184 hedge funds and large institutions have $575M invested in Yext in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

6% less capital invested

Capital invested by funds: $610M → $575M (-$35M)

18% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 65

87% less call options, than puts

Call options by funds: $2.59M | Put options by funds: $19.5M

Holders
184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.59M
Puts
$19.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
176
Farther Finance Advisors
California
$280
BTI
177
Blue Trust Inc
Georgia
$246
CIAM
178
Caitong International Asset Management
Hong Kong
$228
AEPWM
179
Atlantic Edge Private Wealth Management
Florida
$154
TWD
180
True Wealth Design
Ohio
$142
GI
181
GAMMA Investing
California
$92
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$37
NA
183
NewEdge Advisors
Louisiana
$25
HNB
184
Huntington National Bank
Ohio
$6
HCM
185
Horrell Capital Management
Arkansas
HSA
186
Hussman Strategic Advisors
Maryland
ZIM
187
Zacks Investment Management
Illinois
YIH
188
Y-Intercept (HK)
Hong Kong
VI
189
Versor Investments
New York
SGAM
190
Smith Group Asset Management
Texas
DIM
191
DC Investments Management
Virginia
SGI
192
Summit Global Investments
Utah
TI
193
Trexquant Investment
Connecticut
SEI Investments
194
SEI Investments
Pennsylvania
CIP
195
Cornerstone Investment Partners
Georgia
MF
196
Magnetar Financial
Illinois
Group One Trading
197
Group One Trading
Illinois
HCA
198
Harbor Capital Advisors
Illinois
BWP
199
Balboa Wealth Partners
Arizona
FRM
200
Fox Run Management
Connecticut