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200 hedge funds and large institutions have $313M invested in Yext in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 57 increasing their positions, 65 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $3.46M | Put options by funds: $2.08M

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

2% more funds holding

Funds holding: 196200 (+4)

7.58% less ownership

Funds ownership: 73.56%65.98% (-7.6%)

12% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 65

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

57% less capital invested

Capital invested by funds: $727M → $313M (-$414M)

Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
51
Increased
57
Reduced
65
Closed
44
Calls
$3.46M
Puts
$2.08M
Net Calls
+$1.38M
Net Calls Change
-$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
LLL
1
Lynrock Lake LP
New York
$69.8M +$18.4M +3,056,223 +20%
BlackRock
2
BlackRock
New York
$31.4M -$2.47M -410,741 -5%
LECM
3
Lead Edge Capital Management
New York
$30.1M -$29.8M -4,948,782 -39%
VPM
4
Vanguard Portfolio Management
Pennsylvania
$23.5M +$36.8M +6,109,388 New
Barclays
5
Barclays
United Kingdom
$15.4M +$22.9M +3,803,320 +1,883%
VCM
6
Vanguard Capital Management
Pennsylvania
$13.6M +$21.3M +3,534,874 New
State Street
7
State Street
Massachusetts
$11M +$736K +122,335 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$9.19M -$1.26M -208,997 -8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$8.18M +$2.25M +373,953 +21%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$5.03M +$38.5K +6,395 +0.5%
Goldman Sachs
11
Goldman Sachs
New York
$4.64M +$1.19M +198,214 +20%
OAM
12
OP Asset Management
$3.92M +$5.89M +978,200 +2,364%
Jane Street
13
Jane Street
New York
$3.64M +$4.33M +719,800 +317%
Hudson Bay Capital Management
14
Hudson Bay Capital Management
Connecticut
$3.46M -$12.3M -2,050,183 -69%
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$3.23M -$1.56K -260 -0%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$3.17M +$1.89M +314,047 +61%
UBS Group
17
UBS Group
Switzerland
$3.16M +$2.07M +344,605 +72%
Northern Trust
18
Northern Trust
Illinois
$3.13M -$676K -112,360 -12%
First Trust Advisors
19
First Trust Advisors
Illinois
$2.93M +$379K +62,942 +9%
Charles Schwab
20
Charles Schwab
California
$2.81M -$1.51M -251,192 -26%
Morgan Stanley
21
Morgan Stanley
New York
$2.62M +$810K +134,567 +25%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$2.56M +$1.04M +172,518 +35%
Millennium Management
23
Millennium Management
New York
$2.42M +$3.5M +581,534 +1,168%
VFT
24
Vanguard Fiduciary Trust
Pennsylvania
$2.28M +$3.58M +594,467 New
Boston Partners
25
Boston Partners
Massachusetts
$2.03M +$136K +22,556 +4%

YEXT Hedge Fund Activity: Q1 2026 in Review

200 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2026, worth a combined $313M — down 57% from $727M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new YEXT positions and 44 closed out — a net gain of 7 holders — while 57 added to existing stakes and 65 trimmed.

The largest buyer was Barclays, adding an estimated $22.9M. The largest seller was Lead Edge Capital Management, cutting an estimated $29.8M.

  • 200 institutional investors held Yext (YEXT) as of Q1 2026, up from 196 in Q4 2025.
  • Funds reported $313M of Yext stock for Q1 2026, down 57% quarter-over-quarter.
  • 51 funds opened new Yext positions in Q1 2026 and 44 closed out, a net change of +7 holders.
  • The largest Yext buyer in Q1 2026 was Barclays, an estimated $22.9M added.
  • The largest Yext seller in Q1 2026 was Lead Edge Capital Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q1 2026.