196 hedge funds and large institutions have $727M invested in Yext in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 71 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $777M → $727M (-$50.3M)

20% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 71

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.13M
Puts
$2.58M
Net Calls
Net Calls Change

Top Buyers

1 +$24.1M
2 +$13.9M
3 +$5.89M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$3.52M
5
Lazard Asset Management
Lazard Asset Management
New York
+$2.98M

Top Sellers

1 -$14.9M
2 -$9.8M
3 -$5.34M
4
Renaissance Technologies
Renaissance Technologies
New York
-$3.66M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.35M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
151
Versant Capital Management
Arizona
$18K
SS
152
SBI Securities
Japan
$16K
TM
153
Torren Management
California
$15.2K
ACM
154
Aster Capital Management
United Arab Emirates
$14.7K
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$14.7K
BNP Paribas Asset Management
156
BNP Paribas Asset Management
France
$12K
S
157
SignatureFD
Georgia
$11.4K
EWA
158
EverSource Wealth Advisors
Alabama
$10.1K
CIAM
159
Caitong International Asset Management
Hong Kong
$9.91K
Group One Trading
160
Group One Trading
Illinois
$8.99K
MCM
161
MAI Capital Management
Ohio
$8.06K
AssetMark Inc
162
AssetMark Inc
California
$5.58K
SCM
163
Sterling Capital Management
North Carolina
$5.43K
SFG
164
Strive Financial Group
Indiana
$4.71K
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$3.97K
SAM
166
Smartleaf Asset Management
Massachusetts
$3.58K
IA
167
IFP Advisors
Florida
$3.09K
Osaic Holdings
168
Osaic Holdings
Arizona
$3.08K
GI
169
GAMMA Investing
California
$2.35K
RIL
170
Rothschild Investment LLC
Illinois
$2.27K
LI
171
LRI Investments
Florida
$2.26K
TWD
172
True Wealth Design
Ohio
$2.19K
AF
173
Allworth Financial
California
$2.12K
EP
174
Essential Partners
California
$2.08K
BBHC
175
Brown Brothers Harriman & Co
New York
$1.58K