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Yext
YEXT

150 hedge funds and large institutions have $1.33B invested in Yext in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.56% more ownership

Funds ownership: 72.27% → 73.82% (+1.6%)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

2% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 151 → 150 (-1)

4% less capital invested

Capital invested by funds: $1.38B → $1.33B (-$54.4M)

22% less call options, than puts

Call options by funds: $5.63M | Put options by funds: $7.22M

Holders
150
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
51
Reduced
50
Closed
21
Calls
$5.63M
Puts
$7.22M
Net Calls
-$1.59M
Net Calls Change
-$22.1M

Top Buyers

1
FCM
Freshford Capital Management
New York
+$23.6M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$13M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.02M
4
PC
Pier Capital
Connecticut
+$6.53M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$6.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$18.7M
2
IFA
Invus Financial Advisors
New York
-$5.32M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$4.52M
4
CCPM
Cooper Creek Partners Management
New York
-$3.1M
5
Norges Bank
Norges Bank
Norway
-$2.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
JAMONY
151
Jacob Asset Management of New York
California
– -$1.37M -87,200 Closed
PI
152
PEAK6 Investments
Illinois
– -$672K -42,744 Closed
Arrowstreet Capital
153
Arrowstreet Capital
Massachusetts
– -$569K -36,200 Closed
ACI
154
AMP Capital Investors
Australia
– -$403K -25,500 Closed
DA
155
Duality Advisers
Florida
– -$382K -24,292 Closed
SM
156
SG3 Management
Puerto Rico
– -$250K -15,000 Closed
CC
157
Cipher Capital
New York
– -$218K -13,889 Closed
MSL
158
Mackay Shields LLC
New York
– -$209K -13,300 Closed
AC
159
Aristides Capital
Kentucky
– -$203K -12,910 Closed
PWM
160
Perigon Wealth Management
California
– -$203K -12,908 Closed
PRC
161
Pearl River Capital
Michigan
– -$193K -12,261 Closed
PHK
162
Point72 Hong Kong
Hong Kong
– -$94K -5,953 Closed
Lazard Asset Management
163
Lazard Asset Management
New York
– -$70K -4,511 Closed
PA
164
Parallel Advisors
California
– -$49.6K -2,971 -100%
FWM
165
Focused Wealth Management
New York
– -$18K -1,144 Closed
US Bancorp
166
US Bancorp
Minnesota
– -$9K -570 Closed
ADL
167
Asset Dedication LLC
California
– -$8K -500 Closed
AF
168
Allworth Financial
California
– -$2K -100 Closed
SBL
169
Sargent Bickham Lagudis
Colorado
– -$1K -32 Closed
3 4 5 6
7

YEXT Hedge Fund Activity: Q1 2021 in Review

150 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2021, worth a combined $1.33B — down 3.9% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new YEXT positions and 21 closed out — a net gain of 1 holder — while 51 added to existing stakes and 50 trimmed.

The largest buyer was Freshford Capital Management, opening a new position worth an estimated $23.6M. The largest seller was Capital International Investors, exiting entirely with an estimated $18.7M sold.

  • 150 institutional investors held Yext (YEXT) as of Q1 2021, down from 151 in Q4 2020.
  • Funds reported $1.33B of Yext stock for Q1 2021, down 3.9% quarter-over-quarter.
  • 22 funds opened new Yext positions in Q1 2021 and 21 closed out, a net change of +1 holder.
  • The largest Yext buyer in Q1 2021 was Freshford Capital Management, an estimated $23.6M added.
  • The largest Yext seller in Q1 2021 was Capital International Investors, an estimated $18.7M sold.

Based on aggregated 13F filings for Q1 2021.