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202 hedge funds and large institutions have $1.02B invested in Yext in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 73 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $2.88M

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

25% more capital invested

Capital invested by funds: $818M → $1.02B (+$201M)

6% more funds holding

Funds holding: 191202 (+11)

2.89% more ownership

Funds ownership: 69.64%72.53% (+2.9%)

12% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 73

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
37
Increased
64
Reduced
73
Closed
26
Calls
$11.6M
Puts
$2.88M
Net Calls
+$8.75M
Net Calls Change
+$5.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
226
Ellevest Inc
New York
-$778 -81 Closed
IAIM
227
International Assets Investment Management
Florida
-$471 -49 Closed
C
228
Covestor
United Kingdom
+$295 +31 New

YEXT Hedge Fund Activity: Q2 2023 in Review

202 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q2 2023, worth a combined $1.02B — up 25% from $818M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new YEXT positions and 26 closed out — a net gain of 11 holders — while 64 added to existing stakes and 73 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $20M. The largest seller was Citadel Advisors, cutting an estimated $8.75M.

  • 202 institutional investors held Yext (YEXT) as of Q2 2023, up from 191 in Q1 2023.
  • Funds reported $1.02B of Yext stock for Q2 2023, up 25% quarter-over-quarter.
  • 37 funds opened new Yext positions in Q2 2023 and 26 closed out, a net change of +11 holders.
  • The largest Yext buyer in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $20M added.
  • The largest Yext seller in Q2 2023 was Citadel Advisors, an estimated $8.75M sold.

Based on aggregated 13F filings for Q2 2023.