Velocity Financial, Inc. (VEL) Ownership
VEL ownership summary
as of October 18, 2026- Institutions
- 99.3% of shares outstanding
- Insiders
- 2.97% of shares outstanding
- Shares outstanding
- 39.5M
- Float
- 5.2M shares available to trade
- Short interest
- 30.68% 1.6M shares short
- Days to cover
- 9.07 short interest up 4.8% vs prior month
- Institutions 99.25%
- Insiders 2.97%
VEL top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Snow Phipps Group, LLC | 33.82% | 13.4M | $196.4M | — | September 30, 2026 |
| 2 | Allianz Asset Management AG | 32.01% | 12.6M | $185.9M | — | June 30, 2026 |
| 3 | Beach Point Capital Management LP | 16.67% | 6.6M | $96.8M | +23,868 (+0.4%) | June 30, 2026 |
| 4 | BlackRock Inc | 3.77% | 1.5M | $21.9M | −152,089 (−9.3%) | June 30, 2026 |
| 5 | Dimensional Fund Advisors, Inc. | 1.66% | 657K | $9.7M | +74,175 (+12.7%) | June 30, 2026 |
| 6 | Adage Capital Partners Gp LLC | 1.28% | 506K | $7.4M | +22,790 (+4.7%) | June 30, 2026 |
| 7 | Vanguard Capital Management, LLC | 1.23% | 487K | $7.2M | +6,359 (+1.3%) | June 30, 2026 |
| 8 | American Century Companies Inc | 0.90% | 357K | $5.3M | +71,830 (+25.2%) | June 30, 2026 |
| 9 | Geode Capital Management, LLC | 0.69% | 273K | $4.0M | +23,040 (+9.2%) | June 30, 2026 |
| 10 | State Street Corp | 0.63% | 250K | $3.7M | +31,586 (+14.5%) | June 30, 2026 |
| 11 | The Goldman Sachs Group Inc | 0.60% | 235K | $3.5M | −39,796 (−14.5%) | June 30, 2026 |
| 12 | D. E. Shaw & Co LP | 0.31% | 124K | $1.8M | +36,396 (+41.5%) | June 30, 2026 |
| 13 | Susquehanna International Group, LLP | 0.31% | 124K | $1.8M | +123,902 (0.0%) | June 30, 2026 |
| 14 | Man Group PLC | 0.30% | 117K | $1.7M | +40,543 (+53.1%) | June 30, 2026 |
| 15 | Qube Research & Technologies | 0.30% | 117K | $1.7M | +10,744 (+10.1%) | June 30, 2026 |
| 16 | Morgan Stanley - Brokerage Accounts | 0.26% | 103K | $1.5M | +14,080 (+15.9%) | June 30, 2026 |
| 17 | Vanguard Portfolio Management, LLC | 0.26% | 102K | $1.5M | +35,447 (+53.1%) | June 30, 2026 |
| 18 | Northern Trust Corp | 0.23% | 92K | $1.4M | +11,483 (+14.2%) | June 30, 2026 |
| 19 | Tudor Investment Corp Et AL | 0.23% | 91K | $1.3M | +32,317 (+54.9%) | June 30, 2026 |
| 20 | Charles Schwab Investment Management Inc | 0.23% | 89K | $1.3M | +4,099 (+4.8%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 16 holders added 563K shares and 2 cut 192K.
VEL top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Avantis US Small Cap Value ETF | 0.94% | 373K | $5.5M | +576 (+0.2%) | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 0.92% | 362K | $5.3M | — | August 31, 2026 |
| 3 | iShares Russell 2000 ETF | 0.82% | 324K | $4.8M | −3,712 (−1.1%) | September 30, 2026 |
| 4 | BlackRock Advantage Small Cap Core Instl | 0.59% | 232K | $3.4M | −13,815 (−5.6%) | August 31, 2026 |
| 5 | BSF Systematic US Eq Abs Ret A2 USD | 0.37% | 145K | $2.1M | −777 (−0.5%) | December 31, 2025 |
| 6 | Fidelity Small Cap Index | 0.32% | 128K | $1.9M | +2,161 (+1.7%) | July 31, 2026 |
| 7 | iShares Russell 2000 Value ETF | 0.28% | 110K | $1.6M | +166 (+0.2%) | September 30, 2026 |
| 8 | Dimensional US Small Cap ETF | 0.20% | 81K | $1.2M | — | September 30, 2026 |
| 9 | Dimensional US Small Cap Value ETF | 0.19% | 77K | $1.1M | +1,213 (+1.6%) | September 24, 2026 |
| 10 | DFA US Small Cap Value I | 0.18% | 72K | $1.1M | +9,421 (+15.2%) | August 31, 2026 |
| 11 | Vanguard Russell 2000 ETF | 0.18% | 71K | $1.0M | +1,440 (+2.1%) | August 31, 2026 |
| 12 | Virtus NFJ Small-Cap Value Inst | 0.17% | 67K | $992,793 | — | August 31, 2026 |
| 13 | DFA US Targeted Value I | 0.16% | 64K | $934,306 | +3,679 (+6.1%) | August 31, 2026 |
| 14 | Schwab US Small-Cap ETF™ | 0.16% | 62K | $908,063 | +36 (+0.1%) | September 30, 2026 |
