How many institutions own VEL stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own VEL shares is 147, representing 96.79% of the company's common stock.

Who are the major shareholders selling Velocity Financial, Inc. stock?

HSBC HOLDINGS PLC, in the last quarter, reduced its stake in VEL by -7.62% restricting it's holding to 74.37 thousand shares of worth nearly $1.34M. SUSQUEHANNA INTERNATIONAL GROUP, LLP also lessened -2.91% of the VEL shares from its portfolio, reducing its holding to 113.6 thousand shares of worth $2.06M. GOLDMAN SACHS GROUP INC also shunned VEL shares holding by -17.05% last quarter which brought its holding to 204.54 thousand shares worth $3.71M.

Investors who are buying VEL stock?

As per its latest 13F filing, TWO SIGMA INVESTMENTS, LP increased its stake in VEL by 255.45% in the last quarter. The institutional holder raised its holding to 96.97 thousand shares having worth more than $1.76M. ARROWSTREET CAPITAL, LIMITED PARTNERSHIP also added 38.77% more shares of VEL to its portfolio, raising its holding to 98.25 thousand shares of worth $1.78M. MORGAN STANLEY also increased its VEL shares holding by 11.03% which brought its holding to 102.8 thousand shares worth $1.86M.

VEL's major insiders: who are they?

The insider with the most stakes in VEL is Taylor Jeffrey T. , Executive VP, Capital Markets at the company. Additionally, VEL stock is highly held by Chief Legal Officer and GC Kelly Roland Thomas and director Pitstick John among others.

Did an insider recently sell VEL stock?

Company executives, directors, and other insiders own 2.61% percent of Velocity Financial, Inc.'s stock. Within the last six months, there have been 8 transaction(s) in which VEL insiders have sold stock, totaling 25.14K shares. Insiders that have sold shares include TAYLOR JEFFREY T., KELLY ROLAND THOMAS, and SZCZEPANIAK MARK R.

Which insider recently purchased VEL stock?

There have been 0 transaction(s) during the past 6-months in which Velocity Financial, Inc. insiders have bought stock, totalling 0 shares

How much of VEL does insiders own?

Around 671.92K Velocity Financial, Inc. shares are held by insiders, which represents about 2.61% of VEL stock.

Who is the insider with the largest stake?

VEL Executive VP, Capital Markets, Taylor Jeffrey T. holds the largest portfolio of the company's shares. VEL shares owned by Taylor total nearly 158.67 thousand.

Which institution holds the most shares in VEL?

HSBC HOLDINGS PLC is the largest institutional owner in VEL which holds 74.37 thousand shares worth $1.34M or 0.2% of the total VEL shares outstanding followed by TWO SIGMA INVESTMENTS, LP with ownership of 96.97 thousand shares representing 0.25% of the VEL ownership. ARROWSTREET CAPITAL, LIMITED PARTNERSHIP is the third largest stakeholder with 98.25 thousand shares or 0.26% of the ownership worth more than $1.78M.

Is Velocity Financial, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the VEL is concerned, it is a stock which is optionable.

Is there a short position on VEL's shares?

Number of VEL shares short is 311.55K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding VEL shares are there?

As of today, 38.44M shares of VEL are outstanding.

Is there many float in VEL stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, VEL has 5.69M shares in float.

VEL short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for VEL is 3.02.

