Velocity Financial, Inc.
Total Trades
14
Buys
1
Sells
13
Largest Trade
$100K–$500K
Insiders
4
Institutional Funds
81
Inst. Value
$1M+
Activist Filings
13
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Szczepaniak Mark R | CFO | SELL | $15K–$50K | 2K | $18.32 | Mar 2, 2026 |
| Taylor Jeffrey T. | Executive VP | SELL | $15K–$50K | 2K | $20.33 | Feb 2, 2026 |
| Szczepaniak Mark R | CFO | SELL | $15K–$50K | 2K | $20.53 | Feb 2, 2026 |
| Taylor Jeffrey T. | Executive VP | SELL | $15K–$50K | 2K | $20.00 | Jan 27, 2026 |
| Szczepaniak Mark R | CFO | SELL | $15K–$50K | 2K | $19.51 | Jan 15, 2026 |
| Taylor Jeffrey T. | Executive VP | SELL | $50K–$100K | 3K | $20.13 | Jan 2, 2026 |
| Taylor Jeffrey T. | Executive VP | SELL | $100K–$500K | 8K | $20.03 | Dec 16, 2025 |
| Kelly Roland Thomas | Chief Legal Office… | SELL | $100K–$500K | 7K | $19.38 | Dec 2, 2025 |
| Szczepaniak Mark R | CFO | SELL | $15K–$50K | 2K | $19.34 | Dec 1, 2025 |
| Szczepaniak Mark R | CFO | SELL | $15K–$50K | 2K | $18.50 | Nov 3, 2025 |
| Szczepaniak Mark R | CFO | SELL | $15K–$50K | 2K | $18.05 | Oct 1, 2025 |
| Szczepaniak Mark R | CFO | SELL | $15K–$50K | 2K | $18.85 | Sep 2, 2025 |
| Szczepaniak Mark R | CFO | SELL | $15K–$50K | 2K | $18.44 | Jul 1, 2025 |
| Pitstick John | Director | BUY | $15K–$50K | 3K | $8.27 | Mar 13, 2023 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 81 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Snow Phipps Group, LLC | 13.4M | $1M+ | SH |
| Allianz Asset Management GmbH | 12.6M | $1M+ | SH |
| Beach Point Capital Management LP | 6.0M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 451K | $1M+ | SH |
| AMERICAN CENTURY COMPANIES INC | 233K | $1M+ | SH |
| STATE STREET CORP | 208K | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 208K | $1M+ | SH |
| GOLDMAN SACHS GROUP INC | 118K | $1M+ | SH |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 98K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 88K | $1M+ | SH |
| AQR CAPITAL MANAGEMENT LLC | 73K | $1M+ | SH |
| NFJ INVESTMENT GROUP, LLC | 67K | $1M+ | SH |
| HSBC HOLDINGS PLC | 70K | $1M+ | SH |
| GSA CAPITAL PARTNERS LLP | 51K | $1M+ | SH |
| Mariner, LLC | 45K | $500K+ | SH |
| JANE STREET GROUP, LLC | 38K | $500K+ | SH (Call) |
| UBS Group AG | 33K | $500K+ | SH |
| PEAK6 LLC | 33K | $500K+ | SH |
| FIRST TRUST ADVISORS LP | 31K | $500K+ | SH |
| TUDOR INVESTMENT CORP ET AL | 30K | $500K+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Beach Point Capital Management LP
SC 13G/A · Feb 13, 2026
17.9%
6.9M shares
SC 13D/A · Aug 12, 2025
34.7%
13.4M shares
Beach Point Capital Management LP
SC 13G/A · Aug 8, 2025
14.5%
5.3M shares
Pacific Investment Management Company LLC
SC 13D/A · May 2, 2025
33.1%
12.6M shares
Pacific Investment Management Company LLC
SC 13D/A · Apr 16, 2025
33.1%
12.6M shares
SC 13D/A · Mar 31, 2025
36.6%
13.4M shares
Pacific Investment Management Company LLC
SC 13D/A · Mar 11, 2025
35.4%
12.6M shares
SC 13D/A · Mar 10, 2025
38.5%
13.6M shares
Pacific Investment Management Company LLC 2.
SC 13D/A · Jul 24, 2024
11.0M shares
Pacific Investment Management Company LLC 2.
SC 13D/A · Jul 23, 2024
11.0M shares
Pacific Investment Management Company LLC
SC 13D/A · Jul 14, 2023
38.8%
11.0M shares
Beach Point Capital Management LP ("Beach Point Capital")
SC 13G/A · Feb 9, 2023
12.2%
4.0M shares
Beach Point Capital Management LP ("Beach Point Capital")
SC 13G/A · Jun 8, 2022
10.1%
3.3M shares