196 hedge funds and large institutions have $727M invested in Yext in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 71 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $777M → $727M (-$50.3M)

20% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 71

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.13M
Puts
$2.58M
Net Calls
Net Calls Change

Top Buyers

1 +$24.1M
2 +$13.9M
3 +$5.89M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$3.52M
5
Lazard Asset Management
Lazard Asset Management
New York
+$2.98M

Top Sellers

1 -$14.9M
2 -$9.8M
3 -$5.34M
4
Renaissance Technologies
Renaissance Technologies
New York
-$3.66M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
101
Verition Fund Management
Connecticut
$314K
CHAM
102
Clear Harbor Asset Management
Connecticut
$299K
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$294K
GF
104
Gabelli Funds
New York
$290K
Canada Pension Plan Investment Board
105
Canada Pension Plan Investment Board
Ontario, Canada
$272K
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$252K
Marshall Wace
107
Marshall Wace
United Kingdom
$249K
New York State Common Retirement Fund
108
New York State Common Retirement Fund
New York
$249K
CC
109
Centiva Capital
New York
$242K
LSV Asset Management
110
LSV Asset Management
Illinois
$241K
ASRS
111
Arizona State Retirement System
Arizona
$237K
EGM
112
Engineers Gate Manager
New York
$230K
TI
113
Trexquant Investment
Connecticut
$224K
Los Angeles Capital Management
114
Los Angeles Capital Management
California
$221K
PFSRSONJ
115
Police & Firemen's Retirement System of New Jersey
New Jersey
$205K
Neuberger Berman Group
116
Neuberger Berman Group
New York
$196K
Mariner
117
Mariner
Kansas
$195K
Citigroup
118
Citigroup
New York
$160K
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$159K
CIM
120
CIM Investment Management
Pennsylvania
$155K
ProShare Advisors
121
ProShare Advisors
Maryland
$149K
Two Sigma Investments
122
Two Sigma Investments
New York
$142K
FTUS
123
Flow Traders U.S.
New York
$141K
JG
124
Jain Global
New York
$141K
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$123K