Yext
YEXT
171 hedge funds and large institutions have $1.25B invested in Yext in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 33 reducing their positions, and 16 closing their positions.
131% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 16
124% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 33
14% more funds holding
Funds holding: 150 → 171 (+21)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less call options, than puts
Call options by funds: $4.39M | Put options by funds: $4.59M
4.03% less ownership
Funds ownership: 73.82% → 69.79% (-4%)
6% less capital invested
Capital invested by funds: $1.33B → $1.25B (-$80.4M)
Top Buyers
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$24M |
| 2 |
BlackRock
New York
|
+$16.4M |
| 3 |
Morgan Stanley
New York
|
+$13M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.36M |
| 5 |
D.E. Shaw & Co
New York
|
+$8.2M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
176
AIA Group
Hong Kong
| – | -$648K | -44,751 | Closed |
|
|
AG
177
Algert Global
San Francisco,
California
| – | -$309K | -21,314 | Closed |
|
|
XT
178
XTX Topco
George Town,
Cayman Islands
| – | -$186K | -12,826 | Closed |
|
179
Creative Planning
Overland Park,
Kansas
| – | -$168K | -11,628 | Closed |
|
180
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$58K | -3,847 | Closed |
|
|
VFA
181
Valeo Financial Advisors
Carmel,
Indiana
| – | -$3K | -201 | Closed |
|
|
NFG
182
Next Financial Group
Houston,
Texas
| – | -$3K | -200 | Closed |
|
|
SPIA
183
Steward Partners Investment Advisory
New York
| – | -$2.9K | -200 | Closed |
|
|
TWA
184
TCI Wealth Advisors
Tucson,
Arizona
| – | -$2K | -130 | Closed |
|
|
PA
185
Parallel Advisors
San Francisco,
California
| – | +$56 | +4 | +80% |
|
|
GWS
186
Glassman Wealth Services
Vienna,
Virginia
| – | +$181 | +13 | New |
|
YEXT Hedge Fund Activity: Q2 2021 in Review
171 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q2 2021, worth a combined $1.25B — down 6.1% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new YEXT positions and 16 closed out — a net gain of 21 holders — while 74 added to existing stakes and 33 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $24M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $178M sold.
- 171 institutional investors held Yext (YEXT) as of Q2 2021, up from 150 in Q1 2021.
- Funds reported $1.25B of Yext stock for Q2 2021, down 6.1% quarter-over-quarter.
- 37 funds opened new Yext positions in Q2 2021 and 16 closed out, a net change of +21 holders.
- The largest Yext buyer in Q2 2021 was Janus Henderson Group, an estimated $24M added.
- The largest Yext seller in Q2 2021 was Baillie Gifford & Co, an estimated $178M sold.
Based on aggregated 13F filings for Q2 2021.