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158 hedge funds and large institutions have $407M invested in Yext in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more call options, than puts

Call options by funds: $4.74M | Put options by funds: $3.34M

2.47% more ownership

Funds ownership: 66.35%68.82% (+2.5%)

7% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 55

11% less funds holding

Funds holding: 178158 (-20)

32% less capital invested

Capital invested by funds: $600M → $407M (-$192M)

49% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 37

Holders
158
Holders Change
-20
Holders Change %
-11.24%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
59
Reduced
55
Closed
37
Calls
$4.74M
Puts
$3.34M
Net Calls
+$1.39M
Net Calls Change
+$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
101
Amalgamated Bank
New York
$91K +$3.87K +696 +4%
Principal Financial Group
102
Principal Financial Group
Iowa
$89K -$11.1K -1,991 -10%
TSS
103
Two Sigma Securities
New York
$88K +$102K +18,326 New
JM
104
Jeneq Management
New York
$87K -$255K -45,902 -72%
PWM
105
Perigon Wealth Management
California
$84K
HSBC Holdings
106
HSBC Holdings
United Kingdom
$82K -$35.5K -6,395 -27%
T. Rowe Price Associates
107
T. Rowe Price Associates
Maryland
$77K +$7.03K +1,265 +9%
PP
108
PDT Partners
New York
$76K -$1.07M -193,401 -92%
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$75K -$27.4K -4,938 -24%
Citigroup
110
Citigroup
New York
$75K -$1.81K -325 -2%
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75K -$2.78K -500 -3%
Victory Capital Management
112
Victory Capital Management
Texas
$74K -$279K -50,143 -76%
Franklin Resources
113
Franklin Resources
California
$73K -$52.3K -9,415 -38%
FC
114
Financial Consulate
Maryland
$72K
Wells Fargo
115
Wells Fargo
California
$69K -$403K -72,495 -83%
BAM
116
Blueshift Asset Management
New Jersey
$69K -$94K -16,919 -54%
ProShare Advisors
117
ProShare Advisors
Maryland
$65K -$44K -7,922 -37%
Public Employees Retirement Association of Colorado
118
Public Employees Retirement Association of Colorado
Colorado
$60K
DAS
119
Dynamic Advisor Solutions
Arizona
$56K -$1.11K -200 -2%
Mackenzie Financial
120
Mackenzie Financial
Ontario, Canada
$51K +$59.4K +10,693 New
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$50K
CWR
122
Chico Wealth RIA
California
$50K +$58.1K +10,460 New
Group One Trading
123
Group One Trading
Illinois
$48K -$3.3K -594 -6%
AIP
124
Ameritas Investment Partners
Nebraska
$42K
TRCT
125
Tower Research Capital (TRC)
New York
$29K -$6.62K -1,192 -16%

YEXT Hedge Fund Activity: Q2 2022 in Review

158 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q2 2022, worth a combined $407M — down 32% from $600M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of YEXT and 19 opened new positions — a net loss of 18 holders — while 55 trimmed existing stakes and 59 added.

The largest buyer was Lead Edge Capital Management, adding an estimated $10.8M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $42.7M sold.

  • 158 institutional investors held Yext (YEXT) as of Q2 2022, down from 178 in Q1 2022.
  • Funds reported $407M of Yext stock for Q2 2022, down 32% quarter-over-quarter.
  • 19 funds opened new Yext positions in Q2 2022 and 37 closed out, a net change of -18 holders.
  • The largest Yext buyer in Q2 2022 was Lead Edge Capital Management, an estimated $10.8M added.
  • The largest Yext seller in Q2 2022 was Champlain Investment Partners, an estimated $42.7M sold.

Based on aggregated 13F filings for Q2 2022.