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Yext
YEXT

Overview Fund Activity

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.

Holders
182
Holders Change
+3
Holders Change %
+1.68%
% of All Funds
2.42%
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
1
Lynrock Lake LP
New York
$67.9M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$13M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$11.2M
4
TGM
4
Tenzing Global Management
California
$16.1M
5
Raymond James Financial
5
Raymond James Financial
Florida
$2.22M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$14.9M
2
PCR
2
Potrero Capital Research
California
$16.4M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$4.66M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$5.2M
Name Market Value Shares Shares
Change 		Shares
Change %
S
151
SignatureFD
Georgia
$8.99K 1,413 – –
VCM
152
Versant Capital Management
Arizona
$8.6K 1,352 +1,352 New
EWA
153
EverSource Wealth Advisors
Alabama
$6.45K 1,014 +58 +6%
MCM
154
MAI Capital Management
Ohio
$6.36K 1,000 +1,000 New
Osaic Holdings
155
Osaic Holdings
Arizona
$6.21K 977 – –
HT
156
Headlands Technologies
Illinois
$4.85K 762 +762 New
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$4.69K 737 -61 -8%
VWM
158
Venturi Wealth Management
Texas
$4.53K 712 +712 New
LC
159
Lindbrook Capital
California
$3.95K 621 – –
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$3.34K 525 – –
SAM
161
Smartleaf Asset Management
Massachusetts
$2.98K 480 – –
IA
162
IFP Advisors
Florida
$2.47K 389 -1,980 -84%
PA
163
Parallel Advisors
California
$1.93K 303 – –
TWD
164
True Wealth Design
Ohio
$1.9K 299 +70 +31%
LI
165
LRI Investments
Florida
$1.78K 280 – –
FFO
166
Fortitude Family Office
Arizona
$1.77K 279 – –
AF
167
Allworth Financial
California
$1.66K 263 -230 -47%
PEAK6
168
PEAK6
Illinois
$1.57K 247 +247 New
HNB
169
Huntington National Bank
Ohio
$1.44K 227 +226 +22,600%
RIL
170
Rothschild Investment LLC
Illinois
$1.11K 175 +20 +13%
NFSG
171
Newbridge Financial Services Group
Florida
$731 115 +115 New
SCM
172
Sterling Capital Management
North Carolina
$681 107 – –
PWMG
173
Private Wealth Management Group
New Jersey
$535 84 – –
LIS
174
Legacy Investment Solutions
Idaho
$486 75 – –
LWMI
175
Legacy Wealth Management (Idaho)
Idaho
$486 75 – –
5 6
7
8 9