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200 hedge funds and large institutions have $313M invested in Yext in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 57 increasing their positions, 65 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $3.46M | Put options by funds: $2.08M

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

2% more funds holding

Funds holding: 196200 (+4)

7.58% less ownership

Funds ownership: 73.56%65.98% (-7.6%)

12% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 65

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

57% less capital invested

Capital invested by funds: $727M → $313M (-$414M)

Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
51
Increased
57
Reduced
65
Closed
44
Calls
$3.46M
Puts
$2.08M
Net Calls
+$1.38M
Net Calls Change
-$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
151
Versant Capital Management
Arizona
$22.5K +$21.8K +3,629 +163%
WSFS
152
Wilmington Savings Fund Society
Delaware
$21.3K +$132 +22 +0.4%
SOADOR
153
State of Alaska Department of Revenue
Alaska
$21K
PWPS
154
Pinnacle Wealth Planning Services
Ohio
$19.6K
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.9K
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$9.31K -$77.6K -12,897 -84%
GI
157
GAMMA Investing
California
$9.09K +$12.5K +2,076 +713%
SS
158
SBI Securities
Japan
$9.07K +$2.25K +374 +19%
Royal Bank of Canada
159
Royal Bank of Canada
Ontario, Canada
$9K -$9.93K -1,651 -42%
BNP Paribas Asset Management
160
BNP Paribas Asset Management
France
$8.28K +$3.89K +647 +43%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$6.98K
MCM
162
MAI Capital Management
Ohio
$3.84K
EWA
163
EverSource Wealth Advisors
Alabama
$3.67K -$1.82K -303 -24%
PA
164
Parallel Advisors
California
$3.16K +$4.95K +823 New
Optiver Holding
165
Optiver Holding
Netherlands
$2.9K +$3.66K +608 +411%
AssetMark Inc
166
AssetMark Inc
California
$2.66K
SCM
167
Sterling Capital Management
North Carolina
$2.53K -$96 -16 -2%
SFG
168
Strive Financial Group
Indiana
$2K
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$1.9K +$6 +1 +0.2%
S
170
SignatureFD
Georgia
$1.8K -$5.67K -943 -67%
SAM
171
Smartleaf Asset Management
Massachusetts
$1.66K
FFA
172
Farther Finance Advisors
California
$1.55K +$1.98K +329 +506%
Jones Financial Companies
173
Jones Financial Companies
Missouri
$1.49K +$2.12K +352 +1,467%
Los Angeles Capital Management
174
Los Angeles Capital Management
California
$1.47K -$155K -25,831 -99%
IA
175
IFP Advisors
Florida
$1.44K -$54 -9 -2%

YEXT Hedge Fund Activity: Q1 2026 in Review

200 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2026, worth a combined $313M — down 57% from $727M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new YEXT positions and 44 closed out — a net gain of 7 holders — while 57 added to existing stakes and 65 trimmed.

The largest buyer was Barclays, adding an estimated $22.9M. The largest seller was Lead Edge Capital Management, cutting an estimated $29.8M.

  • 200 institutional investors held Yext (YEXT) as of Q1 2026, up from 196 in Q4 2025.
  • Funds reported $313M of Yext stock for Q1 2026, down 57% quarter-over-quarter.
  • 51 funds opened new Yext positions in Q1 2026 and 44 closed out, a net change of +7 holders.
  • The largest Yext buyer in Q1 2026 was Barclays, an estimated $22.9M added.
  • The largest Yext seller in Q1 2026 was Lead Edge Capital Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q1 2026.