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158 hedge funds and large institutions have $407M invested in Yext in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more call options, than puts

Call options by funds: $4.74M | Put options by funds: $3.34M

2.47% more ownership

Funds ownership: 66.35%68.82% (+2.5%)

7% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 55

11% less funds holding

Funds holding: 178158 (-20)

32% less capital invested

Capital invested by funds: $600M → $407M (-$192M)

49% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 37

Holders
158
Holders Change
-20
Holders Change %
-11.24%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
59
Reduced
55
Closed
37
Calls
$4.74M
Puts
$3.34M
Net Calls
+$1.39M
Net Calls Change
+$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
126
State of Wyoming
Wyoming
$28K -$31.3K -5,641 -49%
BCV
127
Banque Cantonale Vaudoise
Switzerland
$27K
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$23.9K -$11.7K -2,113 -30%
US Bancorp
129
US Bancorp
Minnesota
$21K +$23.9K +4,296 +2,736%
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$19K +$6.67K +1,200 +44%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$14K +$15.1K +2,711 +1,205%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$13K +$2.84K +511 +23%
QCG
133
Quadrant Capital Group
Ohio
$13K +$6.79K +1,222 +84%
IA
134
IFP Advisors
Florida
$8K
Osaic Holdings
135
Osaic Holdings
Arizona
$6K -$48.4K -8,710 -85%
Macquarie Group
136
Macquarie Group
Australia
$6K
UBS Group
137
UBS Group
Switzerland
$5K -$111K -19,983 -95%
PA
138
Parallel Advisors
California
$5K +$2.88K +519 +115%
S
139
SignatureFD
Georgia
$4K +$3.06K +551 +245%
AF
140
Advisornet Financial
Minnesota
$4K +$5.19K +934 New
LC
141
Lindbrook Capital
California
$3K +$2.64K +476 +287%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$2K +$928 +167 +106%
EWA
143
EverSource Wealth Advisors
Alabama
$2K +$1.98K +356 New
CG
144
Cutler Group
California
$2K +$3.33K +599 +3,328%
AA
145
AlphaMark Advisors
Kentucky
$1K
BBPWM
146
Blue Bell Private Wealth Management
Pennsylvania
$1K
CA
147
Clearstead Advisors
Ohio
$1K
MCM
148
Manchester Capital Management
Vermont
$1K +$739 +133 New
VVP
149
Venture Visionary Partners
Ohio
$956 +$1.11K +200 New
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$73 +$11.4K +2,047 +19%

YEXT Hedge Fund Activity: Q2 2022 in Review

158 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q2 2022, worth a combined $407M — down 32% from $600M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of YEXT and 19 opened new positions — a net loss of 18 holders — while 55 trimmed existing stakes and 59 added.

The largest buyer was Lead Edge Capital Management, adding an estimated $10.8M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $42.7M sold.

  • 158 institutional investors held Yext (YEXT) as of Q2 2022, down from 178 in Q1 2022.
  • Funds reported $407M of Yext stock for Q2 2022, down 32% quarter-over-quarter.
  • 19 funds opened new Yext positions in Q2 2022 and 37 closed out, a net change of -18 holders.
  • The largest Yext buyer in Q2 2022 was Lead Edge Capital Management, an estimated $10.8M added.
  • The largest Yext seller in Q2 2022 was Champlain Investment Partners, an estimated $42.7M sold.

Based on aggregated 13F filings for Q2 2022.