VEL · Velocity Financial, Inc. · Shareholders & Ownership

$17.63 +0.18 (+1.03%) At close · Nov 6 Play latest call Q2 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$693.82M

39.35M

Volume · Nov 6 184.74K Avg daily vol (3M) 164.51K

Every disclosed holder of VEL in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns VEL

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	100	39,407,816	100.14%	Yes
Insiders (Forms 3, 4, 5)	10	27,647,595	70.25%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	27,700,916	-70.39%	Negative
Registered funds (N-PORT, not summed)	140	3,026,286	7.69%	No

Shares outstanding: 39,354,495, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of VEL

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Snow Phipps Group, LLC 13F CIK 1698661 · Unknown · Sep 30, 2026	13,353,103	33.93%	0	Sep 30, 2026
2	SPG GP, LLC 13D CIK 1696701 · Unknown · Aug 8, 2025 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands not summed	13,353,103	33.93%	0	Aug 8, 2025	not summed
2.1	SPG GP, LLC Insider CIK 1696701 · Mar 27, 2025 Director, 10% Owner, issuer-wide	13,353,103	33.93%	+1,080,338	Mar 27, 2025	Director, 10% Owner, issuer-wide
3	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	12,637,764	32.11%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
4	TOBI III SPE I LLC Insider CIK 1792715 · May 1, 2025 Director, 10% Owner, issuer-wide	12,637,764	32.11%	+1,673,958	May 1, 2025	Director, 10% Owner, issuer-wide
5	Beach Point Capital Management LP 13F CIK 1453885 · Registered investment adviser · Sep 30, 2026	6,876,912	17.47%	+294,532	Sep 30, 2026
6	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,489,827	3.79%	-152,089	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	322,027	0.82%	+41,137	Jun 30, 2026	iShares Trust, not summed
6.2	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · Aug 31, 2026 BlackRock Funds, not summed	232,969	0.59%	-12,851	Aug 31, 2026	BlackRock Funds, not summed
6.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	128,793	0.33%	+27,987	Jun 30, 2026	iShares Trust, not summed
6.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	41,496	0.11%	+12,329	Jun 30, 2026	iShares Trust, not summed
6.5	Diversified Equity Alpha Master Portfolio Fund S000004282 · Registered fund · Jun 30, 2026 Master Investment Portfolio, not summed	25,384	0.06%	-7,441	Jun 30, 2026	Master Investment Portfolio, not summed
7	Farrar Christopher D. Insider CIK 1524993 · Jun 30, 2026 Director, Chief Executive Officer, issuer-wide	1,036,716	2.63%	+1,272	Jun 30, 2026	Director, Chief Executive Officer, issuer-wide
8	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	755,068	1.92%	+98,343	Sep 30, 2026
8.1	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	79,855	0.20%	+2,993	Jul 31, 2026	Dimensional ETF Trust, not summed
8.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	62,172	0.16%	+19,943	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.3	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	61,710	0.16%	+22,205	Jul 31, 2026	Dimensional ETF Trust, not summed
8.4	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	59,836	0.15%	+3,085	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	57,956	0.15%	+3,728	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	505,505	1.28%	+22,790	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	487,011	1.24%	+6,359	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	361,986	0.92%	0	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	357,199	0.91%	+71,830	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	356,517	0.91%	+62,260	Aug 31, 2026	American Century ETF Trust, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	282,058	0.72%	+9,518	Sep 30, 2026
15	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	249,731	0.63%	+31,586	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	3,834	0.01%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
15.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	219	0.00%	-109	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
16	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	235,327	0.60%	-39,796	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	12,675	0.03%	+698	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
17	Taylor Jeffrey T. Insider CIK 1524986 · Aug 11, 2026 Executive VP, Capital Markets, issuer-wide	172,490	0.44%	-4,330	Aug 11, 2026	Executive VP, Capital Markets, issuer-wide
18	Szczepaniak Mark R Insider CIK 1794812 · Nov 5, 2026 Chief Financial Officer, issuer-wide	163,935	0.42%	-2,000	Nov 5, 2026	Chief Financial Officer, issuer-wide
19	Creative Planning 13F CIK 1540235 · Registered investment adviser · Sep 30, 2026	127,370	0.32%	+72,517	Sep 30, 2026
