We are live on ! Find out more

140 hedge funds and large institutions have $1.24B invested in Yext in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 16

122% more call options, than puts

Call options by funds: $5.8M | Put options by funds: $2.61M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

30% more funds holding

Funds holding: 108140 (+32)

23% more capital invested

Capital invested by funds: $1B → $1.24B (+$231M)

0.55% less ownership

Funds ownership: 53.62%53.07% (-0.55%)

Holders
140
Holders Change
+32
Holders Change %
+29.63%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
48
Increased
49
Reduced
31
Closed
16
Calls
$5.8M
Puts
$2.61M
Net Calls
+$3.18M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$9.49M +$612K +26,777 +7%
Axa
27
Axa
France
$9.18M +$223K +9,771 +3%
Charles Schwab
28
Charles Schwab
California
$8.75M -$121K -5,304 -1%
Norges Bank
29
Norges Bank
Norway
$8.68M +$8.37M +366,137 New
Citadel Advisors
30
Citadel Advisors
Florida
$8.62M +$1.76M +77,054 +27%
Teacher Retirement System of Texas
31
Teacher Retirement System of Texas
Texas
$8.31M +$8.01M +350,501 New
GLA
32
Great Lakes Advisors
Illinois
$8.08M -$450K -19,683 -5%
TCIM
33
TIAA CREF Investment Management
New York
$8.01M -$6.02M -263,503 -44%
Goldman Sachs
34
Goldman Sachs
New York
$7.84M +$6.7M +293,096 +777%
PC
35
Pier Capital
Connecticut
$7.81M -$1.35M -58,976 -15%
SCM
36
Sandler Capital Management
New York
$6.78M +$6.54M +286,210 New
First Trust Advisors
37
First Trust Advisors
Illinois
$6.72M +$6.48M +283,512 New
Allianz Asset Management
38
Allianz Asset Management
Germany
$6.3M +$6.08M +265,800 New
SIM
39
Spark Investment Management
New York
$6.27M -$5.19M -227,200 -46%
TAM
40
Telemark Asset Management
Massachusetts
$5.92M +$5.72M +250,000 New
AP
41
AlpInvest Partners
Netherlands
$5.46M +$5.27M +230,293 New
Ameriprise
42
Ameriprise
Minnesota
$5.34M +$3.6M +157,538 +233%
Bank of America
43
Bank of America
North Carolina
$4.02M +$1.4M +61,375 +57%
TA
44
Teachers Advisors
New York
$3.83M +$67.4K +2,950 +2%
PI
45
Putnam Investments
Massachusetts
$3.75M +$629K +27,528 +21%
EGM
46
Engineers Gate Manager
New York
$3.72M -$394K -17,222 -10%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$3.23M +$3.12M +136,250 New
EI
48
EAM Investors
California
$3.22M -$235K -10,258 -7%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$2.94M -$1.01K -44 -0%
PPA
50
Parametric Portfolio Associates
Washington
$2.85M +$125K +5,459 +5%

YEXT Hedge Fund Activity: Q3 2018 in Review

140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2018, worth a combined $1.24B — up 23% from $1B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new YEXT positions and 16 closed out — a net gain of 32 holders — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $42.6M. The largest seller was Insight Holdings Group, exiting entirely with an estimated $149M sold.

  • 140 institutional investors held Yext (YEXT) as of Q3 2018, up from 108 in Q2 2018.
  • Funds reported $1.24B of Yext stock for Q3 2018, up 23% quarter-over-quarter.
  • 48 funds opened new Yext positions in Q3 2018 and 16 closed out, a net change of +32 holders.
  • The largest Yext buyer in Q3 2018 was Capital International Investors, an estimated $42.6M added.
  • The largest Yext seller in Q3 2018 was Insight Holdings Group, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2018.