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Yext
YEXT

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

898% more call options, than puts

Call options by funds: $3.66M | Put options by funds: $367K

13% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 67

3.38% less ownership

Funds ownership: 72.53% → 69.15% (-3.4%)

4% less funds holding

Funds holding: 202 → 194 (-8)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

46% less capital invested

Capital invested by funds: $1.02B → $545M (-$473M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
194
Holders Change
-8
Holders Change %
-3.96%
% of All Funds
3.08%
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
+$24.9M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$8.96M
3
JAM
Jupiter Asset Management
United Kingdom
+$3.83M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.52M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$3.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$13M
2
Invesco
Invesco
Georgia
-$11M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$10.4M
4
Morgan Stanley
Morgan Stanley
New York
-$9.47M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$6.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
176
Founders Capital Management (Texas)
Texas
$6.33K +$8.55K +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 +$1.93K +226 +52%
US Bancorp
180
US Bancorp
Minnesota
$3.42K -$14.4K -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 +$1.5K +175 +100%
BAAM
184
Baker Avenue Asset Management
California
$1.76K – – –
CMBA
185
C.M. Bidwell & Associates
Hawaii
$1.46K +$1.97K +230 New
IPW
186
Impact Partnership Wealth
Georgia
$1.27K +$1.71K +200 New
UB
187
UMB Bank
Missouri
$1.04K +$1.4K +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 +$342 +40 +250%
Comerica Bank
193
Comerica Bank
Texas
$298 +$402 +47 New
NA
194
NewEdge Advisors
Louisiana
$25 -$3.68K -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
5 6 7
8
9

YEXT Hedge Fund Activity: Q3 2023 in Review

194 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2023, worth a combined $545M — down 46% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of YEXT and 21 opened new positions — a net loss of 7 holders — while 67 trimmed existing stakes and 76 added.

The largest buyer was Lynrock Lake LP, adding an estimated $24.9M. The largest seller was Millennium Management, cutting an estimated $13M.

  • 194 institutional investors held Yext (YEXT) as of Q3 2023, down from 202 in Q2 2023.
  • Funds reported $545M of Yext stock for Q3 2023, down 46% quarter-over-quarter.
  • 21 funds opened new Yext positions in Q3 2023 and 28 closed out, a net change of -7 holders.
  • The largest Yext buyer in Q3 2023 was Lynrock Lake LP, an estimated $24.9M added.
  • The largest Yext seller in Q3 2023 was Millennium Management, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2023.