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199 hedge funds and large institutions have $777M invested in Yext in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $6.85M | Put options by funds: $4.1M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

22% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 59

3% more funds holding

Funds holding: 193199 (+6)

0% less capital invested

Capital invested by funds: $780M → $777M (-$3.02M)

0.97% less ownership

Funds ownership: 75.02%74.05% (-0.97%)

Holders
199
Holders Change
+6
Holders Change %
+3.11%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
37
Increased
72
Reduced
59
Closed
30
Calls
$6.85M
Puts
$4.1M
Net Calls
+$2.75M
Net Calls Change
+$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
126
Aquatic Capital Management
Illinois
$171K +$111K +13,103 +189%
SC
127
Shay Capital
New York
$170K +$170K +20,000 New
GF
128
Gabelli Funds
New York
$166K +$165K +19,500 New
CIM
129
CIM Investment Management
Pennsylvania
$164K -$2.89K -341 -2%
ProShare Advisors
130
ProShare Advisors
Maryland
$148K -$32.5K -3,830 -18%
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$145K +$56.5K +6,659 +65%
Creative Planning
132
Creative Planning
Kansas
$142K +$32.2K +3,789 +29%
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$142K -$53.6K -6,314 -28%
Mirae Asset Global Investments
134
Mirae Asset Global Investments
South Korea
$139K -$3.09K -364 -2%
Simplex Trading
135
Simplex Trading
Illinois
$135K +$28.4K +3,348 +27%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$133K +$9.23K +1,088 +7%
EGM
137
Engineers Gate Manager
New York
$132K -$293K -34,477 -69%
OGC
138
One68 Global Capital
New York
$128K +$127K +15,000 New
IC
139
IEQ Capital
California
$124K +$123K +14,500 New
Point72 Asset Management
140
Point72 Asset Management
Connecticut
$122K -$895K -105,503 -88%
MGIA
141
Moneta Group Investment Advisors
Missouri
$118K
QC
142
Quadrature Capital
United Kingdom
$107K -$55.9K -6,592 -34%
Public Employees Retirement Association of Colorado
143
Public Employees Retirement Association of Colorado
Colorado
$107K
Canada Life
144
Canada Life
Manitoba, Canada
$93K
CBU
145
CIBC Bancorp USA
Illinois
$92.2K +$91.8K +10,819 New
TI
146
Tidal Investments
Wisconsin
$91.8K +$91.5K +10,778 New
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$90.4K +$90.1K +10,611 New
LPL Financial
148
LPL Financial
California
$85.9K +$85.5K +10,080 New
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$85K -$30.6K -3,607 -27%
Russell Investments Group
150
Russell Investments Group
United Kingdom
$76.6K -$216K -25,421 -74%

YEXT Hedge Fund Activity: Q3 2025 in Review

199 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2025, worth a combined $777M — down 0.39% from $780M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new YEXT positions and 30 closed out — a net gain of 7 holders — while 72 added to existing stakes and 59 trimmed.

The largest buyer was Hudson Bay Capital Management, opening a new position worth an estimated $11.1M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $17.7M.

  • 199 institutional investors held Yext (YEXT) as of Q3 2025, up from 193 in Q2 2025.
  • Funds reported $777M of Yext stock for Q3 2025, down 0.39% quarter-over-quarter.
  • 37 funds opened new Yext positions in Q3 2025 and 30 closed out, a net change of +7 holders.
  • The largest Yext buyer in Q3 2025 was Hudson Bay Capital Management, an estimated $11.1M added.
  • The largest Yext seller in Q3 2025 was Manulife (Manufacturers Life Insurance), an estimated $17.7M sold.

Based on aggregated 13F filings for Q3 2025.