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150 hedge funds and large institutions have $1.33B invested in Yext in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.56% more ownership

Funds ownership: 72.27%73.82% (+1.6%)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

2% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 151150 (-1)

4% less capital invested

Capital invested by funds: $1.38B → $1.33B (-$54.4M)

22% less call options, than puts

Call options by funds: $5.63M | Put options by funds: $7.22M

Holders
150
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
51
Reduced
50
Closed
21
Calls
$5.63M
Puts
$7.22M
Net Calls
-$1.59M
Net Calls Change
-$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$5.5M -$231K -13,838 -4%
Man Group
27
Man Group
United Kingdom
$5.43M -$445K -26,629 -7%
JGC
28
J. Goldman & Co
New York
$5.17M +$5.96M +357,079 New
Citadel Advisors
29
Citadel Advisors
Florida
$4.54M +$1.57M +93,751 +43%
Holocene Advisors
30
Holocene Advisors
New York
$3.77M +$3.69M +220,749 +563%
Bank of America
31
Bank of America
North Carolina
$3.64M +$888K +53,180 +27%
Legal & General Group
32
Legal & General Group
United Kingdom
$3.11M +$270K +16,175 +8%
AllianceBernstein
33
AllianceBernstein
Tennessee
$3.05M -$1.67K -100 -0%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$2.9M
Squarepoint
35
Squarepoint
New York
$2.81M +$2.05M +122,972 +173%
Swiss National Bank
36
Swiss National Bank
Switzerland
$2.77M +$81.8K +4,900 +3%
EVM
37
Eaton Vance Management
Massachusetts
$2.58M
TRSOTSOK
38
Teachers Retirement System of the State of Kentucky
Kentucky
$2.47M
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$2.3M +$50.5K +3,025 +2%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.07M -$488K -29,256 -17%
Walleye Trading
41
Walleye Trading
New York
$1.97M +$566K +33,886 +33%
Barclays
42
Barclays
United Kingdom
$1.9M +$1.25M +74,936 +134%
State of New Jersey Common Pension Fund D
43
State of New Jersey Common Pension Fund D
New Jersey
$1.88M +$172K +10,281 +9%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$1.73M -$140K -8,414 -7%
STA
45
Summit Trail Advisors
New York
$1.69M +$11.3K +676 +0.6%
PP
46
PDT Partners
New York
$1.67M -$332K -19,906 -15%
HP
47
Harbourvest Partners
Massachusetts
$1.67M
WCP
48
Welch Capital Partners
New York
$1.42M +$1.64M +98,000 New
OC
49
Oppenheimer & Co
New York
$1.41M -$167K -10,000 -9%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$1.35M -$35.1K -2,100 -2%

YEXT Hedge Fund Activity: Q1 2021 in Review

150 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2021, worth a combined $1.33B — down 3.9% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new YEXT positions and 21 closed out — a net gain of 1 holder — while 51 added to existing stakes and 50 trimmed.

The largest buyer was Freshford Capital Management, opening a new position worth an estimated $23.6M. The largest seller was Capital International Investors, exiting entirely with an estimated $18.7M sold.

  • 150 institutional investors held Yext (YEXT) as of Q1 2021, down from 151 in Q4 2020.
  • Funds reported $1.33B of Yext stock for Q1 2021, down 3.9% quarter-over-quarter.
  • 22 funds opened new Yext positions in Q1 2021 and 21 closed out, a net change of +1 holder.
  • The largest Yext buyer in Q1 2021 was Freshford Capital Management, an estimated $23.6M added.
  • The largest Yext seller in Q1 2021 was Capital International Investors, an estimated $18.7M sold.

Based on aggregated 13F filings for Q1 2021.