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, 53 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

6% less capital invested

Capital invested by funds: $610M → $575M (-$35M)

18% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 65

87% less call options, than puts

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

Holders
184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.59M
Puts
$19.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
151
SignatureFD
Georgia
$9.62K
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$9K
VCM
153
Versant Capital Management
Arizona
$8.33K
Osaic Holdings
154
Osaic Holdings
Arizona
$6.97K
EWA
155
EverSource Wealth Advisors
Alabama
$6.65K
MCM
156
MAI Capital Management
Ohio
$6.16K
QL
157
Quarry LP
New York
$4.92K
LC
158
Lindbrook Capital
California
$4.69K
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
PA
163
Parallel Advisors
California
$2.2K
LI
164
LRI Investments
Florida
$1.73K
FFO
165
Fortitude Family Office
Arizona
$1.72K
RFA
166
Reyes Financial Architecture
California
$1.6K
RIL
167
Rothschild Investment LLC
Illinois
$1.2K
AF
168
Allworth Financial
California
$979
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
LWMI
173
Legacy Wealth Management (Idaho)
Idaho
$462
SC
174
Stephens Consulting
Michigan
$370
AAM
175
Advisors Asset Management
Colorado
$296