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VBTX

Veritex Holdings

Delisted

VBTX was delisted on the 17th of October, 2025.

156 hedge funds and large institutions have $713M invested in Veritex Holdings in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $583M → $713M (+$130M)

19% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 53

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

1% more funds holding

Funds holding: 155156 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.63% less ownership

Funds ownership: 82.62%79.99% (-2.6%)

Holders
156
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
63
Reduced
53
Closed
19
Calls
$39K
Puts
Net Calls
+$39K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
151
TCI Wealth Advisors
Arizona
$2K +$1.64K +101 +297%
OPS
152
Orion Portfolio Solutions
Nebraska
$2K +$2.21K +136 New
TFO
153
Tarbox Family Office
California
$1K -$1.19K -73 -61%
LC
154
Lindbrook Capital
California
$1K
PFBT
155
Parkside Financial Bank & Trust
Missouri
$1K +$860 +53 +252%
MCM
156
Maltese Capital Management
New York
-$2.1M -150,202 Closed
BCM
157
Basswood Capital Management
New York
-$1.27M -91,008 Closed
MAM
158
Madison Asset Management
Wisconsin
-$940K -67,279 Closed
CCM
159
Channing Capital Management
Illinois
-$562K -40,251 Closed
TI
160
Trexquant Investment
Connecticut
-$366K -26,204 Closed
CM
161
Caption Management
Oklahoma
-$316K -22,505 Closed
OR
162
Olympiad Research
Connecticut
-$306K -21,885 Closed
CRC
163
Curi RMB Capital
Illinois
-$279K -20,000 Closed
MERSOM
164
Municipal Employees' Retirement System of Michigan
Michigan
-$208K -14,901 Closed
PFP
165
Patriot Financial Partners
Pennsylvania
-$175K -12,500 Closed
Parallax Volatility Advisers
166
Parallax Volatility Advisers
California
-$72K -5,123 Closed
FCA
167
FinTrust Capital Advisors
South Carolina
-$70K -5,000 Closed
Simplex Trading
168
Simplex Trading
Illinois
-$71.3K -4,393 Closed
FC
169
FORA Capital
Florida
-$25K -1,825 Closed
PHK
170
Point72 Hong Kong
Hong Kong
-$21K -1,520 Closed
ASN
171
Advisory Services Network
Georgia
-$17K -1,191 Closed
Fidelity Investments
172
Fidelity Investments
Massachusetts
-$4K -300 Closed
Kayne Anderson Rudnick Investment Management
173
Kayne Anderson Rudnick Investment Management
California
-$2K -127 Closed
QCG
174
Quadrant Capital Group
Ohio
-$1K -78 Closed
HGWM
175
Harvest Group Wealth Management
Massachusetts
+$860 +53 New

VBTX Hedge Fund Activity: Q2 2020 in Review

156 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Veritex Holdings (VBTX) for Q2 2020, worth a combined $713M — up 22% from $583M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VBTX positions and 19 closed out — a net gain of 1 holder — while 63 added to existing stakes and 53 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $14M. The largest seller was Victory Capital Management, cutting an estimated $24.8M.

  • 156 institutional investors held Veritex Holdings (VBTX) as of Q2 2020, up from 155 in Q1 2020.
  • Funds reported $713M of Veritex Holdings stock for Q2 2020, up 22% quarter-over-quarter.
  • 20 funds opened new Veritex Holdings positions in Q2 2020 and 19 closed out, a net change of +1 holder.
  • The largest Veritex Holdings buyer in Q2 2020 was Wellington Management Group, an estimated $14M added.
  • The largest Veritex Holdings seller in Q2 2020 was Victory Capital Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q2 2020.