Companies / Velocity Financial, Inc.

Velocity Financial, Inc.

NYSE: VELCIK 1692376WESTLAKE VILLAGE, CA

Financials

Revenue—
Net income$105.05M
Total debt—
Cash$76.11M
Diluted EPS$2.75
Shares outstanding39.5M

Ownership

39.5M shares outstanding · as of Jul 31, 2026
4.2%Insiders
Ownership
Insiders4.21%1,662,134
Institutions95.85%37,843,979
Public float0.00%0

Reported holdings exceed shares outstanding — public float shown as 0; some positions may overlap or lag.

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 5

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Insider% of sharesShares
Farrar Christopher D.CEOChief Executive Officer · Director
2.70%1,065,886
Szczepaniak Mark RChief Financial Officer
0.68%267,710
Taylor Jeffrey T.Executive VP, Capital Markets
0.46%181,115
Kelly Roland ThomasChief Legal Officer and GC
0.25%98,994
Tam FionaChief Accounting Officer
0.12%48,429

Institutional holders 107

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HolderValue% of shares
Snow Phipps Group, LLC$277.21M33.82%
Allianz Asset Management GmbH$262.36M32.01%
Beach Point Capital Management LP$124.47M15.19%
BlackRock, Inc.$27.50M3.77%
Vanguard Group Inc$11.51M1.40%
Dimensional Fund Advisors LP$10.42M1.27%
Adage Capital Partners Gp, L.L.C.$8.73M1.22%
American Century Companies Inc$4.83M0.59%
State Street Corporation$4.61M0.63%
Geode Capital Management, LLC$4.51M0.63%

Activity

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InsidersInstitutions
What insiders are doing in this stock (Form 4).
DateActorActionSecurityValueShares ΔPosition afterImpact
Jan 15, 2026Farrar Christopher D.
CEO
GrantPerformance Stock Units$1.75M+89K
+20.52%
524,392
1.33% of shares
low
Jan 15, 2026Farrar Christopher D.
CEO
GrantCommon Stock$1.75M+89K
+25.82%
435,107
1.10% of shares
low
Jan 28, 2026Farrar Christopher D.
CEO
OtherCommon Stock$1.31M-65K
-9.30%
630,779
1.60% of shares
low
Jan 21, 2026Farrar Christopher D.
CEO
OtherCommon Stock$501.5K-26K
-4.55%
538,877
1.36% of shares
low
Jan 28, 2026Szczepaniak Mark R
Executive
OtherCommon Stock$476.0K-24K
-23.59%
76,265
0.19% of shares
low
Jan 23, 2026Farrar Christopher D.
CEO
OtherCommon Stock$449.3K-23K
-4.02%
553,734
1.40% of shares
low
Jan 28, 2026Taylor Jeffrey T.
Executive
OtherCommon Stock$375.6K-19K
-9.22%
182,887
0.46% of shares
low
Jan 15, 2026Szczepaniak Mark R
Executive
GrantPerformance Stock Units$375.0K+19K
+16.17%
137,458
0.35% of shares
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Beach Point Capital Management LPPassive13G/A———

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
VELCommon StockEquity92262D101BBG00QLF1GT7