Water Island Capital’s Independent Bank Group, Inc. IBTX Stock Holding History

Water Island Capital’s Portfolio IBTX Stock Details IBTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-19,464	Closed	-$1.18M	–	115
2024 Q4	$1.18M	Buy	19,464 +4,042	+26%	+$250K	0.13%	62
2024 Q3	$889K	Sell	15,422 -2,288	-13%	-$125K	0.09%	63
2024 Q2	$806K	Buy	+17,710	New	+$755K	0.08%	61

Other funds holding IBTX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Water Island Capital's IBTX Position: Q1 2025 in Review

Water Island Capital sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 19,464 shares — an estimated $1.18M sold.

Water Island Capital first reported a position in IBTX in Q2 2024 and held it in 3 quarters. The position peaked at $1.18M in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

Water Island Capital reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
Water Island Capital sold 19,464 Independent Bank Group, Inc. shares in Q1 2025, an estimated $1.18M.
Water Island Capital first reported a position in Independent Bank Group, Inc. in Q2 2024 and held it in 3 quarters.
Water Island Capital's Independent Bank Group, Inc. position peaked at $1.18M in Q4 2024.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Water Island Capital's 13F filing for Q1 2025, filed 15 May 2025.