Velocity Financial, Inc. VEL

Institutional shares held 33.4 Million

935K calls

895K puts

Total value of holdings $591M

$16.5M calls

$15.8M puts

Market Cap $579M

32,415,900 Shares Out.

Institutional ownership 103.01%

# of Institutions 86

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.

Quarterly Institutional Activity in VEL

Shares Bought

Shares Sold

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Top Institutions Holding VEL

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Latest Institutional Activity in VEL

Top Purchases

Q1 2025

Snow Phipps Group, LLC Shares Held: 13.4M ($239M)

1.08M Shares purchased

8.8% Added

Q1 2025

Sg Americas Securities, LLC Shares Held: 6.34K ($113K)

528 Shares purchased

9.08% Added

Q1 2025

Harbor Capital Advisors, Inc. Shares Held: 737 ($13.2K)

152 Shares purchased

25.98% Added

Q1 2025

Nisa Investment Advisors, LLC Shares Held: 112 ($2K)

12 Shares purchased

12.0% Added

Q4 2024

Group One Trading, L.P. Shares Held: 62.6K ($1.12M)

62.6K Shares purchased

New Holding

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Top Sells

Q1 2025

Gamma Investing LLC Shares Held: 116 ($2.07K)

2.05K Shares sold

94.65% Reduced

Q1 2025

Rhumbline Advisers Shares Held: 12.5K ($224K)

1.31K Shares sold

9.44% Reduced

Q4 2024

Beach Point Capital Management LP Shares Held: 5.27M ($94.2M)

265K Shares sold

4.79% Reduced

Q4 2024

Adage Capital Partners Gp, L.L.C. Shares Held: 447K ($7.99M)

18K Shares sold

3.88% Reduced

Q4 2024

Squarepoint Ops LLC Shares Held: 25.5K ($456K)

15.4K Shares sold

37.66% Reduced

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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

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Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Mar 27 2025	Spg Gp, LLC	SELL Payment of exercise price or tax liability	Indirect	258,828 -1.9%	$4,658,904 $18.73 P/Share
Mar 27 2025	Spg Gp, LLC	BUY Exercise of conversion of derivative security	Indirect	1,339,166 +4.76%	$4,017,498 $3.95 P/Share
Feb 14 2025	Christopher D. Farrar Chief Executive Officer	SELL Payment of exercise price or tax liability	Direct	5,367 -0.77%	$96,606 $18.56 P/Share
Feb 14 2025	Fiona Tam Chief Accounting Officer	SELL Payment of exercise price or tax liability	Direct	638 -1.45%	$11,484 $18.56 P/Share
Feb 14 2025	Jeffrey T. Taylor Executive VP, Capital Markets	SELL Payment of exercise price or tax liability	Direct	2,872 -1.67%	$51,696 $18.56 P/Share
Feb 14 2025	Mark R Szczepaniak Chief Financial Officer	SELL Payment of exercise price or tax liability	Direct	2,678 -1.62%	$48,204 $18.56 P/Share
Feb 14 2025	Roland Thomas Kelly Chief Legal Officer and GC	SELL Payment of exercise price or tax liability	Direct	1,205 -1.12%	$21,690 $18.56 P/Share
Jan 23 2025	Fiona Tam Chief Accounting Officer	SELL Payment of exercise price or tax liability	Direct	543 -1.22%	$9,774 $18.42 P/Share
Jan 23 2025	Roland Thomas Kelly Chief Legal Officer and GC	SELL Payment of exercise price or tax liability	Direct	2,113 -1.93%	$38,034 $18.42 P/Share
Jan 23 2025	Jeffrey T. Taylor Executive VP, Capital Markets	SELL Payment of exercise price or tax liability	Direct	4,065 -2.31%	$73,170 $18.42 P/Share
Jan 23 2025	Mark R Szczepaniak Chief Financial Officer	SELL Payment of exercise price or tax liability	Direct	4,321 -2.54%	$77,778 $18.42 P/Share
Jan 21 2025	Roland Thomas Kelly Chief Legal Officer and GC	SELL Payment of exercise price or tax liability	Direct	7,370 -6.29%	$132,660 $18.82 P/Share
Jan 21 2025	Roland Thomas Kelly Chief Legal Officer and GC	BUY Grant, award, or other acquisition	Direct	20,033 +8.74%	$180,297 $9.41 P/Share
Jan 21 2025	Jeffrey T. Taylor Executive VP, Capital Markets	SELL Payment of exercise price or tax liability	Direct	16,583 -8.6%	$298,494 $18.82 P/Share
Jan 21 2025	Jeffrey T. Taylor Executive VP, Capital Markets	BUY Grant, award, or other acquisition	Direct	33,597 +8.84%	$302,373 $9.41 P/Share
Jan 21 2025	Mark R Szczepaniak Chief Financial Officer	SELL Payment of exercise price or tax liability	Direct	16,177 -8.7%	$291,186 $18.82 P/Share
Jan 21 2025	Mark R Szczepaniak Chief Financial Officer	BUY Grant, award, or other acquisition	Direct	33,597 +9.17%	$302,373 $9.41 P/Share
Jan 21 2025	Fiona Tam Chief Accounting Officer	SELL Payment of exercise price or tax liability	Direct	3,564 -7.4%	$64,152 $18.82 P/Share
Jan 21 2025	Fiona Tam Chief Accounting Officer	BUY Grant, award, or other acquisition	Direct	6,938 +7.2%	$62,442 $9.41 P/Share
Jan 21 2025	Christopher D. Farrar Chief Executive Officer	BUY Grant, award, or other acquisition	Direct	122,045 +8.91%	$1,098,405 $9.41 P/Share

View All Transactions

Last 12 Months Summary

Buy / Acquisition

1.71M Shares

From 11 Insiders

Exercise of conversion of derivative security	1.34M shares
Grant, award, or other acquisition	363K shares
Other acquisition or disposition	3.17K shares

Sell / Disposition

353K Shares

From 9 Insiders

Payment of exercise price or tax liability	338K shares
Sale (or disposition) back to the issuer	14.9K shares

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Insider Trading

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Velocity Financial, Inc. VEL

Quarterly Institutional Activity in VEL

Top Institutions Holding VEL

Latest Institutional Activity in VEL

Top Purchases

Top Sells

About VEL

Insider Transactions at VEL

Insider Transaction List

Last 12 Months Summary

Track Institutional and Insider Activities on VEL

Institutional Portfolio Updates

Insider Trading

News