Velocity Financial, Inc. VEL
Institutional shares held
32.4 Million
574K
calls
409K
puts
Total value of holdings
$662M
$11.7M
calls
$8.37M
puts
Market Cap
$668M
32,415,900
Shares Out.
Institutional ownership
99.83%
# of Institutions
76
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, NY12.3MShares$253 Million84.31% of portfolio
-
Allianz Asset Management Gmb H Munich, 2M11MShares$226 Million0.31% of portfolio
-
Beach Point Capital Management LP Santa Monica, CA5.54MShares$114 Million68.1% of portfolio
-
Black Rock Inc. New York, NY656KShares$13.5 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA468KShares$9.65 Million0.0% of portfolio
-
Adage Capital Partners Gp, L.L.C. Boston, MA465KShares$9.6 Million0.02% of portfolio
-
Bridgeway Capital Management, LLC Houston, TX295KShares$6.09 Million0.13% of portfolio
-
Dimensional Fund Advisors LP Austin, TX196KShares$4.04 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA195KShares$4.03 Million0.0% of portfolio
-
Empowered Funds, LLC139KShares$2.86 Million0.04% 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 |
|---|---|---|---|---|---|
|
Jun 28
2024
|
Christopher D. Farrar Chief Executive Officer |
BUY
Other acquisition or disposition
|
Direct |
1,583
+0.28%
|
$20,579
$13.42 P/Share
|
|
Jun 28
2024
|
Roland Thomas Kelly Chief Legal Officer and GC |
BUY
Other acquisition or disposition
|
Direct |
1,583
+1.79%
|
$20,579
$13.42 P/Share
|
|
May 19
2024
|
Joy L. Schaefer |
SELL
Sale (or disposition) back to the issuer
|
Direct |
4,964
-11.66%
|
$84,388
$17.88 P/Share
|
|
May 19
2024
|
John Pitstick |
SELL
Sale (or disposition) back to the issuer
|
Direct |
4,964
-7.87%
|
$84,388
$17.88 P/Share
|
|
May 19
2024
|
Dorika M Beckett |
SELL
Sale (or disposition) back to the issuer
|
Direct |
4,964
-14.29%
|
$84,388
$17.88 P/Share
|
|
May 17
2024
|
Joy L. Schaefer |
BUY
Grant, award, or other acquisition
|
Direct |
5,313
+11.1%
|
$90,321
$17.88 P/Share
|
|
May 17
2024
|
John Pitstick |
BUY
Grant, award, or other acquisition
|
Direct |
5,313
+7.77%
|
$90,321
$17.88 P/Share
|
|
May 17
2024
|
Dorika M Beckett |
BUY
Grant, award, or other acquisition
|
Direct |
5,313
+13.15%
|
$90,321
$17.88 P/Share
|
|
Feb 14
2024
|
Fiona Tam Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
575
-1.46%
|
$9,200
$16.01 P/Share
|
|
Feb 14
2024
|
Roland Thomas Kelly Chief Legal Officer and GC |
SELL
Payment of exercise price or tax liability
|
Direct |
1,203
-1.39%
|
$19,248
$16.01 P/Share
|
|
Feb 14
2024
|
Jeffrey T. Taylor Executive VP, Capital Markets |
SELL
Payment of exercise price or tax liability
|
Direct |
2,859
-1.95%
|
$45,744
$16.01 P/Share
|
|
Feb 14
2024
|
Mark R Szczepaniak Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
2,673
-1.9%
|
$42,768
$16.01 P/Share
|
|
Jan 23
2024
|
Jeffrey T. Taylor Executive VP, Capital Markets |
BUY
Grant, award, or other acquisition
|
Direct |
22,343
+13.21%
|
$335,145
$15.86 P/Share
|
|
Jan 23
2024
|
Jeffrey T. Taylor Executive VP, Capital Markets |
BUY
Grant, award, or other acquisition
|
Direct |
22,343
+15.22%
|
$335,145
$15.86 P/Share
|
|
Jan 23
2024
|
Mark R Szczepaniak Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
24,205
+14.68%
|
$363,075
$15.86 P/Share
|
|
Jan 23
2024
|
Mark R Szczepaniak Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
24,205
+17.2%
|
$363,075
$15.86 P/Share
|
|
Jan 23
2024
|
Christopher D. Farrar Chief Executive Officer |
BUY
Grant, award, or other acquisition
|
Direct |
69,514
+9.27%
|
$1,042,710
$15.86 P/Share
|
|
Jan 23
2024
|
Christopher D. Farrar Chief Executive Officer |
BUY
Grant, award, or other acquisition
|
Direct |
69,514
+10.21%
|
$1,042,710
$15.86 P/Share
|
|
Jan 23
2024
|
Roland Thomas Kelly Chief Legal Officer and GC |
BUY
Grant, award, or other acquisition
|
Direct |
11,834
+12.04%
|
$177,510
$15.86 P/Share
|
|
Jan 23
2024
|
Roland Thomas Kelly Chief Legal Officer and GC |
BUY
Grant, award, or other acquisition
|
Direct |
11,834
+13.69%
|
$177,510
$15.86 P/Share
|
Last 12 Months Summary
Buy / Acquisition
283K
Shares
From
10
Insiders
| Grant, award, or other acquisition | 279K shares |
|---|---|
| Other acquisition or disposition | 3.91K shares |
Sell / Disposition
64.4K
Shares
From
7
Insiders
| Sale (or disposition) back to the issuer | 14.9K shares |
|---|---|
| Payment of exercise price or tax liability | 49.5K shares |