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VBTX

Veritex Holdings

Delisted

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

217 hedge funds and large institutions have $999M invested in Veritex Holdings in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

29% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 63

2% more funds holding

Funds holding: 212217 (+5)

3% more capital invested

Capital invested by funds: $968M → $999M (+$31.2M)

0.22% more ownership

Funds ownership: 86.68%86.9% (+0.22%)

31% less call options, than puts

Call options by funds: $67K | Put options by funds: $97K

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
217
Holders Change
+5
Holders Change %
+2.36%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
81
Reduced
63
Closed
24
Calls
$67K
Puts
$97K
Net Calls
-$30K
Net Calls Change
-$136K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$167M -$1.28M -63,426 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$79.4M -$595K -29,435 -0.8%
State Street
3
State Street
Massachusetts
$53.6M -$1.14M -56,130 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$51.6M +$6.06M +299,562 +14%
Victory Capital Management
5
Victory Capital Management
Texas
$41.5M +$761K +37,617 +2%
WHG
6
Westwood Holdings Group
Texas
$33.7M -$1.4M -68,993 -4%
LSV Asset Management
7
LSV Asset Management
Illinois
$29.4M -$263K -13,000 -0.9%
NRCM
8
North Reef Capital Management
California
$26.9M +$21.8M +1,077,184 +539%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$26.9M +$823K +40,715 +3%
American Century Companies
10
American Century Companies
Missouri
$17.4M +$1.75M +86,327 +12%
Morgan Stanley
11
Morgan Stanley
New York
$17.3M +$30.2K +1,493 +0.2%
ACB
12
Aristotle Capital Boston
Massachusetts
$16.7M -$253K -12,503 -2%
N
13
Nuveen
North Carolina
$16.6M -$1.61M -79,480 -9%
Charles Schwab
14
Charles Schwab
California
$15.2M +$700K +34,619 +5%
Northern Trust
15
Northern Trust
Illinois
$14.2M +$726K +35,901 +6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$13.7M -$129K -6,367 -1%
Goldman Sachs
17
Goldman Sachs
New York
$12.8M +$993K +49,118 +9%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$12.7M +$1.09M +53,699 +10%
Invesco
19
Invesco
Georgia
$12.7M +$6.63M +327,957 +120%
CRC
20
Curi RMB Capital
Illinois
$12M -$217K -10,717 -2%
KCM
21
Kennedy Capital Management
Missouri
$11.7M +$2.18M +107,912 +24%
HighTower Advisors
22
HighTower Advisors
Illinois
$11.2M -$23.1K -1,141 -0.2%
FCM
23
FJ Capital Management
Virginia
$11.2M
JP Morgan Chase
24
JP Morgan Chase
New York
$10.7M +$3.25M +160,613 +46%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$10.2M -$1.71M -84,559 -15%

VBTX Hedge Fund Activity: Q2 2024 in Review

217 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Veritex Holdings (VBTX) for Q2 2024, worth a combined $999M — up 3.2% from $968M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VBTX positions and 24 closed out — a net gain of 7 holders — while 81 added to existing stakes and 63 trimmed.

The largest buyer was North Reef Capital Management, adding an estimated $21.8M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $51.8M sold.

  • 217 institutional investors held Veritex Holdings (VBTX) as of Q2 2024, up from 212 in Q1 2024.
  • Funds reported $999M of Veritex Holdings stock for Q2 2024, up 3.2% quarter-over-quarter.
  • 31 funds opened new Veritex Holdings positions in Q2 2024 and 24 closed out, a net change of +7 holders.
  • The largest Veritex Holdings buyer in Q2 2024 was North Reef Capital Management, an estimated $21.8M added.
  • The largest Veritex Holdings seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $51.8M sold.

Based on aggregated 13F filings for Q2 2024.