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Yext
YEXT

188 hedge funds and large institutions have $526M invested in Yext in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 74 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more call options, than puts

Call options by funds: $892K | Put options by funds: $210K

2.86% more ownership

Funds ownership: 69.15% → 72.01% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $545M → $526M (-$18.7M)

3% less funds holding

Funds holding: 194 → 188 (-6)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

27% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 74

Holders
188
Holders Change
-6
Holders Change %
-3.09%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
54
Reduced
74
Closed
34
Calls
$892K
Puts
$210K
Net Calls
+$682K
Net Calls Change
-$2.61M

Top Buyers

1
LLL
Lynrock Lake LP
New York
+$18.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$7.39M
3
Morgan Stanley
Morgan Stanley
New York
+$4.97M
4
BlackRock
BlackRock
New York
+$4.81M
5
Deutsche Bank
Deutsche Bank
Germany
+$3.74M

Top Sellers

1
GS
Gagnon Securities
New York
-$6.18M
2
DCM
Driehaus Capital Management
Illinois
-$6M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$5.12M
4
GA
Gagnon Advisors
New York
-$3.59M
5
Millennium Management
Millennium Management
New York
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
26
Jupiter Asset Management
United Kingdom
$3.71M – – –
First Eagle Investment Management
27
First Eagle Investment Management
New York
$3.54M +$114K +18,500 +3%
Canada Life
28
Canada Life
Manitoba, Canada
$3.52M -$146K -23,746 -4%
CSS
29
Cubist Systematic Strategies
Connecticut
$2.95M -$1.41K -229 -0%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$2.75M +$365K +59,300 +15%
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.74M +$537K +87,216 +23%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$2.74M -$590K -95,932 -17%
HIM
33
Hillsdale Investment Management
Ontario, Canada
$2.54M -$15.5K -2,520 -0.6%
CG
34
Circumference Group
Arkansas
$2.5M +$2.62M +425,000 New
HCM
35
Horrell Capital Management
Arkansas
$2.5M +$615K +100,000 +31%
MWM
36
Maltin Wealth Management
New Jersey
$2.32M – – –
Squarepoint
37
Squarepoint
New York
$2.2M +$2.09M +340,048 +1,040%
AQR Capital Management
38
AQR Capital Management
Connecticut
$2.15M -$208K -33,836 -8%
SEI Investments
39
SEI Investments
Pennsylvania
$1.89M – – –
Two Sigma Investments
40
Two Sigma Investments
New York
$1.78M -$46.8K -7,612 -2%
NIM
41
Needham Investment Management
New York
$1.77M +$1.23M +200,000 +200%
N
42
Nuveen
North Carolina
$1.72M -$1.57M -254,419 -47%
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$1.71M -$56.3K -9,155 -3%
Marshall Wace
44
Marshall Wace
United Kingdom
$1.64M +$1.71M +278,681 New
Voloridge Investment Management
45
Voloridge Investment Management
Florida
$1.32M -$1.79M -291,600 -56%
Barclays
46
Barclays
United Kingdom
$1.3M +$821K +133,495 +153%
Renaissance Technologies
47
Renaissance Technologies
New York
$1.28M -$1.79M -291,700 -57%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$1.28M +$480K +78,040 +56%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.23M -$143K -23,300 -10%
AllianceBernstein
50
AllianceBernstein
Tennessee
$1.21M – – –
1
2
3 4 5

YEXT Hedge Fund Activity: Q4 2023 in Review

188 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q4 2023, worth a combined $526M — down 3.4% from $545M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of YEXT and 29 opened new positions — a net loss of 5 holders — while 74 trimmed existing stakes and 54 added.

The largest buyer was Lynrock Lake LP, adding an estimated $18.4M. The largest seller was Gagnon Securities, cutting an estimated $6.18M.

  • 188 institutional investors held Yext (YEXT) as of Q4 2023, down from 194 in Q3 2023.
  • Funds reported $526M of Yext stock for Q4 2023, down 3.4% quarter-over-quarter.
  • 29 funds opened new Yext positions in Q4 2023 and 34 closed out, a net change of -5 holders.
  • The largest Yext buyer in Q4 2023 was Lynrock Lake LP, an estimated $18.4M added.
  • The largest Yext seller in Q4 2023 was Gagnon Securities, an estimated $6.18M sold.

Based on aggregated 13F filings for Q4 2023.