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184 hedge funds and large institutions have $575M invested in Yext in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

1% more funds holding

Funds holding: 182184 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.33% less ownership

Funds ownership: 75.17%73.84% (-1.3%)

6% less capital invested

Capital invested by funds: $610M → $575M (-$34.8M)

21% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 66

87% less call options, than puts

Call options by funds: $2.59M | Put options by funds: $19.5M

Holders
184
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
52
Reduced
66
Closed
27
Calls
$2.59M
Puts
$19.5M
Net Calls
-$16.9M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$3.12M -$2.01M -310,246 -38%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$3.09M +$138K +21,389 +4%
Luther King Capital Management (LKCM)
28
Luther King Capital Management (LKCM)
Texas
$3.07M +$1.81M +279,390 +128%
AQR Capital Management
29
AQR Capital Management
Connecticut
$3.06M -$613K -94,847 -16%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$2.99M +$2.41M +372,914 +330%
Mirae Asset Global ETFs Holdings
31
Mirae Asset Global ETFs Holdings
Hong Kong
$2.59M +$31K +4,802 +1%
Boston Partners
32
Boston Partners
Massachusetts
$2.59M -$94.1K -14,553 -3%
MWM
33
Maltin Wealth Management
New Jersey
$2.41M
Raymond James Financial
34
Raymond James Financial
Florida
$2.11M -$43.4K -6,710 -2%
TAM
35
Tocqueville Asset Management
New York
$2.06M +$2.17M +335,000 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$2.03M +$17.9K +2,776 +0.9%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$1.71M -$40.8K -6,318 -2%
N
38
Nuveen
North Carolina
$1.7M -$505K -78,090 -22%
Renaissance Technologies
39
Renaissance Technologies
New York
$1.67M -$182K -28,096 -9%
UBS AM
40
UBS AM
Illinois
$1.66M -$181K -27,930 -9%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$1.41M -$1.16M -179,016 -44%
Mackenzie Financial
42
Mackenzie Financial
Ontario, Canada
$1.32M +$908K +140,513 +191%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.29M -$24.6K -3,800 -2%
AllianceBernstein
44
AllianceBernstein
Tennessee
$1.26M -$1.39M -214,680 -51%
STA
45
Summit Trail Advisors
New York
$1.19M +$33.7K +5,220 +3%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.18M +$44.6K +6,906 +4%
Barclays
47
Barclays
United Kingdom
$1.1M -$448K -69,263 -28%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.09M +$225K +34,831 +24%
NIM
49
Needham Investment Management
New York
$1.02M
Jane Street
50
Jane Street
New York
$1.01M +$926K +143,236 +675%

YEXT Hedge Fund Activity: Q1 2025 in Review

184 of the 7,460 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2025, worth a combined $575M — down 5.7% from $610M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new YEXT positions and 27 closed out — a net gain of 3 holders — while 52 added to existing stakes and 66 trimmed.

The largest buyer was Lynrock Lake LP, adding an estimated $6.52M. The largest seller was Horrell Capital Management, exiting entirely with an estimated $5.14M sold.

  • 184 institutional investors held Yext (YEXT) as of Q1 2025, up from 182 in Q4 2024.
  • Funds reported $575M of Yext stock for Q1 2025, down 5.7% quarter-over-quarter.
  • 30 funds opened new Yext positions in Q1 2025 and 27 closed out, a net change of +3 holders.
  • The largest Yext buyer in Q1 2025 was Lynrock Lake LP, an estimated $6.52M added.
  • The largest Yext seller in Q1 2025 was Horrell Capital Management, an estimated $5.14M sold.

Based on aggregated 13F filings for Q1 2025.