Velocity Financial, Inc. (VEL)
NYSE · Banking & Credit · Finance Services
- Price
- $16.28
- Day
- +0.80%
- Market cap
- $642.76M
- P/E
- 5.9
Close 2026-09-22.
The company
Our Company We are a vertically integrated real estate finance company founded in 2004. We originate, securitize, and manage a nationwide portfolio of loans secured by real estate to earn attractive risk adjusted spreads for our shareholders. We primarily originate investor loans secured by 1-4 unit residential rental properties, as well as loans for multi-family, mixed use and commercial properties. We originate loans nationwide across our extensive network of independent mortgage brokers and direct borrower relationships, which we have built and refined over the 21 years since our inception. Our objective is to be the preferred and one of the most recognized brands in our core market. We operate in a large and highly fragmented market with substantial demand for financing and limited supply of institutional financing alternatives. We have developed the highly-specialized skill set required to effectively compete in this market, which we believe has afforded us a durable business model capable of generating attractive risk-adjusted returns for our stockholders throughout various business cycles. We offer competitive pricing to our borrowers by pursuing low-cost financing strategies and by driving front-end process efficiencies through customized technology designed to control the cost of originating a loan. Furthermore, by originating loans through our efficient and scalable network of approved mortgage brokers, we are able to maintain a wide geographical presence and nimble operating infrastructure capable of reacting quickly to changing market environments.
From Item 1: Our Company.
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- Snow Phipps Group, LLC — $246.5M
- Allianz Asset Management GmbH — $233.29M
- Beach Point Capital Management LP — $121.51M
- HBK INVESTMENTS L P — $13.61M
- DIMENSIONAL FUND ADVISORS LP — $11.03M
- BlackRock, Inc. — $9.83M
- ADAGE CAPITAL PARTNERS GP, L.L.C. — $9.33M
- VANGUARD CAPITAL MANAGEMENT LLC — $8.99M
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- Szczepaniak Mark R (Chief Financial Officer) sold 2,000 shares at $18.03 on 2026-09-10
- Kelly Roland Thomas (Chief Legal Officer and GC) sold 1,600 shares at $18.00 on 2026-09-01
- Taylor Jeffrey T. (Executive VP, Capital Markets) sold 4,330 shares at $19.06 on 2026-08-11
- Tam Fiona (Chief Accounting Officer) sold 1,232 shares at $19.00 on 2026-08-11
- Szczepaniak Mark R (Chief Financial Officer) sold 2,000 shares at $18.16 on 2026-08-10
- Kelly Roland Thomas (Chief Legal Officer and GC) sold 1,600 shares at $18.00 on 2026-08-06
Recent filings
- 144 — 2026-09-10
- 4 — 2026-09-10
- 4 — 2026-09-01
- 8-K — 2026-08-27
- 144 — 2026-08-11
- 4 — 2026-08-11
- 4 — 2026-08-11
- 144 — 2026-08-11
- 144 — 2026-08-10
- 4 — 2026-08-10