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Yext
YEXT

182 hedge funds and large institutions have $610M invested in Yext in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

615% more call options, than puts

Call options by funds: $4.61M | Put options by funds: $645K

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

2.38% more ownership

Funds ownership: 72.79% → 75.17% (+2.4%)

2% more funds holding

Funds holding: 179 → 182 (+3)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

5% less capital invested

Capital invested by funds: $644M → $610M (-$34.1M)

Holders
182
Holders Change
+3
Holders Change %
+1.68%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
57
Reduced
59
Closed
28
Calls
$4.61M
Puts
$645K
Net Calls
+$3.96M
Net Calls Change
+$2.68M

Top Buyers

1
LLL
Lynrock Lake LP
New York
+$16.9M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$15M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.86M
4
TGM
Tenzing Global Management
California
+$3.18M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.99M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$6.81M
2
PCR
Potrero Capital Research
California
-$5.99M
3
Marshall Wace
Marshall Wace
United Kingdom
-$3.91M
4
Morgan Stanley
Morgan Stanley
New York
-$3.62M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
151
SignatureFD
Georgia
$8.99K – – –
VCM
152
Versant Capital Management
Arizona
$8.6K +$9.82K +1,352 New
EWA
153
EverSource Wealth Advisors
Alabama
$6.45K +$421 +58 +6%
MCM
154
MAI Capital Management
Ohio
$6.36K +$7.27K +1,000 New
Osaic Holdings
155
Osaic Holdings
Arizona
$6.21K – – –
HT
156
Headlands Technologies
Illinois
$4.85K +$5.54K +762 New
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$4.69K -$443 -61 -8%
VWM
158
Venturi Wealth Management
Texas
$4.53K +$5.17K +712 New
LC
159
Lindbrook Capital
California
$3.95K – – –
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$3.34K – – –
SAM
161
Smartleaf Asset Management
Massachusetts
$2.98K – – –
IA
162
IFP Advisors
Florida
$2.47K -$14.4K -1,980 -84%
PA
163
Parallel Advisors
California
$1.93K – – –
TWD
164
True Wealth Design
Ohio
$1.9K +$509 +70 +31%
LI
165
LRI Investments
Florida
$1.78K – – –
FFO
166
Fortitude Family Office
Arizona
$1.77K – – –
AF
167
Allworth Financial
California
$1.66K -$1.67K -230 -47%
PEAK6
168
PEAK6
Illinois
$1.57K +$1.79K +247 New
HNB
169
Huntington National Bank
Ohio
$1.44K +$1.64K +226 +22,600%
RIL
170
Rothschild Investment LLC
Illinois
$1.11K +$145 +20 +13%
NFSG
171
Newbridge Financial Services Group
Florida
$731 +$836 +115 New
SCM
172
Sterling Capital Management
North Carolina
$681 – – –
PWMG
173
Private Wealth Management Group
New Jersey
$535 – – –
LIS
174
Legacy Investment Solutions
Idaho
$486 – – –
LWMI
175
Legacy Wealth Management (Idaho)
Idaho
$486 – – –
5 6
7
8 9

YEXT Hedge Fund Activity: Q4 2024 in Review

182 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q4 2024, worth a combined $610M — down 5.3% from $644M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new YEXT positions and 28 closed out — a net gain of 6 holders — while 57 added to existing stakes and 59 trimmed.

The largest buyer was Lynrock Lake LP, adding an estimated $16.9M. The largest seller was D.E. Shaw & Co, cutting an estimated $6.81M.

  • 182 institutional investors held Yext (YEXT) as of Q4 2024, up from 179 in Q3 2024.
  • Funds reported $610M of Yext stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 34 funds opened new Yext positions in Q4 2024 and 28 closed out, a net change of +6 holders.
  • The largest Yext buyer in Q4 2024 was Lynrock Lake LP, an estimated $16.9M added.
  • The largest Yext seller in Q4 2024 was D.E. Shaw & Co, an estimated $6.81M sold.

Based on aggregated 13F filings for Q4 2024.