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Yext
YEXT

188 hedge funds and large institutions have $526M invested in Yext in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 74 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more call options, than puts

Call options by funds: $892K | Put options by funds: $210K

2.86% more ownership

Funds ownership: 69.15% → 72.01% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $545M → $526M (-$18.7M)

3% less funds holding

Funds holding: 194 → 188 (-6)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

27% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 74

Holders
188
Holders Change
-6
Holders Change %
-3.09%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
54
Reduced
74
Closed
34
Calls
$892K
Puts
$210K
Net Calls
+$682K
Net Calls Change
-$2.61M

Top Buyers

1
LLL
Lynrock Lake LP
New York
+$18.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$7.39M
3
Morgan Stanley
Morgan Stanley
New York
+$4.97M
4
BlackRock
BlackRock
New York
+$4.81M
5
Deutsche Bank
Deutsche Bank
Germany
+$3.74M

Top Sellers

1
GS
Gagnon Securities
New York
-$6.18M
2
DCM
Driehaus Capital Management
Illinois
-$6M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$5.12M
4
GA
Gagnon Advisors
New York
-$3.59M
5
Millennium Management
Millennium Management
New York
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
126
Mariner
Kansas
$128K -$2.49K -404 -2%
BHCM
127
Brevan Howard Capital Management
Jersey
$127K +$133K +21,541 New
VI
128
Versor Investments
New York
$125K +$130K +21,200 New
SGAM
129
Smith Group Asset Management
Texas
$123K +$128K +20,800 New
SG Americas Securities
130
SG Americas Securities
New York
$118K -$85.7K -13,923 -41%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$114K -$72.6K -11,800 -38%
Mackenzie Financial
132
Mackenzie Financial
Ontario, Canada
$114K -$477K -77,532 -80%
PWPS
133
Pinnacle Wealth Planning Services
Ohio
$111K – – –
PMEF
134
Point72 Middle East FZE
United Arab Emirates
$106K -$342K -55,643 -75%
OTL
135
Oak Thistle LLC
New York
$105K +$110K +17,889 New
ProShare Advisors
136
ProShare Advisors
Maryland
$104K -$2.3K -374 -2%
MGIA
137
Moneta Group Investment Advisors
Missouri
$102K +$16.3K +2,656 +18%
Robeco Institutional Asset Management
138
Robeco Institutional Asset Management
Netherlands
$91.7K -$105K -17,093 -52%
AB
139
Amalgamated Bank
New York
$91K -$7.05K -1,146 -7%
GCM
140
Graham Capital Management
Connecticut
$90.1K -$324K -52,578 -77%
SFWC
141
Strategic Family Wealth Counselors
New Jersey
$84.3K – – –
Victory Capital Management
142
Victory Capital Management
Texas
$80K +$15.7K +2,547 +23%
Ameriprise
143
Ameriprise
Minnesota
$78.9K +$82.5K +13,400 New
AC
144
AXQ Capital
New Jersey
$77.7K +$81.2K +13,200 New
Public Employees Retirement Association of Colorado
145
Public Employees Retirement Association of Colorado
Colorado
$74K – – –
Principal Financial Group
146
Principal Financial Group
Iowa
$73.5K +$7.24K +1,177 +10%
NRD
147
Nebula Research & Development
New York
$73.4K -$13.1K -2,128 -15%
PA
148
Procyon Advisors
Connecticut
$71.5K +$62 +10 +0.1%
AIP
149
Ameritas Investment Partners
Nebraska
$62.7K – – –
DAS
150
Dynamic Advisor Solutions
Arizona
$59K +$66.6K +10,820 New
4 5
6
7 8

YEXT Hedge Fund Activity: Q4 2023 in Review

188 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q4 2023, worth a combined $526M — down 3.4% from $545M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of YEXT and 29 opened new positions — a net loss of 5 holders — while 74 trimmed existing stakes and 54 added.

The largest buyer was Lynrock Lake LP, adding an estimated $18.4M. The largest seller was Gagnon Securities, cutting an estimated $6.18M.

  • 188 institutional investors held Yext (YEXT) as of Q4 2023, down from 194 in Q3 2023.
  • Funds reported $526M of Yext stock for Q4 2023, down 3.4% quarter-over-quarter.
  • 29 funds opened new Yext positions in Q4 2023 and 34 closed out, a net change of -5 holders.
  • The largest Yext buyer in Q4 2023 was Lynrock Lake LP, an estimated $18.4M added.
  • The largest Yext seller in Q4 2023 was Gagnon Securities, an estimated $6.18M sold.

Based on aggregated 13F filings for Q4 2023.