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184 hedge funds and large institutions have $575M invested in Yext in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

1% more funds holding

Funds holding: 182184 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.33% less ownership

Funds ownership: 75.17%73.84% (-1.3%)

6% less capital invested

Capital invested by funds: $610M → $575M (-$34.8M)

21% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 66

87% less call options, than puts

Call options by funds: $2.59M | Put options by funds: $19.5M

Holders
184
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
52
Reduced
66
Closed
27
Calls
$2.59M
Puts
$19.5M
Net Calls
-$16.9M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
S
151
SignatureFD
Georgia
$9.62K +$963 +149 +11%
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$9K -$17.6K -2,717 -65%
VCM
153
Versant Capital Management
Arizona
$8.33K
Osaic Holdings
154
Osaic Holdings
Arizona
$6.97K +$1K +155 +16%
EWA
155
EverSource Wealth Advisors
Alabama
$6.65K +$427 +66 +7%
MCM
156
MAI Capital Management
Ohio
$6.16K
QL
157
Quarry LP
New York
$4.92K +$5.17K +799 New
LC
158
Lindbrook Capital
California
$4.69K +$905 +140 +23%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$4.54K
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$3.24K
SAM
161
Smartleaf Asset Management
Massachusetts
$2.97K
IA
162
IFP Advisors
Florida
$2.27K -$129 -20 -5%
PA
163
Parallel Advisors
California
$2.2K +$349 +54 +18%
LI
164
LRI Investments
Florida
$1.73K
FFO
165
Fortitude Family Office
Arizona
$1.72K
RFA
166
Reyes Financial Architecture
California
$1.6K +$1.68K +260 New
RIL
167
Rothschild Investment LLC
Illinois
$1.2K +$129 +20 +11%
AF
168
Allworth Financial
California
$979 -$692 -107 -41%
NFSG
169
Newbridge Financial Services Group
Florida
$708
SCM
170
Sterling Capital Management
North Carolina
$659
PWMG
171
Private Wealth Management Group
New Jersey
$518
PFBT
172
Parkside Financial Bank & Trust
Missouri
$493 +$517 +80 New
LWMI
173
Legacy Wealth Management (Idaho)
Idaho
$462
SC
174
Stephens Consulting
Michigan
$370 +$388 +60 New
AAM
175
Advisors Asset Management
Colorado
$296 -$58 -9 -16%

YEXT Hedge Fund Activity: Q1 2025 in Review

184 of the 7,460 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2025, worth a combined $575M — down 5.7% from $610M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new YEXT positions and 27 closed out — a net gain of 3 holders — while 52 added to existing stakes and 66 trimmed.

The largest buyer was Lynrock Lake LP, adding an estimated $6.52M. The largest seller was Horrell Capital Management, exiting entirely with an estimated $5.14M sold.

  • 184 institutional investors held Yext (YEXT) as of Q1 2025, up from 182 in Q4 2024.
  • Funds reported $575M of Yext stock for Q1 2025, down 5.7% quarter-over-quarter.
  • 30 funds opened new Yext positions in Q1 2025 and 27 closed out, a net change of +3 holders.
  • The largest Yext buyer in Q1 2025 was Lynrock Lake LP, an estimated $6.52M added.
  • The largest Yext seller in Q1 2025 was Horrell Capital Management, an estimated $5.14M sold.

Based on aggregated 13F filings for Q1 2025.