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Yext
YEXT

202 hedge funds and large institutions have $1.02B invested in Yext in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 73 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $2.88M

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

25% more capital invested

Capital invested by funds: $818M → $1.02B (+$201M)

6% more funds holding

Funds holding: 191 → 202 (+11)

2.89% more ownership

Funds ownership: 69.64% → 72.53% (+2.9%)

12% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 73

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
37
Increased
64
Reduced
73
Closed
26
Calls
$11.6M
Puts
$2.88M
Net Calls
+$8.75M
Net Calls Change
+$5.5M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$20M
2
Invesco
Invesco
Georgia
+$10.7M
3
DCM
Driehaus Capital Management
Illinois
+$9.03M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$8.83M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$8.71M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.75M
2
Norges Bank
Norges Bank
Norway
-$7.68M
3
Millennium Management
Millennium Management
New York
-$7.65M
4
HF
HRT Financial
New York
-$6M
5
NIM
Needham Investment Management
New York
-$5.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wolverine Trading
151
Wolverine Trading
Illinois
$238K +$78.8K +8,290 +63%
B
152
Bailard
California
$232K -$20K -2,100 -9%
SSA
153
Schonfeld Strategic Advisors
New York
$227K +$7.25K +762 +4%
Verition Fund Management
154
Verition Fund Management
Connecticut
$217K -$132K -13,884 -42%
PWPS
155
Pinnacle Wealth Planning Services
Ohio
$213K +$266 +28 +0.1%
SOW
156
State of Wyoming
Wyoming
$205K -$114K -11,997 -40%
ProShare Advisors
157
ProShare Advisors
Maryland
$205K +$46.3K +4,871 +37%
CC
158
Centiva Capital
New York
$204K -$19.8K -2,086 -10%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$203K – – –
AB
160
Amalgamated Bank
New York
$187K +$4.3K +452 +3%
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$166K -$9.27K -975 -6%
MGIA
162
Moneta Group Investment Advisors
Missouri
$166K +$6.71K +706 +5%
SFWC
163
Strategic Family Wealth Counselors
New Jersey
$162K +$136K +14,311 New
QC
164
Quadrature Capital
United Kingdom
$153K +$129K +13,514 New
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$152K -$180K -18,967 -58%
Principal Financial Group
166
Principal Financial Group
Iowa
$143K +$2.49K +262 +2%
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$142K – – –
Man Group
168
Man Group
United Kingdom
$141K +$119K +12,503 New
DT
169
Diversified Trust
Tennessee
$139K -$36.9K -3,883 -24%
HF
170
HRT Financial
New York
$125K -$6M -631,004 -98%
Victory Capital Management
171
Victory Capital Management
Texas
$122K -$2.4K -252 -2%
CMF
172
Counterpoint Mutual Funds
California
$119K -$103K -10,836 -51%
ACM
173
Aquatic Capital Management
Illinois
$102K +$8.56K +900 +11%
AIP
174
Ameritas Investment Partners
Nebraska
$101K – – –
TRCT
175
Tower Research Capital (TRC)
New York
$100K +$58.7K +6,169 +231%
5 6
7
8 9

YEXT Hedge Fund Activity: Q2 2023 in Review

202 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q2 2023, worth a combined $1.02B — up 25% from $818M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new YEXT positions and 26 closed out — a net gain of 11 holders — while 64 added to existing stakes and 73 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $20M. The largest seller was Citadel Advisors, cutting an estimated $8.75M.

  • 202 institutional investors held Yext (YEXT) as of Q2 2023, up from 191 in Q1 2023.
  • Funds reported $1.02B of Yext stock for Q2 2023, up 25% quarter-over-quarter.
  • 37 funds opened new Yext positions in Q2 2023 and 26 closed out, a net change of +11 holders.
  • The largest Yext buyer in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $20M added.
  • The largest Yext seller in Q2 2023 was Citadel Advisors, an estimated $8.75M sold.

Based on aggregated 13F filings for Q2 2023.