We are live on ! Find out more

150 hedge funds and large institutions have $1.33B invested in Yext in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.56% more ownership

Funds ownership: 72.27%73.82% (+1.6%)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

2% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 151150 (-1)

4% less capital invested

Capital invested by funds: $1.38B → $1.33B (-$54.4M)

22% less call options, than puts

Call options by funds: $5.63M | Put options by funds: $7.22M

Holders
150
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
51
Reduced
50
Closed
21
Calls
$5.63M
Puts
$7.22M
Net Calls
-$1.59M
Net Calls Change
-$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
101
SG Americas Securities
New York
$263K -$59.8K -3,581 -16%
Group One Trading
102
Group One Trading
Illinois
$229K +$264K +15,813 New
Qube Research & Technologies (QRT)
103
Qube Research & Technologies (QRT)
United Kingdom
$228K -$86.4K -5,173 -25%
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$225K +$71K +4,250 +38%
AB
105
Amalgamated Bank
New York
$216K -$19.1K -1,143 -7%
CMI
106
Clare Market Investments
Texas
$203K -$148K -8,850 -39%
DTL
107
Dynamic Technology Lab
Singapore
$190K +$17.4K +1,045 +9%
XT
108
XTX Topco
Cayman Islands
$186K +$214K +12,826 New
Public Employees Retirement Association of Colorado
109
Public Employees Retirement Association of Colorado
Colorado
$182K
TRCT
110
Tower Research Capital (TRC)
New York
$174K +$107K +6,398 +114%
Franklin Resources
111
Franklin Resources
California
$174K +$200K +12,003 New
DAS
112
Dynamic Advisor Solutions
Arizona
$172K
HSBC Holdings
113
HSBC Holdings
United Kingdom
$169K -$153K -9,164 -44%
Creative Planning
114
Creative Planning
Kansas
$168K +$194K +11,628 New
CG
115
Cutler Group
California
$167K +$109K +6,537 +131%
PP
116
Paloma Partners
Connecticut
$160K +$185K +11,077 New
RJFSA
117
Raymond James Financial Services Advisors
Florida
$157K +$181K +10,840 New
BAM
118
Blueshift Asset Management
New Jersey
$155K -$308K -18,461 -63%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$152K
AIP
120
Ameritas Investment Partners
Nebraska
$129K
Citigroup
121
Citigroup
New York
$122K -$218K -13,028 -61%
Osaic Holdings
122
Osaic Holdings
Arizona
$120K -$13K -776 -9%
Russell Investments Group
123
Russell Investments Group
United Kingdom
$112K +$130K +7,760 New
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$58K -$212K -12,678 -77%
QT
125
Quantbot Technologies
New York
$51K +$59K +3,534 New

YEXT Hedge Fund Activity: Q1 2021 in Review

150 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2021, worth a combined $1.33B — down 3.9% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new YEXT positions and 21 closed out — a net gain of 1 holder — while 51 added to existing stakes and 50 trimmed.

The largest buyer was Freshford Capital Management, opening a new position worth an estimated $23.6M. The largest seller was Capital International Investors, exiting entirely with an estimated $18.7M sold.

  • 150 institutional investors held Yext (YEXT) as of Q1 2021, down from 151 in Q4 2020.
  • Funds reported $1.33B of Yext stock for Q1 2021, down 3.9% quarter-over-quarter.
  • 22 funds opened new Yext positions in Q1 2021 and 21 closed out, a net change of +1 holder.
  • The largest Yext buyer in Q1 2021 was Freshford Capital Management, an estimated $23.6M added.
  • The largest Yext seller in Q1 2021 was Capital International Investors, an estimated $18.7M sold.

Based on aggregated 13F filings for Q1 2021.