2026-08-27
AI summary pending
View Full Filing (SEC EDGAR)Velocity Financial Inc
$14.51-1.4%
+$7.7M
Net Activity
+0.49% total shares
Institutions Holding
105
Popularity Rank
#4489
Avg Weight
1.18%
Total Value
$735.8M
Market Cap
$554.0M
105 institutions currently hold VEL, with 69 net buyers and 39 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
39
Net Buying Institutions
69
Top 5 by Value
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Across its top 20 institutional holders, VEL's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 15/100, avg. turnover score 38/100).
VEL ranks #4489 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
VEL is a top-conviction position for Snow Phipps Group, LLC — at 75.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
IFP Advisors, Inc has added to its VEL position for two straight quarters, increasing it by $801.0 to reach $2.7K today.
Essential Partners LLC has trimmed its VEL position for two straight quarters, cutting it by $3.4K while still holding $1.4K.
VEL is down 1.4% today, but institutions show net buying of $7.7M this quarter — a divergence between today's price move and the underlying institutional flow.
VEL closed its latest fiscal year with net income of $105.1M, and currently trades at a P/E of 5.3.
+$15.2M
Total Buy Value
$10.3M
Total Sell Value
69
Net Buyers
39
Net Sellers
VEL
Q2 2026
Top 5 Institutional Movers
+$4.9M
+$4.7M
-$2.2M
-$2.0M
VEL does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
5
Filings (90d)
$210K
Total Est. Value
12K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| SZCZEPANIAK FAMILY TRUST U/A/D 08/10/2021 | 2026-09-10 | $36K |
| FIONA TAM | 2026-08-11 | $23K |
| TAYLOR FAMILY TRUST | 2026-08-11 | $79K |
| SZCZEPANIAK FAMILY TRUST U/A/D 08/10/2021 | 2026-08-10 | $37K |
| SZCZEPANIAK FAMILY TRUST U/A/D 08/10/2021 | 2026-07-28 | $35K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
3
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)Velocity Financial (ticker: VEL) put out a press release on August 5, 2026, announcing its financial results for the quarter ended June 30, 2026. This 8-K simply tells you that the release happened, and the press release itself is attached as an exhibit for reference.
View Full Filing (SEC EDGAR)Velocity Financial (ticker: VEL) filed an 8-K on August 5, 2026, announcing that it posted management's Q2 2026 earnings presentation to its Investor Relations website (www.velfinance.com). The presentation is attached as Exhibit 99 and is being "furnished" rather than "filed," meaning it's not subject to Section 18 of the Securities Exchange Act. Overall, this is a routine disclosure with no major new information.
View Full Filing (SEC EDGAR)92262D101
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
6,178
Total reported value
$2.9T
Held by 6178 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,841
Total reported value
$1.8T
Held by 5841 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,283
Total reported value
$1.3T
Held by 5283 institutions — one of the most-tracked stocks on AlphaSMO
Access VEL's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/VELCLI
npx alphasmo stocks get VEL