20	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	124,130	0.32%	+36,396	Jun 30, 2026	carried, not yet filed for the newest quarter
21	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	123,902	0.31%	+123,902	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Man Group plc 13F CIK 1637460 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	116,925	0.30%	+40,543	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	116,605	0.30%	+10,744	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	109,146	0.28%	+2,194	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	102,530	0.26%	+14,080	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	20	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
26	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	102,190	0.26%	+35,447	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Kelly Roland Thomas Insider CIK 1817058 · Nov 5, 2026 Chief Legal Officer and GC, issuer-wide	94,939	0.24%	-3,200	Nov 5, 2026	Chief Legal Officer and GC, issuer-wide
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	92,141	0.23%	+11,483	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,479	0.02%	+401	Jun 30, 2026	Northern Funds, not summed
29	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	91,219	0.23%	+32,317	Jun 30, 2026	carried, not yet filed for the newest quarter
30	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	89,499	0.23%	+4,099	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	45,249	0.12%	-369	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	30,444	0.08%	+5,091	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	7,693	0.02%	0	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	5,032	0.01%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31	NFJ INVESTMENT GROUP, LLC 13F CIK 1862664 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	72,611	0.18%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
32	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	71,546	0.18%	+12,640	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	71,080	0.18%	+11,344	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	67,596	0.17%	-1,787	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Virtus NFJ Small-Cap Value Fund Fund S000007966 · Registered fund · Jun 30, 2026 Virtus Investment Trust, not summed	67,491	0.17%	0	Jun 30, 2026	Virtus Investment Trust, not summed
36	Pitstick John Insider CIK 1412378 · May 26, 2026 Director, issuer-wide	59,410	0.15%	-5,524	May 26, 2026	Director, issuer-wide
37	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	54,027	0.14%	+14,956	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	53,825	0.14%	-1,235	Sep 30, 2026
39	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	53,574	0.14%	-33,176	Jun 30, 2026	carried, not yet filed for the newest quarter
40	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	51,400	0.13%	+23,700	Jun 30, 2026	carried, not yet filed for the newest quarter
41	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	49,808	0.13%	+10,770	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Tam Fiona Insider CIK 1911775 · Aug 11, 2026 Chief Accounting Officer, issuer-wide	47,129	0.12%	-1,232	Aug 11, 2026	Chief Accounting Officer, issuer-wide
43	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	43,772	0.11%	+7,007	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Mariner, LLC 13F CIK 1373442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	42,023	0.11%	-491	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Beckett Dorika M Insider CIK 1819565 · May 21, 2026 Director, issuer-wide	41,311	0.11%	+5,413	May 21, 2026	Director, issuer-wide
46	Schaefer Joy L. Insider CIK 1524990 · May 26, 2026 Director, issuer-wide	40,798	0.10%	-3,603	May 26, 2026	Director, issuer-wide
47	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	38,241	0.10%	+2,997	Jun 30, 2026	carried, not yet filed for the newest quarter
48	XTX Topco Ltd 13F CIK 1828301 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	35,335	0.09%	-2,651	Jun 30, 2026	carried, not yet filed for the newest quarter
49	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	33,221	0.08%	-3,082	Jun 30, 2026	carried, not yet filed for the newest quarter
50	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	32,676	0.08%	+1,446	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	First Trust Dow Jones Select MicroCap Index Fund Fund S000010772 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	32,570	0.08%	+1,646	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed

23 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 186 holders

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Key facts CIK 1692376 CUSIP 92262D101 13F (30d) 48 filings 36 filers Visit website Investor relations