| 15 | DFA US Small Cap I | 0.15% | 59K | $863,786 | +765 (+1.3%) | August 31, 2026 |
| 16 | Dimensional US Targeted Value ETF | 0.15% | 59K | $861,006 | +74 (+0.1%) | September 30, 2026 |
| 17 | DFA US Micro Cap I | 0.13% | 52K | $760,507 | — | August 31, 2026 |
| 18 | First Trust Dow Jones Sel MicroCap ETF | 0.13% | 51K | $756,594 | — | September 30, 2026 |
| 19 | Fidelity Extended Market Index | 0.11% | 42K | $619,850 | −226 (−0.5%) | August 31, 2026 |
| 20 | Strategic Advisers U.S. Total Stock | 0.10% | 40K | $583,796 | −63 (−0.2%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
VEL insider transactions
latest 17| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-17 | Jeffrey T Taylor | Sell | $20.00 | 2,130 | $42,600 |
| 2026-04-01 | Mark R Szczepaniak | Sell | $18.13 | 1,573 | $28,518 |
| 2026-03-17 | Roland Thomas Kelly | Sell | $18.06 | 5,160 | $93,190 |
| 2026-03-02 | Mark R Szczepaniak | Sell | $18.32 | 1,573 | $28,817 |
| 2026-02-02 | Jeffrey T Taylor | Sell | $20.33 | 1,772 | $36,025 |
| 2026-02-02 | Mark R Szczepaniak | Sell | $20.53 | 1,573 | $32,294 |
| 2026-01-26 | Jeffrey T Taylor | Sell | $20.00 | 1,770 | $35,400 |
| 2026-01-15 | Mark R Szczepaniak | Sell | $19.51 | 1,573 | $30,689 |
| 2025-12-31 | Jeffrey T Taylor | Sell | $20.13 | 3,049 | $61,376 |
| 2025-12-16 | Jeffrey T Taylor | Sell | $20.03 | 7,571 | $151,647 |
| 2025-12-02 | Roland Thomas Kelly | Sell | $19.38 | 6,655 | $128,974 |
| 2025-12-01 | Mark R Szczepaniak | Sell | $19.34 | 1,572 | $30,402 |
| 2025-11-03 | Mark R Szczepaniak | Sell | $18.50 | 1,572 | $29,082 |
| 2025-10-01 | Mark R Szczepaniak | Sell | $18.05 | 1,572 | $28,375 |
| 2025-09-02 | Mark R Szczepaniak | Sell | $18.85 | 1,572 | $29,632 |
| 2025-08-12 | Mark R Szczepaniak | Sell | $18.00 | 1,572 | $28,296 |
| 2025-07-01 | Mark R Szczepaniak | Sell | $18.44 | 1,572 | $28,988 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
VEL shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns VEL
Institutional investors own 99.3% of Velocity Financial's shares and insiders 2.97%. The largest holder is Snow Phipps Group, LLC with 33.82% of the shares (13.4M), as of September 30, 2026. Among the top 20 institutions, 16 added shares and 2 reduced their stake in the latest filings. Short interest is 30.68% of the float, or 9.07 days of average trading volume. The share count fell 66.4% since 2017.
Related: VEL analyst forecast, VEL key metrics. See the VEL stock overview for the latest quote and news.
VEL ownership FAQ
Who owns the most Velocity Financial stock?
The largest shareholders of Velocity Financial are Snow Phipps Group, LLC (33.82%), Allianz Asset Management AG (32.01%), Beach Point Capital Management LP (16.67%), BlackRock Inc (3.77%), Dimensional Fund Advisors, Inc. (1.66%).
What percentage of Velocity Financial is owned by institutions?
Institutions hold 99.3% of Velocity Financial's shares outstanding; insiders hold 2.97%.
Which funds own Velocity Financial?
The largest fund holders of Velocity Financial are Avantis US Small Cap Value ETF (0.94%), Vanguard MStar Total Stk Mkt Idx Invest (0.92%), iShares Russell 2000 ETF (0.82%), BlackRock Advantage Small Cap Core Instl (0.59%), BSF Systematic US Eq Abs Ret A2 USD (0.37%).
What is Velocity Financial's short interest?
1.6M shares of Velocity Financial were sold short, 30.68% of the float; at the average daily volume it would take 9.07 days to cover.
Are insiders buying or selling Velocity Financial?
Of the latest 17 reported insider transactions in Velocity Financial (since July 1, 2025), 0 were purchases and 17 were sales.
How many shares of Velocity Financial are outstanding?
Velocity Financial has 39.5M shares outstanding, of which 5.2M are in the public float.