Companies / Velocity Financial, Inc.

Velocity Financial, Inc.

NYSE: VELCIK 1692376WESTLAKE VILLAGE, CA

Financials

Revenueโ€”
Net income$105.05M
Total debtโ€”
Cash$76.11M
Diluted EPS$2.75
Shares outstanding39.5M

Ownership

39.5M shares outstanding ยท 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 โ€” 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

View all โ†’
Insider% of sharesShares
Farrar Christopher D.CEOChief Executive Officer ยท 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

View all โ†’
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

Jun 30, 2026View all โ†’
InsidersInstitutions
Who's accumulating and trimming this stock (13F).
DateActorActionSecurityValueShares ฮ”Position afterImpact
Q2 2026
as of
BlackRock, Inc.
13F manager
TrimCommon Stock$-3.37M-182K
-10.90%
1,489,827
3.77% of shares
low
Q1 2026
as of
D. E. Shaw & Co., Inc.
13F manager
AddCommon Stock$1.32M+73K
+488.54%
87,734
0.22% of shares
low
Q2 2026
as of
State Street Corporation
13F manager
AddCommon Stock$772.5K+42K
+20.13%
249,731
0.63% of shares
low
Q1 2026
as of
Arrowstreet Capital, Limited Partnership
13F manager
TrimCommon Stock$-705.8K-39K
-39.71%
59,232
0.15% of shares
low
Q4 2025
as of
Peak6 LLC
13F manager
NewCommon Stock$682.2K+33K
32,863
0.08% of shares
low
Q1 2026
as of
Peak6 LLC
13F manager
ExitCommon Stock$-682.2K-33K
-100.00%
0
low
Q1 2026
as of
Millennium Management LLC
13F manager
TrimCommon Stock$-634.9K-35K
-51.08%
33,615
0.09% of shares
low
Q1 2026
as of
BNP Paribas Financial Markets
13F manager
AddCommon Stock$611.4K+34K
+645.00%
39,038
0.10% of shares
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Beach Point Capital Management LPPassive13G/Aโ€”โ€”โ€”

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
VELCommon StockEquity92262D101BBG00QLF1GT7