Velocity Financial, Inc.

NYSE:VEL Stock Report

Market Cap: US$642.8m

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
Individual Insiders1,238,8023.65%
Hedge Funds5,536,16616.3%
VC/PE Firms12,272,76536.2%
Institutions14,856,23843.8%

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

Top Shareholders

Top 25 shareholders own 100.88% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
37.1%
TruArc Partners, LP
12,272,765US$238.2m0%82.76%
33.1%
Pacific Investment Management Company LLC
10,963,806US$212.8m0%0.74%
16.7%
Beach Point Capital Management LP
5,536,166US$107.5m0%41.58%
3.04%
BlackRock, Inc.
1,008,038US$19.6m53.6%no data
2.48%
Christopher Farrar
821,188US$15.9m0%no data
1.41%
The Vanguard Group, Inc.
467,908US$9.1m10.2%no data
1.41%
Adage Capital Management, L.P.
465,349US$9.0m-58.2%0.02%
1.31%
Bridgeway Capital Management, LLC
434,092US$8.4m3.32%0.13%
0.59%
Dimensional Fund Advisors LP
195,906US$3.8m33.2%no data
0.59%
Geode Capital Management, LLC
195,475US$3.8m-1.23%no data
0.41%
State Street Global Advisors, Inc.
135,677US$2.6m-15.2%no data
0.27%
Jeffrey Taylor
89,293US$1.7m0%no data
0.26%
Roland Kelly
86,806US$1.7m0%no data
0.24%
Charles Schwab Investment Management, Inc.
79,505US$1.5m167%no data
0.23%
Mark Szczepaniak
77,201US$1.5m0%no data
0.23%
Mariner, LLC
76,143US$1.5m5.13%no data
0.23%
Northern Trust Global Investments
74,968US$1.5m2.51%no data
0.21%
American Century Investment Management Inc
68,808US$1.3m0%no data
0.18%
Renaissance Technologies LLC
59,200US$1.1m0%no data
0.18%
John Pitstick
58,134US$1.1m0%no data
0.18%
Goldman Sachs Group, Investment Banking and Securities Investments
58,061US$1.1m267%no data
0.17%
Morgan Stanley, Investment Banking and Brokerage Investments
56,804US$1.1m18.1%no data
0.13%
Connor, Clark & Lunn Investment Management Ltd.
44,698US$867.6k0%no data
0.12%
Squarepoint OPS LLC
40,953US$794.9k0%no data
0.12%
Fiona Tam
38,794US$753.0k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/26 06:00
End of Day Share Price 2024/12/26 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Velocity Financial, Inc. is covered by 6 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Eric HagenBTIG
Sarah BarcombBTIG
Arren CyganovichCitigroup Inc