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Yext
YEXT

162 hedge funds and large institutions have $1.06B invested in Yext in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $6.97M | Put options by funds: $3.69M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

26% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 47

0.04% less ownership

Funds ownership: 69.79% → 69.75% (-0.04%)

5% less funds holding

Funds holding: 171 → 162 (-9)

15% less capital invested

Capital invested by funds: $1.25B → $1.06B (-$187M)

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

Holders
162
Holders Change
-9
Holders Change %
-5.26%
% of All Funds
2.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
59
Reduced
47
Closed
29
Calls
$6.97M
Puts
$3.69M
Net Calls
+$3.28M
Net Calls Change
+$3.48M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$11.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.33M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$3.98M
5
NIM
Needham Investment Management
New York
+$3.74M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.48M
3
JGC
J. Goldman & Co
New York
-$5.66M
4
Squarepoint
Squarepoint
New York
-$5.25M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$5.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Walleye Trading
26
Walleye Trading
New York
$4.89M +$1.01M +78,116 +24%
N
27
Nuveen
North Carolina
$4.59M -$1.04M -80,321 -18%
Nordea Investment Management
28
Nordea Investment Management
Sweden
$3.73M +$3.98M +309,186 New
Renaissance Technologies
29
Renaissance Technologies
New York
$3.61M +$543K +42,171 +16%
Bank of America
30
Bank of America
North Carolina
$3.44M +$13.2K +1,023 +0.4%
SG Americas Securities
31
SG Americas Securities
New York
$2.77M +$417K +32,338 +16%
Swiss National Bank
32
Swiss National Bank
Switzerland
$2.68M +$94.1K +7,300 +3%
AllianceBernstein
33
AllianceBernstein
Tennessee
$2.54M +$4.51K +350 +0.2%
STA
34
Summit Trail Advisors
New York
$2.37M -$7.92K -615 -0.3%
PPA
35
Parametric Portfolio Associates
Washington
$2.33M +$1.22M +94,653 +96%
JP Morgan Chase
36
JP Morgan Chase
New York
$2.18M -$819K -63,555 -26%
CSS
37
Cubist Systematic Strategies
Connecticut
$2.16M -$2.11M -163,606 -48%
EVM
38
Eaton Vance Management
Massachusetts
$2.14M – – –
HCM
39
Horrell Capital Management
Arkansas
$2.1M +$2.26M +175,000 New
PP
40
PDT Partners
New York
$1.75M -$558K -43,300 -23%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$1.71M -$139K -10,810 -7%
Holocene Advisors
42
Holocene Advisors
New York
$1.64M -$468K -36,301 -21%
OC
43
Oppenheimer & Co
New York
$1.51M – – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.43M -$708K -54,937 -32%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$1.43M +$57.3K +4,449 +4%
HP
46
Harbourvest Partners
Massachusetts
$1.39M – – –
EGM
47
Engineers Gate Manager
New York
$1.36M +$1.18M +91,754 +436%
DA
48
Duality Advisers
Florida
$1.32M +$1.42M +110,170 New
Wells Fargo
49
Wells Fargo
California
$1.31M +$875K +67,880 +165%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$1.3M +$1.38M +106,712 New
1
2
3 4 5

YEXT Hedge Fund Activity: Q3 2021 in Review

162 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2021, worth a combined $1.06B — down 15% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of YEXT and 22 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 59 added.

The largest buyer was Fidelity Investments, adding an estimated $21.4M. The largest seller was Morgan Stanley, cutting an estimated $8.8M.

  • 162 institutional investors held Yext (YEXT) as of Q3 2021, down from 171 in Q2 2021.
  • Funds reported $1.06B of Yext stock for Q3 2021, down 15% quarter-over-quarter.
  • 22 funds opened new Yext positions in Q3 2021 and 29 closed out, a net change of -7 holders.
  • The largest Yext buyer in Q3 2021 was Fidelity Investments, an estimated $21.4M added.
  • The largest Yext seller in Q3 2021 was Morgan Stanley, an estimated $8.8M sold.

Based on aggregated 13F filings for Q3 2021.