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Yext
YEXT

179 hedge funds and large institutions have $644M invested in Yext in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $2.31M | Put options by funds: $1.03M

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

32% more capital invested

Capital invested by funds: $490M → $644M (+$154M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

6% more funds holding

Funds holding: 169 → 179 (+10)

0.21% more ownership

Funds ownership: 72.58% → 72.79% (+0.21%)

2% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 61

Holders
179
Holders Change
+10
Holders Change %
+5.92%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
24
Increased
60
Reduced
61
Closed
14
Calls
$2.31M
Puts
$1.03M
Net Calls
+$1.29M
Net Calls Change
+$3.08M

Top Buyers

1
LECM
Lead Edge Capital Management
New York
+$7.33M
2
TGM
Tenzing Global Management
California
+$6.67M
3
PCR
Potrero Capital Research
California
+$5.01M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.76M
5
Boston Partners
Boston Partners
Massachusetts
+$2.43M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.77M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$4.91M
3
Canada Life
Canada Life
Manitoba, Canada
-$4.84M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.16M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
151
Cullen/Frost Bankers
Texas
$7.31K +$5.87K +1,056 New
AWM
152
Avior Wealth Management
Nebraska
$6.79K +$5.46K +982 New
Osaic Holdings
153
Osaic Holdings
Arizona
$6.76K – – –
EWA
154
EverSource Wealth Advisors
Alabama
$6.62K – – –
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$5.52K +$2.48K +446 +127%
LC
156
Lindbrook Capital
California
$4.3K -$784 -141 -19%
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$3.63K – – –
CA
158
Continuum Advisory
Idaho
$3.53K +$2.48K +447 New
AF
159
Allworth Financial
California
$3.41K +$723 +130 +36%
SAM
160
Smartleaf Asset Management
Massachusetts
$3.23K +$211 +38 +9%
LI
161
LRI Investments
Florida
$2.21K – – –
PA
162
Parallel Advisors
California
$2.1K – – –
FFO
163
Fortitude Family Office
Arizona
$1.93K – – –
TWD
164
True Wealth Design
Ohio
$1.58K +$1.27K +229 New
RIL
165
Rothschild Investment LLC
Illinois
$1.07K +$611 +110 +244%
Bessemer Group
166
Bessemer Group
New Jersey
$1K +$1.14K +205 New
SCM
167
Sterling Capital Management
North Carolina
$740 +$595 +107 New
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$734 +$61 +11 +12%
LIS
169
Legacy Investment Solutions
Idaho
$600 +$417 +75 New
LWMI
170
Legacy Wealth Management (Idaho)
Idaho
$600 +$417 +75 New
PWMG
171
Private Wealth Management Group
New Jersey
$582 – – –
FFA
172
Farther Finance Advisors
California
$311 – – –
BTI
173
Blue Trust Inc
Georgia
$214 – – –
GWSG
174
GPS Wealth Strategies Group
Colorado
$208 – – –
AEPWM
175
Atlantic Edge Private Wealth Management
Florida
$173 – – –
4 5 6
7
8

YEXT Hedge Fund Activity: Q3 2024 in Review

179 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2024, worth a combined $644M — up 32% from $490M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new YEXT positions and 14 closed out — a net gain of 10 holders — while 60 added to existing stakes and 61 trimmed.

The largest buyer was Lead Edge Capital Management, adding an estimated $7.33M. The largest seller was Bank of New York Mellon, cutting an estimated $7.77M.

  • 179 institutional investors held Yext (YEXT) as of Q3 2024, up from 169 in Q2 2024.
  • Funds reported $644M of Yext stock for Q3 2024, up 32% quarter-over-quarter.
  • 24 funds opened new Yext positions in Q3 2024 and 14 closed out, a net change of +10 holders.
  • The largest Yext buyer in Q3 2024 was Lead Edge Capital Management, an estimated $7.33M added.
  • The largest Yext seller in Q3 2024 was Bank of New York Mellon, an estimated $7.77M sold.

Based on aggregated 13F filings for Q3 2024.