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Yext
YEXT

191 hedge funds and large institutions have $818M invested in Yext in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $4.52M | Put options by funds: $1.26M

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

54% more capital invested

Capital invested by funds: $532M → $818M (+$286M)

29% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 52

13% more funds holding

Funds holding: 169 → 191 (+22)

2.43% more ownership

Funds ownership: 67.21% → 69.64% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
191
Holders Change
+22
Holders Change %
+13.02%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
41
Increased
67
Reduced
52
Closed
19
Calls
$4.52M
Puts
$1.26M
Net Calls
+$3.25M
Net Calls Change
+$2.68M

Top Buyers

1
GS
Gagnon Securities
New York
+$9.4M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$6.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.2M
4
HF
HRT Financial
New York
+$4.02M
5
CSS
Cubist Systematic Strategies
Connecticut
+$3.76M

Top Sellers

1
BlackRock
BlackRock
New York
-$6.86M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.69M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$4.93M
4
PCR
Potrero Capital Research
California
-$4.61M
5
NIM
Needham Investment Management
New York
-$3.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
LLL
26
Lynrock Lake LP
New York
$6.63M +$256K +33,268 +5%
CSS
27
Cubist Systematic Strategies
Connecticut
$6.2M +$3.76M +488,649 +313%
HF
28
HRT Financial
New York
$6.17M +$4.02M +522,695 +438%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$6.08M -$106K -13,783 -2%
NIM
30
Needham Investment Management
New York
$5.77M -$3.85M -500,612 -45%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$5.4M -$766K -99,500 -15%
KLC
32
Kent Lake Capital
Nevada
$5.29M +$2.97M +385,840 +235%
SAM
33
Soviero Asset Management
New York
$5M +$2.54M +330,000 +174%
First Eagle Investment Management
34
First Eagle Investment Management
New York
$4.54M +$396K +51,500 +12%
PAM
35
Panagora Asset Management
Massachusetts
$4.48M +$827K +107,471 +30%
Legal & General Group
36
Legal & General Group
United Kingdom
$4.36M -$1.3M -168,548 -27%
MWM
37
Maltin Wealth Management
New Jersey
$3.95M – – –
HCM
38
Horrell Capital Management
Arkansas
$3.84M -$385K -50,000 -11%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$3.82M +$13.4K +1,743 +0.4%
Invesco
40
Invesco
Georgia
$3.45M +$1.98M +257,362 +254%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$3.42M +$1.93M +251,004 +238%
EI
42
EAM Investors
California
$3.31M +$2.65M +344,670 New
SEI Investments
43
SEI Investments
Pennsylvania
$3.21M +$1.28M +166,002 +99%
Massachusetts Financial Services
44
Massachusetts Financial Services
Massachusetts
$3.05M -$1.02M -132,326 -29%
TI
45
Trexquant Investment
Connecticut
$3.01M +$1.09M +141,322 +82%
PVM
46
Palogic Value Management
Texas
$2.88M -$3.46M -450,000 -60%
N
47
Nuveen
North Carolina
$2.81M -$826K -107,337 -27%
Two Sigma Investments
48
Two Sigma Investments
New York
$2.71M +$431K +56,034 +25%
Deutsche Bank
49
Deutsche Bank
Germany
$2.46M +$161K +20,892 +9%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$2.25M -$806K -104,685 -31%
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YEXT Hedge Fund Activity: Q1 2023 in Review

191 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2023, worth a combined $818M — up 54% from $532M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new YEXT positions and 19 closed out — a net gain of 22 holders — while 67 added to existing stakes and 52 trimmed.

The largest buyer was Gagnon Securities, adding an estimated $9.4M. The largest seller was BlackRock, cutting an estimated $6.86M.

  • 191 institutional investors held Yext (YEXT) as of Q1 2023, up from 169 in Q4 2022.
  • Funds reported $818M of Yext stock for Q1 2023, up 54% quarter-over-quarter.
  • 41 funds opened new Yext positions in Q1 2023 and 19 closed out, a net change of +22 holders.
  • The largest Yext buyer in Q1 2023 was Gagnon Securities, an estimated $9.4M added.
  • The largest Yext seller in Q1 2023 was BlackRock, an estimated $6.86M sold.

Based on aggregated 13F filings for Q1 2023.