192 hedge funds and large institutions have $780M invested in Yext in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.2% more ownership

Funds ownership: 73.8%75% (+1.2%)

2% less call options, than puts

Call options by funds: $2.25M | Put options by funds: $2.29M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
192
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
$2.25M
Puts
$2.29M
Net Calls
Net Calls Change

Top Sellers

1 -$16.8M
2 -$8.71M
3 -$7.98M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$5.93M
5
BlackRock
BlackRock
New York
-$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
176
LRI Investments
Florida
$2.38K
FFO
177
Fortitude Family Office
Arizona
$2.37K
SCM
178
Sterling Capital Management
North Carolina
$2.11K
TWD
179
True Wealth Design
Ohio
$2.01K
AF
180
Allworth Financial
California
$1.34K
GI
181
GAMMA Investing
California
$1.19K
US Bancorp
182
US Bancorp
Minnesota
$1.06K
NFSG
183
Newbridge Financial Services Group
Florida
$978
PWMG
184
Private Wealth Management Group
New Jersey
$714
AAM
185
Advisors Asset Management
Colorado
$383
FFA
186
Farther Finance Advisors
California
$383
BTI
187
Blue Trust Inc
Georgia
$340
LFG
188
Larson Financial Group
Missouri
$315
AEPWM
189
Atlantic Edge Private Wealth Management
Florida
$213
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$136
NA
191
NewEdge Advisors
Louisiana
$34
HNB
192
Huntington National Bank
Ohio
$9
PCR
193
Potrero Capital Research
California
Balyasny Asset Management
194
Balyasny Asset Management
Illinois
CF
195
Corebridge Financial
Texas
GCP
196
GSA Capital Partners
United Kingdom
Squarepoint
197
Squarepoint
New York
SG Americas Securities
198
SG Americas Securities
New York
ECM
199
ExodusPoint Capital Management
New York
BHCM
200
Brevan Howard Capital Management
Jersey