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178 hedge funds and large institutions have $539M invested in Yext in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2% more capital invested

Capital invested by funds: $526M → $539M (+$13M)

0.87% less ownership

Funds ownership: 72.01%71.14% (-0.87%)

5% less funds holding

Funds holding: 188178 (-10)

18% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 68

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

48% less call options, than puts

Call options by funds: $834K | Put options by funds: $1.6M

Holders
178
Holders Change
-10
Holders Change %
-5.32%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
56
Reduced
68
Closed
29
Calls
$834K
Puts
$1.6M
Net Calls
-$766K
Net Calls Change
-$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFP Advisors
Florida
$14.3K
NC
152
nVerses Capital
Florida
$13.3K +$13K +2,200 New
S
153
SignatureFD
Georgia
$11.7K -$2.7K -456 -19%
PIM
154
Plato Investment Management
Australia
$11K
Osaic Holdings
155
Osaic Holdings
Arizona
$8.63K -$733 -124 -8%
PA
156
Parallel Advisors
California
$7.77K -$319 -54 -4%
QPBE
157
Quintet Private Bank (Europe)
Luxembourg
$6.31K +$5.44K +920 New
FCMT
158
Founders Capital Management (Texas)
Texas
$6.03K
EWA
159
EverSource Wealth Advisors
Alabama
$5.25K
LC
160
Lindbrook Capital
California
$3.99K -$656 -111 -14%
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$2.87K
AF
162
Allworth Financial
California
$2.19K -$148 -25 -6%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$2K -$1.28K -216 -46%
LI
164
LRI Investments
Florida
$1.69K +$1.66K +280 New
FFO
165
Fortitude Family Office
Arizona
$1.68K
CFM
166
Catalyst Funds Management
Australia
$1.21K +$1.18K +200 New
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$1.19K +$390 +66 +50%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$621 -$59 -10 -9%
PWMG
169
Private Wealth Management Group
New Jersey
$507 -$2.24K -379 -82%
Comerica Bank
170
Comerica Bank
Texas
$283
BTI
171
Blue Trust Inc
Georgia
$241
GWSG
172
GPS Wealth Strategies Group
Colorado
$181 +$177 +30 New
AEPWM
173
Atlantic Edge Private Wealth Management
Florida
$151
AWM
174
Avior Wealth Management
Nebraska
$126 +$124 +21 New
RIL
175
Rothschild Investment LLC
Illinois
$121 +$118 +20 New

YEXT Hedge Fund Activity: Q1 2024 in Review

178 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2024, worth a combined $539M — up 2.5% from $526M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of YEXT and 20 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 56 added.

The largest buyer was Divisadero Street Capital Management, opening a new position worth an estimated $6.87M. The largest seller was Bank of Montreal, cutting an estimated $8.82M.

  • 178 institutional investors held Yext (YEXT) as of Q1 2024, down from 188 in Q4 2023.
  • Funds reported $539M of Yext stock for Q1 2024, up 2.5% quarter-over-quarter.
  • 20 funds opened new Yext positions in Q1 2024 and 29 closed out, a net change of -9 holders.
  • The largest Yext buyer in Q1 2024 was Divisadero Street Capital Management, an estimated $6.87M added.
  • The largest Yext seller in Q1 2024 was Bank of Montreal, an estimated $8.82M sold.

Based on aggregated 13F filings for Q1 2024.