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179 hedge funds and large institutions have $644M invested in Yext in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $2.31M | Put options by funds: $1.03M

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

32% more capital invested

Capital invested by funds: $490M → $644M (+$154M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more funds holding

Funds holding: 169179 (+10)

0.21% more ownership

Funds ownership: 72.58%72.79% (+0.21%)

2% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 61

Holders
179
Holders Change
+10
Holders Change %
+5.92%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
24
Increased
60
Reduced
61
Closed
14
Calls
$2.31M
Puts
$1.03M
Net Calls
+$1.29M
Net Calls Change
+$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$3.98M +$627K +112,882 +24%
Marshall Wace
27
Marshall Wace
United Kingdom
$3.91M +$1.1M +197,113 +54%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$3.82M +$790K +142,149 +35%
JP Morgan Chase
29
JP Morgan Chase
New York
$3.57M +$1.98M +356,324 +224%
Boston Partners
30
Boston Partners
Massachusetts
$3.03M +$2.43M +437,936 New
MWM
31
Maltin Wealth Management
New Jersey
$2.71M
ZIM
32
Zacks Investment Management
Illinois
$2.62M +$1.66M +297,938 +370%
N
33
Nuveen
North Carolina
$2.56M +$434K +78,090 +27%
AllianceBernstein
34
AllianceBernstein
Tennessee
$2.32M +$723K +130,020 +63%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.27M -$7.77M -1,397,025 -81%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$2.02M -$39.3K -7,075 -2%
Deutsche Bank
37
Deutsche Bank
Germany
$1.99M -$2.08M -373,912 -57%
Citadel Advisors
38
Citadel Advisors
Florida
$1.96M +$903K +162,426 +134%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$1.85M -$166K -29,809 -10%
Walleye Capital
40
Walleye Capital
New York
$1.75M +$1.18M +212,755 +526%
Barclays
41
Barclays
United Kingdom
$1.65M +$767K +137,921 +137%
UBS AM
42
UBS AM
Illinois
$1.63M -$173K -31,048 -12%
Los Angeles Capital Management
43
Los Angeles Capital Management
California
$1.48M -$96.7K -17,400 -8%
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.44M
UBS Group
45
UBS Group
Switzerland
$1.43M +$222K +39,867 +24%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.43M -$123K -22,184 -10%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$1.4M -$2.13M -382,770 -65%
NIM
48
Needham Investment Management
New York
$1.35M -$417K -75,000 -28%
STA
49
Summit Trail Advisors
New York
$1.28M -$1.9K -342 -0.2%
RJA
50
Raymond James & Associates
Florida
$1.26M -$7.89K -1,419 -0.8%

YEXT Hedge Fund Activity: Q3 2024 in Review

179 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2024, worth a combined $644M — up 32% from $490M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new YEXT positions and 14 closed out — a net gain of 10 holders — while 60 added to existing stakes and 61 trimmed.

The largest buyer was Lead Edge Capital Management, adding an estimated $7.33M. The largest seller was Bank of New York Mellon, cutting an estimated $7.77M.

  • 179 institutional investors held Yext (YEXT) as of Q3 2024, up from 169 in Q2 2024.
  • Funds reported $644M of Yext stock for Q3 2024, up 32% quarter-over-quarter.
  • 24 funds opened new Yext positions in Q3 2024 and 14 closed out, a net change of +10 holders.
  • The largest Yext buyer in Q3 2024 was Lead Edge Capital Management, an estimated $7.33M added.
  • The largest Yext seller in Q3 2024 was Bank of New York Mellon, an estimated $7.77M sold.

Based on aggregated 13F filings for Q3 2024.