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Yext
YEXT

178 hedge funds and large institutions have $539M invested in Yext in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

2% more capital invested

Capital invested by funds: $526M → $539M (+$13M)

0.87% less ownership

Funds ownership: 72.01% → 71.14% (-0.87%)

5% less funds holding

Funds holding: 188 → 178 (-10)

18% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 68

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

48% less call options, than puts

Call options by funds: $834K | Put options by funds: $1.6M

Holders
178
Holders Change
-10
Holders Change %
-5.32%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
56
Reduced
68
Closed
29
Calls
$834K
Puts
$1.6M
Net Calls
-$766K
Net Calls Change
-$1.45M

Top Buyers

1
DSCM
Divisadero Street Capital Management
Florida
+$6.87M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$4.94M
3
ICM
Invenomic Capital Management
Massachusetts
+$3.57M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.36M
5
Millennium Management
Millennium Management
New York
+$2.65M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$8.82M
2
Morgan Stanley
Morgan Stanley
New York
-$4.16M
3
Norges Bank
Norges Bank
Norway
-$4.07M
4
HIM
Hillsdale Investment Management
Ontario, Canada
-$2.54M
5
CSS
Cubist Systematic Strategies
Connecticut
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
101
Sherbrooke Park Advisers
New York
$202K +$198K +33,502 New
Citadel Advisors
102
Citadel Advisors
Florida
$199K -$463K -78,303 -70%
PTC
103
Petrus Trust Company
Texas
$196K – – –
New York State Common Retirement Fund
104
New York State Common Retirement Fund
New York
$186K +$32.1K +5,431 +21%
CIP
105
Cornerstone Investment Partners
Georgia
$185K – – –
HWM
106
HB Wealth Management
Georgia
$181K – – –
ASRS
107
Arizona State Retirement System
Arizona
$175K -$3.52K -596 -2%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$173K +$169K +28,656 New
VI
109
Vestcor Inc
New Brunswick, Canada
$170K -$111K -18,826 -40%
HSBC Holdings
110
HSBC Holdings
United Kingdom
$159K +$156K +26,342 New
CIM
111
CIM Investment Management
Pennsylvania
$152K – – –
EC
112
EntryPoint Capital
New York
$147K +$108K +18,342 +300%
Mackenzie Financial
113
Mackenzie Financial
Ontario, Canada
$146K +$29.2K +4,937 +26%
Neuberger Berman Group
114
Neuberger Berman Group
New York
$137K +$1.53K +258 +1%
Mariner
115
Mariner
Kansas
$137K +$5.67K +958 +4%
NRD
116
Nebula Research & Development
New York
$125K +$49.2K +8,316 +67%
PCM
117
Prelude Capital Management
New York
$122K -$150K -25,326 -56%
CC
118
Corton Capital
Ontario, Canada
$118K +$116K +19,575 New
Citigroup
119
Citigroup
New York
$118K -$39.9K -6,755 -26%
ProShare Advisors
120
ProShare Advisors
Maryland
$116K +$8.95K +1,514 +9%
Verition Fund Management
121
Verition Fund Management
Connecticut
$115K +$113K +19,143 New
GS
122
Gagnon Securities
New York
$114K -$19.6K -3,316 -15%
PWPS
123
Pinnacle Wealth Planning Services
Ohio
$113K – – –
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$108K -$8.37K -1,415 -7%
MGIA
125
Moneta Group Investment Advisors
Missouri
$105K – – –
3 4
5
6 7

YEXT Hedge Fund Activity: Q1 2024 in Review

178 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2024, worth a combined $539M — up 2.5% from $526M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of YEXT and 20 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 56 added.

The largest buyer was Divisadero Street Capital Management, opening a new position worth an estimated $6.87M. The largest seller was Bank of Montreal, cutting an estimated $8.82M.

  • 178 institutional investors held Yext (YEXT) as of Q1 2024, down from 188 in Q4 2023.
  • Funds reported $539M of Yext stock for Q1 2024, up 2.5% quarter-over-quarter.
  • 20 funds opened new Yext positions in Q1 2024 and 29 closed out, a net change of -9 holders.
  • The largest Yext buyer in Q1 2024 was Divisadero Street Capital Management, an estimated $6.87M added.
  • The largest Yext seller in Q1 2024 was Bank of Montreal, an estimated $8.82M sold.

Based on aggregated 13F filings for Q1 2024.