Velocity Financial, Inc.

VEL
Exchange
NYSE
Industry
Finance Services
SEC CIK
0001692376

Price chart

Open-market purchases and sales by VEL insiders, newest first.

Insider trades
Filed (ET)Trade dateInsiderTransactionSharesAvg priceValueShares afterHolding changeFiling
Sep 10, 20266:34 PM ETSep 10, 2026Szczepaniak Mark RChief Financial OfficerSSaleCommon Stock−2K$18.03−$36.06K64.4K−3.0%SEC10b5-1
Sep 1, 20267:19 PM ETSep 1, 2026Kelly Roland ThomasChief Legal Officer and GCSSaleCommon Stock−1.6K$18.00−$28.8K98.14K−1.6%SEC10b5-1
Aug 11, 20267:56 PM ETAug 11, 2026Taylor Jeffrey T.Executive VP, Capital MarketsSSaleCommon Stock−4.33K$19.06−$82.53K172.49K−2.4%SEC10b5-1
Aug 11, 20267:56 PM ETAug 11, 2026Tam FionaChief Accounting OfficerSSaleCommon Stock−1.23K$19.00−$23.41K47.13K−2.5%SEC10b5-1
Aug 10, 20264:25 PM ETAug 10, 2026Szczepaniak Mark RChief Financial OfficerSSaleCommon Stock−2K$18.16−$36.32K64.4K−3.0%SEC10b5-1

The largest institutional positions in VEL at the end of Q2 2026.

Institutions holding VEL in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Snow Phipps Group, LLC13,353,103$246.5M75.64%00.0%Unchanged
Allianz Asset Management GmbH12,637,764$233.29M0.22%00.0%Unchanged
Beach Point Capital Management LP6,582,380$121.51M47.39%+23,868+0.4%Added
BlackRock, Inc.1,489,827$27.5M0.00%−152,089−9.3%Reduced
DIMENSIONAL FUND ADVISORS LP656,725$12.12M0.00%+74,175+12.7%Added