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Yext
YEXT

188 hedge funds and large institutions have $526M invested in Yext in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 74 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more call options, than puts

Call options by funds: $892K | Put options by funds: $210K

2.86% more ownership

Funds ownership: 69.15% → 72.01% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $545M → $526M (-$18.7M)

3% less funds holding

Funds holding: 194 → 188 (-6)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

27% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 74

Holders
188
Holders Change
-6
Holders Change %
-3.09%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
54
Reduced
74
Closed
34
Calls
$892K
Puts
$210K
Net Calls
+$682K
Net Calls Change
-$2.61M

Top Buyers

1
LLL
Lynrock Lake LP
New York
+$18.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$7.39M
3
Morgan Stanley
Morgan Stanley
New York
+$4.97M
4
BlackRock
BlackRock
New York
+$4.81M
5
Deutsche Bank
Deutsche Bank
Germany
+$3.74M

Top Sellers

1
GS
Gagnon Securities
New York
-$6.18M
2
DCM
Driehaus Capital Management
Illinois
-$6M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$5.12M
4
GA
Gagnon Advisors
New York
-$3.59M
5
Millennium Management
Millennium Management
New York
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
176
Fortitude Family Office
Arizona
$1.64K +$1.72K +279 New
ASN
177
Advisory Services Network
Georgia
$1.18K +$1.23K +200 New
CA
178
Clearstead Advisors
Ohio
$1.03K -$1.08K -175 -50%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$777 -$24K -3,900 -97%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$666 -$258 -42 -27%
A
181
AlphaQuest
New York
$654 +$683 +111 New
QCG
182
Quadrant Capital Group
Ohio
$372 +$43 +7 +13%
Comerica Bank
183
Comerica Bank
Texas
$277 – – –
AEPWM
184
Atlantic Edge Private Wealth Management
Florida
$148 +$154 +25 New
NA
185
NewEdge Advisors
Louisiana
$24 – – –
GI
186
GAMMA Investing
California
$12 +$12 +2 New
DCM
187
Driehaus Capital Management
Illinois
– -$6M -947,393 Closed
Lord, Abbett & Co
188
Lord, Abbett & Co
New Jersey
– -$5.12M -809,073 Closed
GA
189
Gagnon Advisors
New York
– -$3.59M -567,549 Closed
DFCM
190
Dark Forest Capital Management
Puerto Rico
– -$1.33M -209,824 Closed
OQS
191
Occudo Quantitative Strategies
Florida
– -$997K -157,518 Closed
PVM
192
Palogic Value Management
Texas
– -$950K -150,000 Closed
ECM
193
ExodusPoint Capital Management
New York
– -$525K -82,929 Closed
HighTower Advisors
194
HighTower Advisors
Illinois
– -$426K -68,021 Closed
HSA
195
Hussman Strategic Advisors
Maryland
– -$399K -63,000 Closed
BL
196
Bleichroeder LP
New York
– -$274K -43,263 Closed
CF
197
Cantor Fitzgerald
New York
– -$257K -40,591 Closed
SSA
198
Schonfeld Strategic Advisors
New York
– -$244K -38,531 Closed
CA
199
Cetera Advisors
Colorado
– -$163K -25,742 Closed
CP
200
CenterBook Partners
Connecticut
– -$150K -23,732 Closed
5 6 7
8
9

YEXT Hedge Fund Activity: Q4 2023 in Review

188 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q4 2023, worth a combined $526M — down 3.4% from $545M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of YEXT and 29 opened new positions — a net loss of 5 holders — while 74 trimmed existing stakes and 54 added.

The largest buyer was Lynrock Lake LP, adding an estimated $18.4M. The largest seller was Gagnon Securities, cutting an estimated $6.18M.

  • 188 institutional investors held Yext (YEXT) as of Q4 2023, down from 194 in Q3 2023.
  • Funds reported $526M of Yext stock for Q4 2023, down 3.4% quarter-over-quarter.
  • 29 funds opened new Yext positions in Q4 2023 and 34 closed out, a net change of -5 holders.
  • The largest Yext buyer in Q4 2023 was Lynrock Lake LP, an estimated $18.4M added.
  • The largest Yext seller in Q4 2023 was Gagnon Securities, an estimated $6.18M sold.

Based on aggregated 13F filings for Q4 2023.