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, Q1 2025
Institutional positions in Veritex Holdings, Inc. as of Mar 31, 2025. 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
- 243
- +6 vs. Q4 2024
- Shares held
- 48.2M
- +790.3K (+1.7%) vs. Q4 2024
- Total value
- $1.21B
- −$77.6M (−6.0%) vs. Q4 2024
- New holders
- 32
- 85 more added
- Sold out
- 26
- 83 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Veritex Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 2,107 | $52.6K | 0.00% | −9,059−81.1% | Reduced |
| Opal Wealth Advisors, LLC | 1,229 | $30.7K | 0.01% | +1,229 | New |
| Acadian Asset Management LLC | 1,140 | $28.0K | 0.00% | +1,140 | New |
| Nisa Investment Advisors, LLC | 780 | $19.5K | 0.00% | +630+420.0% | Added |
| Rise Advisors, LLC | 760 | $19.0K | 0.01% | +760 | New |
| Jones Financial Companies LLLP | 765 | $18.7K | 0.00% | +765 | New |
| Coldstream Capital Management Inc | 733 | $18.3K | 0.00% | +733 | New |
| Smartleaf Asset Management LLC | 692 | $16.9K | 0.00% | −16−2.3% | Reduced |
| Versant Capital Management, Inc | 457 | $11.4K | 0.00% | +214+88.1% | Added |
| Farther Finance Advisors, LLC | 446 | $11.0K | 0.00% | −178−28.5% | Reduced |
| EverSource Wealth Advisors, LLC | 436 | $10.9K | 0.00% | +60+16.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 425 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 398 | $10.0K | 0.00% | +210+111.7% | Added |
| Fifth Third Bancorp | 400 | $9.99K | 0.00% | +71+21.6% | Added |
| Skopos Labs, Inc. | 315 | $7.87K | 0.00% | +315 | New |
| Quadrant Capital Group LLC | 235 | $5.87K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 222 | $5.54K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 215 | $5.37K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 189 | $4.72K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 178 | $4.45K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 162 | $4.05K | 0.00% | −196−54.7% | Reduced |
| Rothschild Investment LLC | 115 | $2.87K | 0.00% | +35+43.8% | Added |
| Advisor Group Holdings, Inc. | 96 | $2.40K | 0.00% | +43+81.1% | Added |
| Principal Securities, Inc. | 82 | $2.23K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 97 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 68 | $1.70K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 64 | $1.60K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 54 | $1.35K | 0.00% | +20+58.8% | Added |
| Bogart Wealth, LLC | 53 | $1.32K | 0.00% | −93−63.7% | Reduced |
| Bryn Mawr Trust Co | 50 | $1.25K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 53 | $1.23K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 44 | $1.10K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 44 | $1.10K | 0.00% | −161−78.5% | Reduced |
| Farmers & Merchants Investments Inc | 39 | $974 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 39 | $974 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $549 | 0.00% | +22 | New |
| Stephens Consulting, LLC | 15 | $375 | 0.00% | +15 | New |
| Larson Financial Group LLC | 10 | $250 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 9 | $225 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $50 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $0 | 0.00% | −3−27.3% | Reduced |
| Hantz Financial Services, Inc. | 8 | $0 | 0.00% | +8 | New |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −766,181−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −171,681−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −53,220−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −49,310−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −38,900−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −31,190−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −21,713−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −18,186−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −15,895−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −11,792−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −10,432−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,172−100.0% | Sold out |
| Park National Corp | 0 | $0 | 0.00% | −9,875−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −9,422−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −8,884−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −8,254−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −8,166−100.0% | Sold out |
| LMCG Investments, LLC | 0 | $0 | 0.00% | −7,915−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −7,250−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −5,366−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,640−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,168−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −397−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Mesirow Institutional Investment Management, Inc. | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |