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Yext
YEXT

Overview Fund Activity

169 hedge funds and large institutions have $490M invested in Yext in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 43 reducing their positions, and 33 closing their positions.

Holders
169
Holders Change
-9
Holders Change %
-5.06%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
71
Reduced
43
Closed
33
Calls
$1.81M
Puts
$3.6M
Net Calls
-$1.79M
Net Calls Change
-$1.03M

Top Buyers

1
PCR
1
Potrero Capital Research
California
$13.4M
2
LLL
2
Lynrock Lake LP
New York
$44.2M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$14.7M
4
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$4.04M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$5.18M

Top Sellers

1
ICM
1
Invenomic Capital Management
Massachusetts
$0
2
DSCM
2
Divisadero Street Capital Management
Florida
$0
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$183K
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$0
5
JAM
5
Jupiter Asset Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LC
151
Lindbrook Capital
California
$4.08K 762 +101 +15%
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$2.75K 525 – –
SAM
153
Smartleaf Asset Management
Massachusetts
$2.29K 442 +442 New
AF
154
Allworth Financial
California
$1.93K 363 – –
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$1.88K 352 +154 +78%
PA
156
Parallel Advisors
California
$1.62K 303 -986 -76%
LI
157
LRI Investments
Florida
$1.5K 280 – –
FFO
158
Fortitude Family Office
Arizona
$1.49K 279 – –
IC
159
Innealta Capital
Texas
$551 103 +103 New
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$508 95 -8 -8%
PWMG
161
Private Wealth Management Group
New Jersey
$450 84 – –
IAIM
162
International Assets Investment Management
Florida
$262 49 +49 New
BTI
163
Blue Trust Inc
Georgia
$241 40 – –
RIL
164
Rothschild Investment LLC
Illinois
$241 45 +25 +125%
FFA
165
Farther Finance Advisors
California
$236 45 +45 New
GWSG
166
GPS Wealth Strategies Group
Colorado
$161 30 – –
AEPWM
167
Atlantic Edge Private Wealth Management
Florida
$134 25 – –
NA
168
NewEdge Advisors
Louisiana
$21 4 – –
GI
169
GAMMA Investing
California
$11 2 – –
ICM
170
Invenomic Capital Management
Massachusetts
– – -1,503,960 Closed
DSCM
171
Divisadero Street Capital Management
Florida
– – -1,161,074 Closed
First Eagle Investment Management
172
First Eagle Investment Management
New York
– – -642,979 Closed
JAM
173
Jupiter Asset Management
United Kingdom
– – -531,309 Closed
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
– – -507,847 Closed
Arrowstreet Capital
175
Arrowstreet Capital
Massachusetts
– – -501,254 Closed
5 6
7
8 9