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, Q2 2025
Institutional positions in Veritex Holdings, Inc. as of Jun 30, 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
- 246
- +7 vs. Q1 2025
- Shares held
- 46.9M
- −1.21M (−2.5%) vs. Q1 2025
- Total value
- $1.22B
- +$15.8M (+1.3%) vs. Q1 2025
- New holders
- 30
- 87 more added
- Sold out
- 23
- 89 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Veritex Holdings, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1,571 | $41.0K | 0.00% | +1,135+260.3% | Added |
| Opal Wealth Advisors, LLC | 1,182 | $30.9K | 0.01% | −47−3.8% | Reduced |
| Smartleaf Asset Management LLC | 1,042 | $27.2K | 0.00% | +350+50.6% | Added |
| Nisa Investment Advisors, LLC | 792 | $20.7K | 0.00% | +12+1.5% | Added |
| Rise Advisors, LLC | 760 | $19.8K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 492 | $13.0K | 0.00% | +492 | New |
| Versant Capital Management, Inc | 462 | $12.1K | 0.00% | +5+1.1% | Added |
| Quarry LP | 461 | $12.0K | 0.00% | −6,073−92.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 425 | $11.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 366 | $9.55K | 0.00% | −34−8.5% | Reduced |
| Hantz Financial Services, Inc. | 341 | $9.00K | 0.00% | +333+4,162.5% | Added |
| Farther Finance Advisors, LLC | 342 | $8.93K | 0.00% | −104−23.3% | Reduced |
| Allworth Financial LP | 286 | $7.46K | 0.00% | +233+439.6% | Added |
| Clearstead Advisors, LLC | 286 | $7.46K | 0.00% | +286 | New |
| Essential Partners LLC | 286 | $7.46K | 0.00% | +286 | New |
| Skopos Labs, Inc. | 283 | $7.39K | 0.00% | −32−10.2% | Reduced |
| IFP Advisors, Inc | 271 | $7.07K | 0.00% | +271 | New |
| Bessemer Group Inc | 257 | $7.00K | 0.00% | −141−35.4% | Reduced |
| Jones Financial Companies LLLP | 265 | $6.93K | 0.00% | −500−65.4% | Reduced |
| Umb Bank N A | 262 | $6.84K | 0.00% | +84+47.2% | Added |
| MAI Capital Management | 235 | $6.13K | 0.00% | +235 | New |
| Signaturefd, LLC | 222 | $5.79K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 215 | $5.61K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 205 | $5.35K | 0.00% | +109+113.5% | Added |
| Massmutual Trust Co FSB | 189 | $4.93K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 185 | $4.83K | 0.00% | +70+60.9% | Added |
| Parkside Financial Bank & Trust | 161 | $4.20K | 0.00% | +107+198.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 132 | $4.19K | 0.00% | +132 | New |
| Capital Advisors, Ltd. LLC | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 104 | $2.71K | 0.00% | +22+26.8% | Added |
| Bryn Mawr Trust Co | 62 | $1.62K | 0.00% | +12+24.0% | Added |
| Bogart Wealth, LLC | 53 | $1.38K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 44 | $1.15K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 44 | $1.15K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 40 | $1.03K | 0.00% | +40 | New |
| Farmers & Merchants Investments Inc | 39 | $1.02K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 56 | $1.00K | 0.00% | −1,084−95.1% | Reduced |
| Fortitude Family Office, LLC | 37 | $966 | 0.00% | −27−42.2% | Reduced |
| Atlantic Trust, LLC | 17 | $444 | 0.00% | +17 | New |
| True Wealth Design, LLC | 7 | $183 | 0.00% | −155−95.7% | Reduced |
| Larson Financial Group LLC | 7 | $183 | 0.00% | −3−30.0% | Reduced |
| SBI Securities Co., Ltd. | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1 | $27 | 0.00% | −14−93.3% | Reduced |
| Huntington National Bank | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 14 | $0 | 0.00% | +6+75.0% | Added |
| Mendon Capital Advisors Corp | 25,000 | – | – | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −546,513−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −416,497−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −342,836−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −141,430−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −97,100−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −49,575−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −39,095−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −31,500−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −27,490−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −20,340−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −15,977−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −15,846−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −14,796−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −13,066−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,960−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −11,654−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −3,581−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −3,018−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −733−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Foundry Partners, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |