We are live on ! Find out more

184 hedge funds and large institutions have $575M invested in Yext in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

1% more funds holding

Funds holding: 182184 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.33% less ownership

Funds ownership: 75.17%73.84% (-1.3%)

6% less capital invested

Capital invested by funds: $610M → $575M (-$34.8M)

21% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 66

87% less call options, than puts

Call options by funds: $2.59M | Put options by funds: $19.5M

Holders
184
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
52
Reduced
66
Closed
27
Calls
$2.59M
Puts
$19.5M
Net Calls
-$16.9M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
126
IEQ Capital
California
$89.8K +$94.3K +14,586 New
MAM
127
Martingale Asset Management
Massachusetts
$87.5K +$12.9K +2,002 +16%
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$86.5K +$26K +4,023 +40%
HSBC Holdings
129
HSBC Holdings
United Kingdom
$84.6K -$36.8K -5,689 -29%
GS
130
Gagnon Securities
New York
$79.7K -$2.55K -395 -3%
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$77K
OL
132
Optas LLC
Texas
$70.5K +$74K +11,448 New
Canada Life
133
Canada Life
Manitoba, Canada
$67K
I
134
InceptionR
California
$66.1K -$17.1K -2,653 -20%
AIP
135
Ameritas Investment Partners
Nebraska
$65.5K
EC
136
EntryPoint Capital
New York
$65K +$569 +88 +0.8%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$60K +$5.8K +898 +10%
Lazard Asset Management
138
Lazard Asset Management
New York
$58K -$6.5K -1,006 -10%
KBC Group
139
KBC Group
Belgium
$46K
NAAA
140
New Age Alpha Advisors
New York
$43.4K +$45.5K +7,041 New
WSFS
141
Wilmington Savings Fund Society
Delaware
$34.1K
TRCT
142
Tower Research Capital (TRC)
New York
$31.6K -$357K -55,299 -92%
C
143
Covestor
United Kingdom
$30K -$58 -9 -0.2%
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.9K -$162 -25 -0.6%
AB
145
Amalgamated Bank
New York
$24K
Simplex Trading
146
Simplex Trading
Illinois
$23K +$1.83K +283 +8%
FCMT
147
Founders Capital Management (Texas)
Texas
$18.5K
SS
148
SBI Securities
Japan
$18.2K +$142 +22 +0.7%
CCM
149
Coldstream Capital Management
Washington
$14.3K +$15K +2,325 New
PD
150
Point72 (DIFC)
United Arab Emirates
$10.8K +$11.3K +1,755 New

YEXT Hedge Fund Activity: Q1 2025 in Review

184 of the 7,460 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2025, worth a combined $575M — down 5.7% from $610M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new YEXT positions and 27 closed out — a net gain of 3 holders — while 52 added to existing stakes and 66 trimmed.

The largest buyer was Lynrock Lake LP, adding an estimated $6.52M. The largest seller was Horrell Capital Management, exiting entirely with an estimated $5.14M sold.

  • 184 institutional investors held Yext (YEXT) as of Q1 2025, up from 182 in Q4 2024.
  • Funds reported $575M of Yext stock for Q1 2025, down 5.7% quarter-over-quarter.
  • 30 funds opened new Yext positions in Q1 2025 and 27 closed out, a net change of +3 holders.
  • The largest Yext buyer in Q1 2025 was Lynrock Lake LP, an estimated $6.52M added.
  • The largest Yext seller in Q1 2025 was Horrell Capital Management, an estimated $5.14M sold.

Based on aggregated 13F filings for Q1 2025.