Velocity Financial (VEL) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.81

Short Percent Of Float4.03

Shares Outstanding38.44M

Shares Float5.69M

Shares Short311.55K

Short Ratio3.02

4.03%

Short % of Float

0.81%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

2.61% Percentage of Shares held by All Insiders

96.79% Percentage of Shares held by All Institutions

99.38% Percentage of Float held by Institutions

147

Number of Institutions Holding Shares

Institutional Ownership

About 96.79% of VEL shares are held by financial institutions. HSBC HOLDINGS PLC is the top corporate investor, holding 74.37K shares valued at $1.34M. A 0.2% stake in Velocity Financial, Inc. is owned by the company. TWO SIGMA INVESTMENTS, LP owns 96.97K shares valued at $1.76M, which translates its holding of 0.25% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	HSBC HOLDINGS PLC	0.2%	74.37K	1.34M	-6.14K	-7.62%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.25%	96.97K	1.76M	69.69K	+255.45%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.26%	98.25K	1.78M	27.45K	+38.77%
Sep 30, 2025	MORGAN STANLEY	0.27%	102.8K	1.86M	10.21K	+11.03%
Sep 30, 2025	MARSHALL WACE, LLP	0.28%	106.16K	1.93M	71.26K	+204.19%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.3%	113.6K	2.06M	-3.4K	-2.91%
Sep 30, 2025	HAP TRADING, LLC	0.39%	150K	6M	150K	+100.00%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.41%	155.35K	2.82M	90.08K	+138.02%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.5%	191.96K	3.48M	36.54K	+23.51%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.54%	204.54K	3.71M	-42.05K	-17.05%
Sep 30, 2025	STATE STREET CORP	0.55%	210.1K	3.81M	23.5K	+12.59%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.57%	217.08K	3.94M	97.09K	+80.92%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.58%	220.98K	4.01M	-41.38K	-15.77%
Sep 30, 2025	CAPTION MANAGEMENT, LLC	0.65%	248.1K	4.5M	0	0
Sep 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	1.18%	450.05K	8.16M	0	0
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.19%	454.08K	8.24M	39.32K	+9.48%
Sep 30, 2025	VANGUARD GROUP INC	1.26%	479.12K	8.69M	-64.37K	-11.84%
Sep 30, 2025	BLACKROCK, INC.	4.35%	1.66M	30.07M	-181.18K	-9.85%
Sep 30, 2025	BEACH POINT CAPITAL MANAGEMENT LP	14.12%	5.38M	97.55M	76.59K	+1.44%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	33.19%	12.64M	229.25M	0	0
Sep 30, 2025	SNOW PHIPPS GROUP, LLC	35.07%	13.35M	242.23M	0	0
Sep 30, 2025	AMALGAMATED BANK	0%	295	5K	0	0
Sep 30, 2025	VERSANT CAPITAL MANAGEMENT, INC	0%	603	10.94K	603	+100.00%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	656	11.9K	402	+158.27%
Sep 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0%	761	14K	13	+1.74%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0%	764	13.86K	-248	-24.51%
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0%	1.14K	20.75K	0	0
Sep 30, 2025	CITIGROUP INC	0.01%	2.02K	36.59K	-2.39K	-54.19%
Sep 30, 2025	CWM, LLC	0.01%	2.11K	38K	-2.42K	-53.42%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	3.87K	70.27K	0	0
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	3.95K	71.73K	1.86K	+88.83%
Sep 30, 2025	DEUTSCHE BANK AG\	0.01%	4.8K	87.15K	0	0
Sep 30, 2025	FMR LLC	0.01%	5.07K	92.01K	486	+10.60%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.02%	5.68K	103K	-9.99K	-63.75%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.02%	6.92K	125K	6.92K	+100.00%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.02%	7.11K	128.92K	4.99K	+236.35%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.02%	7.56K	137.21K	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.03%	10.25K	185.99K	-1.7K	-14.24%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0.03%	10.63K	192.88M	-6.2K	-36.83%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	11.49K	208.36K	-9.9K	-46.30%
