Velocity Financial, Inc. (VEL)

Accumulating

Institutional accumulation: ownership increased +0.85% quarter-over-quarter.

Data as of Q1 2026

Institutional Ownership

100.00%

QoQ Change

+0.85%

Total Value

$715.7B

Shares Outstanding

39.3M

Crowding AnalysisCrowded

Holders101of 5,944

Avg: 68

Uncrowded87th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.88x

67th percentile

50 buying57 selling

+17

New

-22

Closed

+644K

Net shares

Holding Period Distribution

estimate

Median: 3 QAvg: 3.2 QHolders: 101

Ownership Concentration

Top 5: 88.3%Top 10: 93.6%

Snow Phipps Group,33.8%

Allianz Asset Management GmbH31.9%

Beach Point Capital Management16.6%

BlackRock,4.2%

HBK INVESTMENTS L P1.9%

Others (96)11.7%

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Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 12.33%Max: 76.06%High conviction (>1%): 2

Snow Phipps Group,

Allianz Asset Management GmbH

Beach Point Capital Management

BlackRock,

HBK INVESTMENTS L P

DIMENSIONAL FUND ADVISORS

ADAGE CAPITAL PARTNERS GP, L.L.C.

VANGUARD CAPITAL MANAGEMENT

AMERICAN CENTURY COMPANIES

GOLDMAN SACHS GROUP

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWHBK INVESTMENTS L P$13M738K shr

NEWVANGUARD CAPITAL MANAGEMENT$9M481K shr

SOLDBeach Point Capital Management$7M386K shr

NEWGOLDMAN SACHS GROUP$5M275K shr

BOUGHTDIMENSIONAL FUND ADVISORS$1M81K shr

BOUGHTBeach Point Capital Management$29M1.6M shr

NEWAMERICAN CENTURY COMPANIES$5M233K shr

NEWSTATE STREET$4M208K shr

BOUGHTVANGUARD GROUP$2M75K shr

BOUGHTDIMENSIONAL FUND ADVISORS$995K48K shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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