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Yext
YEXT

191 hedge funds and large institutions have $818M invested in Yext in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $4.52M | Put options by funds: $1.26M

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

54% more capital invested

Capital invested by funds: $532M → $818M (+$286M)

29% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 52

13% more funds holding

Funds holding: 169 → 191 (+22)

2.43% more ownership

Funds ownership: 67.21% → 69.64% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
191
Holders Change
+22
Holders Change %
+13.02%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
41
Increased
67
Reduced
52
Closed
19
Calls
$4.52M
Puts
$1.26M
Net Calls
+$3.25M
Net Calls Change
+$2.68M

Top Buyers

1
GS
Gagnon Securities
New York
+$9.4M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$6.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.2M
4
HF
HRT Financial
New York
+$4.02M
5
CSS
Cubist Systematic Strategies
Connecticut
+$3.76M

Top Sellers

1
BlackRock
BlackRock
New York
-$6.86M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.69M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$4.93M
4
PCR
Potrero Capital Research
California
-$4.61M
5
NIM
Needham Investment Management
New York
-$3.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
176
IFP Advisors
Florida
$6.27K -$1.56K -203 -35%
Point72 Asset Management
177
Point72 Asset Management
Connecticut
$6.02K +$4.82K +626 New
US Bancorp
178
US Bancorp
Minnesota
$5.2K -$1.03K -134 -20%
National Bank of Canada
179
National Bank of Canada
Quebec, Canada
$5.05K +$4.04K +525 New
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
AF
181
Allworth Financial
California
$3.73K – – –
BAAM
182
Baker Avenue Asset Management
California
$2.67K – – –
MCM
183
Manchester Capital Management
Vermont
$2.37K +$1.19K +154 +166%
BTI
184
Blue Trust Inc
Georgia
$2K +$2.42K +315 +788%
CA
185
Clearstead Advisors
Ohio
$1.68K – – –
LSA
186
Lansing Street Advisors
Pennsylvania
$961 – – –
EI
187
Ellevest Inc
New York
$778 – – –
HWA
188
Heritage Wealth Advisors
Virginia
$673 – – –
BHWM
189
Beaird Harris Wealth Management
Texas
$587 – – –
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$500 -$246 -32 -38%
IAIM
191
International Assets Investment Management
Florida
$471 +$377 +49 New
Commonwealth Equity Services
192
Commonwealth Equity Services
Massachusetts
$452 +$6.33K +823 +2%
HRCM
193
Hawk Ridge Capital Management
California
– -$966K -147,928 Closed
ECM
194
ExodusPoint Capital Management
New York
– -$508K -77,802 Closed
E
195
Ergoteles
New York
– -$294K -45,069 Closed
Walleye Capital
196
Walleye Capital
New York
– -$292K -37,971 Closed
QC
197
Quadrature Capital
United Kingdom
– -$220K -33,720 Closed
WP
198
Woodline Partners
California
– -$175K -26,749 Closed
QI
199
Qtron Investments
Massachusetts
– -$124K -18,992 Closed
I
200
InceptionR
California
– -$106K -16,295 Closed
5 6 7
8
9

YEXT Hedge Fund Activity: Q1 2023 in Review

191 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2023, worth a combined $818M — up 54% from $532M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new YEXT positions and 19 closed out — a net gain of 22 holders — while 67 added to existing stakes and 52 trimmed.

The largest buyer was Gagnon Securities, adding an estimated $9.4M. The largest seller was BlackRock, cutting an estimated $6.86M.

  • 191 institutional investors held Yext (YEXT) as of Q1 2023, up from 169 in Q4 2022.
  • Funds reported $818M of Yext stock for Q1 2023, up 54% quarter-over-quarter.
  • 41 funds opened new Yext positions in Q1 2023 and 19 closed out, a net change of +22 holders.
  • The largest Yext buyer in Q1 2023 was Gagnon Securities, an estimated $9.4M added.
  • The largest Yext seller in Q1 2023 was BlackRock, an estimated $6.86M sold.

Based on aggregated 13F filings for Q1 2023.