Sep 30, 2025	R SQUARED LTD	0.03%	12.98K	235.42K	12.98K	+100.00%
Sep 30, 2025	YORKTOWN MANAGEMENT & RESEARCH CO INC	0.04%	13K	235.82K	13K	+100.00%
Sep 30, 2025	RHUMBLINE ADVISERS	0.04%	14.14K	256.51K	-1.18K	-7.68%
Sep 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.04%	14.69K	266.48K	-16.01K	-52.15%
Sep 30, 2025	UBS GROUP AG	0.06%	21.35K	387.31K	10.01K	+88.20%
Sep 30, 2025	BARCLAYS PLC	0.06%	21.7K	393.66K	-12.92K	-37.31%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.06%	22.3K	404.56K	8.71K	+64.09%
Sep 30, 2025	ALPS ADVISORS INC	0.07%	24.36K	441.89K	24.36K	+100.00%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.07%	24.48K	444.09K	12.33K	+101.41%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.08%	31.17K	565.37K	-21.88K	-41.25%
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.1%	39.88K	723K	12.86K	+47.60%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.08%	28.84K	523.21K	3.88K	+15.54%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.08%	29.64K	537.74K	29.64K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.08%	30.1K	546.07K	2.58K	+9.37%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.11%	40.22K	729.5K	-30.31K	-42.98%
Sep 30, 2025	MARINER, LLC	0.11%	43.2K	783.67K	-3.02K	-6.53%
Sep 30, 2025	NUVEEN, LLC	0.13%	50.41K	914.47K	13.18K	+35.39%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.14%	53.49K	970.24K	836	+1.59%
Sep 30, 2025	HRT FINANCIAL LP	0.17%	64.54K	1.17M	64.54K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.22%	83.23K	1.51M	-16.05K	-16.16%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.08%	31.5K	571.41K	31.5K	+100.00%
Sep 30, 2025	SIMPLEX TRADING, LLC	0.09%	35.05K	635K	-18.82K	-34.94%
Sep 30, 2025	WOLVERINE TRADING, LLC	0.1%	36.18K	659.85K	4.78K	+15.21%
Sep 30, 2025	NORTHERN TRUST CORP	0.19%	72.65K	1.32M	-10.48K	-12.61%
Sep 30, 2025	CITADEL ADVISORS LLC	0.2%	77.4K	1.4M	-5.9K	-7.08%
Sep 30, 2025	PEAK6 LLC	0.26%	100K	1.81M	0	0
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.08%	29.17K	529.13K	-21.88K	-42.86%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.08%	31.23K	566.59K	10.12K	+47.91%
Sep 30, 2025	CREATIVE PLANNING	0.12%	47.45K	860.71K	-19.8K	-29.44%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.17%	65.59K	1.19M	23.27K	+54.98%
Sep 30, 2025	NFJ INVESTMENT GROUP, LLC	0.2%	75.83K	1.38M	75.83K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.07%	26.54K	481.44K	26.54K	+100.00%
Jun 30, 2025	HSBC HOLDINGS PLC	0.22%	80.5K	1.5M	37.73K	+88.22%
Jun 30, 2025	SNOW PHIPPS GROUP, LLC	35.9%	13.35M	247.57M	0	0
Jun 30, 2025	BEACH POINT CAPITAL MANAGEMENT LP	14.25%	5.3M	98.28M	-190.88K	-3.48%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.04%	16.13K	299.03K	16.13K	+100.00%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.04%	15.67K	289K	12.77K	+440.08%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.04%	15.62K	289.67K	15.62K	+100.00%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.04%	14.04K	260.25K	14.04K	+100.00%
Jun 30, 2025	JUMP FINANCIAL, LLC	0.04%	13.57K	251.55K	-746	-5.21%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.03%	12.16K	225.35K	12.16K	+100.00%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.02%	8.58K	159.02K	-3.26K	-27.52%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.02%	6.13K	113.63K	723	+13.37%
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0%	117	2.17K	117	+100.00%
Jun 30, 2025	COVESTOR LTD	0%	99	2K	-23	-18.85%
Jun 30, 2025	TRUE WEALTH DESIGN, LLC	0%	33	612	-125	-79.11%
Jun 30, 2025	GAMMA INVESTING LLC	0%	28	519	-88	-75.86%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	23	426	22	+2,200.00%
