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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.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

124% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 33

14% more funds holding

Funds holding: 150171 (+21)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less call options, than puts

Call options by funds: $4.39M | Put options by funds: $4.59M

4.03% less ownership

Funds ownership: 73.82%69.79% (-4%)

6% less capital invested

Capital invested by funds: $1.33B → $1.25B (-$80.4M)

Holders
171
Holders Change
+21
Holders Change %
+14%
% of All Funds
2.98%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
151
Berman Capital Advisors
Georgia
$13K +$13.5K +968 New
RE
152
RBC Europe
United Kingdom
$11.5K
Walleye Capital
153
Walleye Capital
New York
$9.6K +$5.33M +383,010 +133%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$9K +$8.29K +596 New
ADL
155
Asset Dedication LLC
California
$7K +$6.96K +500 New
EI
156
Ellevest Inc
New York
$6K
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$5K -$2.09K -150 -30%
CMBA
158
C.M. Bidwell & Associates
Hawaii
$5K +$4.59K +330 New
First Manhattan
159
First Manhattan
New York
$4K
NFSG
160
Newbridge Financial Services Group
Florida
$4K
AA
161
AlphaMark Advisors
Kentucky
$3K
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$1K
TFA
163
Toth Financial Advisory
Virginia
$1K
CA
164
Clearstead Advisors
Ohio
$1K +$348 +25 +50%
HWA
165
Heritage Wealth Advisors
Virginia
$1K +$974 +70 New
WOC
166
West Oak Capital
California
$1K +$1.39K +100 New
AIG
167
American International Group
New York
$889 +$12.5K +896 +1%
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$19 -$37.6K -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

YEXT Hedge Fund Activity: Q2 2021 in Review

171 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q2 2021, worth a combined $1.25B — down 6.1% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new YEXT positions and 16 closed out — a net gain of 21 holders — while 74 added to existing stakes and 33 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $24M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $178M sold.

  • 171 institutional investors held Yext (YEXT) as of Q2 2021, up from 150 in Q1 2021.
  • Funds reported $1.25B of Yext stock for Q2 2021, down 6.1% quarter-over-quarter.
  • 37 funds opened new Yext positions in Q2 2021 and 16 closed out, a net change of +21 holders.
  • The largest Yext buyer in Q2 2021 was Janus Henderson Group, an estimated $24M added.
  • The largest Yext seller in Q2 2021 was Baillie Gifford & Co, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2021.