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Yext
YEXT

121 hedge funds and large institutions have $837M invested in Yext in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $3.88M | Put options by funds: $1.55M

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

0.85% more ownership

Funds ownership: 70.01% → 70.86% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

5% less funds holding

Funds holding: 127 → 121 (-6)

28% less capital invested

Capital invested by funds: $1.16B → $837M (-$323M)

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
43
Reduced
30
Closed
27
Calls
$3.88M
Puts
$1.55M
Net Calls
+$2.34M
Net Calls Change
+$3.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.1M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$7.4M
3
CIP
Champlain Investment Partners
Vermont
+$7.38M
4
Capital World Investors
Capital World Investors
California
+$4.35M
5
Millennium Management
Millennium Management
New York
+$3.21M

Top Sellers

1
BAMCO Inc
BAMCO Inc
New York
-$10.6M
2
CCM
Cota Capital Management
California
-$9.34M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$7.82M
4
Axa
Axa
France
-$7.57M
5
PCM
Portolan Capital Management
Massachusetts
-$5.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Luther King Capital Management (LKCM)
126
Luther King Capital Management (LKCM)
Texas
– -$1.36M -94,045 Closed
Man Group
127
Man Group
United Kingdom
– -$916K -63,532 Closed
JGC
128
J. Goldman & Co
New York
– -$888K -61,600 Closed
LI
129
Leap Investments
Illinois
– -$826K -57,298 Closed
QT
130
Quantbot Technologies
New York
– -$575K -39,893 Closed
LCS
131
Levin Capital Strategies
New York
– -$505K -35,000 Closed
Capital Fund Management (CFM)
132
Capital Fund Management (CFM)
France
– -$476K -33,022 Closed
Wolverine Trading
133
Wolverine Trading
Illinois
– -$318K -22,183 Closed
Renaissance Technologies
134
Renaissance Technologies
New York
– -$262K -18,146 Closed
EAM
135
EULAV Asset Management
Florida
– -$258K -17,900 Closed
ProShare Advisors
136
ProShare Advisors
Maryland
– -$185K -12,814 Closed
Tudor Investment Corp
137
Tudor Investment Corp
Connecticut
– -$160K -11,091 Closed
Simplex Trading
138
Simplex Trading
Illinois
– -$116K -8,120 Closed
EWM
139
Edge Wealth Management
New York
– -$88K -6,175 Closed
Russell Investments Group
140
Russell Investments Group
United Kingdom
– -$54K -3,782 Closed
CG
141
Cutler Group
California
– -$34.7K -2,416 Closed
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
– -$32K -2,186 Closed
FMTCOCP
143
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$22K -1,500 Closed
RWA
144
Ropes Wealth Advisors
Massachusetts
– -$22K -1,500 Closed
PCM
145
Prelude Capital Management
New York
– -$19K -1,300 Closed
RIA
146
Realta Investment Advisors
Delaware
– -$9K -540 Closed
WB
147
Webster Bank
Connecticut
– -$7K -500 Closed
SBL
148
Sargent Bickham Lagudis
Colorado
– +$459 +32 New
2 3 4 5
6

YEXT Hedge Fund Activity: Q1 2020 in Review

121 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2020, worth a combined $837M — down 28% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of YEXT and 25 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 43 added.

The largest buyer was Fidelity Investments, adding an estimated $51.1M. The largest seller was BAMCO Inc, cutting an estimated $10.6M.

  • 121 institutional investors held Yext (YEXT) as of Q1 2020, down from 127 in Q4 2019.
  • Funds reported $837M of Yext stock for Q1 2020, down 28% quarter-over-quarter.
  • 25 funds opened new Yext positions in Q1 2020 and 27 closed out, a net change of -2 holders.
  • The largest Yext buyer in Q1 2020 was Fidelity Investments, an estimated $51.1M added.
  • The largest Yext seller in Q1 2020 was BAMCO Inc, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2020.