Velocity Financial Ownership | Who Owns Velocity Financial?

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Velocity Financial Ownership Summary

Velocity Financial is owned by 99.80% institutional investors, 2.47% insiders. Snow phipps group is the largest institutional shareholder, holding 37.66% 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	99.80%	2.47%	-2.26%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Mortgage Stocks	59.82%	17.02%	23.17%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Snow phipps group	12.27M	37.66%	$220.05M
Allianz asset management gmbh	10.96M	33.65%	$196.58M
Beach point capital management lp	5.54M	16.99%	$99.26M
Adage capital partners gp	1.11M	3.42%	$19.96M
Blackrock	656.19K	2.01%	$11.77M
Vanguard group	424.71K	1.30%	$7.62M
Bridgeway capital management	288.40K	0.89%	$5.17M
Geode capital management	197.91K	0.61%	$3.55M
Susquehanna group, llp	173.10K	0.53%	$3.10M
State street	160.00K	0.49%	$2.87M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Snow phipps group	12.27M	84.55%	$220.05M
Beach point capital management lp	5.54M	35.15%	$99.26M
Allianz asset management gmbh	10.96M	0.29%	$196.58M
Bridgeway capital management	288.40K	0.12%	$5.17M
Empowered funds	131.75K	0.04%	$2.36M
Adage capital partners gp	1.11M	0.04%	$19.96M
Mariner	72.42K	0.00%	$1.30M
Peak6 investments	26.00K	0.00%	$466.18K
Dimensional fund advisors lp	147.06K	0.00%	$2.64M
Tower research capital llc (trc)	2.04K	0.00%	$36.67K

Top Buyers

Holder	Shares	% Assets	Change
Susquehanna group, llp	173.10K	0.00%	173.10K
Beach point capital management lp	5.54M	35.15%	101.19K
Blackrock	656.19K	0.00%	65.73K
Peak6 investments	26.00K	0.00%	26.00K
Wolverine trading	19.50K	0.00%	19.50K

Top Sellers

Holder	Shares	% Assets	Change
Caption management	-	-	-580.60K
Eam investors	-	-	-51.60K
Adage capital partners gp	1.11M	0.04%	-26.67K
Invesco	-	-	-14.70K
Bailard	-	-	-13.98K

New Positions

Holder	Shares	% Assets	Change	Value
Susquehanna group, llp	173.10K	0.00%	173.10K	$3.10M
Peak6 investments	26.00K	0.00%	26.00K	$466.18K
Wolverine trading	19.50K	0.00%	19.50K	$349.63K
Janus henderson group	16.68K	0.00%	16.68K	$299.05K
Mirae asset global etfs	4.88K	0.00%	4.88K	$87.52K

Sold Out

Holder	Change
Assetmark	-1.00
Metropolitan life insurance co/ny	-508.00
Gladius capital management lp	-2.19K
American group	-4.32K
Torno capital	-5.00K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	47	6.82%	31,832,064	-0.01%	98	1.00%	17	-37.04%	17	70.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	260.90K	0.79%	-
iShares Russell 2000 ETF	240.10K	0.73%	-546.00
Bridgeway Omni Small-Cap Value N	156.65K	0.47%	-
Bridgeway Omni Small-Cap Value	156.65K	0.47%	-
EA Bridgeway Omni Small-Cap Value ETF	140.33K	0.42%	-
Vanguard Institutional Extnd Mkt Idx Tr	138.38K	0.42%	-
iShares Russell 2000 Value ETF	95.08K	0.29%	-
Fidelity Small Cap Index	87.74K	0.27%	-3.30K
Avantis US Small Cap Value ETF	70.19K	0.21%	-
Fidelity Extended Market Index	51.55K	0.16%	3.31K

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
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	-
2023 Q2	-	-
2023 Q1	1	-

VEL Ownership FAQ

Who Owns Velocity Financial?

Velocity Financial shareholders are primarily institutional investors at 99.80%, followed by 2.47% insiders and -2.27% retail investors. The average institutional ownership in Velocity Financial's industry, Mortgage Stocks, is 59.82%, which Velocity Financial exceeds.

Who owns the most shares of Velocity Financial?

Velocity Financial’s largest shareholders are Snow phipps group (12.27M shares, 37.66%), Allianz asset management gmbh (10.96M shares, 33.65%), and Beach point capital management lp (5.54M shares, 16.99%). Together, they hold 88.30% 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 84.55% of its assets in 12.27M Velocity Financial shares, valued at 220.05M$.

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 0.79% of its total shares outstanding invested in 260.9K Velocity Financial shares.

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