Velocity Financial, Inc.
VEL- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0001692376
In the last 90 days, Velocity Financial, Inc. insiders filed 0 open-market purchases and 11 sales; 99 institutions reported holding it in 13F filings for Q2 2026, worth $718.8M in total; no superinvestor holds it.
Holders of 5% or more of VEL
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Velocity Financial, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| SPG GP, LLC | 13D/A | 34.70%13.4M shares | −1.90 ppfrom 36.60% | Mar 10, 20253 filings | Aug 12, 2025 | SEC |
| Pacific Investment Management Co LLC | 13D/A | 33.10%12.6M shares | 0.00 ppfrom 33.10% | Mar 10, 20253 filings | May 1, 2025 | SEC |
| Beach Point Capital Management LP | 13G/A | 14.50%5.30M shares | – | Aug 8, 20251 filing | Aug 8, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
7 Schedule 13D and 13G filings on Velocity Financial, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Aug 12, 20254:30 PM ET | SPG GP, LLCand 6 others | 13D/A | 34.70%13.4M shares | −1.90 ppfrom 36.60% | Aug 8, 2025 | SEC |
| Aug 8, 20254:42 PM ET | Beach Point Capital Management LPand 1 other | 13G/A | 14.50%5.30M shares | – | Jun 30, 2025 | SEC |
| May 1, 20258:13 PM ET | Pacific Investment Management Co LLC | 13D/A | 33.10%12.6M shares | 0.00 ppfrom 33.10% | May 1, 2025 | SEC |
| Apr 15, 20259:30 PM ET | Pacific Investment Management Co LLC | 13D/A | 33.10%12.6M shares | −2.30 ppfrom 35.40% | Apr 11, 2025 | SEC |
| Mar 31, 20255:30 PM ET | SPG GP, LLCand 6 others | 13D/A | 36.60%13.4M shares | −1.90 ppfrom 38.50% | Mar 27, 2025 | SEC |
| Mar 10, 20259:28 PM ET | Pacific Investment Management Co LLC | 13D/A | 35.40%12.6M shares | – | Mar 6, 2025 | SEC |
| Mar 10, 20257:40 PM ET | SPG GP, LLCand 6 others | 13D/A | 38.50%13.6M shares | – | Mar 6, 2025 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Velocity Financial, Inc. shares.
No Form 144 notices for Velocity Financial, Inc. are on file.