Velocity Financial Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of VEL?
Owner TypeNumber of SharesOwnership Percentage
General Public236,3610.7%
Individual Insiders689,4912.1%
Hedge Funds3,509,33910.8%
VC/PE Firms12,272,76537.9%
Institutions15,707,90448.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 98.61% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
37.86%
TruArc Partners, LP
12,272,765$124.1m0%70.9%
33.82%
Pacific Investment Management Company LLC
10,963,806$110.8m0%0.49%
10.83%
Beach Point Capital Management LP
3,509,339$35.5m7.09%14.77%
3.45%
Adage Capital Management, L.P.
1,118,639$11.3m-0.01%0.03%
2.09%
Wasatch Advisors Inc
676,811$6.8m-27.22%0.03%
1.69%
The Vanguard Group, Inc.
547,003$5.5m-0.34%no data
1.65%
BlackRock, Inc.
535,687$5.4m-1.11%no data
1.4%
Wellington Management Group LLP
452,334$4.6m0%no data
1.15%
Christopher Farrar
372,916$3.8m0%no data
1.06%
Boston Partners Global Investors, Inc.
344,945$3.5m-3%no data
0.76%
Geode Capital Management, LLC
245,809$2.5m6.44%no data
0.53%
Bridgeway Capital Management, LLC
173,400$1.8m30.18%0.04%
0.39%
State Street Global Advisors, Inc.
127,368$1.3m0.72%no data
0.33%
Russell Investment Management, LLC
105,720$1.1m-17.47%no data
0.28%
Northern Trust Global Investments
92,358$933.7k3.88%no data
0.23%
Mark Szczepaniak
73,940$747.5k0%no data
0.22%
Jeffrey Taylor
72,347$731.4k0%no data
0.19%
Clearwater Management Co., Inc.
60,779$614.5k-25.31%0.16%
0.14%
John Pitstick
44,242$447.3k0%no data
0.11%
Dimensional Fund Advisors LP
36,808$372.1k50.56%no data
0.1%
Roland Kelly
33,405$337.7k0%no data
0.087%
Charles Schwab Investment Management, Inc.
28,217$285.3k-0.3%no data
0.082%
Joy Schaefer
26,709$270.0k0%no data
0.077%
BNY Mellon Asset Management
25,021$253.0k20.21%no data
0.073%
Fiona Tam
23,722$239.8k0%no data