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Yext
YEXT

188 hedge funds and large institutions have $526M invested in Yext in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 74 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more call options, than puts

Call options by funds: $892K | Put options by funds: $210K

2.86% more ownership

Funds ownership: 69.15% → 72.01% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $545M → $526M (-$18.7M)

3% less funds holding

Funds holding: 194 → 188 (-6)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

27% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 74

Holders
188
Holders Change
-6
Holders Change %
-3.09%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
54
Reduced
74
Closed
34
Calls
$892K
Puts
$210K
Net Calls
+$682K
Net Calls Change
-$2.61M

Top Buyers

1
LLL
Lynrock Lake LP
New York
+$18.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$7.39M
3
Morgan Stanley
Morgan Stanley
New York
+$4.97M
4
BlackRock
BlackRock
New York
+$4.81M
5
Deutsche Bank
Deutsche Bank
Germany
+$3.74M

Top Sellers

1
GS
Gagnon Securities
New York
-$6.18M
2
DCM
Driehaus Capital Management
Illinois
-$6M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$5.12M
4
GA
Gagnon Advisors
New York
-$3.59M
5
Millennium Management
Millennium Management
New York
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
76
Algert Global
California
$503K +$32.2K +5,240 +7%
GC
77
Globeflex Capital
California
$466K – – –
YIH
78
Y-Intercept (HK)
Hong Kong
$461K -$284K -46,080 -37%
STA
79
Summit Trail Advisors
New York
$439K -$2.96K -481 -0.6%
Skandinaviska Enskilda Banken (SEB)
80
Skandinaviska Enskilda Banken (SEB)
Sweden
$423K -$52.9K -8,600 -11%
DTL
81
Dynamic Technology Lab
Singapore
$394K +$232K +37,678 +129%
DIM
82
DC Investments Management
Virginia
$374K – – –
SO
83
STRS Ohio
Ohio
$364K – – –
Amundi
84
Amundi
France
$360K -$89.9K -14,612 -18%
MIM
85
MetLife Investment Management
New Jersey
$335K – – –
AIG
86
American International Group
New York
$313K -$1.32K -215 -0.4%
First Trust Advisors
87
First Trust Advisors
Illinois
$301K +$315K +51,185 New
Millennium Management
88
Millennium Management
New York
$300K -$2.94M -478,542 -90%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$300K +$190K +30,866 +154%
VI
90
Vestcor Inc
New Brunswick, Canada
$277K – – –
T. Rowe Price Associates
91
T. Rowe Price Associates
Maryland
$271K -$21.7K -3,527 -7%
PCM
92
Prelude Capital Management
New York
$268K -$101K -16,412 -27%
Jacobs Levy Equity Management
93
Jacobs Levy Equity Management
New Jersey
$267K +$279K +45,300 New
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$262K -$406 -66 -0.1%
AC
95
Aristides Capital
Kentucky
$257K +$269K +43,707 New
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$255K +$124K +20,085 +86%
WC
97
Weil Company
California
$248K -$134K -21,807 -34%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$248K -$181K -29,424 -41%
Jane Street
99
Jane Street
New York
$244K +$59.9K +9,731 +31%
OR
100
Olympiad Research
Connecticut
$239K -$98.5K -16,012 -28%
2 3
4
5 6

YEXT Hedge Fund Activity: Q4 2023 in Review

188 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q4 2023, worth a combined $526M — down 3.4% from $545M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of YEXT and 29 opened new positions — a net loss of 5 holders — while 74 trimmed existing stakes and 54 added.

The largest buyer was Lynrock Lake LP, adding an estimated $18.4M. The largest seller was Gagnon Securities, cutting an estimated $6.18M.

  • 188 institutional investors held Yext (YEXT) as of Q4 2023, down from 194 in Q3 2023.
  • Funds reported $526M of Yext stock for Q4 2023, down 3.4% quarter-over-quarter.
  • 29 funds opened new Yext positions in Q4 2023 and 34 closed out, a net change of -5 holders.
  • The largest Yext buyer in Q4 2023 was Lynrock Lake LP, an estimated $18.4M added.
  • The largest Yext seller in Q4 2023 was Gagnon Securities, an estimated $6.18M sold.

Based on aggregated 13F filings for Q4 2023.