$VEL

$15.45 +$0.04 (0.26%) Close

$VEL Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 39.5M shares outstanding

Who owns VEL?

By type of holder

Institutions 98.3% Insiders 1.7% Everyone else 0.0%

Concentration Top 10 holders own 162.1%

SPG GP, LLC 33.8% · Snow Phipps Group, LLC 33.8%

Institutional ownership

98.3%

+0.5 pts vs last qtr

Institutional holders

-2 vs last qtr

Net shares bought

+216.1K

by institutions in Q2 2026

New / sold out

14 / 16

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Dimensional Fund Advisors LP +74.2K
American Century Companies Inc +71.8K

Biggest sellers in Q2 2026

BlackRock, Inc. −152.1K
Goldman Sachs Group Inc −39.8K

Who is planning to sell?

Notices of proposed sale, last 12 months

$1.31M

12 notices from 5 people

Shares covered

70.1K

0.18% of the company

Arranged in advance

90%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Roland Kelly Officer $571K
Taylor Family Trust Officer 10b5-1 $489K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+90.1%

+13.71% a year

Each share's claim on the business

−47.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$10.2M vs $25M

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years94% 3–5 years3% 1–3 years2% Under 1 year2%

Quarterly turnover

1.3%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting VEL on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
SP Snow Phipps Group, LLC	13.4M	33.82%	Unchanged	≤2021	75.6%
Shares held by quarter Peak holding13.4M (Q1'25) Change over 8 quarters+1.1M Share of the company33.820% Snow Phipps Group, LLC's full portfolio →
AA Allianz Asset Management GmbH	12.6M	32.01%	Unchanged	≤2021	0.2%
Shares held by quarter Peak holding12.6M (Q2'25) Change over 8 quarters+1.7M Share of the company32.010% Allianz Asset Management GmbH's full portfolio →

Snow Phipps Group, LLC

13.4M

% of company

33.82%

Change vs last qtr

Unchanged

Held since

≤2021

Allianz Asset Management GmbH

12.6M

% of company

32.01%

Change vs last qtr

Unchanged

Held since

≤2021

28 more super investors behind a free account

See every manager holding Velocity Financial Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting VEL on Form N-PORT; together they hold 7.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$6.68M	362.0K	0.92%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$5.94M	322.0K	0.82%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$6.68M

% of company

0.92%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$5.94M

% of company

0.82%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Velocity Financial Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SG SPG GP, LLC 5%+ holder 13D · 34.7%	13.4M	33.82%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company33.820% Disclosed stake13D · 34.7% View the 13D/G filing →
PI Pacific Investment Management Company LLC 5%+ holder 13D · 33.1%	12.6M	32.01%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company32.010% Disclosed stake13D · 33.1% View the 13D/G filing →

SPG GP, LLC

5%+ holder13D · 34.7%

13.4M

% of company

33.82%

Change vs last qtr

—

Held since

—

Pacific Investment Management Company LLC

5%+ holder13D · 33.1%

12.6M

% of company

32.01%

Change vs last qtr

—

Held since

—

8 more holders behind a free account

See every insider and 5%+ holder of Velocity Financial Inc.

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