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191 hedge funds and large institutions have $818M invested in Yext in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $4.52M | Put options by funds: $1.26M

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

54% more capital invested

Capital invested by funds: $532M → $818M (+$286M)

29% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 52

13% more funds holding

Funds holding: 169191 (+22)

2.43% more ownership

Funds ownership: 67.21%69.64% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
191
Holders Change
+22
Holders Change %
+13.02%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
41
Increased
67
Reduced
52
Closed
19
Calls
$4.52M
Puts
$1.26M
Net Calls
+$3.25M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
151
Petrus Trust Company
Texas
$142K +$114K +14,823 New
MGIA
152
Moneta Group Investment Advisors
Missouri
$134K +$108K +13,987 New
Simplex Trading
153
Simplex Trading
Illinois
$132K +$57.9K +7,522 +120%
ProShare Advisors
154
ProShare Advisors
Maryland
$127K -$10.9K -1,410 -10%
JMPWA
155
JP Morgan Private Wealth Advisors
California
$126K -$5.73K -744 -5%
Wolverine Trading
156
Wolverine Trading
Illinois
$123K +$101K +13,174 New
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$121K
Principal Financial Group
158
Principal Financial Group
Iowa
$119K -$10.8K -1,409 -10%
Victory Capital Management
159
Victory Capital Management
Texas
$106K -$2.05K -266 -2%
BC
160
Bridgefront Capital
Texas
$98.8K +$79.1K +10,277 New
NA
161
NewEdge Advisors
Louisiana
$97.3K +$77.9K +10,118 +252,950%
AIP
162
Ameritas Investment Partners
Nebraska
$85.8K
ACM
163
Aquatic Capital Management
Illinois
$78K +$2.31K +300 +4%
MLICM
164
Metropolitan Life Insurance Company (MetLife)
New York
$58.4K -$6.74K -876 -13%
HFM
165
Harvest Fund Management
China
$54K +$42.9K +5,575 New
PI
166
PEAK6 Investments
Illinois
$46.3K +$37.1K +4,815 New
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$39K
BCV
168
Banque Cantonale Vaudoise
Switzerland
$34K
AS
169
Altshuler Shaham
Israel
$31K +$24.8K +3,221 New
TRCT
170
Tower Research Capital (TRC)
New York
$26K -$9.83K -1,277 -32%
S
171
SignatureFD
Georgia
$23.5K -$246 -32 -1%
PA
172
Parallel Advisors
California
$16.6K
Osaic Holdings
173
Osaic Holdings
Arizona
$15K
LC
174
Lindbrook Capital
California
$10.7K -$1.34K -174 -14%
EWA
175
EverSource Wealth Advisors
Alabama
$9.19K

YEXT Hedge Fund Activity: Q1 2023 in Review

191 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2023, worth a combined $818M — up 54% from $532M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new YEXT positions and 19 closed out — a net gain of 22 holders — while 67 added to existing stakes and 52 trimmed.

The largest buyer was Gagnon Securities, adding an estimated $9.4M. The largest seller was BlackRock, cutting an estimated $6.86M.

  • 191 institutional investors held Yext (YEXT) as of Q1 2023, up from 169 in Q4 2022.
  • Funds reported $818M of Yext stock for Q1 2023, up 54% quarter-over-quarter.
  • 41 funds opened new Yext positions in Q1 2023 and 19 closed out, a net change of +22 holders.
  • The largest Yext buyer in Q1 2023 was Gagnon Securities, an estimated $9.4M added.
  • The largest Yext seller in Q1 2023 was BlackRock, an estimated $6.86M sold.

Based on aggregated 13F filings for Q1 2023.