Jun 30, 2025	US BANCORP \DE\	0%	0	-	-20	-100.00%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0%	0	-	-97K	-100.00%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0%	0	-	-66	-100.00%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	0%	0	-	-13.83K	-100.00%
Jun 30, 2025	BLACKROCK, INC.	4.94%	1.84M	34.09M	736.73K	+66.85%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	1.21%	450.05K	8.34M	5.7K	+1.28%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.66%	246.59K	4.57M	49.05K	+24.83%
Jun 30, 2025	STATE STREET CORP	0.5%	186.61K	3.46M	51.05K	+37.66%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.32%	119.99K	2.22M	16.56K	+16.01%
Jun 30, 2025	PEAK6 LLC	0.27%	100K	1.85M	0	0
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.27%	99.27K	1.84M	24.14K	+32.13%
Jun 30, 2025	NORTHERN TRUST CORP	0.22%	83.12K	1.54M	12.09K	+17.02%
Jun 30, 2025	JANE STREET GROUP, LLC	0.21%	78.3K	1.45M	100	+0.13%
Jun 30, 2025	CREATIVE PLANNING	0.18%	67.24K	1.25M	67.24K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.17%	62.67K	1.16M	-179.21K	-74.09%
Jun 30, 2025	SIMPLEX TRADING, LLC	0.14%	53.87K	998K	327	+0.61%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.14%	53.05K	983.55K	-138.88K	-72.36%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.14%	52.65K	976.13K	6.49K	+14.05%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.14%	51.05K	946.5K	-58.88K	-53.56%
Jun 30, 2025	MARINER, LLC	0.12%	46.22K	856.86K	-24.34K	-34.50%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.11%	42.32K	784.63K	2.41K	+6.03%
Jun 30, 2025	MARSHALL WACE, LLP	0.09%	34.9K	647.03K	-112.61K	-76.34%
Jun 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	33.98%	12.64M	234.3M	1.67M	+15.27%
Jun 30, 2025	NOMURA HOLDINGS INC	0.47%	175.5K	3.25M	175.5K	+100.00%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.42%	155.41K	2.88M	36.48K	+30.67%
Jun 30, 2025	BARCLAYS PLC	0.09%	34.62K	641K	19.48K	+128.70%
Jun 30, 2025	WOLVERINE TRADING, LLC	0.08%	31.4K	590.63K	6.85K	+27.90%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.19%	70.8K	1.31M	35.44K	+100.20%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.07%	24.96K	462.81K	24.96K	+100.00%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.21%	77.59K	1.44M	37.25K	+92.33%
Jun 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.08%	30.7K	569.18K	30.7K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	30.1K	558.05K	-21.9K	-42.12%
Jun 30, 2025	JPMORGAN CHASE & CO	0.07%	27.53K	510.31K	-10.57K	-27.75%
Jun 30, 2025	MORGAN STANLEY	0.25%	92.59K	1.72M	17.08K	+22.62%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.06%	21.12K	391.51K	-27.24K	-56.33%
Jun 30, 2025	PDT PARTNERS, LLC	0.06%	20.7K	383.82K	20.7K	+100.00%
Jun 30, 2025	HAP TRADING, LLC	0.4%	150K	51.84K	0	0
Jun 30, 2025	XTX TOPCO LTD	0.05%	19.94K	369.61K	19.94K	+100.00%
Jun 30, 2025	CAPTION MANAGEMENT, LLC	0.67%	248.1K	4.6M	-1.9K	-0.76%
Jun 30, 2025	ROYAL BANK OF CANADA	0.02%	6.55K	121K	-583	-8.17%
Jun 30, 2025	FMR LLC	0.01%	4.59K	85.03M	1.55K	+50.90%
Jun 30, 2025	CLEAR STREET MARKETS LLC	0%	1.72K	31.83K	1.72K	+100.00%
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0%	748	14K	11	+1.49%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	254	4.71K	99	+63.87%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	127	2.36K	127	+100.00%
Jun 30, 2025	CORNERSTONE PLANNING GROUP LLC	0%	42	698	42	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	36	667	36	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.19%	70.53K	1.31M	48.36K	+218.14%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.03%	11.96K	221.65M	6.61K	+123.46%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.03%	10.14K	188M	10.14K	+100.00%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	652	12.09M	0	0
