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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, 52 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

1% more funds holding

Funds holding: 182184 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.33% less ownership

Funds ownership: 75.17%73.84% (-1.3%)

6% less capital invested

Capital invested by funds: $610M → $575M (-$34.8M)

21% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 66

87% less call options, than puts

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

Holders
184
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
52
Reduced
66
Closed
27
Calls
$2.59M
Puts
$19.5M
Net Calls
-$16.9M
Net Calls Change
-$20.9M
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 +$239 +37 New
AEPWM
179
Atlantic Edge Private Wealth Management
Florida
$154
TWD
180
True Wealth Design
Ohio
$142 -$1.78K -276 -92%
GI
181
GAMMA Investing
California
$92 -$52 -8 -35%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$37 -$78 -12 -67%
NA
183
NewEdge Advisors
Louisiana
$25
HNB
184
Huntington National Bank
Ohio
$6 -$1.46K -226 -100%
HCM
185
Horrell Capital Management
Arkansas
-$5.14M -807,800 Closed
HSA
186
Hussman Strategic Advisors
Maryland
-$1.34M -210,000 Closed
ZIM
187
Zacks Investment Management
Illinois
-$1.13M -178,131 Closed
YIH
188
Y-Intercept (HK)
Hong Kong
-$738K -116,023 Closed
VI
189
Versor Investments
New York
-$672K -105,600 Closed
SGAM
190
Smith Group Asset Management
Texas
-$522K -82,104 Closed
DIM
191
DC Investments Management
Virginia
-$403K -63,420 Closed
SGI
192
Summit Global Investments
Utah
-$359K -56,447 Closed
TI
193
Trexquant Investment
Connecticut
-$250K -39,308 Closed
SEI Investments
194
SEI Investments
Pennsylvania
-$240K -37,785 Closed
CIP
195
Cornerstone Investment Partners
Georgia
-$186K -29,291 Closed
MF
196
Magnetar Financial
Illinois
-$183K -28,766 Closed
Group One Trading
197
Group One Trading
Illinois
-$163K -25,143 Closed
HCA
198
Harbor Capital Advisors
Illinois
-$128K -20,132 Closed
BWP
199
Balboa Wealth Partners
Arizona
-$109K -17,072 Closed
SC
200
Savant Capital
Illinois
-$105K -16,512 Closed

YEXT Hedge Fund Activity: Q1 2025 in Review

184 of the 7,460 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2025, worth a combined $575M — down 5.7% from $610M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new YEXT positions and 27 closed out — a net gain of 3 holders — while 52 added to existing stakes and 66 trimmed.

The largest buyer was Lynrock Lake LP, adding an estimated $6.52M. The largest seller was Horrell Capital Management, exiting entirely with an estimated $5.14M sold.

  • 184 institutional investors held Yext (YEXT) as of Q1 2025, up from 182 in Q4 2024.
  • Funds reported $575M of Yext stock for Q1 2025, down 5.7% quarter-over-quarter.
  • 30 funds opened new Yext positions in Q1 2025 and 27 closed out, a net change of +3 holders.
  • The largest Yext buyer in Q1 2025 was Lynrock Lake LP, an estimated $6.52M added.
  • The largest Yext seller in Q1 2025 was Horrell Capital Management, an estimated $5.14M sold.

Based on aggregated 13F filings for Q1 2025.