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178 hedge funds and large institutions have $539M invested in Yext in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2% more capital invested

Capital invested by funds: $526M → $539M (+$13M)

0.87% less ownership

Funds ownership: 72.01%71.14% (-0.87%)

5% less funds holding

Funds holding: 188178 (-10)

18% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 68

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

48% less call options, than puts

Call options by funds: $834K | Put options by funds: $1.6M

Holders
178
Holders Change
-10
Holders Change %
-5.32%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
56
Reduced
68
Closed
29
Calls
$834K
Puts
$1.6M
Net Calls
-$766K
Net Calls Change
-$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
76
Los Angeles Capital Management
California
$451K -$154K -26,087 -26%
American Century Companies
77
American Century Companies
Missouri
$445K +$272K +46,071 +167%
DIM
78
DC Investments Management
Virginia
$382K
AG
79
Algert Global
California
$375K -$137K -23,230 -27%
Amundi
80
Amundi
France
$356K
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$350K -$296 -50 -0.1%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$339K +$31.5K +5,326 +10%
GC
83
Globeflex Capital
California
$333K -$142K -23,976 -30%
SOW
84
State of Wyoming
Wyoming
$332K +$117K +19,770 +56%
Ameriprise
85
Ameriprise
Minnesota
$324K +$245K +41,491 +310%
AIG
86
American International Group
New York
$318K -$2.67K -452 -0.8%
Voloridge Investment Management
87
Voloridge Investment Management
Florida
$316K -$1.02M -172,529 -77%
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$306K +$27.9K +4,711 +10%
Victory Capital Management
89
Victory Capital Management
Texas
$300K +$214K +36,189 +266%
MIM
90
MetLife Investment Management
New Jersey
$298K -$43.8K -7,407 -13%
Balyasny Asset Management
91
Balyasny Asset Management
Illinois
$282K +$48.9K +8,262 +21%
SO
92
STRS Ohio
Ohio
$280K -$90.5K -15,300 -25%
Teacher Retirement System of Texas
93
Teacher Retirement System of Texas
Texas
$273K -$515K -87,131 -66%
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$267K
WC
95
Weil Company
California
$254K
Wells Fargo
96
Wells Fargo
California
$252K +$23.3K +3,932 +10%
Simplex Trading
97
Simplex Trading
Illinois
$249K +$186K +31,522 +319%
SGAM
98
Smith Group Asset Management
Texas
$240K +$112K +19,000 +91%
XT
99
XTX Topco
Cayman Islands
$233K +$29.7K +5,025 +15%
CC
100
Centiva Capital
New York
$213K +$44.4K +7,500 +27%

YEXT Hedge Fund Activity: Q1 2024 in Review

178 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2024, worth a combined $539M — up 2.5% from $526M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of YEXT and 20 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 56 added.

The largest buyer was Divisadero Street Capital Management, opening a new position worth an estimated $6.87M. The largest seller was Bank of Montreal, cutting an estimated $8.82M.

  • 178 institutional investors held Yext (YEXT) as of Q1 2024, down from 188 in Q4 2023.
  • Funds reported $539M of Yext stock for Q1 2024, up 2.5% quarter-over-quarter.
  • 20 funds opened new Yext positions in Q1 2024 and 29 closed out, a net change of -9 holders.
  • The largest Yext buyer in Q1 2024 was Divisadero Street Capital Management, an estimated $6.87M added.
  • The largest Yext seller in Q1 2024 was Bank of Montreal, an estimated $8.82M sold.

Based on aggregated 13F filings for Q1 2024.