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.18%	65.27K	1.21M	18.35K	+39.10%
Jun 30, 2025	VANGUARD GROUP INC	1.46%	543.49K	10.08M	79.58K	+17.15%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.12%	414.76K	7.69M	121.83K	+41.59%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.71%	262.35K	4.86M	67.26K	+34.47%
Jun 30, 2025		0.1%	37.23K	690.32K	26.56K	+248.80%
Jun 30, 2025	NUVEEN, LLC	0.1%	37.23K	690.32K	26.56K	+248.80%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.07%	27.28K	505.79K	-11.32K	-29.32%
Jun 30, 2025	GSA CAPITAL PARTNERS LLP	0.07%	27.02K	501K	6.05K	+28.87%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.11%	38.6K	722.21K	38.6K	+100.00%
Mar 31, 2025	HSBC HOLDINGS PLC	0.13%	42.77K	798.09K	11.21K	+35.52%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.14%	46.16K	863.73K	1.43K	+3.19%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.35%	118.93K	2.23M	42.24K	+55.07%
Mar 31, 2025	STATE STREET CORP	0.4%	135.55K	2.54M	2.55K	+1.92%
Mar 31, 2025	BEACH POINT CAPITAL MANAGEMENT LP	16.3%	5.49M	102.75M	221K	+4.19%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.57%	191.93K	3.59M	-110.48K	-36.53%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.58%	195.09K	3.65M	5.53K	+2.92%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.59%	197.54K	3.7M	100.78K	+104.16%
Mar 31, 2025	CAPTION MANAGEMENT, LLC	0.74%	250K	4.68M	0	0
Mar 31, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	1.32%	444.35K	8.31M	-2.96K	-0.66%
Mar 31, 2025	VANGUARD GROUP INC	1.38%	463.91K	8.68M	-693	-0.15%
Mar 31, 2025	BLACKROCK, INC.	3.27%	1.1M	20.62M	77.99K	+7.62%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.12%	39.91K	746.79K	20.66K	+107.31%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.33%	109.93K	2.06M	-35.83K	-24.58%
Mar 31, 2025	SIMPLEX TRADING, LLC	0.16%	53.55K	1M	34.98K	+188.37%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.11%	35.37K	661.7K	35.37K	+100.00%
Mar 31, 2025	MARINER, LLC	0.21%	70.56K	1.32M	-30.63K	-30.27%
Mar 31, 2025	NORTHERN TRUST CORP	0.21%	71.03K	1.33M	-2.04K	-2.79%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	52K	972.92K	-26.6K	-33.84%
Mar 31, 2025	SNOW PHIPPS GROUP, LLC	39.64%	13.35M	249.84M	1.08M	+8.80%
Mar 31, 2025	NOMURA HOLDINGS INC	0.45%	151.96K	2.84M	110.33K	+265.03%
Mar 31, 2025	HAP TRADING, LLC	0.45%	150K	101.25K	0	0
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.14%	46.92K	877.85K	46.92K	+100.00%
Mar 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	32.55%	10.96M	205.13M	0	0
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.14%	48.36K	904.82K	16.12K	+50.01%
Mar 31, 2025	JANE STREET GROUP, LLC	0.22%	74.22K	1.39M	74.22K	+100.00%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.22%	75.14K	1.41M	-4.75K	-5.94%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.12%	40.34K	754.76K	14.81K	+58.00%
Mar 31, 2025	PEAK6 LLC	0.3%	100K	1.87M	100K	+100.00%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.31%	103.43K	1.94M	77.98K	+306.43%
Mar 31, 2025	WOLVERINE TRADING, LLC	0.07%	24.55K	455.42K	-268	-1.08%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.05%	17.69K	331.01K	17.69K	+100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.06%	19.81K	370.7K	631	+3.29%
Mar 31, 2025	GSA CAPITAL PARTNERS LLP	0.06%	20.97K	392K	-2.84K	-11.94%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.07%	22.17K	414.76K	4.88K	+28.21%
Mar 31, 2025	CITADEL ADVISORS LLC	0.07%	23.4K	437.81K	-33.3K	-58.73%
Mar 31, 2025	MORGAN STANLEY	0.22%	75.51K	1.41M	9.22K	+13.91%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.29%	97K	1.81M	39.5K	+68.70%
