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Yext
YEXT

121 hedge funds and large institutions have $837M invested in Yext in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $3.88M | Put options by funds: $1.55M

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

0.85% more ownership

Funds ownership: 70.01% → 70.86% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

5% less funds holding

Funds holding: 127 → 121 (-6)

28% less capital invested

Capital invested by funds: $1.16B → $837M (-$323M)

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
43
Reduced
30
Closed
27
Calls
$3.88M
Puts
$1.55M
Net Calls
+$2.34M
Net Calls Change
+$3.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.1M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$7.4M
3
CIP
Champlain Investment Partners
Vermont
+$7.38M
4
Capital World Investors
Capital World Investors
California
+$4.35M
5
Millennium Management
Millennium Management
New York
+$3.21M

Top Sellers

1
BAMCO Inc
BAMCO Inc
New York
-$10.6M
2
CCM
Cota Capital Management
California
-$9.34M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$7.82M
4
Axa
Axa
France
-$7.57M
5
PCM
Portolan Capital Management
Massachusetts
-$5.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
26
Whetstone Capital Advisors
Kansas
$3.6M -$5.44M -379,063 -52%
GA
27
Gagnon Advisors
New York
$3.24M – – –
Wells Fargo
28
Wells Fargo
California
$2.34M +$918K +63,991 +39%
Bank of America
29
Bank of America
North Carolina
$2.07M +$648K +45,146 +29%
AllianceBernstein
30
AllianceBernstein
Tennessee
$2.05M -$7.82M -545,459 -73%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$2M -$54.5K -3,800 -2%
TRSOTSOK
32
Teachers Retirement System of the State of Kentucky
Kentucky
$1.84M +$2.59M +180,600 New
EVM
33
Eaton Vance Management
Massachusetts
$1.81M – – –
Citadel Advisors
34
Citadel Advisors
Florida
$1.54M +$1.76M +122,807 +434%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$1.49M +$27.4K +1,913 +1%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$1.28M +$35K +2,442 +2%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.23M +$22.9K +1,600 +1%
STA
38
Summit Trail Advisors
New York
$1.2M +$1.69M +117,638 New
HP
39
Harbourvest Partners
Massachusetts
$1.17M – – –
Holocene Advisors
40
Holocene Advisors
New York
$1.03M +$1.46M +101,491 New
CS
41
Credit Suisse
Switzerland
$941K -$194K -13,553 -13%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$940K -$663K -46,231 -33%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$931K -$302K -21,031 -19%
Barclays
44
Barclays
United Kingdom
$919K -$63.8K -4,449 -5%
OC
45
Oppenheimer & Co
New York
$906K -$38.9K -2,715 -3%
UBS AM
46
UBS AM
Illinois
$859K +$101K +7,053 +9%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$851K – – –
FEG
48
Financial Enhancement Group
Indiana
$726K +$1.02M +71,227 New
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$726K +$1.02M +71,265 New
SG Americas Securities
50
SG Americas Securities
New York
$674K +$428K +29,837 +82%
1
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YEXT Hedge Fund Activity: Q1 2020 in Review

121 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2020, worth a combined $837M — down 28% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of YEXT and 25 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 43 added.

The largest buyer was Fidelity Investments, adding an estimated $51.1M. The largest seller was BAMCO Inc, cutting an estimated $10.6M.

  • 121 institutional investors held Yext (YEXT) as of Q1 2020, down from 127 in Q4 2019.
  • Funds reported $837M of Yext stock for Q1 2020, down 28% quarter-over-quarter.
  • 25 funds opened new Yext positions in Q1 2020 and 27 closed out, a net change of -2 holders.
  • The largest Yext buyer in Q1 2020 was Fidelity Investments, an estimated $51.1M added.
  • The largest Yext seller in Q1 2020 was BAMCO Inc, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2020.