Velocity Financial Ownership | Who Owns Velocity Financial?
Velocity Financial Ownership Summary
Velocity Financial is owned by 99.41% 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 | 99.41% | 2.47% | -1.87% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Mortgage Stocks | 60.45% | 17.36% | 22.19% |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2023 | 44 | 7.32% | 31,833,644 | 0.82% | 99 | 1.02% | 27 | 28.57% | 10 | - |
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
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