193 hedge funds and large institutions have $726M invested in Yext in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 56 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:

7% less capital invested

Capital invested by funds: $777M → $726M (-$50.8M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 71

Holders
193
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
MGIA
126
Moneta Group Investment Advisors
Missouri
$112K
Creative Planning
127
Creative Planning
Kansas
$106K
Public Employees Retirement Association of Colorado
128
Public Employees Retirement Association of Colorado
Colorado
$101K
Victory Capital Management
129
Victory Capital Management
Texas
$92.1K
SC
130
Shay Capital
New York
$88.7K
OL
131
Optas LLC
Texas
$87.6K
Acadian Asset Management
132
Acadian Asset Management
Massachusetts
$87K
Canada Life
133
Canada Life
Manitoba, Canada
$87K
MM
134
MQS Management
New York
$86.2K
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$84.7K
TRCT
136
Tower Research Capital (TRC)
New York
$83.7K
LCM
137
Landscape Capital Management
New Jersey
$82.1K
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$80.4K
Russell Investments Group
139
Russell Investments Group
United Kingdom
$78.5K
AIP
140
Ameritas Investment Partners
Nebraska
$68.3K
SOADOR
141
State of Alaska Department of Revenue
Alaska
$46K
WSFS
142
Wilmington Savings Fund Society
Delaware
$44.6K
PWPS
143
Pinnacle Wealth Planning Services
Ohio
$41.1K
CA
144
Clearstead Advisors
Ohio
$37.7K
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$32K
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.2K
AB
147
Amalgamated Bank
New York
$26K
FCMT
148
Founders Capital Management (Texas)
Texas
$24.2K
VCM
149
Versant Capital Management
Arizona
$18K
SS
150
SBI Securities
Japan
$16K