We are live on ! Find out more

169 hedge funds and large institutions have $490M invested in Yext in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 43 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 43

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.45% more ownership

Funds ownership: 71.14%72.58% (+1.4%)

5% less funds holding

Funds holding: 178169 (-9)

9% less capital invested

Capital invested by funds: $539M → $490M (-$49.6M)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

50% less call options, than puts

Call options by funds: $1.8M | Put options by funds: $3.6M

Holders
169
Holders Change
-9
Holders Change %
-5.06%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
71
Reduced
43
Closed
33
Calls
$1.8M
Puts
$3.6M
Net Calls
-$1.79M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
101
HB Wealth Management
Georgia
$161K
ASRS
102
Arizona State Retirement System
Arizona
$159K +$3.93K +730 +3%
Balyasny Asset Management
103
Balyasny Asset Management
Illinois
$156K -$94.8K -17,610 -38%
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
$153K
CIP
105
Cornerstone Investment Partners
Georgia
$152K -$12.4K -2,295 -7%
OAM
106
Oxford Asset Management
United Kingdom
$152K +$153K +28,374 New
GCM
107
Gladius Capital Management
Illinois
$145K +$146K +27,101 New
Neuberger Berman Group
108
Neuberger Berman Group
New York
$145K +$23.3K +4,334 +19%
PI
109
PEAK6 Investments
Illinois
$144K +$145K +26,863 New
Mackenzie Financial
110
Mackenzie Financial
Ontario, Canada
$143K +$13.4K +2,493 +10%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$129K +$33.8K +6,275 +35%
DFCM
112
Dark Forest Capital Management
Puerto Rico
$125K +$125K +23,295 New
Mariner
113
Mariner
Kansas
$122K +$528 +98 +0.4%
SPA
114
Sherbrooke Park Advisers
New York
$113K -$67K -12,447 -37%
CIM
115
CIM Investment Management
Pennsylvania
$109K -$26.2K -4,856 -19%
TRCT
116
Tower Research Capital (TRC)
New York
$106K +$90.8K +16,852 +575%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$102K +$46.6K +8,655 +84%
PWPS
118
Pinnacle Wealth Planning Services
Ohio
$101K
HCA
119
Harbor Capital Advisors
Illinois
$100K +$26.6K +4,946 +36%
GS
120
Gagnon Securities
New York
$98.8K -$2.23K -414 -2%
MGIA
121
Moneta Group Investment Advisors
Missouri
$93.7K +$959 +178 +1%
SC
122
Savant Capital
Illinois
$92.3K +$92.9K +17,245 New
SSA
123
Schonfeld Strategic Advisors
New York
$90.7K +$91.3K +16,956 New
Robeco Institutional Asset Management
124
Robeco Institutional Asset Management
Netherlands
$83.3K
DAS
125
Dynamic Advisor Solutions
Arizona
$83.2K +$18.2K +3,385 +28%

YEXT Hedge Fund Activity: Q2 2024 in Review

169 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q2 2024, worth a combined $490M — down 9.2% from $539M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of YEXT and 27 opened new positions — a net loss of 6 holders — while 43 trimmed existing stakes and 71 added.

The largest buyer was Potrero Capital Research, adding an estimated $8.82M. The largest seller was Invenomic Capital Management, exiting entirely with an estimated $9.07M sold.

  • 169 institutional investors held Yext (YEXT) as of Q2 2024, down from 178 in Q1 2024.
  • Funds reported $490M of Yext stock for Q2 2024, down 9.2% quarter-over-quarter.
  • 27 funds opened new Yext positions in Q2 2024 and 33 closed out, a net change of -6 holders.
  • The largest Yext buyer in Q2 2024 was Potrero Capital Research, an estimated $8.82M added.
  • The largest Yext seller in Q2 2024 was Invenomic Capital Management, an estimated $9.07M sold.

Based on aggregated 13F filings for Q2 2024.