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Yext
YEXT

202 hedge funds and large institutions have $1.02B invested in Yext in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 73 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $2.88M

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

25% more capital invested

Capital invested by funds: $818M → $1.02B (+$201M)

6% more funds holding

Funds holding: 191 → 202 (+11)

2.89% more ownership

Funds ownership: 69.64% → 72.53% (+2.9%)

12% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 73

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
37
Increased
64
Reduced
73
Closed
26
Calls
$11.6M
Puts
$2.88M
Net Calls
+$8.75M
Net Calls Change
+$5.5M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$20M
2
Invesco
Invesco
Georgia
+$10.7M
3
DCM
Driehaus Capital Management
Illinois
+$9.03M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$8.83M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$8.71M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.75M
2
Norges Bank
Norges Bank
Norway
-$7.68M
3
Millennium Management
Millennium Management
New York
-$7.65M
4
HF
HRT Financial
New York
-$6M
5
NIM
Needham Investment Management
New York
-$5.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$9.73M +$696K +73,189 +9%
PCR
27
Potrero Capital Research
California
$9.38M -$3.15M -330,942 -29%
Canada Life
28
Canada Life
Manitoba, Canada
$7.87M -$78.9K -8,299 -1%
Deutsche Bank
29
Deutsche Bank
Germany
$7.48M +$3.86M +405,497 +159%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$7.15M – – –
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$6.96M +$5.85M +615,606 New
Two Sigma Advisers
32
Two Sigma Advisers
New York
$6.92M +$468K +49,200 +9%
First Eagle Investment Management
33
First Eagle Investment Management
New York
$6.58M +$1.04M +109,550 +23%
GA
34
Gagnon Advisors
New York
$6.42M -$1.32M -138,452 -20%
LLL
35
Lynrock Lake LP
New York
$6.4M -$1.19M -124,628 -18%
N
36
Nuveen
North Carolina
$6.2M +$2.43M +255,188 +87%
KLC
37
Kent Lake Capital
Nevada
$5.66M -$475K -50,000 -9%
Citadel Advisors
38
Citadel Advisors
Florida
$4.98M -$8.75M -919,650 -68%
MWM
39
Maltin Wealth Management
New Jersey
$4.64M – – –
CSS
40
Cubist Systematic Strategies
Connecticut
$4.51M -$2.34M -245,693 -38%
BCPEMI
41
Bain Capital Public Equity Management II
Massachusetts
$4.11M +$3.46M +363,525 New
HIM
42
Hillsdale Investment Management
Ontario, Canada
$3.6M +$3.02M +318,041 New
TI
43
Trexquant Investment
Connecticut
$3.57M +$22.2K +2,331 +0.7%
Massachusetts Financial Services
44
Massachusetts Financial Services
Massachusetts
$3.51M -$69.5K -7,310 -2%
AQR Capital Management
45
AQR Capital Management
Connecticut
$3.51M +$1.97M +207,032 +201%
Walleye Capital
46
Walleye Capital
New York
$3.32M +$2.79M +293,684 New
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.19M +$2.68M +282,160 New
Allspring Global Investments
48
Allspring Global Investments
North Carolina
$3.05M +$853K +89,655 +50%
SEI Investments
49
SEI Investments
Pennsylvania
$2.98M -$677K -71,236 -21%
PAM
50
Panagora Asset Management
Massachusetts
$2.96M -$1.94M -204,428 -44%
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YEXT Hedge Fund Activity: Q2 2023 in Review

202 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q2 2023, worth a combined $1.02B — up 25% from $818M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new YEXT positions and 26 closed out — a net gain of 11 holders — while 64 added to existing stakes and 73 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $20M. The largest seller was Citadel Advisors, cutting an estimated $8.75M.

  • 202 institutional investors held Yext (YEXT) as of Q2 2023, up from 191 in Q1 2023.
  • Funds reported $1.02B of Yext stock for Q2 2023, up 25% quarter-over-quarter.
  • 37 funds opened new Yext positions in Q2 2023 and 26 closed out, a net change of +11 holders.
  • The largest Yext buyer in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $20M added.
  • The largest Yext seller in Q2 2023 was Citadel Advisors, an estimated $8.75M sold.

Based on aggregated 13F filings for Q2 2023.