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 34.57% of VEL shares. Vanguard Morn Total Stk Mkt Idx Investor 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 | 746.79% | 13.83% | -660.62% |
| Industry | Mortgage Stocks | 34.21% | 14.52% | 51.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Snow phipps group | 13.35M | 34.57% | $246.50M |
| Allianz asset management gmbh | 12.64M | 32.72% | $233.29M |
| Beach point capital management lp | 6.58M | 17.04% | $121.51M |
| Blackrock funding, inc. /de | 1.49M | 3.86% | $27.50M |
| Blackrock | 656.19K | 2.01% | $11.77M |
| Dimensional fund advisors lp | 656.73K | 1.70% | $12.12M |
| Vanguard group | 554.57K | 1.46% | $11.51M |
| Adage capital partners gp | 505.50K | 1.31% | $9.33M |
| Vanguard capital management | 487.01K | 1.26% | $8.99M |
| American century companies | 357.20K | 0.92% | $6.59M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Snow phipps group | 13.35M | 75.64% | $246.50M |
| Beach point capital management lp | 6.58M | 47.13% | $121.51M |
| Allianz asset management gmbh | 12.64M | 0.21% | $233.29M |
| Nfj investment group | 72.61K | 0.05% | $1.34M |
| Hap trading | 20.10K | 0.04% | $372.60K |
| Hap trading | 24.16K | 0.03% | $438.24M |
| Pdt partners | 19.72K | 0.02% | $363.99K |
| Campbell & co investment adviser | 19.60K | 0.02% | $361.78K |
| Adage capital partners gp | 505.50K | 0.01% | $9.33M |
| Xtx topco | 35.34K | 0.01% | $652.28K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Susquehanna group, llp | 123.90K | 0.00% | 123.90K |
| Sixth street partners management company | 89.50K | 0.00% | 89.50K |
| Vanguard group | 554.57K | 0.00% | 75.45K |
| Dimensional fund advisors lp | 656.73K | 0.00% | 74.17K |
| American century companies | 357.20K | 0.00% | 71.83K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.49M | 0.00% | -152.09K |
| Eam investors | - | - | -51.60K |
| Gsa capital partners llp | - | - | -50.91K |
| Goldman sachs group | 235.33K | 0.00% | -39.80K |
| Arrowstreet capital, limited partnership | 23.63K | 0.00% | -35.61K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 89.50K | 0.00% | 89.50K | $1.65M |
| Nomura | 41.63K | 0.00% | 41.63K | $814.28K |
| Peak6 investments | 26.00K | 0.00% | 26.00K | $466.18K |
| Hap trading | 24.16K | 0.03% | 24.16K | $438.24M |
| Hap trading | 20.10K | 0.04% | 20.10K | $372.60K |
Sold Out
| Holder | Change |
|---|---|
| Sbi securities | -1.00 |
| Assetmark | -1.00 |
| Transamerica financial advisors | -3.00 |
| Root financial partners | -12.00 |
| 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 Morn Total Stk Mkt Idx Investor | 361.99K | 0.92% | - |
| Vanguard Total Stock Mkt Idx Inv | 361.99K | 0.92% | - |
| Avantis US Small Cap Value ETF | 336.33K | 0.85% | 625.00 |
| iShares Russell 2000 ETF | 315.07K | 0.80% | -5.57K |
| Vanguard US Total Market Shares ETF | 260.90K | 0.77% | - |
| BlackRock Advantage Small Cap Core Instl | 245.82K | 0.63% | - |
| BSF Systematic US Eq Abs Ret A2 USD | 145.01K | 0.37% | -777.00 |
| iShares Russell 2000 Value ETF | 126.73K | 0.32% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 113.31K | 0.29% | 4.17K |
| Fidelity Small Cap Index | 109.48K | 0.28% | -151.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 11, 2026 | Taylor Jeffrey T. | Executive VP, Capital Markets | Sell | $82.53K |
| Aug 11, 2026 | Tam Fiona | Chief Accounting Officer | Sell | $23.41K |
| Aug 10, 2026 | Szczepaniak Mark R | Chief Financial Officer | Sell | $36.32K |
| Aug 06, 2026 | Kelly Roland Thomas | Chief Legal Officer and GC | Sell | $28.80K |
| Aug 06, 2026 | Szczepaniak Mark R | Chief Financial Officer | Sell | $7.20K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 9 |
| 2026 Q2 | - | 4 |
| 2026 Q1 | - | 8 |
| 2025 Q4 | - | 6 |
| 2025 Q3 | - | 3 |
VEL Ownership FAQ
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