We are live on ! Find out more

140 hedge funds and large institutions have $1.24B invested in Yext in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 16

122% more call options, than puts

Call options by funds: $5.8M | Put options by funds: $2.61M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

30% more funds holding

Funds holding: 108140 (+32)

23% more capital invested

Capital invested by funds: $1B → $1.24B (+$231M)

0.55% less ownership

Funds ownership: 53.62%53.07% (-0.55%)

Holders
140
Holders Change
+32
Holders Change %
+29.63%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
48
Increased
49
Reduced
31
Closed
16
Calls
$5.8M
Puts
$2.61M
Net Calls
+$3.18M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HP
51
Harbourvest Partners
Massachusetts
$2.73M +$2.63M +115,147 New
NIP
52
Nicholas Investment Partners
California
$2.66M +$2.57M +112,331 New
AllianceBernstein
53
AllianceBernstein
Tennessee
$2.66M +$25.1K +1,100 +1%
RA
54
Royce & Associates
New York
$2.58M
PP
55
PDT Partners
New York
$2.57M -$1.04M -45,698 -30%
SCA
56
Secor Capital Advisors
New York
$2.48M +$1.9M +83,140 +384%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$2.36M +$215K +9,392 +10%
Squarepoint
58
Squarepoint
New York
$2.13M +$1.66M +72,715 +420%
Wells Fargo
59
Wells Fargo
California
$2.1M +$89.1K +3,897 +5%
AQR Capital Management
60
AQR Capital Management
Connecticut
$1.87M +$1.81M +78,982 New
Swiss National Bank
61
Swiss National Bank
Switzerland
$1.79M +$93.7K +4,100 +6%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$1.68M -$110K -4,825 -6%
TD Asset Management
63
TD Asset Management
Ontario, Canada
$1.66M +$229K +10,000 +17%
Canada Pension Plan Investment Board
64
Canada Pension Plan Investment Board
Ontario, Canada
$1.64M +$1.58M +69,086 New
Barclays
65
Barclays
United Kingdom
$1.48M +$648K +28,354 +83%
CCS
66
Crosspoint Capital Strategies
California
$1.42M +$1.37M +59,983 New
WCA
67
Whetstone Capital Advisors
Kansas
$1.4M +$202K +8,835 +18%
AIG
68
American International Group
New York
$1.28M +$22.2K +972 +2%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.25M -$172K -7,516 -12%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$1.25M +$4.57K +200 +0.4%
TI
71
Trexquant Investment
Connecticut
$1.21M +$1.17M +51,079 New
Wellington Management Group
72
Wellington Management Group
Massachusetts
$1.19M +$1.15M +50,326 New
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$1.16M +$357K +15,613 +47%
SO
74
STRS Ohio
Ohio
$1.11M -$256K -11,200 -19%
HI
75
HBK Investments
Texas
$1.09M +$1.05M +45,898 New

YEXT Hedge Fund Activity: Q3 2018 in Review

140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2018, worth a combined $1.24B — up 23% from $1B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new YEXT positions and 16 closed out — a net gain of 32 holders — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $42.6M. The largest seller was Insight Holdings Group, exiting entirely with an estimated $149M sold.

  • 140 institutional investors held Yext (YEXT) as of Q3 2018, up from 108 in Q2 2018.
  • Funds reported $1.24B of Yext stock for Q3 2018, up 23% quarter-over-quarter.
  • 48 funds opened new Yext positions in Q3 2018 and 16 closed out, a net change of +32 holders.
  • The largest Yext buyer in Q3 2018 was Capital International Investors, an estimated $42.6M added.
  • The largest Yext seller in Q3 2018 was Insight Holdings Group, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2018.