VEL

Velocity Financial INC

-$93.8M

Net Activity

Institutions Holding

103

Popularity Rank

#4376

Avg Weight

1.20%

Total Value

$716.4M

Ownership Trend

103 institutions currently hold VEL, with 46 net buyers and 57 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

57

Net Buying Institutions

46

Key Holders

Key Holders

Top 5 by Value

SP
Snow Phipps Group, LLC
$241.6M
AA
Allianz Asset Management GmbH
$228.6M
BP
Beach Point Capital Management LP
$119.0M
BI
BlackRock, Inc.
$29.7M
HI
Hbk Investments L P
$13.3M

Top 5 by Conviction

SP
Snow Phipps Group, LLC
76.06%
BP
Beach Point Capital Management LP
46.84%
AA
Allianz Asset Management GmbH
0.24%
HI
Hbk Investments L P
0.14%
NI
Nfj Investment Group, LLC
0.05%
View all 103 holding institutions

Quarterly Activity

Recent Activity

+$69.0M

Total Buy Value

$126.6B

Total Sell Value

New buy13
Trim36
Add33
Sold out21

46

Net Buyers

57

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

3

Filings (90d)

$130K

Total Est. Value

7K shares

Planned Shares

Last Filed 2026-07-07
FilerFiling DateEst. Value
FIONA TAM2026-07-07$1K
TAYLOR FAMILY TRUST2026-07-07$40K
ROLAND KELLY2026-07-01$89K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding VELOCITY FINANCIAL INC (VEL)?
Major stakeholders currently include Snow Phipps Group, LLC ($241.6M), Allianz Asset Management GmbH ($228.6M), Beach Point Capital Management LP ($119.0M). Based on the latest 13F filings, there are a total of 103 tracked investment funds and institutions maintaining positions in VEL.
What is the overall institutional sentiment toward VEL recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $93.8M, driven by 46 managers accumulating shares while 57 reduced their exposure.
Which institutions have been selling or reducing their VEL positions?
In the latest period, 36 funds trimmed their holdings, and 21 managers completely exited their positions. The aggregate reported sell value was $126.6B.
Are there any notable investors adding VEL to their portfolios?
Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 33 existing holders added to their shares. The total reported buy value for the quarter amounted to $69.0M.

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