As of November 6, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Velocity Financial, Inc. The largest reported stake is Spg Gp, LLC's, at 34.7%. 3 filings are on record since August 8, 2025 (Schedule 13D/A, August 12, 2025).
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Key facts
- · Reporting person: Beach Point Capital Management LP · Sole voting: 0 · Shared voting: 6,949,566 · Sole dispositive: 0 · Shared dispositive: 6,949,566 · SCHEDULE 13G/A, 2026-02-13
- · Reporting person: Spg Gp, LLC · Sole voting: 0 · Shared voting: 13,353,103 · Sole dispositive: 0 · Shared dispositive: 13,353,103 · SCHEDULE 13D/A, 2025-08-12
- · Holder: Beach Point Capital Management LP · Percent: 14.5% · SCHEDULE 13G/A
Velocity Financial, Inc. has 3 Schedule 13D or 13G filings on record since 2025-08-08. 2 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Spg Gp, LLC | 34.7% | 13,353,103 | SCHEDULE 13D/A, 2025-08-12 | 2025-08-08 |
| Beach Point Capital Management LP | 17.9% | 6,949,566 | SCHEDULE 13G/A, 2026-02-13 | 2025-12-31 |
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More on Velocity Financial, Inc. and the records around it.
Companies that share a holder
- Beach Point Capital Management LP also filed stake reports on 2 other companies: Finance of America Companies Inc. (Apr 2026), Rithm Property Trust Inc. (Nov 2025)
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What the Full Report on Velocity Financial, Inc. covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
Who Runs It, And How To Reach Them
The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
Sources
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Spg Gp, LLC | 0 | 13,353,103 | 0 | 13,353,103 | SCHEDULE 13D/A, 2025-08-12 |
| Ian K. Snow | 0 | 13,353,103 | 0 | 13,353,103 | SCHEDULE 13D/A, 2025-08-12 |
| Snow Phipps Group AIV, L.P. | 0 | 12,339,174 | 0 | 12,339,174 | SCHEDULE 13D/A, 2025-08-12 |
| Snow Phipps Group (RPV), L.P. | 0 | 642,654 | 0 | 642,654 | SCHEDULE 13D/A, 2025-08-12 |
| Snow Phipps Group (B), L.P. | 0 | 61,719 | 0 | 61,719 | SCHEDULE 13D/A, 2025-08-12 |
| Snow Phipps Group AIV (Offshore), L.P. | 0 | 260,705 | 0 | 260,705 | SCHEDULE 13D/A, 2025-08-12 |
| SPG Co-Investment, L.P. | 0 | 48,851 | 0 | 48,851 | SCHEDULE 13D/A, 2025-08-12 |
| Beach Point Capital Management LP | 0 | 6,949,566 | 0 | 6,949,566 | SCHEDULE 13G/A, 2026-02-13 |
| Beach Point GP LLC | 0 | 6,949,566 | 0 | 6,949,566 | SCHEDULE 13G/A, 2026-02-13 |
The latest filing names Velocity Financial, Inc., with its principal executive office as 2945 Townsgate Road, Suite 110, Westlake Village, CA 91361 (SCHEDULE 13G/A, 2026-02-13).
What the percentages are based on
17.9% by each of Beach Point Capital and Beach Point GP. The percent of class is based on 38,900,030 shares of Common Stock outstanding as of October 31, 2025, as reported in the Issuer's quarterly report on Form 10-Q filed on November 7, 2025.Beach Point Capital Management LP, SCHEDULE 13G/A, 2026-02-13
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-08 | Beach Point Capital Management LP | 14.5% | SCHEDULE 13G/A |
| 2025-08-12 | Spg Gp, LLC | 34.7% | SCHEDULE 13D/A |
| 2026-02-13 | Beach Point Capital Management LP | 17.9% | SCHEDULE 13G/A |
Questions about who owns Velocity Financial, Inc.
Who owns Velocity Financial, Inc.?
On this page, 2 holders' latest ownership filings report 5% or more of Velocity Financial, Inc.: Spg Gp, LLC (34.7%, Schedule 13D/A, filed 2025-08-12) and Beach Point Capital Management LP (17.9%, Schedule 13G/A, filed 2026-02-13).
Who are the largest shareholders of Velocity Financial, Inc.?
By the share each holder's latest filing reports, the largest holders of Velocity Financial, Inc. on this page are Spg Gp, LLC (34.7%) and Beach Point Capital Management LP (17.9%).
When did Spg Gp, LLC buy into Velocity Financial, Inc.?
The filings give report dates, not purchase dates. The earliest filing from Spg Gp, LLC on this page is the Schedule 13D/A, filed 2025-08-12, reporting 34.7%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 3 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.