We are live on ! Find out more
VBTX

Veritex Holdings

Delisted

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

204 hedge funds and large institutions have $844M invested in Veritex Holdings in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $109K | Put options by funds: $34K

3% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 76

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $851M → $844M (-$7.34M)

1.39% less ownership

Funds ownership: 87.96%86.57% (-1.4%)

3% less funds holding

Funds holding: 211204 (-7)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
204
Holders Change
-7
Holders Change %
-3.32%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
78
Reduced
76
Closed
19
Calls
$109K
Puts
$34K
Net Calls
+$75K
Net Calls Change
-$235K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$141M -$1.3M -67,599 -0.9%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$83.1M +$4.82M +249,979 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$66.8M +$913K +47,336 +1%
State Street
4
State Street
Massachusetts
$44.1M -$2.14M -110,885 -4%
Victory Capital Management
5
Victory Capital Management
Texas
$30.9M +$8.25M +427,922 +33%
WHG
6
Westwood Holdings Group
Texas
$28.7M -$992K -51,417 -3%
LSV Asset Management
7
LSV Asset Management
Illinois
$28.6M +$6.14M +318,600 +25%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$27.8M +$1.95M +101,159 +7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$20.9M +$790K +40,962 +4%
First Trust Advisors
10
First Trust Advisors
Illinois
$19M +$5.43M +281,567 +36%
Morgan Stanley
11
Morgan Stanley
New York
$14.9M +$3.23M +167,598 +25%
Goldman Sachs
12
Goldman Sachs
New York
$14.6M +$5.45M +282,348 +53%
ACB
13
Aristotle Capital Boston
Massachusetts
$14.1M -$59K -3,061 -0.4%
N
14
Nuveen
North Carolina
$13.4M +$7.88M +408,338 +121%
JP Morgan Chase
15
JP Morgan Chase
New York
$12.3M +$143K +7,428 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$11.6M -$582K -30,168 -4%
Northern Trust
17
Northern Trust
Illinois
$11.6M -$38.1K -1,975 -0.3%
CRC
18
Curi RMB Capital
Illinois
$10.5M +$1.69M +87,793 +18%
Charles Schwab
19
Charles Schwab
California
$10.3M +$1.37M +71,275 +14%
HighTower Advisors
20
HighTower Advisors
Illinois
$9.92M +$1.09M +56,518 +11%
FCM
21
FJ Capital Management
Virginia
$9.51M
Wellington Management Group
22
Wellington Management Group
Massachusetts
$8.92M -$9.1M -471,594 -49%
First Manhattan
23
First Manhattan
New York
$7.6M +$105K +5,423 +1%
SCA
24
Stieven Capital Advisors
Missouri
$7.04M +$7.56M +392,015 New
American Century Companies
25
American Century Companies
Missouri
$6.44M -$13.7M -708,780 -66%

VBTX Hedge Fund Activity: Q3 2023 in Review

204 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Veritex Holdings (VBTX) for Q3 2023, worth a combined $844M — down 0.86% from $851M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of VBTX and 13 opened new positions — a net loss of 6 holders — while 76 trimmed existing stakes and 78 added.

The largest buyer was Victory Capital Management, adding an estimated $8.25M. The largest seller was GW&K Investment Management, cutting an estimated $16.3M.

  • 204 institutional investors held Veritex Holdings (VBTX) as of Q3 2023, down from 211 in Q2 2023.
  • Funds reported $844M of Veritex Holdings stock for Q3 2023, down 0.86% quarter-over-quarter.
  • 13 funds opened new Veritex Holdings positions in Q3 2023 and 19 closed out, a net change of -6 holders.
  • The largest Veritex Holdings buyer in Q3 2023 was Victory Capital Management, an estimated $8.25M added.
  • The largest Veritex Holdings seller in Q3 2023 was GW&K Investment Management, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2023.