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Yext
YEXT

Overview Fund Activity

194 hedge funds and large institutions have $545M invested in Yext in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-8
Holders Change %
-3.96%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
76
Reduced
67
Closed
28
Calls
$3.66M
Puts
$367K
Net Calls
+$3.3M
Net Calls Change
-$5.46M

Top Buyers

1
LLL
Lynrock Lake LP
New York
$22M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.2M
3
JAM
Jupiter Asset Management
United Kingdom
$3.98M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$6.61M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$3.55M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$0
2
Millennium Management
Millennium Management
New York
$3.35M
3
Invesco
Invesco
Georgia
$1.25M
4
Morgan Stanley
Morgan Stanley
New York
$4.75M
5
KLC
Kent Lake Capital
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCMT
176
Founders Capital Management (Texas)
Texas
$6.33K +$6.33K +1,000 New
LC
177
Lindbrook Capital
California
$6.23K – – –
EWA
178
EverSource Wealth Advisors
Alabama
$6.05K – – –
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.37K +226 +52%
US Bancorp
180
US Bancorp
Minnesota
$3.43K -$10.7K -1,686 -76%
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$3.28K – – –
AF
182
Allworth Financial
California
$2.46K – – –
CA
183
Clearstead Advisors
Ohio
$2.22K +$1.11K +175 +100%
BAAM
184
Baker Avenue Asset Management
California
$1.76K – – –
CMBA
185
C.M. Bidwell & Associates
Hawaii
$1.46K +$1.46K +230 New
IPW
186
Impact Partnership Wealth
Georgia
$1.27K +$1.27K +200 New
UB
187
UMB Bank
Missouri
$1.04K +$1.04K +164 New
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$981 – – –
MCM
189
Manchester Capital Management
Vermont
$956 – – –
HWA
190
Heritage Wealth Advisors
Virginia
$443 – – –
BHWM
191
Beaird Harris Wealth Management
Texas
$387 – – –
QCG
192
Quadrant Capital Group
Ohio
$355 +$254 +40 +250%
Comerica Bank
193
Comerica Bank
Texas
$298 +$298 +47 New
NA
194
NewEdge Advisors
Louisiana
$25 -$2.69K -430 -99%
Fuller & Thaler Asset Management
195
Fuller & Thaler Asset Management
California
– -$10.4M -916,022 Closed
KLC
196
Kent Lake Capital
Nevada
– -$5.66M -500,000 Closed
BCPEMI
197
Bain Capital Public Equity Management II
Massachusetts
– -$4.11M -363,525 Closed
TI
198
Trexquant Investment
Connecticut
– -$3.57M -315,589 Closed
PAM
199
Panagora Asset Management
Massachusetts
– -$2.96M -261,332 Closed
Marshall Wace
200
Marshall Wace
United Kingdom
– -$2.77M -244,963 Closed
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