Veritex Holdings, Inc.
VBTXDelisted Oct 20, 2025- Industry
- State Commercial Banks
- SEC CIK
- 0001501570
Veritex Holdings, Inc. was delisted on Oct 20, 2025; its insiders filed their last Form 4 on Oct 22, 2025; 235 institutions reported holding it in 13F filings for Q3 2025, worth $1.76B in total; no superinvestor held it.
13F holders, Q4 2024
Institutional positions in Veritex Holdings, Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 240
- +9 vs. Q3 2024
- Shares held
- 49.2M
- +1.18M (+2.5%) vs. Q3 2024
- Total value
- $1.34B
- +$72.3M (+5.7%) vs. Q3 2024
- New holders
- 32
- 76 more added
- Sold out
- 23
- 82 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VBTX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $30 |
| Q1 2026 | 1 | $30 |
| Q4 2025 | 3 | $375.2K |
| Q3 2025 | 235 | $1.76B |
| Q2 2025 | 246 | $1.22B |
| Q1 2025 | 243 | $1.21B |
| Q4 2024 | 240 | $1.34B |
| Q3 2024 | 234 | $1.27B |
| Q2 2024 | 217 | $999.0M |
| Q1 2024 | 212 | $967.9M |
| Q4 2023 | 216 | $1.12B |
| Q3 2023 | 204 | $844.0M |
| Q2 2023 | 211 | $851.1M |
| Q1 2023 | 204 | $860.3M |
| Q4 2022 | 223 | $1.31B |
| Q3 2022 | 215 | $1.23B |
| Q2 2022 | 215 | $1.39B |
| Q1 2022 | 223 | $1.78B |
| Q4 2021 | 201 | $1.66B |
| Q3 2021 | 185 | $1.62B |
| Q2 2021 | 176 | $1.47B |
| Q1 2021 | 172 | $1.35B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Veritex Holdings, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| R Squared Ltd | 1,640 | $44.5K | 0.04% | +1,640 | New |
| Quarry LP | 1,528 | $41.5K | 0.01% | +824+117.0% | Added |
| USA Financial Portformulas Corp | 1,168 | $31.7K | 0.00% | +1,168 | New |
| Smartleaf Asset Management LLC | 708 | $19.2K | 0.00% | +272+62.4% | Added |
| Farther Finance Advisors, LLC | 624 | $16.9K | 0.00% | −26−4.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 425 | $11.3K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 397 | $10.8K | 0.00% | +397 | New |
| EverSource Wealth Advisors, LLC | 376 | $10.2K | 0.00% | +28+8.0% | Added |
| True Wealth Design, LLC | 358 | $9.72K | 0.00% | +43+13.7% | Added |
| Fifth Third Bancorp | 329 | $8.94K | 0.00% | +7+2.2% | Added |
| Versant Capital Management, Inc | 243 | $6.60K | 0.00% | +12+5.2% | Added |
| Quadrant Capital Group LLC | 235 | $6.38K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 222 | $6.03K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 215 | $5.84K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 205 | $5.57K | 0.00% | +166+425.6% | Added |
| Massmutual Trust Co FSB | 189 | $5.13K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 188 | $5.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 178 | $4.83K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 156 | $4.24K | 0.00% | +156 | New |
| Nisa Investment Advisors, LLC | 150 | $4.07K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 146 | $3.96K | 0.00% | +146 | New |
| Parallel Advisors, LLC | 129 | $3.50K | 0.00% | +129 | New |
| Capital Advisors, Ltd. LLC | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 82 | $2.23K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 80 | $2.17K | 0.00% | +10+14.3% | Added |
| Lindbrook Capital, LLC | 68 | $1.85K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 64 | $1.74K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 53 | $1.45K | 0.00% | −59−52.7% | Reduced |
| Allworth Financial LP | 53 | $1.40K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 50 | $1.36K | 0.00% | +50 | New |
| Private Wealth Management Group, LLC | 44 | $1.20K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 39 | $1.06K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 39 | $1.06K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 34 | $924 | 0.00% | −2−5.6% | Reduced |
| IFP Advisors, Inc | 12 | $326 | 0.00% | +12 | New |
| Larson Financial Group LLC | 10 | $272 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 9 | $244 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $54 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $0 | 0.00% | −35−76.1% | Reduced |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −416,470−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −115,543−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −113,286−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −51,700−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −36,046−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −33,922−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,366−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −13,928−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,705−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −12,430−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −10,501−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −9,246−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −9,137−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −7,817−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −7,438−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −6,811−100.0% | Sold out |
| Systematic Financial Management LP | 0 | $0 | 0.00% | −3,721−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −908−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Inscription Capital, LLC | – | – | – | – | Not filed |