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Yext
YEXT

194 hedge funds and large institutions have $545M invested in Yext in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

898% more call options, than puts

Call options by funds: $3.66M | Put options by funds: $367K

13% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 67

3.38% less ownership

Funds ownership: 72.53% → 69.15% (-3.4%)

4% less funds holding

Funds holding: 202 → 194 (-8)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

46% less capital invested

Capital invested by funds: $1.02B → $545M (-$473M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
194
Holders Change
-8
Holders Change %
-3.96%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
76
Reduced
67
Closed
28
Calls
$3.66M
Puts
$367K
Net Calls
+$3.3M
Net Calls Change
-$5.46M

Top Buyers

1
LLL
Lynrock Lake LP
New York
+$24.9M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$8.96M
3
JAM
Jupiter Asset Management
United Kingdom
+$3.83M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.52M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$3.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$13M
2
Invesco
Invesco
Georgia
-$11M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$10.4M
4
Morgan Stanley
Morgan Stanley
New York
-$9.47M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$6.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
126
CIM Investment Management
Pennsylvania
$160K – – –
HWM
127
HB Wealth Management
Georgia
$159K – – –
Neuberger Berman Group
128
Neuberger Berman Group
New York
$153K +$9.86K +1,153 +5%
CP
129
CenterBook Partners
Connecticut
$150K +$203K +23,732 New
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$147K +$45.8K +5,362 +30%
Balyasny Asset Management
131
Balyasny Asset Management
Illinois
$144K -$36.1K -4,226 -16%
SOW
132
State of Wyoming
Wyoming
$140K +$34.6K +4,046 +22%
Mariner
133
Mariner
Kansas
$140K -$4.9K -573 -3%
VF
134
Virtu Financial
New York
$138K +$186K +21,799 New
BHCM
135
Boulder Hill Capital Management
New York
$138K +$186K +21,800 New
CMF
136
Counterpoint Mutual Funds
California
$133K +$89.3K +10,438 +99%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$127K -$1.75M -204,428 -91%
PWPS
138
Pinnacle Wealth Planning Services
Ohio
$119K -$239 -28 -0.1%
ProShare Advisors
139
ProShare Advisors
Maryland
$115K -$137 -16 -0.1%
CC
140
Cipher Capital
New York
$106K -$147K -17,164 -51%
AB
141
Amalgamated Bank
New York
$105K – – –
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$103K -$47.7K -5,576 -25%
MGIA
143
Moneta Group Investment Advisors
Missouri
$92.9K -$103 -12 -0.1%
NRD
144
Nebula Research & Development
New York
$92.4K +$125K +14,594 New
JF
145
Jump Financial
Illinois
$91.2K -$85K -9,943 -41%
SFWC
146
Strategic Family Wealth Counselors
New Jersey
$90.6K – – –
Walleye Trading
147
Walleye Trading
New York
$87.5K -$301K -35,214 -72%
AGM
148
Alpine Global Management
New York
$82K +$111K +12,955 New
Public Employees Retirement Association of Colorado
149
Public Employees Retirement Association of Colorado
Colorado
$80K – – –
Tudor Investment Corp
150
Tudor Investment Corp
Connecticut
$79.5K -$460K -53,796 -81%
4 5
6
7 8

YEXT Hedge Fund Activity: Q3 2023 in Review

194 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2023, worth a combined $545M — down 46% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of YEXT and 21 opened new positions — a net loss of 7 holders — while 67 trimmed existing stakes and 76 added.

The largest buyer was Lynrock Lake LP, adding an estimated $24.9M. The largest seller was Millennium Management, cutting an estimated $13M.

  • 194 institutional investors held Yext (YEXT) as of Q3 2023, down from 202 in Q2 2023.
  • Funds reported $545M of Yext stock for Q3 2023, down 46% quarter-over-quarter.
  • 21 funds opened new Yext positions in Q3 2023 and 28 closed out, a net change of -7 holders.
  • The largest Yext buyer in Q3 2023 was Lynrock Lake LP, an estimated $24.9M added.
  • The largest Yext seller in Q3 2023 was Millennium Management, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2023.