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VEL Insider Trading

Insider Ownership Percentage: 4.60%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $773,187.00

Velocity Financial Insider Trading History Chart

This chart shows the insider buying and selling history at Velocity Financial by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Velocity Financial Share Price & Price History

Current Price: $17.84
Price Change: ▲ Price Increase of +0.239 (1.36%)
As of 03/27/2026 04:59 PM ET

This chart shows the closing price history over time for VEL up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Velocity Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
3/17/2026Roland Thomas KellyInsiderSell5,160$18.06$93,189.60113,934View SEC Filing Icon  
3/2/2026Mark R. SzczepaniakCFOSell1,573$18.32$28,817.3673,119View SEC Filing Icon  
2/2/2026Jeffrey T TaylorVPSell1,772$20.33$36,024.76181,115View SEC Filing Icon  
2/2/2026Mark R. SzczepaniakCFOSell1,573$20.53$32,293.6974,692View SEC Filing Icon  
1/26/2026Jeffrey T TaylorVPSell1,770$20.00$35,400.00184,137View SEC Filing Icon  
1/15/2026Mark R. SzczepaniakCFOSell1,573$19.51$30,689.2349,929View SEC Filing Icon  
12/31/2025Jeffrey T TaylorVPSell3,049$20.13$61,376.37158,672View SEC Filing Icon  
12/16/2025Jeffrey T TaylorVPSell7,571$20.03$151,647.13161,721View SEC Filing Icon  
12/2/2025Roland Thomas KellyInsiderSell6,655$19.38$128,973.90100,970View SEC Filing Icon  
12/1/2025Mark R. SzczepaniakCFOSell1,572$19.34$30,402.4846,967View SEC Filing Icon  
11/3/2025Mark R. SzczepaniakCFOSell1,572$18.50$29,082.0048,539View SEC Filing Icon  
10/1/2025Mark R. SzczepaniakCFOSell1,572$18.05$28,374.6050,111View SEC Filing Icon  
9/2/2025Mark R. SzczepaniakCFOSell1,572$18.85$29,632.2051,683View SEC Filing Icon  
8/12/2025Mark R. SzczepaniakCFOSell1,572$18.00$28,296.0053,255View SEC Filing Icon  
7/1/2025Mark R. SzczepaniakCFOSell1,572$18.44$28,987.6854,827View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Velocity Financial (NYSE:VEL)

