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Yext
YEXT

194 hedge funds and large institutions have $545M invested in Yext in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

898% more call options, than puts

Call options by funds: $3.66M | Put options by funds: $367K

13% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 67

3.38% less ownership

Funds ownership: 72.53% → 69.15% (-3.4%)

4% less funds holding

Funds holding: 202 → 194 (-8)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

46% less capital invested

Capital invested by funds: $1.02B → $545M (-$473M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
194
Holders Change
-8
Holders Change %
-3.96%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
76
Reduced
67
Closed
28
Calls
$3.66M
Puts
$367K
Net Calls
+$3.3M
Net Calls Change
-$5.46M

Top Buyers

1
LLL
Lynrock Lake LP
New York
+$24.9M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$8.96M
3
JAM
Jupiter Asset Management
United Kingdom
+$3.83M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.52M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$3.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$13M
2
Invesco
Invesco
Georgia
-$11M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$10.4M
4
Morgan Stanley
Morgan Stanley
New York
-$9.47M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$6.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
76
Barclays
United Kingdom
$553K +$306K +35,808 +70%
Citadel Advisors
77
Citadel Advisors
Florida
$552K -$3.02M -352,840 -80%
ECM
78
ExodusPoint Capital Management
New York
$525K +$471K +55,137 +198%
UBS Group
79
UBS Group
Switzerland
$513K -$83.7K -9,783 -11%
Skandinaviska Enskilda Banken (SEB)
80
Skandinaviska Enskilda Banken (SEB)
Sweden
$509K -$141K -16,500 -17%
AG
81
Algert Global
California
$507K – – –
GC
82
Globeflex Capital
California
$501K +$324K +37,901 +92%
JP Morgan Chase
83
JP Morgan Chase
New York
$498K -$187K -21,849 -22%
STA
84
Summit Trail Advisors
New York
$475K -$1.16K -136 -0.2%
PMEF
85
Point72 Middle East FZE
United Arab Emirates
$467K +$186K +21,737 +42%
Amundi
86
Amundi
France
$466K +$106K +12,396 +18%
GCP
87
GSA Capital Partners
United Kingdom
$462K +$170K +19,833 +37%
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$452K +$89.2K +10,436 +17%
GCM
89
Graham Capital Management
Connecticut
$430K +$580K +67,871 New
HighTower Advisors
90
HighTower Advisors
Illinois
$426K +$582K +68,021 New
WC
91
Weil Company
California
$405K -$291K -34,045 -35%
DIM
92
DC Investments Management
Virginia
$401K – – –
HSA
93
Hussman Strategic Advisors
Maryland
$399K +$327K +38,200 +154%
PCM
94
Prelude Capital Management
New York
$392K +$16.9K +1,975 +3%
SO
95
STRS Ohio
Ohio
$391K – – –
EGM
96
Engineers Gate Manager
New York
$382K +$70.6K +8,255 +16%
Deutsche Bank
97
Deutsche Bank
Germany
$371K -$5.15M -602,372 -91%
Prudential Financial
98
Prudential Financial
New Jersey
$363K +$144K +16,800 +41%
MIM
99
MetLife Investment Management
New Jersey
$360K – – –
OR
100
Olympiad Research
Connecticut
$358K -$5.2K -608 -1%
2 3
4
5 6

YEXT Hedge Fund Activity: Q3 2023 in Review

194 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2023, worth a combined $545M — down 46% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of YEXT and 21 opened new positions — a net loss of 7 holders — while 67 trimmed existing stakes and 76 added.

The largest buyer was Lynrock Lake LP, adding an estimated $24.9M. The largest seller was Millennium Management, cutting an estimated $13M.

  • 194 institutional investors held Yext (YEXT) as of Q3 2023, down from 202 in Q2 2023.
  • Funds reported $545M of Yext stock for Q3 2023, down 46% quarter-over-quarter.
  • 21 funds opened new Yext positions in Q3 2023 and 28 closed out, a net change of -7 holders.
  • The largest Yext buyer in Q3 2023 was Lynrock Lake LP, an estimated $24.9M added.
  • The largest Yext seller in Q3 2023 was Millennium Management, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2023.