Mar 31, 2025	MARSHALL WACE, LLP	0.44%	147.51K	2.76M	147.51K	+100.00%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.87%	292.93K	5.48M	57.85K	+24.61%
Mar 31, 2025	JPMORGAN CHASE & CO	0.11%	38.1K	712.81K	3.28K	+9.42%
Mar 31, 2024	GLADIUS CAPITAL MANAGEMENT LP	0.01%	2.19K	39.4K	-367	-14.36%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.41%	131.07K	2.36M	13.98K	+11.94%
Mar 31, 2024	STATE STREET CORP	0.53%	170.37K	3.07M	-1.51K	-0.88%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.59%	190.9K	3.44M	-1.84K	-0.95%
Mar 31, 2024	WEST TOWER GROUP, LLC	0%	0	-	-465	-100.00%
Mar 31, 2024	ALMITAS CAPITAL LLC	0%	0	-	-12.12K	-100.00%
Mar 31, 2024	ASSETMARK, INC	0%	1	13	1	+100.00%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.01%	4.68K	84.22K	0	0
Mar 31, 2024	TORNO CAPITAL, LLC	0.02%	5K	90K	5K	+100.00%
Mar 31, 2024	BEACH POINT CAPITAL MANAGEMENT LP	16.88%	5.43M	97.83M	127.15K	+2.40%
Mar 31, 2024	ALLIANZ ASSET MANAGEMENT GMBH	34.04%	10.96M	197.35M	0	0
Mar 31, 2024	ADAGE CAPITAL PARTNERS GP, L.L.C.	3.54%	1.14M	20.52M	-37.85K	-3.21%
Mar 31, 2024	NISA INVESTMENT ADVISORS, LLC	0%	100	1.8K	0	0
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.03%	10.5K	189K	10.5K	+100.00%
Mar 31, 2024	SNOW PHIPPS GROUP, LLC	38.11%	12.27M	220.91M	0	0
Mar 31, 2024	EAM INVESTORS, LLC	0.16%	51.6K	928.76K	6.12K	+13.46%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.07%	23.56K	424.04K	-8.22K	-25.86%
Mar 31, 2024	HSBC HOLDINGS PLC	0.06%	19.89K	357.97K	2.02K	+11.32%
Mar 31, 2024	JPMORGAN CHASE & CO	0.06%	19.64K	353.52K	7.61K	+63.25%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.05%	17.15K	308.75K	-8.66K	-33.56%
Mar 31, 2024	INVESCO LTD.	0.05%	14.7K	264.64K	3.63K	+32.82%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.04%	14.19K	255.4K	-5.81K	-29.07%
Mar 31, 2024	BAILARD, INC.	0.04%	13.98K	251.64K	-1.2K	-7.91%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.04%	13.64K	245.45K	0	0
Mar 31, 2024	RHUMBLINE ADVISERS	0.04%	12.8K	230.42K	14	+0.11%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.04%	11.68K	210.24K	-22.14K	-65.47%
Mar 31, 2024	BARCLAYS PLC	0.04%	11.32K	204K	-5.91K	-34.28%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	9.39K	169.09K	6.1K	+184.93%
Mar 31, 2024	UBS GROUP AG	0.03%	8.75K	157.46K	-869	-9.04%
Mar 31, 2024	ROYAL BANK OF CANADA	0.02%	5.6K	101K	-2.9K	-34.14%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.01%	4.32K	77.69K	-37	-0.85%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	3.87K	70K	-7	-0.18%
Mar 31, 2024	CITADEL ADVISORS LLC	0.01%	3.54K	63.74K	3.54K	+100.00%
Mar 31, 2024	DEUTSCHE BANK AG\	0.01%	3.21K	57.76K	-5.57K	-63.43%
Mar 31, 2024	FMR LLC	0.01%	3.01K	54.18K	11	+0.37%
Mar 31, 2024	CITIGROUP INC	0.01%	1.92K	34.47K	398	+26.24%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	1.26K	22.66K	614	+95.19%
Mar 31, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	880	15.84K	-561	-38.93%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0%	681	12.26K	0	0
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0%	672	12.1K	0	0
Mar 31, 2024	METROPOLITAN LIFE INSURANCE CO/NY	0%	508	9.14K	0	0
Mar 31, 2024	AMALGAMATED BANK	0%	295	5K	-464	-61.13%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.79%	254.5K	4.58M	107.6K	+73.25%
Mar 31, 2024	MORGAN STANLEY	0.1%	32.56K	586.15K	-4.2K	-11.42%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.09%	28.22K	507.91K	0	0
Mar 31, 2024	MARINER, LLC	0.18%	56.9K	1.02M	17.14K	+43.12%
Mar 31, 2024	NORTHERN TRUST CORP	0.24%	78.11K	1.41M	741	+0.96%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.38%	122.39K	2.2M	9.24K	+8.17%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.87%	279.04K	5.02M	9.24K	+3.43%
Mar 31, 2024	VANGUARD GROUP INC	1.31%	423.11K	7.62M	3.91K	+0.93%
