192 hedge funds and large institutions have $780M invested in Yext in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.2% more ownership

Funds ownership: 73.8%75% (+1.2%)

2% less call options, than puts

Call options by funds: $2.25M | Put options by funds: $2.29M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
192
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
$2.25M
Puts
$2.29M
Net Calls
Net Calls Change

Top Sellers

1 -$16.8M
2 -$8.71M
3 -$7.98M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$5.93M
5
BlackRock
BlackRock
New York
-$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
126
Acuitas Investments
Washington
$169K
CIM
127
CIM Investment Management
Pennsylvania
$167K
QC
128
Quadrature Capital
United Kingdom
$163K
QT
129
Quantbot Technologies
New York
$162K
PA
130
PharVision Advisers
Florida
$157K
Los Angeles Capital Management
131
Los Angeles Capital Management
California
$151K
SC
132
Savant Capital
Illinois
$149K
Mirae Asset Global Investments
133
Mirae Asset Global Investments
South Korea
$142K
TRCT
134
Tower Research Capital (TRC)
New York
$130K
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$124K
OQS
136
Occudo Quantitative Strategies
Florida
$124K
MGIA
137
Moneta Group Investment Advisors
Missouri
$118K
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$115K
GS
139
Gagnon Securities
New York
$110K
Creative Planning
140
Creative Planning
Kansas
$109K
CWM
141
CIBC World Markets
New York
$108K
Public Employees Retirement Association of Colorado
142
Public Employees Retirement Association of Colorado
Colorado
$107K
Simplex Trading
143
Simplex Trading
Illinois
$107K
1C
144
111 Capital
France
$99.7K
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$98K
State of Wisconsin Investment Board
146
State of Wisconsin Investment Board
Wisconsin
$96.3K
HSBC Holdings
147
HSBC Holdings
United Kingdom
$95.8K
Canada Life
148
Canada Life
Manitoba, Canada
$92K
AIP
149
Ameritas Investment Partners
Nebraska
$90.4K
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$88K