Velocity Financial (VEL)
Originates, securitizes, and manages investor real estate loans across the United States.
$16.28
After hours+0.03 (+0.18%)
At close$16.25(+0.62%)
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13F · 13D/G · Form 4
| Institutions | 98.89% | 39.04M shares | |
|---|---|---|---|
| 106 holders · as of Jun 30, 2026 | |||
| Insiders | 4.24% | 1.67M shares | |
| 8 holders · as of Sep 10, 2026 | |||
| Strategic holders | 1.27% | 501.5K shares | |
| 1 holder · as of Feb 4, 2022 | |||
| Adds to | 104.40% | ||
39.48M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 104.40%; nothing is left for Other.
13F, as of Jun 30, 2026
106 holders · 39.04M shares · 18 new positions · 66 increased · 24 reduced · 17 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Snow Phipps Group, LLC | 13.35M | 33.82% | 0 | Jul 9, 2026 |
| Allianz Asset Management GmbH | 12.64M | 32.01% | 0 | Sep 2, 2026 |
| Beach Point Capital Management LP | 6.58M | 16.67% | +23.9K | Jul 22, 2026 |
| BlackRock, Inc. | 1.49M | 3.77% | −152.1K | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 656.7K | 1.66% | +74.2K | Aug 11, 2026 |
| Adage Capital Partners GP, L.L.C. | 505.5K | 1.28% | +22.8K | Aug 14, 2026 |
| Vanguard Capital Management LLC | 487.0K | 1.23% | +6.4K | Aug 13, 2026 |
| American Century Companies Inc | 357.2K | 0.90% | +71.8K | Aug 12, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| SPG GP, LLCincl. Ian K. Snow, Snow Phipps Group AIV, L.P. +4 more | 34.70% | 13.35M | 13D | Aug 12, 2025 |
| Pacific Investment Management Company LLC | 33.10% | 12.64M | 13D | May 1, 2025 |
| Beach Point Capital Management LP | 17.90% | 6.95M | 13G | Feb 13, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Sep 10, 2026 | Mark R. Szczepaniakofficer: Chief Financial Officer | Sale | 2,000 | $18.03 | 64,400 |
| Sep 1, 2026 | Roland Thomas Kellyofficer: Chief Legal Officer and GC | Sale | 1,600 | $18.00 | 98,139 |
| Aug 11, 2026 | Fiona Tamofficer: Chief Accounting Officer | Sale | 1,232 | $19.00 | 47,129 |
| Aug 11, 2026 | Jeffrey T. Taylorofficer: Executive VP, Capital Markets | Sale | 4,330 | $19.06 | 172,490 |
| Aug 10, 2026 | Mark R. Szczepaniakofficer: Chief Financial Officer | Sale | 2,000 | $18.16 | 64,400 |
| Aug 6, 2026 | Mark R. Szczepaniakofficer: Chief Financial Officer | Sale | 400 | $18.00 | 66,400 |
| Aug 6, 2026 | Roland Thomas Kellyofficer: Chief Legal Officer and GC | Sale | 1,600 | $18.00 | 95,794 |
| Jul 28, 2026 | Mark R. Szczepaniakofficer: Chief Financial Officer | Sale | 400 | $18.00 | 68,000 |
| Jul 7, 2026 | Jeffrey T. Taylorofficer: Executive VP, Capital Markets | Sale | 2,165 | $19.00 | 176,820 |
| Jul 7, 2026 | Fiona Tamofficer: Chief Accounting Officer | Sale | 68 | $19.00 | 48,361 |
House and Senate disclosures
Not reported.