97.49% of Velocity Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at VEL by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Velocity Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/20/2026Hsbc Holdings PLC70,168$1.36M0.0%-5.6%0.179%Search for SEC Filing on Google Icon
3/6/2026Hsbc Holdings PLC70,168$1.36M0.0%-5.6%0.180%Search for SEC Filing on Google Icon
2/18/2026Millennium Management LLC68,710$1.43M0.0%-68.3%0.177%Search for SEC Filing on Google Icon
2/18/2026Caption Management LLC5,643$0.12M0.0%-74.7%0.015%Search for SEC Filing on Google Icon
2/17/2026PDT Partners LLC19,718$0.41M0.0%+9.2%0.051%Search for SEC Filing on Google Icon
2/17/2026AQR Capital Management LLC75,064$1.56M0.0%+160.3%0.193%Search for SEC Filing on Google Icon
2/17/2026Trexquant Investment LP30,122$0.63M0.0%-54.1%0.077%Search for SEC Filing on Google Icon
2/17/2026Russell Investments Group Ltd.10,170$0.21M0.0%+43.1%0.026%Search for SEC Filing on Google Icon
2/16/2026Squarepoint Ops LLC10,606$0.22M0.0%N/A0.027%Search for SEC Filing on Google Icon
2/16/2026PEAK6 LLC32,863$0.68M0.0%-67.1%0.084%Search for SEC Filing on Google Icon
2/16/2026Mariner LLC44,949$0.93M0.0%+4.0%0.116%Search for SEC Filing on Google Icon
2/16/2026NFJ Investment Group LLC72,611$1.51M0.1%-4.2%0.187%Search for SEC Filing on Google Icon
2/16/2026Barclays PLC24,362$0.51M0.0%+12.3%0.063%Search for SEC Filing on Google Icon
2/13/2026Marshall Wace LLP14,266$0.30M0.0%-86.6%0.037%Search for SEC Filing on Google Icon
2/13/2026First Trust Advisors LP31,302$0.65M0.0%+5.6%0.080%Search for SEC Filing on Google Icon
2/13/2026Charles Schwab Investment Management Inc.87,551$1.82M0.0%+5.2%0.225%Search for SEC Filing on Google Icon
2/13/2026Police & Firemen s Retirement System of New Jersey2,021$42K0.0%-48.9%0.005%Search for SEC Filing on Google Icon
2/13/2026State Street Corp207,886$4.32M0.0%-1.1%0.534%Search for SEC Filing on Google Icon
2/13/2026Ieq Capital LLC10,070$0.21M0.0%N/A0.026%Search for SEC Filing on Google Icon
2/13/2026Wells Fargo & Company MN17,546$0.36M0.0%+52.8%0.045%Search for SEC Filing on Google Icon
2/12/2026HRT Financial LP16,467$0.34M0.0%-74.5%0.042%Search for SEC Filing on Google Icon
2/12/2026Dimensional Fund Advisors LP502,022$10.42M0.0%+10.6%1.291%Search for SEC Filing on Google Icon
2/12/2026Campbell & CO Investment Adviser LLC10,865$0.23M0.0%-26.0%0.028%Search for SEC Filing on Google Icon
2/12/2026Nuveen LLC56,177$1.17M0.0%+11.4%0.144%Search for SEC Filing on Google Icon
2/11/2026Deutsche Bank AG9,343$0.19M0.0%+94.5%0.024%Search for SEC Filing on Google Icon
2/10/2026Goldman Sachs Group Inc.173,061$3.59M0.0%-15.4%0.445%Search for SEC Filing on Google Icon
2/9/2026Geode Capital Management LLC242,606$5.04M0.0%+9.8%0.624%Search for SEC Filing on Google Icon
2/6/2026GSA Capital Partners LLP50,909$1.06M0.1%+27.7%0.131%Search for SEC Filing on Google Icon
1/26/2026CWM LLC4,897$0.10M0.0%+132.5%0.013%Search for SEC Filing on Google Icon
1/1/2026JPMorgan Chase & Co.30,103$0.55M0.0%+9.4%0.077%Search for SEC Filing on Google Icon
11/17/2025Verition Fund Management LLC20,228$0.37M0.0%+25.4%0.052%Search for SEC Filing on Google Icon
11/17/2025Qube Research & Technologies Ltd155,346$2.82M0.0%+138.0%0.399%Search for SEC Filing on Google Icon
11/17/2025Mariner LLC43,201$0.78M0.0%-6.5%0.111%Search for SEC Filing on Google Icon
