WIC
VBTX

Water Island Capital’s Veritex Holdings VBTX Stock Holding History

Water Island Capital’s Portfolio VBTX Stock Details VBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-815,698
Closed -$27.4M – 129
2025
Q3 		$27.4M Buy
+815,698
New +$26.3M 3.45% 6

Other funds holding VBTX

AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Water Island Capital's VBTX Position: Q4 2025 in Review

Water Island Capital sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 815,698 shares — an estimated $27.4M sold.

Water Island Capital first reported a position in VBTX in Q3 2025 and held it in 1 quarter. The position peaked at $27.4M in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Water Island Capital reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Water Island Capital sold 815,698 Veritex Holdings shares in Q4 2025, an estimated $27.4M.
  • Water Island Capital first reported a position in Veritex Holdings in Q3 2025 and held it in 1 quarter.
  • Water Island Capital's Veritex Holdings position peaked at $27.4M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Water Island Capital's 13F filing for Q4 2025, filed 17 Feb 2026.