Srs capital advisors | -7.00 |
| Capital performance advisors llp | -13.00 |
| Metropolitan life insurance co/ny | -508.00 |
| Gladius capital management lp | -1.69K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 56 | 9.80% | 32,391,140 | 0.57% | 99 | 1.01% | 33 | 57.14% | 9 | -55.00% |
| Mar 31, 2024 | 51 | 2.00% | 32,208,964 | 0.23% | 98 | 1.00% | 21 | -25.00% | 20 | 42.86% |
| Dec 31, 2023 | 50 | 6.38% | 32,134,102 | 0.95% | 99 | 1.02% | 28 | 64.71% | 14 | -17.65% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 260.90K | 0.79% | - |
| iShares Russell 2000 ETF | 242.36K | 0.73% | -4.80K |
| Bridgeway Omni Small-Cap Value N | 156.65K | 0.47% | - |
| Bridgeway Omni Small-Cap Value | 156.65K | 0.47% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 138.38K | 0.42% | - |
| EA Bridgeway Omni Small-Cap Value ETF | 117.81K | 0.36% | - |
| Avantis US Small Cap Value ETF | 92.83K | 0.28% | 333.00 |
| Fidelity Small Cap Index | 85.48K | 0.26% | -2.14K |
| iShares Russell 2000 Value ETF | 83.95K | 0.25% | -171.00 |
| Fidelity Extended Market Index | 46.95K | 0.14% | -3.14K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 13, 2023 | Pitstick John | - | Buy | $24.81K |
| Sep 04, 2020 | Pitstick John | - | Buy | $23.90K |
| Aug 18, 2020 | Taylor Jeffrey T. | Executive VP, Capital Markets | Buy | $5.02K |
| Aug 18, 2020 | Farrar Christopher D. | Chief Executive Officer | Buy | $20.50K |
| May 29, 2020 | Pitstick John | - | Buy | $76.71K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q2 | - | - |
VEL Ownership FAQ
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