We are live on ! Find out more

160 hedge funds and large institutions have $367M invested in Yext in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 158160 (+2)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.24% less ownership

Funds ownership: 68.82%66.58% (-2.2%)

10% less capital invested

Capital invested by funds: $407M → $367M (-$40.8M)

16% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 55

22% less call options, than puts

Call options by funds: $1.45M | Put options by funds: $1.86M

Holders
160
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
46
Reduced
55
Closed
28
Calls
$1.45M
Puts
$1.86M
Net Calls
-$410K
Net Calls Change
-$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
101
Arizona State Retirement System
Arizona
$126K +$1.08K +232 +0.8%
CMF
102
Counterpoint Mutual Funds
California
$124K +$129K +27,866 New
OR
103
Olympiad Research
Connecticut
$119K -$95K -20,490 -44%
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$113K +$118K +25,390 New
Wolverine Trading
105
Wolverine Trading
Illinois
$112K +$113K +24,395 New
T. Rowe Price Associates
106
T. Rowe Price Associates
Maryland
$106K +$34.8K +7,493 +47%
Amundi
107
Amundi
France
$106K +$101K +21,836 New
Mackenzie Financial
108
Mackenzie Financial
Ontario, Canada
$97K +$51K +10,992 +103%
Neuberger Berman Group
109
Neuberger Berman Group
New York
$94K
Handelsbanken Fonder
110
Handelsbanken Fonder
Sweden
$93K
CM
111
Caption Management
Oklahoma
$93K +$96.5K +20,800 New
QI
112
Qtron Investments
Massachusetts
$87K +$90.5K +19,514 New
JM
113
Jeneq Management
New York
$85K +$4.68K +1,010 +6%
AB
114
Amalgamated Bank
New York
$83K -$1.94K -419 -2%
PWPS
115
Pinnacle Wealth Planning Services
Ohio
$81K +$84.7K +18,252 New
PWM
116
Perigon Wealth Management
California
$78K
Principal Financial Group
117
Principal Financial Group
Iowa
$73K -$10.6K -2,284 -12%
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70K
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$67K -$3.33K -719 -5%
FC
120
Financial Consulate
Maryland
$67K
QT
121
Quantbot Technologies
New York
$66K -$259K -55,866 -79%
Public Employees Retirement Association of Colorado
122
Public Employees Retirement Association of Colorado
Colorado
$56K
ProShare Advisors
123
ProShare Advisors
Maryland
$55K -$4.38K -945 -7%
UBS Group
124
UBS Group
Switzerland
$53K +$50.1K +10,791 +1,139%
DT
125
Diversified Trust
Tennessee
$53K +$54.7K +11,788 New

YEXT Hedge Fund Activity: Q3 2022 in Review

160 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2022, worth a combined $367M — down 10% from $407M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new YEXT positions and 28 closed out — a net gain of 2 holders — while 46 added to existing stakes and 55 trimmed.

The largest buyer was Lead Edge Capital Management, adding an estimated $11.8M. The largest seller was Hawk Ridge Capital Management, exiting entirely with an estimated $16.5M sold.

  • 160 institutional investors held Yext (YEXT) as of Q3 2022, up from 158 in Q2 2022.
  • Funds reported $367M of Yext stock for Q3 2022, down 10% quarter-over-quarter.
  • 30 funds opened new Yext positions in Q3 2022 and 28 closed out, a net change of +2 holders.
  • The largest Yext buyer in Q3 2022 was Lead Edge Capital Management, an estimated $11.8M added.
  • The largest Yext seller in Q3 2022 was Hawk Ridge Capital Management, an estimated $16.5M sold.

Based on aggregated 13F filings for Q3 2022.