Drag a card by its title · ⚙ to size, swap or remove

The company

Velocity Financial, Inc.

VEL · NYSE

FinancialsConsumer & Specialty FinanceNot moving yet

VEL stood above a rising 150-day average in 17 of the last 52 weekly readings, and has been out of that trend for the last 24 weeks. It is 16.3% below that average now. Consumer & Specialty Finance: 21% of its 80 stocks in an uptrend (−6 points in four weeks); Financials: 46% (−11 points in four weeks).

SEC filings

Statistics

Rotation: Not moving yet
Weeks in an uptrend: out for 24
Industry in uptrend: 21% -6 in 4 wk
Insider buys, 12 months: $0
Insider sales, 12 months: $2.4M
Officials’ trades on record: 0
Institutions holding: 98 (+2)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 17 of 52 weeks.

17 Apr – 16 Oct

Consumer & Specialty Finance: A minority of its stocks are in an uptrend and the share has been slipping. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0

Sale orders, 12 months29

Buyers · sellers0 · 4

Who	Did	Shares	Traded
Mark R. SzczepaniakChief Financial Officer	sold	2,000at $18.03	10 Sep 2026filed 10 Sep 2026
Roland Thomas KellyChief Legal Officer and GC	sold	1,600at $18.00	1 Sep 2026filed 1 Sep 2026
Fiona TamChief Accounting Officer	sold	1,232at $19.00	11 Aug 2026filed 11 Aug 2026
Jeffrey T. TaylorExecutive VP, Capital Markets	sold	4,330at $19.06	11 Aug 2026filed 11 Aug 2026
Mark R. SzczepaniakChief Financial Officer	sold	2,000at $18.16	10 Aug 2026filed 10 Aug 2026
Mark R. SzczepaniakChief Financial Officer	sold	400at $18.00	6 Aug 2026filed 6 Aug 2026
Roland Thomas KellyChief Legal Officer and GC	sold	1,600at $18.00	6 Aug 2026filed 6 Aug 2026
Mark R. SzczepaniakChief Financial Officer	sold	400at $18.00	28 Jul 2026filed 28 Jul 2026
Jeffrey T. TaylorExecutive VP, Capital Markets	sold	2,165at $19.00	7 Jul 2026filed 9 Jul 2026
Fiona TamChief Accounting Officer	sold	68at $19.00	7 Jul 2026filed 9 Jul 2026
Roland Thomas KellyChief Legal Officer and GC	sold	1,600at $18.57	1 Jul 2026filed 6 Jul 2026
Mark R. SzczepaniakChief Financial Officer	sold	1,573at $18.07	26 Jun 2026filed 29 Jun 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders98+2 on the quarter

New · exited18 · 15

Reported value$720.7M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
Snow Phipps Group, LLCunchanged · filed 9 Jul 2026	13,353,103$246.5M	00.0%
Allianz Asset Management GmbHunchanged · filed 14 Aug 2026	12,637,764$233.3M	00.0%
Beach Point Capital Management LPadded · filed 22 Jul 2026	6,582,380$121.5M	+23,868+0.4%
BlackRock, Inc.reduced · filed 7 Aug 2026	1,489,827$27.5M	-152,089−9.3%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026	656,725$12.1M	+74,175+12.7%
ADAGE CAPITAL PARTNERS GP, L.L.C.added · filed 14 Aug 2026	505,505$9.3M	+22,790+4.7%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026	487,011$9.0M	+6,359+1.3%
AMERICAN CENTURY COMPANIES INCadded · filed 12 Aug 2026	357,199$6.6M	+71,830+25.2%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026	272,540$5.0M	+23,040+9.2%
STATE STREET CORPadded · filed 7 Aug 2026	249,731$4.6M	+31,586+14.5%