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169 hedge funds and large institutions have $490M invested in Yext in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 43 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 43

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.45% more ownership

Funds ownership: 71.14%72.58% (+1.4%)

5% less funds holding

Funds holding: 178169 (-9)

9% less capital invested

Capital invested by funds: $539M → $490M (-$49.6M)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

50% less call options, than puts

Call options by funds: $1.8M | Put options by funds: $3.6M

Holders
169
Holders Change
-9
Holders Change %
-5.06%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
71
Reduced
43
Closed
33
Calls
$1.8M
Puts
$3.6M
Net Calls
-$1.79M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
126
ProShare Advisors
Maryland
$76.7K -$26.4K -4,896 -25%
SFWC
127
Strategic Family Wealth Counselors
New Jersey
$76.6K
Ameriprise
128
Ameriprise
Minnesota
$74.6K -$221K -40,953 -75%
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$67K
Canada Pension Plan Investment Board
130
Canada Pension Plan Investment Board
Ontario, Canada
$62.1K +$62.5K +11,600 New
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$61K +$9.41K +1,747 +19%
Lazard Asset Management
132
Lazard Asset Management
New York
$59K +$59.8K +11,104 New
AIP
133
Ameritas Investment Partners
Nebraska
$56.9K
CAM
134
Cresset Asset Management
Illinois
$56.8K +$57.1K +10,611 New
WN
135
Williams & Novak
California
$56.3K +$56.7K +10,525 New
New York State Teachers Retirement System (NYSTRS)
136
New York State Teachers Retirement System (NYSTRS)
New York
$52K +$1.16K +215 +2%
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$50.2K +$29.1K +5,408 +126%
Walleye Trading
138
Walleye Trading
New York
$49.6K +$50K +9,275 New
C
139
Covestor
United Kingdom
$43K +$619 +115 +1%
US Bancorp
140
US Bancorp
Minnesota
$28.9K +$29.1K +5,400 New
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28K -$2.69K -500 -9%
AB
142
Amalgamated Bank
New York
$21K
PAS
143
Point72 Asia (Singapore)
Singapore
$19.7K -$20.6K -3,825 -51%
IA
144
IFP Advisors
Florida
$12.7K
PIM
145
Plato Investment Management
Australia
$9.76K
S
146
SignatureFD
Georgia
$9.5K -$872 -162 -8%
EWA
147
EverSource Wealth Advisors
Alabama
$5.51K
FCMT
148
Founders Capital Management (Texas)
Texas
$5.35K
Osaic Holdings
149
Osaic Holdings
Arizona
$5.22K -$2.45K -455 -32%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$5K +$3.5K +650 +256%

YEXT Hedge Fund Activity: Q2 2024 in Review

169 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q2 2024, worth a combined $490M — down 9.2% from $539M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of YEXT and 27 opened new positions — a net loss of 6 holders — while 43 trimmed existing stakes and 71 added.

The largest buyer was Potrero Capital Research, adding an estimated $8.82M. The largest seller was Invenomic Capital Management, exiting entirely with an estimated $9.07M sold.

  • 169 institutional investors held Yext (YEXT) as of Q2 2024, down from 178 in Q1 2024.
  • Funds reported $490M of Yext stock for Q2 2024, down 9.2% quarter-over-quarter.
  • 27 funds opened new Yext positions in Q2 2024 and 33 closed out, a net change of -6 holders.
  • The largest Yext buyer in Q2 2024 was Potrero Capital Research, an estimated $8.82M added.
  • The largest Yext seller in Q2 2024 was Invenomic Capital Management, an estimated $9.07M sold.

Based on aggregated 13F filings for Q2 2024.