Velocity Financial Llc (VEL)
Who owns Velocity Financial Llc (VEL)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 12.8% of the shares are freely tradable; institutional investors hold 98.9%.
Ownership Structure
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Snow Phipps Group, LLC | 34.02 | 13,353,103 | +0.0 | 03/31/2026 |
| Allianz Asset Management AG | 32.19 | 12,637,764 | +0.0 | 03/31/2026 |
| Beach Point Capital Management LP | 16.71 | 6,558,512 | +9.4 | 03/31/2026 |
| BlackRock Inc | 4.18 | 1,641,916 | -1.8 | 03/31/2026 |
| Dimensional Fund Advisors, Inc. | 1.48 | 582,550 | +16.0 | 03/31/2026 |
| Vanguard Group Inc | 1.41 | 554,568 | +15.7 | 12/31/2025 |
| Adage Capital Partners Gp LLC | 1.23 | 482,715 | +7.3 | 03/31/2026 |
| Vanguard Capital Management, LLC | 1.22 | 480,652 | +0.0 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 0.92 | 361,986 | +0.0 | 04/30/2026 |
| Avantis US Small Cap Value ETF | 0.75 | 294,257 | +0.1 | 05/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 28. Jul 2026 | Szczepaniak Mark R | Chief Financial Officer | Sell | 400 | 18.00 | 7,200 |
| 7. Jul 2026 | Tam Fiona | Chief Accounting Officer | Sell | 68 | 19.00 | 1,292 |
| 7. Jul 2026 | Taylor Jeffrey T. | Executive VP, Capital Markets | Sell | 2,165 | 19.00 | 41,135 |
| 17. Apr 2026 | Jeffrey T Taylor | VP | Sell | 2,130 | 20.00 | 42,600 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.
View all insider transactions →Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.