197 hedge funds and large institutions have $776M invested in Yext in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
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
$6.85M
Puts
$4.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Parallel Advisors
California
$2.51K
LI
177
LRI Investments
Florida
$2.39K
FFO
178
Fortitude Family Office
Arizona
$2.38K
RIL
179
Rothschild Investment LLC
Illinois
$2.34K
AF
180
Allworth Financial
California
$2.23K
SCM
181
Sterling Capital Management
North Carolina
$2.1K
TWD
182
True Wealth Design
Ohio
$2.02K
GI
183
GAMMA Investing
California
$1.44K
MAM
184
Marquette Asset Management
Minnesota
$1.37K
FIA
185
FNY Investment Advisers
New York
$1K
Bessemer Group
186
Bessemer Group
New Jersey
$1K
PWMG
187
Private Wealth Management Group
New Jersey
$716
LFG
188
Larson Financial Group
Missouri
$682
SS
189
Sunbelt Securities
Texas
$571
FFA
190
Farther Finance Advisors
California
$554
AAM
191
Advisors Asset Management
Colorado
$383
BTI
192
Blue Trust Inc
Georgia
$341
AEPWM
193
Atlantic Edge Private Wealth Management
Florida
$213
QL
194
Quarry LP
New York
$119
PE
195
Point72 Europe
United Kingdom
$74
NA
196
NewEdge Advisors
Louisiana
$34
HNB
197
Huntington National Bank
Ohio
$9
Massachusetts Financial Services
198
Massachusetts Financial Services
Massachusetts
CMF
199
Counterpoint Mutual Funds
California
HF
200
HRT Financial
New York