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Yext
YEXT

Overview Fund Activity

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.

Holders
191
Holders Change
+22
Holders Change %
+13.02%
% of All Funds
3.06%
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
+$3.26M
Net Calls Change
+$2.68M

Top Buyers

1
GS
1
Gagnon Securities
New York
$11.8M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$13.6M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$8.27M
4
HF
4
HRT Financial
New York
$6.17M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$6.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$89.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$16.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$138M
4
PCR
4
Potrero Capital Research
California
$11.1M
5
NIM
5
Needham Investment Management
New York
$5.77M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
176
IFP Advisors
Florida
$6.27K 369 -203 -35%
Point72 Asset Management
177
Point72 Asset Management
Connecticut
$6.02K 626 +626 New
US Bancorp
178
US Bancorp
Minnesota
$5.2K 541 -134 -20%
National Bank of Canada
179
National Bank of Canada
Quebec, Canada
$5.05K 525 +525 New
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$4K 432 – –
AF
181
Allworth Financial
California
$3.73K 388 – –
BAAM
182
Baker Avenue Asset Management
California
$2.67K 278 – –
MCM
183
Manchester Capital Management
Vermont
$2.37K 247 +154 +166%
BTI
184
Blue Trust Inc
Georgia
$2K 355 +315 +788%
CA
185
Clearstead Advisors
Ohio
$1.68K 175 – –
LSA
186
Lansing Street Advisors
Pennsylvania
$961 100 – –
EI
187
Ellevest Inc
New York
$778 81 – –
HWA
188
Heritage Wealth Advisors
Virginia
$673 70 – –
BHWM
189
Beaird Harris Wealth Management
Texas
$587 61 – –
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$500 52 -32 -38%
IAIM
191
International Assets Investment Management
Florida
$471 49 +49 New
Commonwealth Equity Services
192
Commonwealth Equity Services
Massachusetts
$452 47,117 +823 +2%
HRCM
193
Hawk Ridge Capital Management
California
– – -147,928 Closed
ECM
194
ExodusPoint Capital Management
New York
– – -77,802 Closed
E
195
Ergoteles
New York
– – -45,069 Closed
Walleye Capital
196
Walleye Capital
New York
– – -37,971 Closed
QC
197
Quadrature Capital
United Kingdom
– – -33,720 Closed
WP
198
Woodline Partners
California
– – -26,749 Closed
QI
199
Qtron Investments
Massachusetts
– – -18,992 Closed
I
200
InceptionR
California
– – -16,295 Closed
5 6 7
8
9