193 hedge funds and large institutions have $726M invested in Yext in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 56 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:

7% less capital invested

Capital invested by funds: $777M → $726M (-$50.8M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 71

Holders
193
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
TM
151
Torren Management
California
$15.2K
ACM
152
Aster Capital Management
United Arab Emirates
$14.7K
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$14.7K
BNP Paribas Asset Management
154
BNP Paribas Asset Management
France
$12K
S
155
SignatureFD
Georgia
$11.4K
EWA
156
EverSource Wealth Advisors
Alabama
$10.1K
CIAM
157
Caitong International Asset Management
Hong Kong
$9.91K
Group One Trading
158
Group One Trading
Illinois
$8.99K
MCM
159
MAI Capital Management
Ohio
$8.06K
AssetMark Inc
160
AssetMark Inc
California
$5.58K
SCM
161
Sterling Capital Management
North Carolina
$5.43K
SFG
162
Strive Financial Group
Indiana
$4.71K
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$3.97K
SAM
164
Smartleaf Asset Management
Massachusetts
$3.58K
IA
165
IFP Advisors
Florida
$3.09K
Osaic Holdings
166
Osaic Holdings
Arizona
$3.08K
GI
167
GAMMA Investing
California
$2.35K
RIL
168
Rothschild Investment LLC
Illinois
$2.27K
LI
169
LRI Investments
Florida
$2.26K
TWD
170
True Wealth Design
Ohio
$2.19K
AF
171
Allworth Financial
California
$2.12K
BBHC
172
Brown Brothers Harriman & Co
New York
$1.58K
RFP
173
Root Financial Partners
California
$1.37K
FFO
174
Fortitude Family Office
Arizona
$1.34K
Optiver Holding
175
Optiver Holding
Netherlands
$1.19K