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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

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: 42 (-2)

Holders
194
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.66M
Puts
$367K
Net Calls
Net Calls Change

Top Sellers

1 -$10.4M
2 -$9.6M
3 -$8.16M
4
Morgan Stanley
Morgan Stanley
New York
-$7.01M
5
KLC
Kent Lake Capital
Nevada
-$5.66M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$6.33K
177
$6.23K
178
$6.05K
179
$4K
180
$3.42K
181
$3.28K
182
$2.46K
183
$2.22K
184
$1.76K
185
$1.46K
186
$1.27K
187
$1.04K
188
$981
189
$956
190
$443
191
$387
192
$355
193
$298
194
$25
195
196
197
198
199
200