Mar 31, 2024	CAPTION MANAGEMENT, LLC	1.8%	580.6K	10.45M	69.3K	+13.55%
Mar 31, 2024	BLACKROCK INC.	1.83%	590.46K	10.63M	-16.07K	-2.65%
Dec 31, 2023	CAPTION MANAGEMENT, LLC	1.58%	511.3K	8.8M	511.3K	+100.00%
Dec 31, 2023	VANGUARD GROUP INC	1.3%	419.2K	7.22M	5.08K	+1.23%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.84%	269.8K	4.65M	10.18K	+3.92%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.6%	192.74K	3.32M	-48.24K	-20.02%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.04%	13.64K	234.81K	0	0
Dec 31, 2023	RHUMBLINE ADVISERS	0.04%	12.79K	220.18K	476	+3.87%
Dec 31, 2023	STATE STREET CORP	0.53%	171.88K	2.96M	-2.26K	-1.30%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.36%	117.09K	2.02M	18.79K	+19.11%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.35%	113.15K	1.95B	10.18K	+9.88%
Dec 31, 2023	ALMITAS CAPITAL LLC	0.04%	12.12K	208.71K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0.04%	12.03K	207.17K	6.35K	+111.93%
Dec 31, 2023	INVESCO LTD.	0.03%	11.07K	190.61K	11.07K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.03%	9.62K	165.61K	4.78K	+98.62%
Dec 31, 2023	BAILARD, INC.	0.05%	15.18K	261.4K	100	+0.66%
Dec 31, 2023	JANE STREET GROUP, LLC	0.05%	15.33K	263.98K	-5.56K	-26.62%
Dec 31, 2023	BARCLAYS PLC	0.05%	17.23K	298K	10.51K	+156.45%
Dec 31, 2023	HSBC HOLDINGS PLC	0.06%	17.86K	292.97K	-1.03K	-5.43%
Dec 31, 2023	CITADEL ADVISORS LLC	0.06%	18.4K	316.85K	17.9K	+3,580.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.06%	20K	344.45K	2.06K	+11.47%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.08%	25.82K	444.55K	-42.15K	-62.01%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.09%	28.22K	485.9K	0	0
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.1%	31.78K	547.2K	47	+0.15%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.1%	33.82K	582.45K	20.42K	+152.40%
Dec 31, 2023	MORGAN STANLEY	0.11%	36.76K	633.08K	11.93K	+48.04%
Dec 31, 2023	MARINER, LLC	0.12%	39.76K	684.62K	908	+2.34%
Dec 31, 2023	EAM INVESTORS, LLC	0.14%	45.48K	783.11K	45.48K	+100.00%
Dec 31, 2023	DEUTSCHE BANK AG\	0.03%	8.78K	151.12K	-868	-9.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.03%	8.5K	146K	7.03K	+477.70%
Dec 31, 2023	METLIFE INVESTMENT MANAGEMENT, LLC	0.01%	4.68K	80.57K	4.68K	+100.00%
Dec 31, 2023	AMERICAN INTERNATIONAL GROUP, INC.	0.01%	4.35K	74.96K	-17	-0.39%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	3.88K	67K	10	+0.26%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.01%	3.3K	56.77K	533	+19.28%
Dec 31, 2023	FMR LLC	0.01%	3K	51.64K	-19	-0.63%
Dec 31, 2023	GLADIUS CAPITAL MANAGEMENT LP	0.01%	2.56K	42.07K	-336	-11.62%
Dec 31, 2023	CITIGROUP INC	0%	1.52K	26.12K	-474	-23.81%
Dec 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	1.44K	24.81K	-491	-25.41%
Dec 31, 2023	AMALGAMATED BANK	0%	759	13K	-88	-10.39%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0%	681	11.73K	0	0
Dec 31, 2023	AMERITAS INVESTMENT PARTNERS, INC.	0%	672	11.57K	0	0
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	645	11.11K	-821	-56.00%
Dec 31, 2023	METROPOLITAN LIFE INSURANCE CO/NY	0%	508	8.75K	508	+100.00%
Dec 31, 2023	WEST TOWER GROUP, LLC	0%	465	8.01K	465	+100.00%
Dec 31, 2023	SNOW PHIPPS GROUP, LLC	38.03%	12.27M	211.34M	0	0
Dec 31, 2023	NISA INVESTMENT ADVISORS, LLC	0%	100	1.72K	0	0
Dec 31, 2023	TORONTO DOMINION BANK	0%	0	-	-64	-100.00%
Dec 31, 2023	ALLIANZ ASSET MANAGEMENT GMBH	33.97%	10.96M	188.8M	0	0
Dec 31, 2023	NORTHERN TRUST CORP	0.24%	77.37K	1.33M	-1.42K	-1.80%
Dec 31, 2023	BEACH POINT CAPITAL MANAGEMENT LP	16.45%	5.31M	91.4M	183.92K	+3.59%
Dec 31, 2023	ADAGE CAPITAL PARTNERS GP, L.L.C.	3.65%	1.18M	20.28M	6.59K	+0.56%
Dec 31, 2023	BLACKROCK INC.	1.88%	606.53K	10.44M	55.08K	+9.99%

