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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.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 43

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.45% more ownership

Funds ownership: 71.14%72.58% (+1.4%)

5% less funds holding

Funds holding: 178169 (-9)

9% less capital invested

Capital invested by funds: $539M → $490M (-$49.6M)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

50% less call options, than puts

Call options by funds: $1.8M | Put options by funds: $3.6M

Holders
169
Holders Change
-9
Holders Change %
-5.06%
% of All Funds
2.44%
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
$1.8M
Puts
$3.6M
Net Calls
-$1.79M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
151
Lindbrook Capital
California
$4.08K +$544 +101 +15%
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$2.75K
SAM
153
Smartleaf Asset Management
Massachusetts
$2.29K +$2.38K +442 New
AF
154
Allworth Financial
California
$1.93K
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$1.88K +$829 +154 +78%
PA
156
Parallel Advisors
California
$1.62K -$5.31K -986 -76%
LI
157
LRI Investments
Florida
$1.5K
FFO
158
Fortitude Family Office
Arizona
$1.49K
IC
159
Innealta Capital
Texas
$551 +$555 +103 New
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$508 -$43 -8 -8%
PWMG
161
Private Wealth Management Group
New Jersey
$450
IAIM
162
International Assets Investment Management
Florida
$262 +$264 +49 New
BTI
163
Blue Trust Inc
Georgia
$241
RIL
164
Rothschild Investment LLC
Illinois
$241 +$135 +25 +125%
FFA
165
Farther Finance Advisors
California
$236 +$242 +45 New
GWSG
166
GPS Wealth Strategies Group
Colorado
$161
AEPWM
167
Atlantic Edge Private Wealth Management
Florida
$134
NA
168
NewEdge Advisors
Louisiana
$21
GI
169
GAMMA Investing
California
$11
ICM
170
Invenomic Capital Management
Massachusetts
-$9.07M -1,503,960 Closed
DSCM
171
Divisadero Street Capital Management
Florida
-$7M -1,161,074 Closed
First Eagle Investment Management
172
First Eagle Investment Management
New York
-$3.88M -642,979 Closed
JAM
173
Jupiter Asset Management
United Kingdom
-$3.2M -531,309 Closed
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
-$3.08M -507,847 Closed
Arrowstreet Capital
175
Arrowstreet Capital
Massachusetts
-$3.02M -501,254 Closed

YEXT Hedge Fund Activity: Q2 2024 in Review

169 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q2 2024, worth a combined $490M — down 9.2% from $539M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of YEXT and 27 opened new positions — a net loss of 6 holders — while 43 trimmed existing stakes and 71 added.

The largest buyer was Potrero Capital Research, adding an estimated $8.82M. The largest seller was Invenomic Capital Management, exiting entirely with an estimated $9.07M sold.

  • 169 institutional investors held Yext (YEXT) as of Q2 2024, down from 178 in Q1 2024.
  • Funds reported $490M of Yext stock for Q2 2024, down 9.2% quarter-over-quarter.
  • 27 funds opened new Yext positions in Q2 2024 and 33 closed out, a net change of -6 holders.
  • The largest Yext buyer in Q2 2024 was Potrero Capital Research, an estimated $8.82M added.
  • The largest Yext seller in Q2 2024 was Invenomic Capital Management, an estimated $9.07M sold.

Based on aggregated 13F filings for Q2 2024.