11/17/2025Millennium Management LLC217,082$3.94M0.0%+80.9%0.558%Search for SEC Filing on Google Icon
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,413$80K0.0%-28.0%0.011%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE40,215$0.73M0.0%-43.0%0.103%Search for SEC Filing on Google Icon
11/14/2025Creative Planning47,448$0.86M0.0%-29.4%0.122%Search for SEC Filing on Google Icon
11/14/2025Two Sigma Investments LP96,970$1.76M0.0%+255.4%0.249%Search for SEC Filing on Google Icon
11/14/2025Bridgeway Capital Management LLC31,167$0.57M0.0%-41.2%0.080%Search for SEC Filing on Google Icon
11/13/2025Arrowstreet Capital Limited Partnership98,250$1.78M0.0%+38.8%0.253%Search for SEC Filing on Google Icon
11/13/2025BNP Paribas Financial Markets10,253$0.19M0.0%-14.2%0.026%Search for SEC Filing on Google Icon
11/13/2025Russell Investments Group Ltd.7,107$0.13M0.0%+236.3%0.018%Search for SEC Filing on Google Icon
11/13/2025First Trust Advisors LP29,644$0.54M0.0%N/A0.076%Search for SEC Filing on Google Icon
11/12/2025Dimensional Fund Advisors LP454,078$8.24M0.0%+9.5%1.167%Search for SEC Filing on Google Icon
11/12/2025R Squared Ltd12,978$0.24M0.1%N/A0.033%Search for SEC Filing on Google Icon
11/7/2025GSA Capital Partners LLP39,877$0.72M0.1%+47.6%0.104%Search for SEC Filing on Google Icon
11/7/2025Vanguard Group Inc.479,120$8.69M0.0%-11.8%1.246%Search for SEC Filing on Google Icon
11/7/2025JPMorgan Chase & Co.30,103$0.55M0.0%+9.4%0.078%Search for SEC Filing on Google Icon
11/6/2025Rhumbline Advisers14,141$0.26M0.0%-7.7%0.037%Search for SEC Filing on Google Icon
11/5/2025Alps Advisors Inc.24,360$0.44M0.0%N/A0.063%Search for SEC Filing on Google Icon
10/29/2025Yorktown Management & Research Co Inc13,000$0.24M0.2%N/A0.034%Search for SEC Filing on Google Icon
10/28/2025Campbell & CO Investment Adviser LLC14,690$0.27M0.0%-52.1%0.038%Search for SEC Filing on Google Icon
10/23/2025SG Americas Securities LLC6,915$0.13M0.0%N/A0.018%Search for SEC Filing on Google Icon
10/22/2025Beach Point Capital Management LP5,377,451$97.55M44.1%+1.4%13.989%Search for SEC Filing on Google Icon
10/15/2025CWM LLC2,106$38K0.0%-53.4%0.005%Search for SEC Filing on Google Icon
10/9/2025Voya Investment Management LLC22,302$0.41M0.0%+64.1%0.058%Search for SEC Filing on Google Icon
8/27/2025Squarepoint Ops LLC77,585$1.44M0.0%+92.3%0.202%Search for SEC Filing on Google Icon
8/15/2025Engineers Gate Manager LP14,037$0.26M0.0%N/A0.037%Search for SEC Filing on Google Icon
8/15/2025BNP Paribas Financial Markets11,955$0.22M0.0%+123.5%0.031%Search for SEC Filing on Google Icon
8/15/2025Bridgeway Capital Management LLC53,050$0.98M0.0%-72.4%0.138%Search for SEC Filing on Google Icon
8/15/2025Bank of America Corp DE70,525$1.31M0.0%+218.1%0.183%Search for SEC Filing on Google Icon
8/15/2025Adage Capital Partners GP L.L.C.450,046$8.34M0.0%+1.3%1.171%Search for SEC Filing on Google Icon
8/14/2025PDT Partners LLC20,702$0.38M0.0%N/A0.054%Search for SEC Filing on Google Icon
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,129$0.11M0.0%+13.4%0.016%Search for SEC Filing on Google Icon
8/14/2025Squarepoint Ops LLC77,585$1.44M0.0%+92.3%0.202%Search for SEC Filing on Google Icon
8/14/2025Qube Research & Technologies Ltd65,266$1.21M0.0%+39.1%0.170%Search for SEC Filing on Google Icon
8/13/2025Jump Financial LLC13,568$0.25M0.0%-5.2%0.035%Search for SEC Filing on Google Icon
