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160 hedge funds and large institutions have $367M invested in Yext in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 158160 (+2)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.24% less ownership

Funds ownership: 68.82%66.58% (-2.2%)

10% less capital invested

Capital invested by funds: $407M → $367M (-$40.8M)

16% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 55

22% less call options, than puts

Call options by funds: $1.45M | Put options by funds: $1.86M

Holders
160
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
46
Reduced
55
Closed
28
Calls
$1.45M
Puts
$1.86M
Net Calls
-$410K
Net Calls Change
-$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
126
Victory Capital Management
Texas
$51K -$19.2K -4,129 -27%
DAS
127
Dynamic Advisor Solutions
Arizona
$51K -$1.39K -300 -3%
Wells Fargo
128
Wells Fargo
California
$47K -$16.8K -3,631 -25%
CWR
129
Chico Wealth RIA
California
$47K
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$47K
GLA
131
Good Life Advisors
Pennsylvania
$45K +$46.4K +10,000 New
Citigroup
132
Citigroup
New York
$43K -$28.3K -6,092 -39%
Simplex Trading
133
Simplex Trading
Illinois
$42K -$388K -83,730 -90%
TRCT
134
Tower Research Capital (TRC)
New York
$42K +$15.6K +3,355 +55%
AIP
135
Ameritas Investment Partners
Nebraska
$39K
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$31K +$9.05K +1,950 +39%
Allspring Global Investments
137
Allspring Global Investments
North Carolina
$28K +$29.6K +6,379 New
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$21K +$612 +132 +3%
BCV
139
Banque Cantonale Vaudoise
Switzerland
$16K -$9.28K -2,000 -36%
CG
140
Cutler Group
California
$12K +$9.74K +2,099 +340%
S
141
SignatureFD
Georgia
$9K +$6.12K +1,320 +170%
US Bancorp
142
US Bancorp
Minnesota
$8K -$11.8K -2,551 -57%
IA
143
IFP Advisors
Florida
$8K
Osaic Holdings
144
Osaic Holdings
Arizona
$6K
Macquarie Group
145
Macquarie Group
Australia
$5K -$5.55K -1,196 Closed
LC
146
Lindbrook Capital
California
$5K +$1.97K +425 +66%
PA
147
Parallel Advisors
California
$4K -$376 -81 -8%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$2K -$11.3K -2,436 -83%
EWA
149
EverSource Wealth Advisors
Alabama
$2K
QCG
150
Quadrant Capital Group
Ohio
$1K -$11.9K -2,560 -96%

YEXT Hedge Fund Activity: Q3 2022 in Review

160 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2022, worth a combined $367M — down 10% from $407M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new YEXT positions and 28 closed out — a net gain of 2 holders — while 46 added to existing stakes and 55 trimmed.

The largest buyer was Lead Edge Capital Management, adding an estimated $11.8M. The largest seller was Hawk Ridge Capital Management, exiting entirely with an estimated $16.5M sold.

  • 160 institutional investors held Yext (YEXT) as of Q3 2022, up from 158 in Q2 2022.
  • Funds reported $367M of Yext stock for Q3 2022, down 10% quarter-over-quarter.
  • 30 funds opened new Yext positions in Q3 2022 and 28 closed out, a net change of +2 holders.
  • The largest Yext buyer in Q3 2022 was Lead Edge Capital Management, an estimated $11.8M added.
  • The largest Yext seller in Q3 2022 was Hawk Ridge Capital Management, an estimated $16.5M sold.

Based on aggregated 13F filings for Q3 2022.