VEL Smart Money
Velocity Financial, Inc.
1W: +4.4%
1M: +1.7%
3M: -12.8%
YTD: -20.9%
1Y: -17.5%
3Y: +40.7%
5Y: +26.5%
$15.45
+0.04 (+0.26%)
Pre-Market: $15.46 (+0.02, +0.10%)
Weekly Expected Move ±3.0%
$14
$15
$15
$16
$16
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $76.7M held by 67 funds, 414 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026119
Institutions Holding
-5 vs prior
118.1%
Ownership
+3.66%
17
New
49
Increased
36
Reduced
14
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-10 | Szczepaniak Mark R | officer: chief financial officer | S-Sale | 2,000 | $18.03 | $36K | Filing |
| 2026-09-01 | Kelly Roland Thomas | officer: chief legal officer and gc | S-Sale | 1,600 | $18.00 | $29K | Filing |
| 2026-08-11 | Tam Fiona | officer: chief accounting officer | S-Sale | 1,232 | $19.00 | $23K | Filing |
| 2026-08-11 | Taylor Jeffrey T. | officer: executive vp, capital markets | S-Sale | 4,330 | $19.06 | $83K | Filing |
| 2026-08-10 | Szczepaniak Mark R | officer: chief financial officer | S-Sale | 2,000 | $18.16 | $36K | Filing |
| 2026-08-06 | Kelly Roland Thomas | officer: chief legal officer and gc | S-Sale | 1,600 | $18.00 | $29K | Filing |
| 2026-08-06 | Szczepaniak Mark R | officer: chief financial officer | S-Sale | 400 | $18.00 | $7K | Filing |
| 2026-07-28 | Szczepaniak Mark R | officer: chief financial officer | S-Sale | 400 | $18.00 | $7K | Filing |
| 2026-07-07 | Taylor Jeffrey T. | officer: executive vp, capital markets | S-Sale | 2,165 | $19.00 | $41K | Filing |
| 2026-07-07 | Tam Fiona | officer: chief accounting officer | S-Sale | 68 | $19.00 | $1K | Filing |
| 2026-07-01 | Kelly Roland Thomas | officer: chief legal officer and gc | S-Sale | 1,600 | $18.57 | $30K | Filing |
| 2026-06-30 | Kelly Roland Thomas | officer: chief legal officer and gc | J-J | 858 | $18.46 | $16K | Filing |
| 2026-06-30 | Farrar Christopher D. | officer: chief executive officer | J-J | 1,272 | $18.46 | $23K | Filing |
| 2026-06-26 | Szczepaniak Mark R | officer: chief financial officer | S-Sale | 1,573 | $18.07 | $28K | Filing |
| 2026-05-26 | Schaefer Joy L. | director | D-Sale to Issuer | 3,603 | $17.17 | $62K | Filing |
| 2026-05-26 | Pitstick John | director | D-Sale to Issuer | 3,603 | $17.17 | $62K | Filing |
| 2026-05-21 | Pitstick John | director | A-Grant/Award | 5,413 | $17.55 | $95K | Filing |
| 2026-05-21 | Schaefer Joy L. | director | A-Grant/Award | 5,413 | $17.55 | $95K | Filing |
| 2026-05-21 | Beckett Dorika M | director | A-Grant/Award | 5,413 | $17.55 | $95K | Filing |
| 2026-05-01 | Szczepaniak Mark R | officer: chief financial officer | S-Sale | 1,573 | $19.30 | $30K | Filing |
| 2026-04-17 | Taylor Jeffrey T. | officer: executive vp, capital markets | S-Sale | 2,130 | $20.00 | $43K | Filing |
| 2026-04-01 | Szczepaniak Mark R | officer: chief financial officer | S-Sale | 1,573 | $18.13 | $29K | Filing |
| 2026-03-31 | Kelly Roland Thomas | officer: chief legal officer and gc | S-Sale | 814 | $18.22 | $15K | Filing |
| 2026-03-30 | Kelly Roland Thomas | officer: chief legal officer and gc | S-Sale | 14,026 | $18.03 | $253K | Filing |
| 2026-03-02 | Szczepaniak Mark R | officer: chief financial officer | S-Sale | 1,573 | $18.32 | $29K | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | $246M | — | 2026-06-30 | Filing |
| Allianz Asset Management GmbH | 12,637,764 | $233M | — | 2026-06-30 | Filing |
| Beach Point Capital Management LP | 6,582,380 | $122M | +23,868 | 2026-06-30 | Filing |
| BlackRock, Inc. | 1,489,827 | $28M | -152,089 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 656,725 | $12M | +74,175 | 2026-06-30 | Filing |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 505,505 | $9M | +22,790 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 487,011 | $9M | +6,359 | 2026-06-30 | Filing |
| AMERICAN CENTURY COMPANIES INC | 357,199 | $7M | +71,830 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 272,540 | $5M | +23,040 | 2026-06-30 | Filing |
| STATE STREET CORP | 249,731 | $5M | +31,586 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 235,327 | $4M | -39,796 | 2026-06-30 | Filing |
| D. E. Shaw & Co., Inc. | 124,130 | $2M | +36,396 | 2026-06-30 | Filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 123,902 | $2M | +123,902 | 2026-06-30 | Filing |
| Man Group plc | 116,925 | $2M | +40,543 | 2026-06-30 | Filing |
| Qube Research & Technologies Ltd | 116,605 | $2M | +10,744 | 2026-06-30 | Filing |
| MORGAN STANLEY | 102,530 | $2M | +14,080 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 102,190 | $2M | +35,447 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 92,141 | $2M | +11,483 | 2026-06-30 | Filing |
| TUDOR INVESTMENT CORP ET AL | 91,219 | $2M | +32,317 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 89,499 | $2M | +4,099 | 2026-06-30 | Filing |