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Yext
YEXT

151 hedge funds and large institutions have $1.38B invested in Yext in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $10.4M

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

8% more capital invested

Capital invested by funds: $1.28B → $1.38B (+$105M)

6% more funds holding

Funds holding: 143 → 151 (+8)

1.81% more ownership

Funds ownership: 70.46% → 72.27% (+1.8%)

8% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 48

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
151
Holders Change
+8
Holders Change %
+5.59%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
28
Increased
52
Reduced
48
Closed
18
Calls
$30.9M
Puts
$10.4M
Net Calls
+$20.5M
Net Calls Change
+$26.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$198M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$12M
3
BlackRock
BlackRock
New York
+$11.6M
4
NIM
Needham Investment Management
New York
+$7.7M
5
ClearBridge Investments
ClearBridge Investments
New York
+$4.16M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$120M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$14.8M
3
IFA
Invus Financial Advisors
New York
-$13.9M
4
CIP
Champlain Investment Partners
Vermont
-$11.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$4.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
126
Parallel Advisors
California
$47K +$257 +15 +0.5%
BCV
127
Banque Cantonale Vaudoise
Switzerland
$31K +$22.2K +1,300 +186%
RA
128
Reby Advisors
Connecticut
$31K +$34.2K +2,000 New
Macquarie Group
129
Macquarie Group
Australia
$28K – – –
FWM
130
Focused Wealth Management
New York
$18K -$19.6K -1,144 -50%
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$18K +1,050 New
APA
132
American Portfolios Advisors
New York
$15.7K -$1.71K -100 -9%
CFA
133
Carroll Financial Associates
North Carolina
$15K – – –
RE
134
RBC Europe
United Kingdom
$12.7K – – –
US Bancorp
135
US Bancorp
Minnesota
$9K – – –
ADL
136
Asset Dedication LLC
California
$8K – – –
EI
137
Ellevest Inc
New York
$7K +$684 +40 +10%
VFA
138
Valeo Financial Advisors
Indiana
$6K -$3.54K -207 -35%
Walleye Capital
139
Walleye Capital
New York
$4.69K -$2.44M -142,430 -32%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$4K -$14.7K -860 -77%
First Manhattan
141
First Manhattan
New York
$4K – – –
AA
142
AlphaMark Advisors
Kentucky
$3K – – –
NFG
143
Next Financial Group
Texas
$3K +$1.71K +100 +100%
TFA
144
Toth Financial Advisory
Virginia
$2K – – –
AF
145
Allworth Financial
California
$2K +$1.71K +100 New
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
SBL
147
Sargent Bickham Lagudis
Colorado
$1K – – –
AIG
148
American International Group
New York
$941 -$10.4K -610 -1%
Capital World Investors
149
Capital World Investors
California
– -$120M -7,920,309 Closed
Lord, Abbett & Co
150
Lord, Abbett & Co
New Jersey
– -$14.8M -975,293 Closed
3 4 5
6
7

YEXT Hedge Fund Activity: Q4 2020 in Review

151 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q4 2020, worth a combined $1.38B — up 8.2% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new YEXT positions and 18 closed out — a net gain of 10 holders — while 52 added to existing stakes and 48 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $198M. The largest seller was Capital World Investors, exiting entirely with an estimated $120M sold.

  • 151 institutional investors held Yext (YEXT) as of Q4 2020, up from 143 in Q3 2020.
  • Funds reported $1.38B of Yext stock for Q4 2020, up 8.2% quarter-over-quarter.
  • 28 funds opened new Yext positions in Q4 2020 and 18 closed out, a net change of +10 holders.
  • The largest Yext buyer in Q4 2020 was Fidelity Investments, an estimated $198M added.
  • The largest Yext seller in Q4 2020 was Capital World Investors, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2020.