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Yext
YEXT

194 hedge funds and large institutions have $545M invested in Yext in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

898% more call options, than puts

Call options by funds: $3.66M | Put options by funds: $367K

13% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 67

3.38% less ownership

Funds ownership: 72.53% → 69.15% (-3.4%)

4% less funds holding

Funds holding: 202 → 194 (-8)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

46% less capital invested

Capital invested by funds: $1.02B → $545M (-$473M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
194
Holders Change
-8
Holders Change %
-3.96%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
76
Reduced
67
Closed
28
Calls
$3.66M
Puts
$367K
Net Calls
+$3.3M
Net Calls Change
-$5.46M

Top Buyers

1
LLL
Lynrock Lake LP
New York
+$24.9M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$8.96M
3
JAM
Jupiter Asset Management
United Kingdom
+$3.83M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.52M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$3.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$13M
2
Invesco
Invesco
Georgia
-$11M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$10.4M
4
Morgan Stanley
Morgan Stanley
New York
-$9.47M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$6.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$4.51M -$2.98M -348,808 -33%
JAM
27
Jupiter Asset Management
United Kingdom
$3.98M +$3.83M +447,683 +246%
Canada Life
28
Canada Life
Manitoba, Canada
$3.94M -$631K -73,753 -11%
First Eagle Investment Management
29
First Eagle Investment Management
New York
$3.69M +$6.29K +736 +0.1%
GA
30
Gagnon Advisors
New York
$3.59M – – –
VOYA Investment Management
31
VOYA Investment Management
Georgia
$3.55M +$3.2M +374,460 +201%
N
32
Nuveen
North Carolina
$3.46M -$16.6K -1,945 -0.4%
Millennium Management
33
Millennium Management
New York
$3.35M -$13M -1,516,949 -74%
Voloridge Investment Management
34
Voloridge Investment Management
Florida
$3.27M +$2.48M +289,863 +128%
Renaissance Technologies
35
Renaissance Technologies
New York
$3.23M +$3.1M +362,100 +245%
CSS
36
Cubist Systematic Strategies
Connecticut
$3.17M +$868K +101,537 +25%
HIM
37
Hillsdale Investment Management
Ontario, Canada
$2.75M +$991K +115,900 +36%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$2.58M -$1.74M -203,800 -33%
AQR Capital Management
39
AQR Capital Management
Connecticut
$2.53M +$766K +89,536 +29%
MWM
40
Maltin Wealth Management
New Jersey
$2.49M -$146K -17,128 -4%
Connor, Clark & Lunn Investment Management (CC&L)
41
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.39M +$821K +96,015 +34%
ICM
42
Invenomic Capital Management
Massachusetts
$2.34M +$3.17M +370,318 New
HCM
43
Horrell Capital Management
Arkansas
$2.06M +$1.07M +125,000 +63%
SEI Investments
44
SEI Investments
Pennsylvania
$2.03M +$494K +57,739 +22%
Two Sigma Investments
45
Two Sigma Investments
New York
$1.96M -$5.63M -658,348 -68%
Massachusetts Financial Services
46
Massachusetts Financial Services
Massachusetts
$1.89M -$97.9K -11,455 -4%
CS
47
Credit Suisse
Switzerland
$1.6M +$984K +115,129 +84%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$1.57M +$22K +2,569 +1%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.47M +$159K +18,600 +9%
CAM
50
ClariVest Asset Management
California
$1.36M +$417K +48,797 +29%
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YEXT Hedge Fund Activity: Q3 2023 in Review

194 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2023, worth a combined $545M — down 46% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of YEXT and 21 opened new positions — a net loss of 7 holders — while 67 trimmed existing stakes and 76 added.

The largest buyer was Lynrock Lake LP, adding an estimated $24.9M. The largest seller was Millennium Management, cutting an estimated $13M.

  • 194 institutional investors held Yext (YEXT) as of Q3 2023, down from 202 in Q2 2023.
  • Funds reported $545M of Yext stock for Q3 2023, down 46% quarter-over-quarter.
  • 21 funds opened new Yext positions in Q3 2023 and 28 closed out, a net change of -7 holders.
  • The largest Yext buyer in Q3 2023 was Lynrock Lake LP, an estimated $24.9M added.
  • The largest Yext seller in Q3 2023 was Millennium Management, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2023.