196 hedge funds and large institutions have $727M invested in Yext in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 71 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $777M → $727M (-$50.3M)

20% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 71

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.13M
Puts
$2.58M
Net Calls
Net Calls Change

Top Buyers

1 +$24.1M
2 +$13.9M
3 +$5.89M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$3.52M
5
Lazard Asset Management
Lazard Asset Management
New York
+$2.98M

Top Sellers

1 -$14.9M
2 -$9.8M
3 -$5.34M
4
Renaissance Technologies
Renaissance Technologies
New York
-$3.66M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.35M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
126
Aaron Wealth Advisors
Illinois
$114K
Mirae Asset Global Investments
127
Mirae Asset Global Investments
South Korea
$112K
MGIA
128
Moneta Group Investment Advisors
Missouri
$112K
Creative Planning
129
Creative Planning
Kansas
$106K
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$101K
Victory Capital Management
131
Victory Capital Management
Texas
$92.1K
SC
132
Shay Capital
New York
$88.7K
OL
133
Optas LLC
Texas
$87.6K
Acadian Asset Management
134
Acadian Asset Management
Massachusetts
$87K
Canada Life
135
Canada Life
Manitoba, Canada
$87K
MM
136
MQS Management
New York
$86.2K
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$84.7K
TRCT
138
Tower Research Capital (TRC)
New York
$83.7K
LCM
139
Landscape Capital Management
New Jersey
$82.1K
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$80.4K
Russell Investments Group
141
Russell Investments Group
United Kingdom
$78.5K
AIP
142
Ameritas Investment Partners
Nebraska
$68.3K
SOADOR
143
State of Alaska Department of Revenue
Alaska
$46K
WSFS
144
Wilmington Savings Fund Society
Delaware
$44.6K
PWPS
145
Pinnacle Wealth Planning Services
Ohio
$41.1K
CA
146
Clearstead Advisors
Ohio
$37.7K
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
$32K
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.2K
AB
149
Amalgamated Bank
New York
$26K
FCMT
150
Founders Capital Management (Texas)
Texas
$24.2K