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184 hedge funds and large institutions have $575M invested in Yext in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

1% more funds holding

Funds holding: 182184 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.33% less ownership

Funds ownership: 75.17%73.84% (-1.3%)

6% less capital invested

Capital invested by funds: $610M → $575M (-$34.8M)

21% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 66

87% less call options, than puts

Call options by funds: $2.59M | Put options by funds: $19.5M

Holders
184
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
52
Reduced
66
Closed
27
Calls
$2.59M
Puts
$19.5M
Net Calls
-$16.9M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BHCM
101
Brevan Howard Capital Management
Jersey
$201K +$211K +32,659 New
ASRS
102
Arizona State Retirement System
Arizona
$192K -$2.83K -438 -1%
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$190K
Allianz Asset Management
104
Allianz Asset Management
Germany
$180K +$189K +29,300 New
Man Group
105
Man Group
United Kingdom
$176K +$185K +28,553 New
VI
106
Vestcor Inc
New Brunswick, Canada
$165K
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$155K -$12.2K -1,892 -7%
HWM
108
HB Wealth Management
Georgia
$155K +$536 +83 +0.3%
CWM
109
CIBC World Markets
New York
$145K +$153K +23,614 New
KK
110
KLP Kapitalforvaltning
Norway
$145K
ProShare Advisors
111
ProShare Advisors
Maryland
$142K -$44.8K -6,933 -23%
EGM
112
Engineers Gate Manager
New York
$141K +$148K +22,962 New
N
113
Numerai
California
$138K +$145K +22,429 New
QC
114
Quadrature Capital
United Kingdom
$138K +$144K +22,328 New
Neuberger Berman Group
115
Neuberger Berman Group
New York
$132K
PFSRSONJ
116
Police & Firemen's Retirement System of New Jersey
New Jersey
$132K
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$125K -$13.6K -2,100 -9%
MGIA
118
Moneta Group Investment Advisors
Missouri
$125K +$937 +145 +0.7%
CIM
119
CIM Investment Management
Pennsylvania
$123K -$3.07K -475 -2%
Ameriprise
120
Ameriprise
Minnesota
$114K -$582 -90 -0.5%
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$111K +$36.7K +5,681 +40%
SSG
122
Summit Securities Group
New York
$105K +$110K +17,000 New
ET
123
Entropy Technologies
New York
$104K +$21.3K +3,298 +24%
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
$98.2K -$5.6K -867 -5%
US Bancorp
125
US Bancorp
Minnesota
$93K

YEXT Hedge Fund Activity: Q1 2025 in Review

184 of the 7,460 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2025, worth a combined $575M — down 5.7% from $610M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new YEXT positions and 27 closed out — a net gain of 3 holders — while 52 added to existing stakes and 66 trimmed.

The largest buyer was Lynrock Lake LP, adding an estimated $6.52M. The largest seller was Horrell Capital Management, exiting entirely with an estimated $5.14M sold.

  • 184 institutional investors held Yext (YEXT) as of Q1 2025, up from 182 in Q4 2024.
  • Funds reported $575M of Yext stock for Q1 2025, down 5.7% quarter-over-quarter.
  • 30 funds opened new Yext positions in Q1 2025 and 27 closed out, a net change of +3 holders.
  • The largest Yext buyer in Q1 2025 was Lynrock Lake LP, an estimated $6.52M added.
  • The largest Yext seller in Q1 2025 was Horrell Capital Management, an estimated $5.14M sold.

Based on aggregated 13F filings for Q1 2025.