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193 hedge funds and large institutions have $780M invested in Yext in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

36% more capital invested

Capital invested by funds: $575M → $780M (+$205M)

18% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 60

5% more funds holding

Funds holding: 184193 (+9)

1.18% more ownership

Funds ownership: 73.84%75.02% (+1.2%)

2% less call options, than puts

Call options by funds: $2.25M | Put options by funds: $2.29M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
193
Holders Change
+9
Holders Change %
+4.89%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
35
Increased
71
Reduced
60
Closed
24
Calls
$2.25M
Puts
$2.29M
Net Calls
-$46K
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OAC
126
OMERS Administration Corp
Ontario, Canada
$173K +$143K +20,400 New
AI
127
Acuitas Investments
Washington
$169K +$140K +19,900 New
CIM
128
CIM Investment Management
Pennsylvania
$167K -$2.29K -327 -2%
QC
129
Quadrature Capital
United Kingdom
$163K -$22K -3,142 -14%
QT
130
Quantbot Technologies
New York
$162K +$133K +19,002 New
PA
131
PharVision Advisers
Florida
$157K +$130K +18,518 New
Los Angeles Capital Management
132
Los Angeles Capital Management
California
$151K -$155K -22,082 -55%
Mirae Asset Global Investments
133
Mirae Asset Global Investments
South Korea
$142K +$5.88K +838 +5%
TRCT
134
Tower Research Capital (TRC)
New York
$130K +$71.1K +10,134 +198%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$124K +$34.3K +4,893 +51%
OQS
136
Occudo Quantitative Strategies
Florida
$124K +$102K +14,587 New
MGIA
137
Moneta Group Investment Advisors
Missouri
$118K -$45K -6,411 -32%
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$115K -$43.4K -6,193 -31%
GS
139
Gagnon Securities
New York
$110K +$49 +7 +0.1%
Creative Planning
140
Creative Planning
Kansas
$109K +$90.2K +12,862 New
CWM
141
CIBC World Markets
New York
$108K -$76.3K -10,884 -46%
Public Employees Retirement Association of Colorado
142
Public Employees Retirement Association of Colorado
Colorado
$107K
Simplex Trading
143
Simplex Trading
Illinois
$107K +$61.6K +8,777 +230%
1C
144
111 Capital
France
$99.7K +$82.2K +11,724 New
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$98K -$17.6K -2,509 -18%
State of Wisconsin Investment Board
146
State of Wisconsin Investment Board
Wisconsin
$96.3K -$1.03M -146,409 -93%
HSBC Holdings
147
HSBC Holdings
United Kingdom
$95.8K -$17.3K -2,461 -18%
Canada Life
148
Canada Life
Manitoba, Canada
$92K
AIP
149
Ameritas Investment Partners
Nebraska
$90.4K
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$88K +$62.2K +8,873 +617%

YEXT Hedge Fund Activity: Q2 2025 in Review

193 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q2 2025, worth a combined $780M — up 36% from $575M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new YEXT positions and 24 closed out — a net gain of 11 holders — while 71 added to existing stakes and 60 trimmed.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $4.18M. The largest seller was Potrero Capital Research, exiting entirely with an estimated $16.8M sold.

  • 193 institutional investors held Yext (YEXT) as of Q2 2025, up from 184 in Q1 2025.
  • Funds reported $780M of Yext stock for Q2 2025, up 36% quarter-over-quarter.
  • 35 funds opened new Yext positions in Q2 2025 and 24 closed out, a net change of +11 holders.
  • The largest Yext buyer in Q2 2025 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $4.18M added.
  • The largest Yext seller in Q2 2025 was Potrero Capital Research, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2025.