200 hedge funds and large institutions have $313M invested in Yext in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 57 increasing their positions, 65 reducing their positions, and 44 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:

more funds holding

Funds holding:

less ownership

Funds ownership:

12% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 65

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

57% less capital invested

Capital invested by funds: $727M → $313M (-$414M)

Holders
200
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.46M
Puts
$2.08M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
STA
101
Summit Trail Advisors
New York
$124K
Canada Pension Plan Investment Board
102
Canada Pension Plan Investment Board
Ontario, Canada
$120K
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$119K
Marshall Wace
104
Marshall Wace
United Kingdom
$118K
Two Sigma Investments
105
Two Sigma Investments
New York
$113K
ASRS
106
Arizona State Retirement System
Arizona
$112K
TA
107
Tactive Advisors
Florida
$111K
SRL
108
Scientech Research LLC
New Jersey
$111K
Raymond James Financial
109
Raymond James Financial
Florida
$109K
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$108K
IIM
111
INTECH Investment Management
Florida
$108K
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$106K
Janus Henderson Group
113
Janus Henderson Group
United Kingdom
$103K
HCA
114
Harbor Capital Advisors
Illinois
$101K
PFSRSONJ
115
Police & Firemen's Retirement System of New Jersey
New Jersey
$97.5K
HWM
116
HB Wealth Management
Georgia
$97.2K
PCM
117
Prelude Capital Management
New York
$89.1K
Verition Fund Management
118
Verition Fund Management
Connecticut
$87.8K
Neuberger Berman Group
119
Neuberger Berman Group
New York
$87.5K
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$85.4K
VIA
121
Vanguard Investments Australia
Australia
$84.3K
Citigroup
122
Citigroup
New York
$80K
SEI Investments
123
SEI Investments
Pennsylvania
$78.8K
JG
124
Jain Global
New York
$74.3K
CIM
125
CIM Investment Management
Pennsylvania
$74.1K