Insiders

Among the VEL insiders holding of 2.61% of the stake in company, TAYLOR JEFFREY T., Executive VP, Capital Markets, holds the largest shares of 158.67K. KELLY ROLAND THOMAS, Chief Legal Officer and GC, is the second largest VEL insider with ownership of 100.97K shares. PITSTICK JOHN, director, stands third with possession of 47.24K shares of that stake.

Insiders	Designation	Shares Held
TAYLOR JEFFREY T.	Executive VP, Capital Markets	158.67K
KELLY ROLAND THOMAS	Chief Legal Officer and GC	100.97K
PITSTICK JOHN	director	47.24K
SZCZEPANIAK MARK R	Chief Financial Officer	46.97K
FARRAR CHRISTOPHER D.	Chief Executive Officer	5K
COMLEY GRAHAM M	See Remarks	4K
COWELL JOSEPH A	Chief Operating Officer	2.22K
OLTMANN CHRISTOPHER J	Chief Accounting Officer	1.75K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 31, 2025	TAYLOR JEFFREY T.	SALE	20.13	3.05K	61.39K	158.67K
Dec 16, 2025	TAYLOR JEFFREY T.	SALE	20.03	7.57K	151.65K	161.72K
Dec 02, 2025	KELLY ROLAND THOMAS	SALE	19.38	6.66K	128.97K	100.97K
Dec 01, 2025	SZCZEPANIAK MARK R	SALE	19.34	1.57K	30.41K	46.97K
Nov 03, 2025	SZCZEPANIAK MARK R	SALE	18.50	1.57K	29.09K	48.54K
Oct 01, 2025	SZCZEPANIAK MARK R	SALE	18.05	1.57K	28.37K	50.11K
Sep 02, 2025	SZCZEPANIAK MARK R	SALE	18.85	1.57K	29.63K	51.68K
Aug 12, 2025	SZCZEPANIAK MARK R	SALE	18.00	1.57K	28.3K	53.26K
Jul 01, 2025	SZCZEPANIAK MARK R	SALE	18.44	1.57K	28.99K	54.83K
Mar 13, 2023	PITSTICK JOHN	PURCHASE	8.27	3K	24.81K	47.24K
Sep 04, 2020	PITSTICK JOHN	PURCHASE	4.78	5K	23.9K	25K
Aug 18, 2020	TAYLOR JEFFREY T.	PURCHASE	4.18	1.2K	5.02K	4.82K
Aug 18, 2020	FARRAR CHRISTOPHER D.	PURCHASE	4.10	5K	20.5K	5K
May 29, 2020	PITSTICK JOHN	PURCHASE	3.84	20K	76.71K	20K
May 26, 2020	SZCZEPANIAK MARK R	PURCHASE	3.25	6.4K	20.8K	6.4K
May 21, 2020	OLTMANN CHRISTOPHER J	PURCHASE	3.37	1K	3.37K	1.75K
May 19, 2020	TAYLOR JEFFREY T.	PURCHASE	2.85	1.2K	3.42K	3.62K
May 19, 2020	COMLEY GRAHAM M	PURCHASE	2.56	4K	10.24K	4K
May 19, 2020	COWELL JOSEPH A	PURCHASE	2.77	1.5K	4.16K	2.22K
Jan 24, 2020	COWELL JOSEPH A	PURCHASE	13.77	722	9.94K	722
Jan 24, 2020	OLTMANN CHRISTOPHER J	PURCHASE	13.91	750	10.43K	750

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES25.14K8

NET SHARES-25.14K8

SHARES HELD671.92K8

% NET SHARES-103.74%0%

Frequently Asked Questions