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Yext
YEXT

121 hedge funds and large institutions have $837M invested in Yext in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $3.88M | Put options by funds: $1.55M

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

0.85% more ownership

Funds ownership: 70.01% → 70.86% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

5% less funds holding

Funds holding: 127 → 121 (-6)

28% less capital invested

Capital invested by funds: $1.16B → $837M (-$323M)

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
43
Reduced
30
Closed
27
Calls
$3.88M
Puts
$1.55M
Net Calls
+$2.34M
Net Calls Change
+$3.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.1M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$7.4M
3
CIP
Champlain Investment Partners
Vermont
+$7.38M
4
Capital World Investors
Capital World Investors
California
+$4.35M
5
Millennium Management
Millennium Management
New York
+$3.21M

Top Sellers

1
BAMCO Inc
BAMCO Inc
New York
-$10.6M
2
CCM
Cota Capital Management
California
-$9.34M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$7.82M
4
Axa
Axa
France
-$7.57M
5
PCM
Portolan Capital Management
Massachusetts
-$5.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
76
Guggenheim Capital
Illinois
$231K +$113K +7,876 +53%
Neuberger Berman Group
77
Neuberger Berman Group
New York
$230K – – –
ACM
78
AlphaCrest Capital Management
New York
$221K +$311K +21,700 New
CSS
79
Cubist Systematic Strategies
Connecticut
$208K +$292K +20,376 New
PP
80
Paloma Partners
Connecticut
$205K +$129K +8,992 +81%
CB
81
Commerce Bank
Missouri
$194K – – –
QC
82
Quadrature Capital
United Kingdom
$180K +$253K +17,667 New
EGM
83
Engineers Gate Manager
New York
$177K +$249K +17,345 New
Invesco
84
Invesco
Georgia
$175K +$247K +17,211 New
AB
85
Amalgamated Bank
New York
$173K -$4.62K -322 -2%
PPA
86
Parametric Portfolio Associates
Washington
$150K +$15.6K +1,087 +8%
ASRS
87
Arizona State Retirement System
Arizona
$148K +$209K +14,559 New
DAS
88
Dynamic Advisor Solutions
Arizona
$130K -$6.6K -460 -3%
CIM
89
CIM Investment Management
Pennsylvania
$115K – – –
SCA
90
Spearhead Capital Advisors
Florida
$114K +$160K +11,159 New
XK
91
Xact Kapitalforvaltning
Sweden
$110K – – –
SMFG
92
Sumitomo Mitsui Financial Group
Japan
$102K – – –
AIP
93
Ameritas Investment Partners
Nebraska
$86K +$7.56K +527 +7%
UBS Group
94
UBS Group
Switzerland
$78K -$33.6K -2,343 -24%
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.2K +$90.2K +6,285 +898%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$51K – – –
BAM
97
Bullseye Asset Management
Colorado
$49K -$172 -12 -0.3%
PA
98
Parallel Advisors
California
$30K – – –
Group One Trading
99
Group One Trading
Illinois
$24K -$103K -7,201 -76%
Osaic Holdings
100
Osaic Holdings
Arizona
$21K +$29.4K +2,053 New
2 3
4
5 6

YEXT Hedge Fund Activity: Q1 2020 in Review

121 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2020, worth a combined $837M — down 28% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of YEXT and 25 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 43 added.

The largest buyer was Fidelity Investments, adding an estimated $51.1M. The largest seller was BAMCO Inc, cutting an estimated $10.6M.

  • 121 institutional investors held Yext (YEXT) as of Q1 2020, down from 127 in Q4 2019.
  • Funds reported $837M of Yext stock for Q1 2020, down 28% quarter-over-quarter.
  • 25 funds opened new Yext positions in Q1 2020 and 27 closed out, a net change of -2 holders.
  • The largest Yext buyer in Q1 2020 was Fidelity Investments, an estimated $51.1M added.
  • The largest Yext seller in Q1 2020 was BAMCO Inc, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2020.