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Velocity Financial VEL

US equityMarket cap rank #3641
$14.74 −$0.13 (-0.87%)
Pre-market · Oct 8, 7:00 am ET · After hours $14.74 0.00%
Open$14.71
Prev close$14.87
Day range$14.61 – $14.86
Volume151.6K
Market cap$581.96M
P/E (TTM)5.3
Dividend yield–

Ownership & positioning

Who holds it, who is betting against it, and where the big money is moving

Institutional ownership98.7%-0.70 pts vs. prior quarter
Institutions holding123-1 vs. prior quarter
Insider trades (recent)10 buys / 40 sellsNet selling
Short interest3.95% of floatDays to cover 13.0 · as of 15 Sep 2026
Short-sale volume share20.7%5-day average of daily volume

Short-sale volume as % of daily volume

10%15%21%26%Sep '26Sep '26Oct '26

Large-order net flow, last 20 sessions

Net of large-order buying minus selling, in USD. Over this window: +$155.7K (12 inflow days, 8 outflow days).

Net flow by order size, last 20 sessions

+$436.3KSuper−$280.7KBig−$283.2KMid−$618.8KSmall

Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.

The five largest holders on file together own 88.9% of shares outstanding.

Largest holders

  • TruArc Partners, LP33.82%
  • Pacific Investment Management Company LLC32.01%
  • Beach Point Capital Management LP16.67%
  • BlackRock3.77%
  • Christopher Farrar2.63%
  • Dimensional Fund Advisors1.66%
  • Vanguard Capital Management, LLC1.40%
  • Adage Capital Management, L.P.1.28%

By investor type

  • Mutual Fund43.86%
  • VC/PE Fund33.82%
  • Hedge Fund19.43%
  • Individual/Insider4.21%
  • Public Company1.04%
  • Private Company0.54%
  • Insurance Company0.03%
  • Government Pension Fund0.02%

Reported short interest has risen from 3.54% to 3.95% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).

Recent institutional activity

HolderTypePeriodShare changeNew stake
Christopher Farrar Individual/Insider 2026/Q3 +237,116 2.6%
Susquehanna International Group, LLP Private Company 2026/Q3 +123,902 0.3%
Dimensional Fund Advisors Mutual Fund 2026/Q3 +74,175 1.7%
American Century Investment Management Mutual Fund 2026/Q3 +71,830 0.9%
Numeric Investors LLC Hedge Fund 2026/Q3 +40,543 0.3%
D. E. Shaw & Co., L.P. Hedge Fund 2026/Q3 +36,396 0.3%
Vanguard Portfolio Management, LLC Mutual Fund 2026/Q3 +35,447 0.3%
Tudor Investment Corporation Hedge Fund 2026/Q3 +32,317 0.2%
State Street Global Advisors Mutual Fund 2026/Q3 +31,586 0.6%
Beach Point Capital Management LP Hedge Fund 2026/Q3 +23,868 16.7%
Renaissance Technologies Corp. Hedge Fund 2026/Q3 +23,700 0.1%
Geode Capital Management, LLC Mutual Fund 2026/Q3 +23,040 0.7%
Adage Capital Management, L.P. Hedge Fund 2026/Q3 +22,790 1.3%
Squarepoint OPS LLC Hedge Fund 2026/Q3 +21,174 0.1%
Russell Investment Management, LLC Mutual Fund 2026/Q3 +19,704 0.1%

Institutional buy/sell activity by reporting period, largest moves first.

Insider transactions

DateInsiderTitleTransactionSharesPriceHeld after
9 Sep 2026 Mark Szczepaniak Chief Financial Officer Open Market Disposition -2,000 $18.03 165,935
31 Aug 2026 Roland Kelly Chief Legal Officer Open Market Disposition -1,600 $18.00 98,139
10 Aug 2026 Jeffrey Taylor Executive Vice President of Capital Markets Open Market Disposition -4,330 $19.06 172,490
10 Aug 2026 Fiona Tam Chief Accounting Officer Open Market Disposition -1,232 $19.00 47,129
9 Aug 2026 Mark Szczepaniak Chief Financial Officer Open Market Disposition -2,000 $18.16 165,935
5 Aug 2026 Mark Szczepaniak Chief Financial Officer Open Market Disposition -400 $18.00 167,935
5 Aug 2026 Roland Kelly Chief Legal Officer Open Market Disposition -1,600 $18.00 95,794
27 Jul 2026 Mark Szczepaniak Chief Financial Officer Open Market Disposition -400 $18.00 169,535
6 Jul 2026 Jeffrey Taylor Executive Vice President of Capital Markets Automatic Disposition -2,165 $19.00 176,820
6 Jul 2026 Fiona Tam Chief Accounting Officer Automatic Disposition -68 $19.00 48,361
30 Jun 2026 Roland Kelly Chief Legal Officer Open Market Disposition -1,600 $18.57 98,252
29 Jun 2026 Roland Kelly Chief Legal Officer Other Acquisition +858 $18.46 99,852
29 Jun 2026 Christopher Farrar Chief Executive Officer Other Acquisition +1,272 $18.46 1,036,716
25 Jun 2026 Mark Szczepaniak Chief Financial Officer Open Market Disposition -1,573 $18.07 169,935
25 May 2026 John Pitstick Independent Director Sale to Issuer -3,603 $17.17 59,410
25 May 2026 Joy Schaefer Lead Independent Director Sale to Issuer -3,603 $17.17 40,798
20 May 2026 John Pitstick Independent Director Other Acquisition +5,413 $17.55 64,934
20 May 2026 Joy Schaefer Lead Independent Director Other Acquisition +5,413 $17.55 44,401
20 May 2026 Dorika Beckett Independent Director Other Acquisition +5,413 $17.55 41,311
30 Apr 2026 Mark Szczepaniak Chief Financial Officer Open Market Disposition -1,573 $19.30 171,508

From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.

Short interest, by report

Report dateShares short% of floatDays to cover
15 Sep 2026 1,559,486 3.9% 13.0
31 Aug 2026 1,549,811 3.9% 14.0
14 Aug 2026 1,563,440 4.0% 13.4
31 Jul 2026 1,609,368 4.1% 14.9
15 Jul 2026 1,503,194 3.8% 18.0
30 Jun 2026 1,391,231 3.5% 11.4

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