Velocity Financial Llc
Ownership
Ownership Structure
Who owns Velocity Financial Llc (VEL)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 13.3% of the shares are freely tradable; institutional investors hold 98.9%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Snow Phipps Group, LLC | 33.82 | 13,353,103 | +0.0 | 06/30/2026 |
| Allianz Asset Management AG | 32.01 | 12,637,764 | +0.0 | 06/30/2026 |
| Beach Point Capital Management LP | 16.67 | 6,582,380 | +0.4 | 06/30/2026 |
| BlackRock Inc | 4.16 | 1,641,916 | -1.8 | 03/31/2026 |
| Dimensional Fund Advisors, Inc. | 1.66 | 656,725 | +12.7 | 06/30/2026 |
| Adage Capital Partners Gp LLC | 1.28 | 505,505 | +4.7 | 06/30/2026 |
| Vanguard Capital Management, LLC | 1.22 | 480,652 | +0.0 | 03/31/2026 |
| American Century Companies Inc | 0.90 | 357,199 | +25.2 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 0.92 | 361,986 | +0.0 | 07/31/2026 |
| Avantis US Small Cap Value ETF | 0.90 | 356,517 | +0.1 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Taylor Jeffrey T. | Executive VP, Capital Markets | 172,490 | 2,777,089 $ | Aug 11, 2026 | direct |
| Kelly Roland Thomas | Chief Legal Officer and GC | 98,139 | 1,580,038 $ | Sep 1, 2026 | direct |
| Szczepaniak Mark R | Chief Financial Officer | 64,400 | 1,036,840 $ | Sep 10, 2026 | indirect |
| Tam Fiona | Chief Accounting Officer | 47,129 | 758,777 $ | Aug 11, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Szczepaniak Mark R | Chief Financial Officer | Sell | 2,000 | 18.03 | 36,060 |
| Sep 1, 2026 | Kelly Roland Thomas | Chief Legal Officer and GC | Sell | 1,600 | 18.00 | 28,800 |
| Aug 11, 2026 | Taylor Jeffrey T. | Executive VP, Capital Markets | Sell | 4,330 | 19.06 | 82,530 |
| Aug 11, 2026 | Tam Fiona | Chief Accounting Officer | Sell | 1,232 | 19.00 | 23,408 |
| Aug 10, 2026 | Szczepaniak Mark R | Chief Financial Officer | Sell | 2,000 | 18.16 | 36,320 |
| Aug 6, 2026 | Kelly Roland Thomas | Chief Legal Officer and GC | Sell | 1,600 | 18.00 | 28,800 |
| Aug 6, 2026 | Szczepaniak Mark R | Chief Financial Officer | Sell | 400 | 18.00 | 7,200 |
| Jul 28, 2026 | Szczepaniak Mark R | Chief Financial Officer | Sell | 400 | 18.00 | 7,200 |
| Jul 7, 2026 | Tam Fiona | Chief Accounting Officer | Sell | 68 | 19.00 | 1,292 |
| Jul 7, 2026 | Taylor Jeffrey T. | Executive VP, Capital Markets | Sell | 2,165 | 19.00 | 41,135 |
| Apr 17, 2026 | Jeffrey T Taylor | VP | Sell | 2,130 | 20.00 | 42,600 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.