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150 hedge funds and large institutions have $1.33B invested in Yext in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.56% more ownership

Funds ownership: 72.27%73.82% (+1.6%)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

2% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 151150 (-1)

4% less capital invested

Capital invested by funds: $1.38B → $1.33B (-$54.4M)

22% less call options, than puts

Call options by funds: $5.63M | Put options by funds: $7.22M

Holders
150
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
51
Reduced
50
Closed
21
Calls
$5.63M
Puts
$7.22M
Net Calls
-$1.59M
Net Calls Change
-$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Prelude Capital Management
New York
$1.3M +$1.5M +89,873 New
UBS AM
52
UBS AM
Illinois
$1.25M -$2.37K -142 -0.2%
CS
53
Credit Suisse
Switzerland
$1.25M -$388K -23,213 -21%
Deutsche Bank
54
Deutsche Bank
Germany
$1.24M -$249K -14,932 -15%
Balyasny Asset Management
55
Balyasny Asset Management
Illinois
$1.23M -$1.92M -115,006 -58%
Victory Capital Management
56
Victory Capital Management
Texas
$1.19M -$74.8K -4,479 -5%
JP Morgan Chase
57
JP Morgan Chase
New York
$1.09M -$1.24M -74,507 -50%
MCC
58
Malaga Cove Capital
California
$1.03M +$1.35K +81 +0.1%
Wells Fargo
59
Wells Fargo
California
$929K -$2.46M -147,490 -70%
BL
60
Bleichroeder LP
New York
$869K +$1M +60,000 New
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$866K -$35.7K -2,138 -3%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$817K +$31.5K +1,889 +3%
LCS
63
Levin Capital Strategies
New York
$778K -$321K -19,217 -26%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$673K +$41.8K +2,505 +6%
AG
65
AIA Group
Hong Kong
$648K +$247K +14,802 +49%
Invesco
66
Invesco
Georgia
$645K +$244K +14,612 +49%
PPA
67
Parametric Portfolio Associates
Washington
$622K +$173K +10,335 +32%
KCM
68
Kornitzer Capital Management
Kansas
$608K
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$607K +$188K +11,277 +37%
ACM
70
AlphaCrest Capital Management
New York
$605K -$25.9K -1,552 -4%
GCP
71
GSA Capital Partners
United Kingdom
$587K +$474K +28,394 +234%
DT
72
Diversified Trust
Tennessee
$552K
MIM
73
MetLife Investment Management
New Jersey
$550K
RJA
74
Raymond James & Associates
Florida
$550K +$634K +37,976 New
CSS
75
Cubist Systematic Strategies
Connecticut
$549K -$408K -24,432 -39%

YEXT Hedge Fund Activity: Q1 2021 in Review

150 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2021, worth a combined $1.33B — down 3.9% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new YEXT positions and 21 closed out — a net gain of 1 holder — while 51 added to existing stakes and 50 trimmed.

The largest buyer was Freshford Capital Management, opening a new position worth an estimated $23.6M. The largest seller was Capital International Investors, exiting entirely with an estimated $18.7M sold.

  • 150 institutional investors held Yext (YEXT) as of Q1 2021, down from 151 in Q4 2020.
  • Funds reported $1.33B of Yext stock for Q1 2021, down 3.9% quarter-over-quarter.
  • 22 funds opened new Yext positions in Q1 2021 and 21 closed out, a net change of +1 holder.
  • The largest Yext buyer in Q1 2021 was Freshford Capital Management, an estimated $23.6M added.
  • The largest Yext seller in Q1 2021 was Capital International Investors, an estimated $18.7M sold.

Based on aggregated 13F filings for Q1 2021.