8/13/2025Marshall Wace LLP34,899$0.65M0.0%-76.3%0.091%Search for SEC Filing on Google Icon
8/13/2025Arrowstreet Capital Limited Partnership70,802$1.31M0.0%+100.2%0.184%Search for SEC Filing on Google Icon
8/13/2025Quantbot Technologies LP8,577$0.16M0.0%-27.5%0.022%Search for SEC Filing on Google Icon
8/13/2025Hsbc Holdings PLC80,502$1.50M0.0%+88.2%0.209%Search for SEC Filing on Google Icon
8/12/2025XTX Topco Ltd19,936$0.37M0.0%N/A0.055%Search for SEC Filing on Google Icon
8/12/2025American Century Companies Inc.155,414$2.88M0.0%+30.7%0.426%Search for SEC Filing on Google Icon
8/12/2025Rhumbline Advisers15,317$0.28M0.0%+22.3%0.042%Search for SEC Filing on Google Icon
8/12/2025JPMorgan Chase & Co.27,525$0.51M0.0%-27.8%0.075%Search for SEC Filing on Google Icon
8/8/2025Creative Planning67,244$1.25M0.0%N/A0.184%Search for SEC Filing on Google Icon
8/8/2025Police & Firemen s Retirement System of New Jersey2,094$39K0.0%+55.7%0.006%Search for SEC Filing on Google Icon
8/8/2025Geode Capital Management LLC262,352$4.87M0.0%+34.5%0.719%Search for SEC Filing on Google Icon
8/7/2025Campbell & CO Investment Adviser LLC30,700$0.57M0.0%N/A0.084%Search for SEC Filing on Google Icon
8/7/2025Connor Clark & Lunn Investment Management Ltd.21,117$0.39M0.0%-56.3%0.058%Search for SEC Filing on Google Icon
7/30/2025Beach Point Capital Management LP5,300,859$98.28M42.7%-3.5%14.526%Search for SEC Filing on Google Icon
7/28/2025Allianz Asset Management GmbH12,637,764$234.30M0.3%+15.3%34.633%Search for SEC Filing on Google Icon
7/25/2025CWM LLC4,521$84K0.0%-18.1%0.012%Search for SEC Filing on Google Icon
6/27/2025Goldman Sachs Group Inc.197,537$3.70M0.0%+104.2%0.541%Search for SEC Filing on Google Icon
5/29/2025Rhumbline Advisers12,529$0.23M0.0%-9.4%0.034%Search for SEC Filing on Google Icon
5/21/2025Acadian Asset Management LLC2,902$54K0.0%N/A0.008%Search for SEC Filing on Google Icon
5/16/2025Empowered Funds LLC109,928$2.06M0.0%-24.6%0.301%Search for SEC Filing on Google Icon
5/16/2025Goldman Sachs Group Inc.197,537$3.70M0.0%+104.2%0.541%Search for SEC Filing on Google Icon
5/16/2025Bridgeway Capital Management LLC191,926$3.59M0.1%-36.5%0.526%Search for SEC Filing on Google Icon
5/16/2025Adage Capital Partners GP L.L.C.444,351$8.31M0.0%-0.7%1.218%Search for SEC Filing on Google Icon
5/15/2025Cubist Systematic Strategies LLC17,691$0.33M0.0%N/A0.048%Search for SEC Filing on Google Icon
5/15/2025Nomura Holdings Inc.151,961$2.84M0.0%+265.0%0.416%Search for SEC Filing on Google Icon
5/15/2025Trexquant Investment LP39,914$0.75M0.0%+107.3%0.109%Search for SEC Filing on Google Icon
5/14/2025Jump Financial LLC14,314$0.27M0.0%N/A0.039%Search for SEC Filing on Google Icon
5/14/2025Hsbc Holdings PLC42,770$0.80M0.0%+35.5%0.117%Search for SEC Filing on Google Icon
5/14/2025Quantbot Technologies LP11,834$0.22M0.0%N/A0.032%Search for SEC Filing on Google Icon
5/13/2025American Century Companies Inc.118,934$2.23M0.0%+55.1%0.326%Search for SEC Filing on Google Icon
5/12/2025Nuveen LLC10,675$0.20M0.0%N/A0.029%Search for SEC Filing on Google Icon
5/12/2025Connor Clark & Lunn Investment Management Ltd.48,360$0.91M0.0%+50.0%0.133%Search for SEC Filing on Google Icon
5/9/2025Charles Schwab Investment Management Inc.75,135$1.41M0.0%-5.9%0.206%Search for SEC Filing on Google Icon
Data available starting January 2016

