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191 hedge funds and large institutions have $818M invested in Yext in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $4.52M | Put options by funds: $1.26M

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

54% more capital invested

Capital invested by funds: $532M → $818M (+$286M)

29% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 52

13% more funds holding

Funds holding: 169191 (+22)

2.43% more ownership

Funds ownership: 67.21%69.64% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
191
Holders Change
+22
Holders Change %
+13.02%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
41
Increased
67
Reduced
52
Closed
19
Calls
$4.52M
Puts
$1.26M
Net Calls
+$3.25M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
126
Mariner
Kansas
$260K -$13.2K -1,715 -6%
T. Rowe Price Associates
127
T. Rowe Price Associates
Maryland
$255K +$15.9K +2,064 +8%
CIM
128
CIM Investment Management
Pennsylvania
$243K -$181K -23,558 -48%
Tudor Investment Corp
129
Tudor Investment Corp
Connecticut
$242K -$433K -56,266 -69%
FRM
130
Fox Run Management
Connecticut
$240K +$10.7K +1,395 +6%
Neuberger Berman Group
131
Neuberger Berman Group
New York
$218K +$13.1K +1,701 +8%
B
132
Bailard
California
$217K +$25.4K +3,300 +17%
Citigroup
133
Citigroup
New York
$216K +$493 +64 +0.3%
CMF
134
Counterpoint Mutual Funds
California
$205K -$21K -2,735 -11%
Asset Management One
135
Asset Management One
Japan
$203K -$69.6K -9,045 -30%
Balyasny Asset Management
136
Balyasny Asset Management
Illinois
$198K +$35.6K +4,622 +29%
CC
137
Centiva Capital
New York
$193K +$155K +20,108 New
HWM
138
HB Wealth Management
Georgia
$193K
OLA
139
Oliver Luxxe Assets
New Jersey
$189K +$152K +19,700 New
SSA
140
Schonfeld Strategic Advisors
New York
$185K +$149K +19,298 New
PWPS
141
Pinnacle Wealth Planning Services
Ohio
$181K
Amundi
142
Amundi
France
$175K
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$172K +$33.7K +4,373 +32%
GCM
144
Graham Capital Management
Connecticut
$171K +$137K +17,771 New
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$164K +$132K +17,108 New
DT
146
Diversified Trust
Tennessee
$155K +$124K +16,165 New
AB
147
Amalgamated Bank
New York
$155K -$19.4K -2,519 -14%
PMEF
148
Point72 Middle East FZE
United Arab Emirates
$154K +$120K +15,627 +3,859%
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$151K
FC
150
Financial Consulate
Maryland
$144K

YEXT Hedge Fund Activity: Q1 2023 in Review

191 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2023, worth a combined $818M — up 54% from $532M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new YEXT positions and 19 closed out — a net gain of 22 holders — while 67 added to existing stakes and 52 trimmed.

The largest buyer was Gagnon Securities, adding an estimated $9.4M. The largest seller was BlackRock, cutting an estimated $6.86M.

  • 191 institutional investors held Yext (YEXT) as of Q1 2023, up from 169 in Q4 2022.
  • Funds reported $818M of Yext stock for Q1 2023, up 54% quarter-over-quarter.
  • 41 funds opened new Yext positions in Q1 2023 and 19 closed out, a net change of +22 holders.
  • The largest Yext buyer in Q1 2023 was Gagnon Securities, an estimated $9.4M added.
  • The largest Yext seller in Q1 2023 was BlackRock, an estimated $6.86M sold.

Based on aggregated 13F filings for Q1 2023.