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Yext
YEXT

200 hedge funds and large institutions have $313M invested in Yext in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 57 increasing their positions, 65 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $3.46M | Put options by funds: $2.08M

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

2% more funds holding

Funds holding: 196 → 200 (+4)

7.58% less ownership

Funds ownership: 73.56% → 65.98% (-7.6%)

12% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 65

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

57% less capital invested

Capital invested by funds: $727M → $313M (-$414M)

Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
51
Increased
57
Reduced
65
Closed
44
Calls
$3.46M
Puts
$2.08M
Net Calls
+$1.38M
Net Calls Change
-$2.17M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$22.9M
2
LLL
Lynrock Lake LP
New York
+$18.4M
3
OAM
OP Asset Management
+$5.89M
4
Jane Street
Jane Street
New York
+$4.33M
5
Millennium Management
Millennium Management
New York
+$3.5M

Top Sellers

1
LECM
Lead Edge Capital Management
New York
-$29.8M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$15.1M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$12.3M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$10.3M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$7.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
176
Osaic Holdings
Arizona
$1.35K -$187 -31 -8%
GCP
177
Gill Capital Partners
Colorado
$1.32K +$2.06K +343 New
AF
178
Allworth Financial
California
$1.28K +$427 +71 +27%
CM
179
Caption Management
Oklahoma
$1.15K +$1.8K +300 New
LI
180
LRI Investments
Florida
$1.07K – – –
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$1.03K +$746 +124 +86%
BBHC
182
Brown Brothers Harriman & Co
New York
$753 – – –
FFO
183
Fortitude Family Office
Arizona
$626 -$18 -3 -2%
RIL
184
Rothschild Investment LLC
Illinois
$595 -$758 -126 -45%
EP
185
Essential Partners
California
$534 -$716 -119 -46%
KG
186
Kilter Group
New York
$404 +$632 +105 New
MPWT
187
MassMutual Private Wealth & Trust
Connecticut
$392 +$614 +102 New
ASN
188
Advisory Services Network
Georgia
$380 +$596 +99 New
TWD
189
True Wealth Design
Ohio
$358 -$1.07K -178 -66%
PWMG
190
Private Wealth Management Group
New Jersey
$323 – – –
TM
191
Torren Management
California
$315 -$10.8K -1,803 -96%
ZBNA
192
Zions Bancorporation, National Association
Utah
$196 +$307 +51 New
IAIM
193
International Assets Investment Management
Florida
$193 – – –
BTI
194
Blue Trust Inc
Georgia
$154 – – –
US Bancorp
195
US Bancorp
Minnesota
$142 +$223 +37 New
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$119 +$187 +31 New
TPCW
197
TD Private Client Wealth
New York
$108 +$168 +28 New
AEPWM
198
Atlantic Edge Private Wealth Management
Florida
$96 – – –
DF
199
Dunhill Financial
United Kingdom
$8 – – –
HNB
200
Huntington National Bank
Ohio
$4 – – –
6 7
8
9 10

YEXT Hedge Fund Activity: Q1 2026 in Review

200 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2026, worth a combined $313M — down 57% from $727M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new YEXT positions and 44 closed out — a net gain of 7 holders — while 57 added to existing stakes and 65 trimmed.

The largest buyer was Barclays, adding an estimated $22.9M. The largest seller was Lead Edge Capital Management, cutting an estimated $29.8M.

  • 200 institutional investors held Yext (YEXT) as of Q1 2026, up from 196 in Q4 2025.
  • Funds reported $313M of Yext stock for Q1 2026, down 57% quarter-over-quarter.
  • 51 funds opened new Yext positions in Q1 2026 and 44 closed out, a net change of +7 holders.
  • The largest Yext buyer in Q1 2026 was Barclays, an estimated $22.9M added.
  • The largest Yext seller in Q1 2026 was Lead Edge Capital Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q1 2026.