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Yext
YEXT

Overview Fund Activity

190 hedge funds and large institutions have $779M invested in Yext in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
190
Holders Change
+6
Holders Change %
+3.26%
% of All Funds
2.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
34
Increased
71
Reduced
58
Closed
24
Calls
$1.14M
Puts
$1.22M
Net Calls
-$76K
Net Calls Change
+$16.8M

Top Buyers

1
Connor, Clark & Lunn Investment Management (CC&L)
1
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.9M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$5.03M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$8.14M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.6M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$3.14M

Top Sellers

1
PCR
1
Potrero Capital Research
California
$0
2
TGM
2
Tenzing Global Management
California
$10.8M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$12.7M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$7.35M
5
BlackRock
5
BlackRock
New York
$73.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
176
Sterling Capital Management
North Carolina
$2.11K 248 +141 +132%
TWD
177
True Wealth Design
Ohio
$2.01K 236 +213 +926%
AF
178
Allworth Financial
California
$1.34K 158 +2 +1%
GI
179
GAMMA Investing
California
$1.19K 140 +125 +833%
US Bancorp
180
US Bancorp
Minnesota
$1.06K 125 -14,969 -99%
NFSG
181
Newbridge Financial Services Group
Florida
$978 115 – –
PWMG
182
Private Wealth Management Group
New Jersey
$714 84 – –
AAM
183
Advisors Asset Management
Colorado
$383 45 -3 -6%
FFA
184
Farther Finance Advisors
California
$383 45 – –
BTI
185
Blue Trust Inc
Georgia
$340 40 – –
LFG
186
Larson Financial Group
Missouri
$315 37 +37 New
AEPWM
187
Atlantic Edge Private Wealth Management
Florida
$213 25 – –
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$136 16 +10 +167%
NA
189
NewEdge Advisors
Louisiana
$34 4 – –
HNB
190
Huntington National Bank
Ohio
$9 1 – –
PCR
191
Potrero Capital Research
California
– – -2,734,865 Closed
Balyasny Asset Management
192
Balyasny Asset Management
Illinois
– – -80,232 Closed
CF
193
Corebridge Financial
Texas
– – -52,137 Closed
GCP
194
GSA Capital Partners
United Kingdom
– – -44,783 Closed
Squarepoint
195
Squarepoint
New York
– – -43,830 Closed
SG Americas Securities
196
SG Americas Securities
New York
– – -36,563 Closed
ECM
197
ExodusPoint Capital Management
New York
– – -36,309 Closed
BHCM
198
Brevan Howard Capital Management
Jersey
– – -32,659 Closed
Allianz Asset Management
199
Allianz Asset Management
Germany
– – -29,300 Closed
Man Group
200
Man Group
United Kingdom
– – -28,553 Closed
5 6 7
8
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