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VBTX

Veritex Holdings

Delisted

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

135 hedge funds and large institutions have $466M invested in Veritex Holdings in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

39% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 31

11.82% more ownership

Funds ownership: 78.12%89.94% (+12%)

10% more funds holding

Funds holding: 123135 (+12)

13% less capital invested

Capital invested by funds: $534M → $466M (-$67.8M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
135
Holders Change
+12
Holders Change %
+9.76%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
39
Increased
43
Reduced
31
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$73.7M +$42.6M +1,741,453 +102%
FCM
2
FJ Capital Management
Virginia
$49.9M -$1.08M -44,000 -2%
MCA
3
Mendon Capital Advisors
Florida
$34M +$20.6M +843,754 +113%
Vanguard Group
4
Vanguard Group
Pennsylvania
$31.9M +$13M +531,406 +55%
State Street
5
State Street
Massachusetts
$23.5M +$4.74M +194,021 +21%
ECA
6
Endeavour Capital Advisors
Connecticut
$22.9M -$1.74M -71,011 -6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$19.9M -$379K -15,528 -2%
CRC
8
Curi RMB Capital
Illinois
$17.2M +$5.65M +231,246 +40%
BFC
9
Banc Funds Company
Illinois
$10.8M -$1.64M -67,000 -12%
JAM
10
Jacobs Asset Management
New York
$9.89M +$916K +37,500 +9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$9.59M +$4.49M +183,728 +69%
KCM
12
Kennedy Capital Management
Missouri
$9.42M -$22.3K -911 -0.2%
FHC
13
Forest Hill Capital
Arkansas
$9.27M -$3M -122,629 -22%
SIMG
14
Stephens Investment Management Group
Texas
$8.87M +$2.69M +110,013 +36%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$8.51M -$1.75M -71,474 -15%
Principal Financial Group
16
Principal Financial Group
Iowa
$8.39M +$9.31M +380,772 +3,200%
CFB
17
Cullen/Frost Bankers
Texas
$8.39M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$7.8M +$6.56M +268,380 +278%
SCA
19
Stieven Capital Advisors
Missouri
$7.59M +$1.87M +76,400 +27%
Northern Trust
20
Northern Trust
Illinois
$6.16M +$487K +19,926 +7%
NC
21
Northpointe Capital
Michigan
$4.71M -$3.41M -139,405 -39%
Goldman Sachs
22
Goldman Sachs
New York
$3.75M +$3.61M +147,866 +537%
CIM
23
Confluence Investment Management
Missouri
$3.69M +$342 +14 +0%
BA
24
Broadview Advisors
Wisconsin
$3.46M +$456K +18,650 +13%
Allianz Asset Management
25
Allianz Asset Management
Germany
$3.2M -$149K -6,089 -4%

VBTX Hedge Fund Activity: Q4 2018 in Review

135 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Veritex Holdings (VBTX) for Q4 2018, worth a combined $466M — down 13% from $534M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VBTX positions and 26 closed out — a net gain of 13 holders — while 43 added to existing stakes and 31 trimmed.

The largest buyer was BlackRock, adding an estimated $42.6M. The largest seller was Elizabeth Park Capital Advisors, exiting entirely with an estimated $10.3M sold.

  • 135 institutional investors held Veritex Holdings (VBTX) as of Q4 2018, up from 123 in Q3 2018.
  • Funds reported $466M of Veritex Holdings stock for Q4 2018, down 13% quarter-over-quarter.
  • 39 funds opened new Veritex Holdings positions in Q4 2018 and 26 closed out, a net change of +13 holders.
  • The largest Veritex Holdings buyer in Q4 2018 was BlackRock, an estimated $42.6M added.
  • The largest Veritex Holdings seller in Q4 2018 was Elizabeth Park Capital Advisors, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2018.