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Velocity Financial Inc
VELAdd to Watchlist
17.810USD
+0.170+0.96%
Close 07-28 16:00（ET）Quotes delayed by 15 min
698.78MMarket Cap
6.29P/E TTM
Shareholding Stats
Updated: Sun, May 10
Updated: Sun, May 10
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Snow Phipps Group, LLC
34.02%
PIMCO (US)
32.19%
Beach Point Capital Management, LP
16.71%
BlackRock Institutional Trust Company, N.A.
2.34%
Farrar (Christopher D.)
2.04%
Other
12.71%
Shareholders
Shareholders
Proportion
Snow Phipps Group, LLC
34.02%
PIMCO (US)
32.19%
Beach Point Capital Management, LP
16.71%
BlackRock Institutional Trust Company, N.A.
2.34%
Farrar (Christopher D.)
2.04%
Other
12.71%
Shareholder Types
Shareholders
Proportion
Investment Advisor/Hedge Fund
54.72%
Private Equity
34.02%
Investment Advisor
7.04%
Individual Investor
3.12%
Hedge Fund
2.16%
Research Firm
0.64%
Pension Fund
0.05%
Bank and Trust
0.04%
Family Office
0.03%
Institutional Shareholding
Updated: Wed, Apr 1
Updated: Wed, Apr 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2026Q1
207
39.29M
100.08%
+474.29K
2025Q4
191
37.74M
97.03%
-111.79K
2025Q3
180
37.55M
97.69%
+641.59K
2025Q2
165
37.72M
103.36%
+2.39M
2025Q1
165
36.06M
101.27%
+1.96M
2024Q4
156
33.58M
101.43%
-1.02M
2024Q3
147
33.58M
102.63%
-733.32K
2024Q2
125
33.34M
101.92%
-820.22K
2024Q1
121
33.15M
100.50%
-881.48K
2023Q4
119
32.97M
101.79%
-686.90K
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Snow Phipps Group, LLC
13.35M
34.03%
--
--
Dec 31, 2025
PIMCO (US)
12.64M
32.21%
--
--
Dec 31, 2025
Beach Point Capital Management, LP
6.00M
15.28%
+618.01K
+11.49%
Dec 31, 2025
BlackRock Institutional Trust Company, N.A.
918.26K
2.34%
+24.66K
+2.76%
Dec 31, 2025
Farrar (Christopher D.)
760.83K
1.94%
+80.43K
+11.82%
Jan 26, 2026
Dimensional Fund Advisors, L.P.
502.02K
1.28%
+47.94K
+10.56%
Dec 31, 2025
BlackRock Financial Management, Inc.
542.46K
1.38%
-15.57K
-2.79%
Dec 31, 2025
Adage Capital Management, L.P.
450.05K
1.15%
--
--
Dec 31, 2025
Geode Capital Management, L.L.C.
242.61K
0.62%
+21.63K
+9.79%
Dec 31, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
First Trust Dow Jones Select MicroCap Index Fund
0.28%
ALPS Barron's 400 ETF
0.25%
WisdomTree US SmallCap Fund
0.08%
WisdomTree US SmallCap Quality Growth Fund
0.07%
iShares Micro-Cap ETF
0.03%
Avantis US Small Cap Equity ETF
0.02%
Avantis US Small Cap Value ETF
0.02%
Invesco Russell 2000 Dynamic Multifactor ETF
0.01%
iShares Russell 2000 ETF
0.01%
ProShares UltraPro Russell2000
0.01%
View more
First Trust Dow Jones Select MicroCap Index Fund
Proportion0.28%
ALPS Barron's 400 ETF
Proportion0.25%
WisdomTree US SmallCap Fund
Proportion0.08%
WisdomTree US SmallCap Quality Growth Fund
Proportion0.07%
iShares Micro-Cap ETF
Proportion0.03%
Avantis US Small Cap Equity ETF
Proportion0.02%
Avantis US Small Cap Value ETF
Proportion0.02%
Invesco Russell 2000 Dynamic Multifactor ETF
Proportion0.01%
iShares Russell 2000 ETF
Proportion0.01%
ProShares UltraPro Russell2000
Proportion0.01%