Velocity Financial
VEL
14.74
-0.13
-0.87%
Velocity Financial
US · VEL
#3646 by market cap
Listed 2020
14.74
-0.13
-0.87%
Live - 5344 symbols - heartbeat 4s ago
· 2026-10-07 20:02
After-hours
14.74
0.00%
- Market cap
- 581.96M
- P/E (TTM)i
- 5.34
- P/Bi
- 0.81
- EPSi
- 2.75
- Div yieldi
- 0.00%
- 52W posi
- 8%
Reader sentiment
Are you bullish or bearish on VEL?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Distributing
- The number of reporting institutions decreased by 1 in the most recent period (2026/Q3).
- Total institutional ownership fell 0.7 percentage points.
Institutional ownership
- Held by institutions
- 98.74% -0.70pp
- Institutions
- 123 -1
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions trimmed shares last reporting period, and the stock has seen net inflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund43.86%
VC/PE Fund33.82%
Hedge Fund19.43%
Individual/Insider4.21%
Public Company1.04%
Private Company0.54%
Top holders as of 2026-06-30
TruArc Partners, LP
33.82% · 13.35M sh
Pacific Investment Management Company LLC
32.01% · 12.64M sh
Beach Point Capital Management LP
16.67% · 6.58M sh
BlackRock
3.77% · 1.49M sh
Christopher Farrar
2.63% · 1.04M sh
Dimensional Fund Advisors
1.66% · 656.73K sh
Vanguard Capital Management, LLC
1.40% · 554.61K sh
Adage Capital Management, L.P.
1.28% · 505.51K sh
American Century Investment Management
0.90% · 357.20K sh
Geode Capital Management, LLC
0.69% · 272.54K sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 10 buys · 40 sells
| Name | Role | Stake |
|---|---|---|
| TruArc Partners, LP | -- | 33.82% |
| Pacific Investment Management Company LLC | -- | 32.01% |
| Christopher Farrar | Chief Executive Officer | 2.63% |
| Jeffrey Taylor | Executive Vice President of Capital Markets | 0.44% |
| Mark Szczepaniak | Chief Financial Officer | 0.42% |
| Roland Kelly | Chief Legal Officer | 0.25% |
| John Pitstick | Independent Director | 0.15% |
| Fiona Tam | Chief Accounting Officer | 0.12% |
| Dorika Beckett | Independent Director | 0.10% |
| Joy Schaefer | Lead Independent Director | 0.10% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-09 | Mark Szczepaniak | Chief Financial Officer | Open Market Disposition | -2,000 | $18.03 |
| 2026-08-31 | Roland Kelly | Chief Legal Officer | Open Market Disposition | -1,600 | $18.00 |
| 2026-08-10 | Jeffrey Taylor | Executive Vice President of Capital Markets | Open Market Disposition | -4,330 | $19.06 |
| 2026-08-10 | Fiona Tam | Chief Accounting Officer | Open Market Disposition | -1,232 | $19.00 |
| 2026-08-09 | Mark Szczepaniak | Chief Financial Officer | Open Market Disposition | -2,000 | $18.16 |
| 2026-08-05 | Mark Szczepaniak | Chief Financial Officer | Open Market Disposition | -400 | $18.00 |
| 2026-08-05 | Roland Kelly | Chief Legal Officer | Open Market Disposition | -1,600 | $18.00 |
| 2026-07-27 | Mark Szczepaniak | Chief Financial Officer | Open Market Disposition | -400 | $18.00 |
| 2026-07-06 | Jeffrey Taylor | Executive Vice President of Capital Markets | Automatic Disposition | -2,165 | $19.00 |
| 2026-07-06 | Fiona Tam | Chief Accounting Officer | Automatic Disposition | -68 | $19.00 |
| 2026-06-30 | Roland Kelly | Chief Legal Officer | Open Market Disposition | -1,600 | $18.57 |
| 2026-06-29 | Roland Kelly | Chief Legal Officer | Other Acquisition | +858 | $18.46 |
| 2026-06-29 | Christopher Farrar | Chief Executive Officer | Other Acquisition | +1,272 | $18.46 |
| 2026-06-25 | Mark Szczepaniak | Chief Financial Officer | Open Market Disposition | -1,573 | $18.07 |
| 2026-05-25 | John Pitstick | Independent Director | Sale to Issuer | -3,603 | $17.17 |
| 2026-05-25 | Joy Schaefer | Lead Independent Director | Sale to Issuer | -3,603 | $17.17 |
| 2026-05-20 | John Pitstick | Independent Director | Other Acquisition | +5,413 | $17.55 |
| 2026-05-20 | Joy Schaefer | Lead Independent Director | Other Acquisition | +5,413 | $17.55 |
| 2026-05-20 | Dorika Beckett | Independent Director | Other Acquisition | +5,413 | $17.55 |
| 2026-04-30 | Mark Szczepaniak | Chief Financial Officer | Open Market Disposition | -1,573 | $19.30 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-07 20:02:47 · For reference only, not investment advice and not tailored to your situation.