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169 hedge funds and large institutions have $532M invested in Yext in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 45 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

45% more capital invested

Capital invested by funds: $367M → $532M (+$165M)

32% more call options, than puts

Call options by funds: $2.36M | Put options by funds: $1.79M

6% more funds holding

Funds holding: 160169 (+9)

0.63% more ownership

Funds ownership: 66.58%67.21% (+0.63%)

32% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 66

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.72%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
33
Increased
45
Reduced
66
Closed
22
Calls
$2.36M
Puts
$1.79M
Net Calls
+$574K
Net Calls Change
+$984K
Name Holding Trade Value Shares
Change
Change in
Stake
CMF
101
Counterpoint Mutual Funds
California
$157K -$20.6K -3,774 -14%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$156K -$84K -15,403 -39%
FRM
103
Fox Run Management
Connecticut
$154K +$129K +23,630 New
GAM
104
Gotham Asset Management
New York
$149K +$124K +22,794 New
Citigroup
105
Citigroup
New York
$146K +$69K +12,652 +130%
Squarepoint
106
Squarepoint
New York
$139K +$116K +21,352 New
Neuberger Berman Group
107
Neuberger Berman Group
New York
$137K
HWM
108
HB Wealth Management
Georgia
$131K +$109K +20,070 New
Amundi
109
Amundi
France
$131K -$7.1K -1,302 -6%
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$130K -$109K -19,952 -50%
B
111
Bailard
California
$126K +$105K +19,290 New
QI
112
Qtron Investments
Massachusetts
$124K -$2.85K -522 -3%
PWPS
113
Pinnacle Wealth Planning Services
Ohio
$123K +$2.98K +547 +3%
AB
114
Amalgamated Bank
New York
$122K
GC
115
Globeflex Capital
California
$115K +$96.1K +17,615 New
I
116
InceptionR
California
$106K +$88.9K +16,295 New
Balyasny Asset Management
117
Balyasny Asset Management
Illinois
$104K +$87.2K +15,983 New
PCM
118
Prelude Capital Management
New York
$104K -$70.5K -12,919 -45%
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K
VI
120
Versor Investments
New York
$99.9K +$83.4K +15,300 New
FC
121
Financial Consulate
Maryland
$98K
ProShare Advisors
122
ProShare Advisors
Maryland
$95.7K +$11.4K +2,099 +17%
JMPWA
123
JP Morgan Private Wealth Advisors
California
$90.5K +$75.5K +13,853 New
Principal Financial Group
124
Principal Financial Group
Iowa
$90K -$14K -2,575 -16%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$88.5K +$16.5K +3,032 +29%

YEXT Hedge Fund Activity: Q4 2022 in Review

169 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q4 2022, worth a combined $532M — up 45% from $367M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new YEXT positions and 22 closed out — a net gain of 11 holders — while 45 added to existing stakes and 66 trimmed.

The largest buyer was Potrero Capital Research, opening a new position worth an estimated $9.59M. The largest seller was Gagnon Securities, cutting an estimated $9.67M.

  • 169 institutional investors held Yext (YEXT) as of Q4 2022, up from 160 in Q3 2022.
  • Funds reported $532M of Yext stock for Q4 2022, up 45% quarter-over-quarter.
  • 33 funds opened new Yext positions in Q4 2022 and 22 closed out, a net change of +11 holders.
  • The largest Yext buyer in Q4 2022 was Potrero Capital Research, an estimated $9.59M added.
  • The largest Yext seller in Q4 2022 was Gagnon Securities, an estimated $9.67M sold.

Based on aggregated 13F filings for Q4 2022.