Velocity Financial
Originates, securitizes, and manages investor real estate loans across the United States.
$18.01
After-hours close+0.02 (+0.11%)
At close$17.99(−0.50%)
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Breakdown13F · Form 4
Institutions 99.46%Insiders 69.99%
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 39.26M · Float —
Float — provider float is below the insider stake.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Institutions13F, as of Jun 30, 2026
106 holders · 39.04M shares · 18 new positions · 68 increased · 22 reduced · 17 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Snow Phipps Group, LLC | 13.35M | 34.02% | 0 | Jul 9, 2026 |
| Allianz Asset Management GmbH | 12.64M | 32.19% | 0 | Aug 14, 2026 |
| Beach Point Capital Management LP | 6.58M | 16.77% | +23.9K | Jul 22, 2026 |
| BlackRock, Inc. | 1.49M | 3.80% | −152.1K | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 656.7K | 1.67% | +74.2K | Aug 11, 2026 |
| Adage Capital Partners GP, L.L.C. | 505.5K | 1.29% | +22.8K | Aug 14, 2026 |
| Vanguard Capital Management LLC | 487.0K | 1.24% | +6.4K | Aug 13, 2026 |
| American Century Companies Inc | 357.2K | 0.91% | +71.8K | Aug 12, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| SPG GP, LLCincl. Ian K. Snow, Snow Phipps Group AIV, L.P. +4 more | 34.70% | 13.35M | 13D | Aug 12, 2025 ↗ |
| Pacific Investment Management Company LLC | 33.10% | 12.64M | 13D | May 1, 2025 ↗ |
| Beach Point Capital Management LP | 17.90% | 6.95M | 13G | Feb 13, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| SPG GP, LLC | director, 10 percent owner: | 13.17M | 33.54% | Mar 31, 2025 |
| Tobi Iii Spe I LLC | director, 10 percent owner: | 12.64M | 32.19% | May 2, 2025 |
| Christopher D. Farrar | director, officer: Chief Executive Officer | 1.03M | 2.62% | Jun 30, 2026 |
| Mark R. Szczepaniak | officer: Chief Financial Officer | 182.7K | 0.47% | Aug 10, 2026 |
| Jeffrey T. Taylor | officer: Executive VP, Capital Markets | 172.5K | 0.44% | Aug 11, 2026 |
| Roland Thomas Kelly | officer: Chief Legal Officer and GC | 95.8K | 0.24% | Aug 6, 2026 |
| John Pitstick | director | 59.4K | 0.15% | May 27, 2026 |
| Fiona Tam | officer: Chief Accounting Officer | 47.1K | 0.12% | Aug 11, 2026 |
| Dorika M. Beckett | director | 41.3K | 0.11% | May 22, 2026 |
| Joy L. Schaefer | director | 40.8K | 0.10% | May 27, 2026 |
4 people have not refiled in the last 18 months (6.51M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 11, 2026 | Fiona Tamofficer: Chief Accounting Officer | Sale | 1,232 | $19.00 | 47,129 |
| Aug 11, 2026 | Jeffrey T. Taylorofficer: Executive VP, Capital Markets | Sale | 4,330 | $19.06 | 172,490 |
| Aug 10, 2026 | Mark R. Szczepaniakofficer: Chief Financial Officer | Sale | 2,000 | $18.16 | 64,400 |
| Aug 6, 2026 | Mark R. Szczepaniakofficer: Chief Financial Officer | Sale | 400 | $18.00 | 66,400 |
| Aug 6, 2026 | Roland Thomas Kellyofficer: Chief Legal Officer and GC | Sale | 1,600 | $18.00 | 95,794 |
| Jul 28, 2026 | Mark R. Szczepaniakofficer: Chief Financial Officer | Sale | 400 | $18.00 | 68,000 |
| Jul 7, 2026 | Jeffrey T. Taylorofficer: Executive VP, Capital Markets | Sale | 2,165 | $19.00 | 176,820 |
| Jul 7, 2026 | Fiona Tamofficer: Chief Accounting Officer | Sale | 68 | $19.00 | 48,361 |
| Jul 1, 2026 | Roland Thomas Kellyofficer: Chief Legal Officer and GC | Sale | 1,600 | $18.57 | 98,252 |
| Jun 26, 2026 | Mark R. Szczepaniakofficer: Chief Financial Officer | Sale | 1,573 | $18.07 | 68,400 |
CongressHouse and Senate disclosures
Not reported.