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Yext
YEXT

Overview Fund Activity

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.

Holders
179
Holders Change
+10
Holders Change %
+5.92%
% of All Funds
2.59%
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
1
Lead Edge Capital Management
New York
$88.5M
2
TGM
2
Tenzing Global Management
California
$14.5M
3
PCR
3
Potrero Capital Research
California
$23.6M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$4.68M
5
Boston Partners
5
Boston Partners
Massachusetts
$3.03M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$2.27M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$22.7M
3
Canada Life
3
Canada Life
Manitoba, Canada
$75K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$86K
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CFB
151
Cullen/Frost Bankers
Texas
$7.31K 1,056 +1,056 New
AWM
152
Avior Wealth Management
Nebraska
$6.8K 982 +982 New
Osaic Holdings
153
Osaic Holdings
Arizona
$6.76K 977 – –
EWA
154
EverSource Wealth Advisors
Alabama
$6.62K 956 – –
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$5.52K 798 +446 +127%
LC
156
Lindbrook Capital
California
$4.3K 621 -141 -19%
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$3.63K 525 – –
CA
158
Continuum Advisory
Idaho
$3.53K 447 +447 New
AF
159
Allworth Financial
California
$3.41K 493 +130 +36%
SAM
160
Smartleaf Asset Management
Massachusetts
$3.23K 480 +38 +9%
LI
161
LRI Investments
Florida
$2.21K 280 – –
PA
162
Parallel Advisors
California
$2.1K 303 – –
FFO
163
Fortitude Family Office
Arizona
$1.93K 279 – –
TWD
164
True Wealth Design
Ohio
$1.59K 229 +229 New
RIL
165
Rothschild Investment LLC
Illinois
$1.07K 155 +110 +244%
Bessemer Group
166
Bessemer Group
New Jersey
$1K 205 +205 New
SCM
167
Sterling Capital Management
North Carolina
$740 107 +107 New
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$734 106 +11 +12%
LWMI
169
Legacy Wealth Management (Idaho)
Idaho
$600 75 +75 New
LIS
170
Legacy Investment Solutions
Idaho
$600 75 +75 New
PWMG
171
Private Wealth Management Group
New Jersey
$582 84 – –
FFA
172
Farther Finance Advisors
California
$311 45 – –
BTI
173
Blue Trust Inc
Georgia
$214 40 – –
GWSG
174
GPS Wealth Strategies Group
Colorado
$208 30 – –
AEPWM
175
Atlantic Edge Private Wealth Management
Florida
$173 25 – –
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