We are live on ! Find out more

81 hedge funds and large institutions have $562M invested in Yext in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 9

32% more capital invested

Capital invested by funds: $426M → $562M (+$137M)

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

8.39% more ownership

Funds ownership: 38.79%47.18% (+8.4%)

4% more funds holding

Funds holding: 7881 (+3)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

72% less call options, than puts

Call options by funds: $63K | Put options by funds: $228K

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
22
Increased
32
Reduced
9
Closed
18
Calls
$63K
Puts
$228K
Net Calls
-$165K
Net Calls Change
+$122K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Royce & Associates
New York
$936K
Bank of New York Mellon
27
Bank of New York Mellon
New York
$889K +$62.5K +5,137 +8%
Charles Schwab
28
Charles Schwab
California
$846K +$18.5K +1,521 +2%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$827K +$795K +65,411 New
Two Sigma Investments
30
Two Sigma Investments
New York
$796K -$149K -12,260 -16%
Swiss National Bank
31
Swiss National Bank
Switzerland
$681K
TA
32
Teachers Advisors
New York
$645K +$25.9K +2,129 +4%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$633K
Squarepoint
34
Squarepoint
New York
$617K +$593K +48,746 New
TCIM
35
TIAA CREF Investment Management
New York
$614K
Bank of America
36
Bank of America
North Carolina
$585K +$209K +17,173 +59%
Wells Fargo
37
Wells Fargo
California
$548K +$28.9K +2,381 +6%
BBCM
38
Boardman Bay Capital Management
New York
$506K +$486K +40,000 New
KCM
39
Kornitzer Capital Management
Kansas
$493K
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$458K -$862K -70,866 -66%
CS
41
Credit Suisse
Switzerland
$443K +$11.9K +977 +3%
Barclays
42
Barclays
United Kingdom
$430K +$42.9K +3,532 +12%
Luther King Capital Management (LKCM)
43
Luther King Capital Management (LKCM)
Texas
$417K +$401K +33,000 New
Marshall Wace
44
Marshall Wace
United Kingdom
$404K +$388K +31,900 New
TI
45
Trexquant Investment
Connecticut
$356K +$342K +28,143 New
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$307K +$137K +11,300 +87%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$294K
Neuberger Berman Group
48
Neuberger Berman Group
New York
$266K
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$264K +$51.2K +4,215 +25%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$262K +$7.79K +641 +3%

YEXT Hedge Fund Activity: Q1 2018 in Review

81 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2018, worth a combined $562M — up 32% from $426M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new YEXT positions and 18 closed out — a net gain of 4 holders — while 32 added to existing stakes and 9 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $69.6M. The largest seller was Fidelity Investments, cutting an estimated $15.2M.

  • 81 institutional investors held Yext (YEXT) as of Q1 2018, up from 78 in Q4 2017.
  • Funds reported $562M of Yext stock for Q1 2018, up 32% quarter-over-quarter.
  • 22 funds opened new Yext positions in Q1 2018 and 18 closed out, a net change of +4 holders.
  • The largest Yext buyer in Q1 2018 was Capital World Investors, an estimated $69.6M added.
  • The largest Yext seller in Q1 2018 was Fidelity Investments, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2018.