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Velocity Financial logo
Velocity Financial, Inc. operates as a real estate finance company in the United States. It originates, securitizes, and manages a portfolio of loans, which are secured by first mortgage liens on income-producing and/or owner/user commercial properties, including investor 1-4, a non-owner occupied residential rental properties with 1-4 units; residential apartments combined with office or retail space; and multi-family comprising traditional apartment buildings, condominiums, and other residential properties with 5+ units. The company also finances for retail properties with various types of retail products and merchandise or services; commercial properties occupied by professional or business offices; and warehouse and other properties, which include self-storage units, auto services, hospitality, light industrial, and other commercial enterprises, as well as provides short-term and interest-only loans for acquisition and improvement of 1-4-unit residential properties. It offers its products through a network of independent mortgage brokers for independent real estate investors and small business owners. The company was founded in 2004 and is headquartered in Westlake Village, California.
Read More on Velocity Financial

Today's Range

Now: $17.84
Low: $17.40
High: $17.98

50 Day Range

MA: $18.97
Low: $17.24
High: $20.68

52 Week Range

Now: $17.84
Low: $16.12
High: $21.40

Volume

126,613 shs

Average Volume

128,887 shs

Market Capitalization

$700.00 million

P/E Ratio

6.51

Dividend Yield

N/A

Beta

0.83

Who are the company insiders with the largest holdings of Velocity Financial?

Velocity Financial's top insider investors include:
  1. Jeffrey T Taylor (VP)
  2. Roland Thomas Kelly (Insider)
  3. Mark R Szczepaniak (CFO)
  4. John Pitstick (Director)
  5. Christopher D Farrar (CEO)
  6. Graham M Comley (Insider)
  7. Joseph A Cowell (COO)
  8. Christopher J Oltmann (CAO)
Learn More about top insider investors at Velocity Financial.

Who are the major institutional investors of Velocity Financial?

Velocity Financial's top institutional shareholders include:
  1. Dimensional Fund Advisors LP — 1.29%
  2. Geode Capital Management LLC — 0.62%
  3. State Street Corp — 0.53%
  4. Goldman Sachs Group Inc. — 0.44%
  5. Charles Schwab Investment Management Inc. — 0.23%
  6. AQR Capital Management LLC — 0.19%
Learn More about top institutional investors of Velocity Financial stock.

Which institutional investors are selling Velocity Financial stock?

In the previous quarter, VEL stock was sold by these institutional investors:
  1. Millennium Management LLC
  2. Marshall Wace LLP
  3. PEAK6 LLC
  4. HRT Financial LP
  5. Group One Trading LLC
  6. Trexquant Investment LP
  7. Goldman Sachs Group Inc.
  8. Caption Management LLC
During the previous year, company insiders that have sold Velocity Financial company stock include:
  1. Jeffrey T Taylor (VP)
  2. Roland Thomas Kelly (Insider)
  3. Mark R Szczepaniak (CFO)
Learn More investors selling Velocity Financial stock.

Which institutional investors are buying Velocity Financial stock?

Within the previous quarter, VEL stock was bought by institutional investors including:
  1. Dimensional Fund Advisors LP
  2. AQR Capital Management LLC
  3. Geode Capital Management LLC
  4. GSA Capital Partners LLP
  5. Squarepoint Ops LLC
  6. Ieq Capital LLC
  7. Wells Fargo & Company MN
  8. Nuveen LLC

Velocity Financial Active Insiders

Mark R Szczepaniak
CFO
6 recent trades
Jeffrey T Taylor (Age 57)
VP
4 recent trades
Roland Thomas Kelly
Roland Thomas Kelly (Age 56)
Insider
2 recent trades