Velocity Financial, Inc. VEL
Institutional shares held
34.5 Million
832K
calls
717K
puts
Total value of holdings
$569M
$13.7M
calls
$11.8M
puts
Market Cap
$534M
32,415,900
Shares Out.
Institutional ownership
106.56%
# of Institutions
96
We take great care to ensure that the data presented and summarized in this overview for Velocity Financial, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding VEL
View all-
Snow Phipps Group, LLC New York, NY13.4MShares$220 Million84.77% of portfolio
-
Allianz Asset Management Gmb H Munich, 2M11MShares$181 Million0.29% of portfolio
-
Beach Point Capital Management LP Santa Monica, CA5.49MShares$90.5 Million11.95% of portfolio
-
Black Rock Inc. New York, NY656KShares$10.8 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA464KShares$7.65 Million0.0% of portfolio
-
Adage Capital Partners Gp, L.L.C. Boston, MA444KShares$7.32 Million0.02% of portfolio
-
Dimensional Fund Advisors LP Austin, TX293KShares$4.83 Million0.0% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il242KShares$3.99 Million0.0% of portfolio
-
Goldman Sachs Group Inc New York, NY198KShares$3.26 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA195KShares$3.22 Million0.0% of portfolio
Latest Institutional Activity in VEL
Top Purchases
Top Sells
About VEL
Velocity Financial, Inc. operates as a real estate finance company in the United States. It primarily originates and manages investor loans secured by 1?4 unit residential rental and small commercial properties. The company offers its products through a network of independent mortgage brokers. Velocity Financial, Inc. was founded in 2004 and is headquartered in Westlake Village, California.
Insider Transactions at VEL
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
May 01
2025
|
Tobi Iii Spe I LLC |
BUY
Exercise of conversion of derivative security
|
Direct |
1,673,958
+11.7%
|
-
|
|
Mar 27
2025
|
Spg Gp, LLC |
SELL
Payment of exercise price or tax liability
|
Indirect |
258,828
-1.9%
|
$4,658,904
$18.73 P/Share
|
|
Mar 27
2025
|
Spg Gp, LLC |
BUY
Exercise of conversion of derivative security
|
Indirect |
1,339,166
+4.76%
|
$4,017,498
$3.95 P/Share
|
|
Feb 14
2025
|
Christopher D. Farrar Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
5,367
-0.77%
|
$96,606
$18.56 P/Share
|
|
Feb 14
2025
|
Fiona Tam Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
638
-1.45%
|
$11,484
$18.56 P/Share
|
|
Feb 14
2025
|
Jeffrey T. Taylor Executive VP, Capital Markets |
SELL
Payment of exercise price or tax liability
|
Direct |
2,872
-1.67%
|
$51,696
$18.56 P/Share
|
|
Feb 14
2025
|
Mark R Szczepaniak Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
2,678
-1.62%
|
$48,204
$18.56 P/Share
|
|
Feb 14
2025
|
Roland Thomas Kelly Chief Legal Officer and GC |
SELL
Payment of exercise price or tax liability
|
Direct |
1,205
-1.12%
|
$21,690
$18.56 P/Share
|
|
Jan 23
2025
|
Fiona Tam Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
543
-1.22%
|
$9,774
$18.42 P/Share
|
|
Jan 23
2025
|
Roland Thomas Kelly Chief Legal Officer and GC |
SELL
Payment of exercise price or tax liability
|
Direct |
2,113
-1.93%
|
$38,034
$18.42 P/Share
|
|
Jan 23
2025
|
Jeffrey T. Taylor Executive VP, Capital Markets |
SELL
Payment of exercise price or tax liability
|
Direct |
4,065
-2.31%
|
$73,170
$18.42 P/Share
|
|
Jan 23
2025
|
Mark R Szczepaniak Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
4,321
-2.54%
|
$77,778
$18.42 P/Share
|
|
Jan 21
2025
|
Roland Thomas Kelly Chief Legal Officer and GC |
SELL
Payment of exercise price or tax liability
|
Direct |
7,370
-6.29%
|
$132,660
$18.82 P/Share
|
|
Jan 21
2025
|
Roland Thomas Kelly Chief Legal Officer and GC |
BUY
Grant, award, or other acquisition
|
Direct |
20,033
+8.74%
|
$180,297
$9.41 P/Share
|
|
Jan 21
2025
|
Jeffrey T. Taylor Executive VP, Capital Markets |
SELL
Payment of exercise price or tax liability
|
Direct |
16,583
-8.6%
|
$298,494
$18.82 P/Share
|
|
Jan 21
2025
|
Jeffrey T. Taylor Executive VP, Capital Markets |
BUY
Grant, award, or other acquisition
|
Direct |
33,597
+8.84%
|
$302,373
$9.41 P/Share
|
|
Jan 21
2025
|
Mark R Szczepaniak Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
16,177
-8.7%
|
$291,186
$18.82 P/Share
|
|
Jan 21
2025
|
Mark R Szczepaniak Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
33,597
+9.17%
|
$302,373
$9.41 P/Share
|
|
Jan 21
2025
|
Fiona Tam Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
3,564
-7.4%
|
$64,152
$18.82 P/Share
|
|
Jan 21
2025
|
Fiona Tam Chief Accounting Officer |
BUY
Grant, award, or other acquisition
|
Direct |
6,938
+7.2%
|
$62,442
$9.41 P/Share
|
Last 12 Months Summary
Buy / Acquisition
3.36M
Shares
From
9
Insiders
| Exercise of conversion of derivative security | 3.01M shares |
|---|---|
| Grant, award, or other acquisition | 347K shares |
| Other acquisition or disposition | 3.17K shares |
Sell / Disposition
338K
Shares
From
6
Insiders
| Payment of exercise price or tax liability | 338K shares |
|---|