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Yext
YEXT

191 hedge funds and large institutions have $818M invested in Yext in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $4.52M | Put options by funds: $1.26M

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

54% more capital invested

Capital invested by funds: $532M → $818M (+$286M)

29% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 52

13% more funds holding

Funds holding: 169 → 191 (+22)

2.43% more ownership

Funds ownership: 67.21% → 69.64% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
191
Holders Change
+22
Holders Change %
+13.02%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
41
Increased
67
Reduced
52
Closed
19
Calls
$4.52M
Puts
$1.26M
Net Calls
+$3.25M
Net Calls Change
+$2.68M

Top Buyers

1
GS
Gagnon Securities
New York
+$9.4M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$6.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.2M
4
HF
HRT Financial
New York
+$4.02M
5
CSS
Cubist Systematic Strategies
Connecticut
+$3.76M

Top Sellers

1
BlackRock
BlackRock
New York
-$6.86M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.69M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$4.93M
4
PCR
Potrero Capital Research
California
-$4.61M
5
NIM
Needham Investment Management
New York
-$3.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
101
Campbell & Co Investment Adviser
Maryland
$436K +$349K +45,415 New
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$435K – – –
Janus Henderson Group
103
Janus Henderson Group
United Kingdom
$428K +$189K +24,537 +123%
GC
104
Globeflex Capital
California
$424K +$204K +26,500 +150%
BL
105
Bleichroeder LP
New York
$416K – – –
XT
106
XTX Topco
Cayman Islands
$414K +$331K +43,040 New
OC
107
Oppenheimer & Co
New York
$408K -$15K -1,948 -4%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$404K +$319K +41,487 New
Prudential Financial
109
Prudential Financial
New Jersey
$390K -$6.16K -800 -2%
Teacher Retirement System of Texas
110
Teacher Retirement System of Texas
Texas
$352K +$182K +23,658 +183%
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$350K – – –
PCM
112
Prelude Capital Management
New York
$337K +$147K +19,143 +120%
OR
113
Olympiad Research
Connecticut
$335K +$269K +34,900 New
Verition Fund Management
114
Verition Fund Management
Connecticut
$318K +$254K +33,039 New
CIP
115
Cornerstone Investment Partners
Georgia
$316K -$38K -4,934 -13%
CM
116
Caption Management
Oklahoma
$313K +$251K +32,620 New
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$311K -$34.6K -4,500 -12%
CF
118
Cantor Fitzgerald
New York
$310K +$249K +32,300 New
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$298K -$892K -115,887 -79%
ETC
120
Exchange Traded Concepts
Oklahoma
$291K -$162K -20,989 -41%
SOW
121
State of Wyoming
Wyoming
$290K +$144K +18,719 +164%
AC
122
AXQ Capital
New Jersey
$289K +$232K +30,124 New
ASRS
123
Arizona State Retirement System
Arizona
$275K +$5.48K +712 +3%
Wells Fargo
124
Wells Fargo
California
$268K +$167K +21,673 +348%
CC
125
Cipher Capital
New York
$262K +$210K +27,254 New
3 4
5
6 7

YEXT Hedge Fund Activity: Q1 2023 in Review

191 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2023, worth a combined $818M — up 54% from $532M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new YEXT positions and 19 closed out — a net gain of 22 holders — while 67 added to existing stakes and 52 trimmed.

The largest buyer was Gagnon Securities, adding an estimated $9.4M. The largest seller was BlackRock, cutting an estimated $6.86M.

  • 191 institutional investors held Yext (YEXT) as of Q1 2023, up from 169 in Q4 2022.
  • Funds reported $818M of Yext stock for Q1 2023, up 54% quarter-over-quarter.
  • 41 funds opened new Yext positions in Q1 2023 and 19 closed out, a net change of +22 holders.
  • The largest Yext buyer in Q1 2023 was Gagnon Securities, an estimated $9.4M added.
  • The largest Yext seller in Q1 2023 was BlackRock, an estimated $6.86M sold.

Based on aggregated 13F filings for Q1 2023.