§ FINANCIAL SERVICES
USD · Financial ServicesVEL
VELOCITY FINANCIAL INC
USDSector · Financial Services
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
67 increased/new, 26 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Snow Phipps Group, LLC | 13.4M | 76.1% | ±0% |
| Allianz Asset Management GmbH | 12.6M | 0.2% | ±0% |
| Beach Point Capital Management LP | 6.6M | 46.7% | +9% |
| BlackRock, Inc. | 1.6M | 0.0% | −2% |
| Dimensional Fund Advisors | 583K | 0.0% | +16% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 483K | 0.0% | +7% |
◇ AC INTELLIGENCE
Top institutional owners for VEL as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER58.9% · 61 holders
QUALITY / COMPOUNDER34.5% · 8 holders
PASSIVE / INDEX5.2% · 7 holders
DEALER / BANK2.8% · 18 holders
TACTICAL / MACRO0.6% · 3 holders
SYSTEMATIC / QUANT0.3% · 5 holders
ACTIVIST0.2% · 1 holder
INCOME / DEFENSIVE0.0% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for VEL in the last 180 days.