YEXT icon

Yext
YEXT

Overview Fund Activity

171 hedge funds and large institutions have $1.25B invested in Yext in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 33 reducing their positions, and 16 closing their positions.

Holders
171
Holders Change
+21
Holders Change %
+14%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
37
Increased
74
Reduced
33
Closed
16
Calls
$4.39M
Puts
$4.59M
Net Calls
-$200K
Net Calls Change
+$1.39M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$94.7M
2
BlackRock
2
BlackRock
New York
$152M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$148M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$14.7M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$0
2
FCM
2
Freshford Capital Management
New York
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$250M
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$0
5
NIM
5
Needham Investment Management
New York
$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
151
Berman Capital Advisors
Georgia
$13K +$13K +968 New
RE
152
RBC Europe
United Kingdom
$11.5K – – –
Walleye Capital
153
Walleye Capital
New York
$9.6K +$5.47K +383,010 +133%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$9K +$9K +596 New
ADL
155
Asset Dedication LLC
California
$7K +$7K +500 New
EI
156
Ellevest Inc
New York
$6K – – –
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$5K -$2.15K -150 -30%
CMBA
158
C.M. Bidwell & Associates
Hawaii
$5K +$5K +330 New
NFSG
159
Newbridge Financial Services Group
Florida
$4K – – –
First Manhattan
160
First Manhattan
New York
$4K – – –
AA
161
AlphaMark Advisors
Kentucky
$3K – – –
TFA
162
Toth Financial Advisory
Virginia
$1K – – –
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
CA
164
Clearstead Advisors
Ohio
$1K +$333 +25 +50%
HWA
165
Heritage Wealth Advisors
Virginia
$1K +$1K +70 New
WOC
166
West Oak Capital
California
$1K +$1K +100 New
AIG
167
American International Group
New York
$889 +$13 +896 +1%
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$19 -$39 -2,700 -67%
Baillie Gifford & Co
169
Baillie Gifford & Co
United Kingdom
– -$178M -12,315,956 Closed
FCM
170
Freshford Capital Management
New York
– -$20.5M -1,412,486 Closed
Mitsubishi UFJ Trust & Banking
171
Mitsubishi UFJ Trust & Banking
Japan
– -$9.2M -635,300 Closed
California Public Employees Retirement System
172
California Public Employees Retirement System
California
– -$2.9M -200,091 Closed
TRSOTSOK
173
Teachers Retirement System of the State of Kentucky
Kentucky
– -$2.47M -170,600 Closed
State of New Jersey Common Pension Fund D
174
State of New Jersey Common Pension Fund D
New Jersey
– -$1.88M -129,898 Closed
WCP
175
Welch Capital Partners
New York
– -$1.42M -98,000 Closed
4 5 6
7
8