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Yext
YEXT

Overview Fund Activity

178 hedge funds and large institutions have $600M invested in Yext in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 23 closing their positions.

Holders
178
Holders Change
+15
Holders Change %
+9.2%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
69
Reduced
50
Closed
23
Calls
$1.23M
Puts
$6.68M
Net Calls
-$5.44M
Net Calls Change
+$906K

Top Buyers

1
LECM
1
Lead Edge Capital Management
New York
$48.1M
2
HRCM
2
Hawk Ridge Capital Management
California
$25.6M
3
Millennium Management
3
Millennium Management
New York
$23.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$90.2M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$15.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$20.6M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$0
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$1.25M
4
CIP
4
Champlain Investment Partners
Vermont
$42.7M
5
PC
5
Pier Capital
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCV
151
Banque Cantonale Vaudoise
Switzerland
$38K 5,500 – –
FIA
152
FNY Investment Advisers
New York
$20K 3,000 +3,000 New
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$19K 2,700 +1,390 +106%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$15K 2,195 +597 +37%
QCG
155
Quadrant Capital Group
Ohio
$10K 1,457 -121 -8%
TWA
156
TCI Wealth Advisors
Arizona
$10K 1,522 +1,083 +247%
IA
157
IFP Advisors
Florida
$8K 479 +479 New
PA
158
Parallel Advisors
California
$3K 451 -1,290 -74%
ADL
159
Asset Dedication LLC
California
$3K 500 – –
S
160
SignatureFD
Georgia
$2K 225 +148 +192%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$2K 225 +175 +350%
US Bancorp
162
US Bancorp
Minnesota
$1K 157 -5,356 -97%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$1K 157 -97 -38%
RG
164
Retirement Group
California
$1K 100 – –
AA
165
AlphaMark Advisors
Kentucky
$1K 200 – –
WOC
166
West Oak Capital
California
$1K 200 +50 +33%
GWS
167
Glassman Wealth Services
Virginia
$1K 80 +80 New
CAL
168
Capital Advisors Ltd
Ohio
$1K 87 +87 New
CA
169
Clearstead Advisors
Ohio
$1K 175 +100 +133%
LSA
170
Lansing Street Advisors
Pennsylvania
$1K 100 +100 New
LC
171
Lindbrook Capital
California
$1K 166 +166 New
BBPWM
172
Blue Bell Private Wealth Management
Pennsylvania
$1K 200 +200 New
Macquarie Group
173
Macquarie Group
Australia
$8 1,196 – –
ClearBridge Investments
174
ClearBridge Investments
New York
– – -4,847,609 Closed
PC
175
Pier Capital
Connecticut
– – -796,517 Closed
5 6
7
8 9