We are live on ! Find out more
YEXT icon

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
CCA
101
Catalyst Capital Advisors
New York
$12K -$321K -22,400 -95%
FWM
102
Focused Wealth Management
New York
$12K -$318K -22,150 -95%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$11K -$166K -11,604 -91%
Nisa Investment Advisors
104
Nisa Investment Advisors
Missouri
$11K +$5.45K +380 +56%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$8K -$13.3K -925 -54%
PHK
106
Point72 Hong Kong
Hong Kong
$8K +$10.9K +759 New
RE
107
RBC Europe
United Kingdom
$6.62K – – –
US Bancorp
108
US Bancorp
Minnesota
$6K +$1K +70 +14%
VFA
109
Valeo Financial Advisors
Indiana
$6K +$2.87K +200 +55%
SFS
110
Sowell Financial Services
Arkansas
$5K +$7K +488 New
PA
111
Procyon Advisors
Connecticut
$4K -$746 -52 -11%
TC
112
Truvestments Capital
Florida
$4K +$5.74K +400 New
EI
113
Ellevest Inc
New York
$4K +$5.95K +415 New
APA
114
American Portfolios Advisors
New York
$3.06K – – –
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
FA
116
Fortis Advisors
Pennsylvania
$1K – – –
TFA
117
Toth Financial Advisory
Virginia
$1K – – –
TRCT
118
Tower Research Capital (TRC)
New York
$1K +$961 +67 New
IA
119
IFP Advisors
Florida
$1K +$1.43K +100 New
TI
120
tru Independence
Oregon
$1 – – –
CCM
121
Cota Capital Management
California
– -$9.34M -647,944 Closed
Axa
122
Axa
France
– -$7.57M -525,122 Closed
PCM
123
Portolan Capital Management
Massachusetts
– -$5.47M -379,644 Closed
PC
124
Pier Capital
Connecticut
– -$3.86M -267,525 Closed
Two Sigma Advisers
125
Two Sigma Advisers
New York
– -$3.24M -224,530 Closed
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.