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178 hedge funds and large institutions have $539M invested in Yext in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2% more capital invested

Capital invested by funds: $526M → $539M (+$13M)

0.87% less ownership

Funds ownership: 72.01%71.14% (-0.87%)

5% less funds holding

Funds holding: 188178 (-10)

18% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 68

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

48% less call options, than puts

Call options by funds: $834K | Put options by funds: $1.6M

Holders
178
Holders Change
-10
Holders Change %
-5.32%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
56
Reduced
68
Closed
29
Calls
$834K
Puts
$1.6M
Net Calls
-$766K
Net Calls Change
-$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$3.6M -$1.5M -253,730 -30%
Goldman Sachs
27
Goldman Sachs
New York
$3.46M -$518K -87,674 -13%
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.41M +$594K +100,443 +22%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$3.31M +$495K +83,671 +18%
JAM
30
Jupiter Asset Management
United Kingdom
$3.2M -$580K -97,994 -16%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$3.08M -$8.82M -1,491,333 -75%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$3.02M -$1.14M -193,311 -28%
Millennium Management
33
Millennium Management
New York
$3.01M +$2.65M +447,583 +877%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$2.5M -$307K -51,900 -11%
MWM
35
Maltin Wealth Management
New Jersey
$2.37M
AQR Capital Management
36
AQR Capital Management
Connecticut
$2.18M -$22.9K -3,880 -1%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$2.06M +$1.75M +295,658 +653%
NIM
38
Needham Investment Management
New York
$1.9M +$88.7K +15,000 +5%
N
39
Nuveen
North Carolina
$1.76M
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$1.74M -$3.79K -640 -0.2%
Bank of America
41
Bank of America
North Carolina
$1.67M +$427K +72,276 +35%
Two Sigma Investments
42
Two Sigma Investments
New York
$1.51M -$306K -51,824 -17%
Franklin Resources
43
Franklin Resources
California
$1.45M +$891K +150,604 +169%
SEI Investments
44
SEI Investments
Pennsylvania
$1.31M -$616K -104,161 -32%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.26M
Renaissance Technologies
46
Renaissance Technologies
New York
$1.25M -$64.5K -10,900 -5%
AllianceBernstein
47
AllianceBernstein
Tennessee
$1.24M
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$1.21M +$938K +158,623 +377%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$1.21M -$101K -17,106 -8%
TI
50
Trexquant Investment
Connecticut
$1.18M +$1.16M +196,419 New

YEXT Hedge Fund Activity: Q1 2024 in Review

178 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2024, worth a combined $539M — up 2.5% from $526M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of YEXT and 20 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 56 added.

The largest buyer was Divisadero Street Capital Management, opening a new position worth an estimated $6.87M. The largest seller was Bank of Montreal, cutting an estimated $8.82M.

  • 178 institutional investors held Yext (YEXT) as of Q1 2024, down from 188 in Q4 2023.
  • Funds reported $539M of Yext stock for Q1 2024, up 2.5% quarter-over-quarter.
  • 20 funds opened new Yext positions in Q1 2024 and 29 closed out, a net change of -9 holders.
  • The largest Yext buyer in Q1 2024 was Divisadero Street Capital Management, an estimated $6.87M added.
  • The largest Yext seller in Q1 2024 was Bank of Montreal, an estimated $8.82M sold.

Based on aggregated 13F filings for Q1 2024.