Yext
YEXT
150 hedge funds and large institutions have $1.33B invested in Yext in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 21 closing their positions.
1.56% more ownership
Funds ownership: 72.27% → 73.82% (+1.6%)
5% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 21
2% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 50
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less funds holding
Funds holding: 151 → 150 (-1)
4% less capital invested
Capital invested by funds: $1.38B → $1.33B (-$54.4M)
22% less call options, than puts
Call options by funds: $5.63M | Put options by funds: $7.22M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Freshford Capital Management
Rye Brook,
New York
|
+$23.6M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$13M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.02M |
| 4 |
PC
Pier Capital
Stamford,
Connecticut
|
+$6.53M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$18.7M |
| 2 |
IFA
Invus Financial Advisors
New York
|
-$5.32M |
| 3 |
D.E. Shaw & Co
New York
|
-$4.52M |
| 4 |
CCPM
Cooper Creek Partners Management
New York
|
-$3.1M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$2.82M |
YEXT Hedge Fund Activity: Q1 2021 in Review
150 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2021, worth a combined $1.33B — down 3.9% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new YEXT positions and 21 closed out — a net gain of 1 holder — while 51 added to existing stakes and 50 trimmed.
The largest buyer was Freshford Capital Management, opening a new position worth an estimated $23.6M. The largest seller was Capital International Investors, exiting entirely with an estimated $18.7M sold.
- 150 institutional investors held Yext (YEXT) as of Q1 2021, down from 151 in Q4 2020.
- Funds reported $1.33B of Yext stock for Q1 2021, down 3.9% quarter-over-quarter.
- 22 funds opened new Yext positions in Q1 2021 and 21 closed out, a net change of +1 holder.
- The largest Yext buyer in Q1 2021 was Freshford Capital Management, an estimated $23.6M added.
- The largest Yext seller in Q1 2021 was Capital International Investors, an estimated $18.7M sold.
Based on aggregated 13F filings for Q1 2021.