Velocity Financial, Inc.
VELFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Velocity Financial, Inc. Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 8 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 30, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 2026-03-31 | 87,734 | $1.59M | SEC filing |
| Nuveen, LLC | 2026-03-31 | 15,007 | $271K | SEC filing |
| Snow Phipps Group, LLC | 2026-03-31 | 13,353,103 | $242M | SEC filing |
| Sterling Capital Management LLC | 2026-03-31 | 11,123 | $201K | SEC filing |
| CITADEL ADVISORS LLC | 2026-03-31 | 39,071 | $707K | SEC filing |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2026-03-31 | 59,232 | $1.07M | SEC filing |
| ALPS ADVISORS INC | 2026-03-31 | 28,447 | $515K | SEC filing |
| RHUMBLINE ADVISERS | 2026-03-31 | 12,727 | $230K | SEC filing |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2026-03-31 | 620 | $11.2K | SEC filing |
| ROYAL BANK OF CANADA | 2026-03-31 | 133 | $2K | SEC filing |
| HSBC HOLDINGS PLC | 2026-03-31 | 86,750 | $1.58M | SEC filing |
| MILLENNIUM MANAGEMENT LLC | 2026-03-31 | 33,615 | $608K | SEC filing |
| FIFTH THIRD BANCORP | 2026-03-31 | 83 | $1.5K | SEC filing |
| Bank of New York Mellon Corp | 2026-03-31 | 50,869 | $920K | SEC filing |
| Legal & General Group Plc | 2026-03-31 | 1,023 | $18.5K | SEC filing |
| PDT Partners, LLC | 2026-03-31 | 19,718 | $357K | SEC filing |
| Allianz Asset Management GmbH | 2026-03-31 | 12,637,764 | $229M | SEC filing |
| FEDERATED HERMES, INC. | 2026-03-31 | 201 | $3.64K | SEC filing |
| Qube Research & Technologies Ltd | 2026-03-31 | 105,861 | $1.92M | SEC filing |
| MetLife Investment Management, LLC | 2026-03-31 | 7,564 | $137K | SEC filing |
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- Versant Capital Management, Inc: 603 shares reported 2025-12-31; 1,269 shares reported 2026-03-31.
- Campbell & CO Investment Adviser LLC: 10,865 shares reported 2025-12-31; 19,796 shares reported 2026-03-31.
- Covestor Ltd: 124 shares reported 2025-12-31; 59 shares reported 2026-03-31.
- HARBOR CAPITAL ADVISORS, INC.: 748 shares reported 2025-12-31; 1,044 shares reported 2026-03-31.
- Quantinno Capital Management LP: 33,665 shares reported 2025-12-31; 35,244 shares reported 2026-03-31.
- Russell Investments Group, Ltd.: 10,170 shares reported 2025-12-31; 9,563 shares reported 2026-03-31.
- FIRST TRUST ADVISORS LP: 31,302 shares reported 2025-12-31; 31,230 shares reported 2026-03-31.
- GOLDMAN SACHS GROUP INC: 173,061 shares reported 2025-12-31; 275,123 shares reported 2026-03-31.
- BlackRock, Inc.: 1,672,114 shares reported 2025-12-31; 1,641,916 shares reported 2026-03-31.
- OSAIC HOLDINGS, INC.: 10 shares reported 2025-12-31; 14 shares reported 2026-03-31.
- BNP PARIBAS FINANCIAL MARKETS: 5,240 shares reported 2025-12-31; 39,038 shares reported 2026-03-31.
- Yorktown Management & Research Co Inc: 13,000 shares reported 2025-12-31; 13,000 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
82 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Velocity Financial, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2020-05-26 · Szczepaniak Mark R: Larger than all 10 other insider purchases of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2020-08-18–2020-08-18: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2020-05-19–2020-05-26: 5 event(s) across 5 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2020-01-24–2020-01-24: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-26 | Szczepaniak Mark R · Chief Financial Officer | Common Stock | S — Open market or private sale | −1,573 | 18.07 | SEC filing |
| 2026-05-01 | Szczepaniak Mark R · Chief Financial Officer | Common Stock | S — Open market or private sale | −1,573 | 19.30 | SEC filing |
| 2026-04-17 | Taylor Jeffrey T. · Executive VP, Capital Markets | Common Stock | S — Open market or private sale | −2,130 | 20.00 | SEC filing |
| 2026-04-01 | Szczepaniak Mark R · Chief Financial Officer | Common Stock | S — Open market or private sale | −1,573 | 18.13 | SEC filing |
| 2026-03-31 | Kelly Roland Thomas · Chief Legal Officer and GC | Common Stock | S — Open market or private sale | −814 | 18.22 | SEC filing |
| 2026-03-30 | Kelly Roland Thomas · Chief Legal Officer and GC | Common Stock | S — Open market or private sale | −14,026 | 18.03 | SEC filing |
| 2026-03-17 | Kelly Roland Thomas · Chief Legal Officer and GC | Common Stock | S — Open market or private sale | −5,160 | 18.06 | SEC filing |
| 2026-03-02 | Szczepaniak Mark R · Chief Financial Officer | Common Stock | S — Open market or private sale | −1,573 | 18.32 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-21 | Schaefer Joy L. · Director | Common Stock | A — Grant, award, or other acquisition | +5,413 | SEC filing |
| 2026-05-21 | Beckett Dorika M · Director | Common Stock | A — Grant, award, or other acquisition | +5,413 | SEC filing |
| 2026-05-21 | Pitstick John · Director | Common Stock | A — Grant, award, or other acquisition | +5,413 | SEC filing |
| 2026-01-28 | Tam Fiona · Chief Accounting Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −4,251 | SEC filing |
| 2026-01-28 | Szczepaniak Mark R · Chief Financial Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −23,540 | SEC filing |
| 2026-01-28 | Kelly Roland Thomas · Chief Legal Officer and GC | Common Stock | F — Payment of exercise price or tax by delivering securities | −16,170 | SEC filing |
| 2026-01-28 | Farrar Christopher D. · Chief Executive Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −64,705 | SEC filing |
| 2026-01-28 | Taylor Jeffrey T. · Executive VP, Capital Markets | Common Stock | F — Payment of exercise price or tax by delivering securities | −18,575 | SEC filing |
Showing 8 of 30 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-30 | Farrar Christopher D. · Chief Executive Officer | Common Stock | J — Other acquisition or disposition | +1,272 | SEC filing |
| 2026-06-30 | Kelly Roland Thomas · Chief Legal Officer and GC | Common Stock | J — Other acquisition or disposition | +858 | SEC filing |
| 2026-05-26 | Pitstick John · Director | Common Stock | D — Disposition to the issuer | −3,603 | SEC filing |
| 2026-05-26 | Schaefer Joy L. · Director | Common Stock | D — Disposition to the issuer | −3,603 | SEC filing |
| 2025-06-30 | Farrar Christopher D. · Chief Executive Officer | Common Stock | J — Other acquisition or disposition | +1,204 | SEC filing |
| 2025-06-30 | Kelly Roland Thomas · Chief Legal Officer and GC | Common Stock | J — Other acquisition or disposition | +1,204 | SEC filing |
| 2025-05-23 | Schaefer Joy L. · Director | Common Stock | D — Disposition to the issuer | −4,377 | SEC filing |
| 2025-05-23 | Pitstick John · Director | Common Stock | D — Disposition to the issuer | −4,377 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.