Velocity Financial, Inc. (VEL) Institutional Ownership & Insider Trading

100 institutions reported holding Velocity Financial, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 29 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

VELVelocity Financial, Inc.Follow VEL — free

Mortgage Finance · Financials

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Market cap: 604.1M
P/E TTM: 5.6
Dividend yield: —
52-week: —
Next earnings: 9 Mar, in 136 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

100 institutions held 98.6% of the shares. Across filers that reported both quarters, shares held changed +0.9%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	100	39	+0.9%	47	15	22	11
Mar 26	100	39	+1.5%	32	10	34	19
Dec 25	105	38	+1.1%	39	14	29	10
Sep 25	102	38	+0.8%	34	19	34	9
Jun 25	92	37	+6.6%	39	24	23	11
Mar 25	81	35	+7.1%	33	16	20	6
Dec 24	72	33	-0.2%	29	11	16	8
Sep 24	69	33	-0.5%	27	20	6	1

Velocity Financial, Inc. — questions

Who owns Velocity Financial, Inc. stock?: 100 institutions reported Velocity Financial, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: Snow Phipps Group, LLC (33.8%), Allianz Asset Management GmbH (32.0%), Beach Point Capital Management LP (16.7%).
Are Velocity Financial, Inc. insiders buying or selling?: 29 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Velocity Financial, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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