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193 hedge funds and large institutions have $780M invested in Yext in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

36% more capital invested

Capital invested by funds: $575M → $780M (+$205M)

18% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 60

5% more funds holding

Funds holding: 184193 (+9)

1.18% more ownership

Funds ownership: 73.84%75.02% (+1.2%)

2% less call options, than puts

Call options by funds: $2.25M | Put options by funds: $2.29M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
193
Holders Change
+9
Holders Change %
+4.89%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
35
Increased
71
Reduced
60
Closed
24
Calls
$2.25M
Puts
$2.29M
Net Calls
-$46K
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
176
LRI Investments
Florida
$2.38K
FFO
177
Fortitude Family Office
Arizona
$2.37K
SCM
178
Sterling Capital Management
North Carolina
$2.11K +$989 +141 +132%
TWD
179
True Wealth Design
Ohio
$2.01K +$1.49K +213 +926%
EP
180
Essential Partners
California
$1.7K +$1.4K +200 New
AF
181
Allworth Financial
California
$1.34K +$14 +2 +1%
GI
182
GAMMA Investing
California
$1.19K +$877 +125 +833%
US Bancorp
183
US Bancorp
Minnesota
$1.06K -$105K -14,969 -99%
NFSG
184
Newbridge Financial Services Group
Florida
$978
PWMG
185
Private Wealth Management Group
New Jersey
$714
AAM
186
Advisors Asset Management
Colorado
$383 -$21 -3 -6%
FFA
187
Farther Finance Advisors
California
$383
BTI
188
Blue Trust Inc
Georgia
$340
LFG
189
Larson Financial Group
Missouri
$315 +$259 +37 New
AEPWM
190
Atlantic Edge Private Wealth Management
Florida
$213
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$136 +$70 +10 +167%
NA
192
NewEdge Advisors
Louisiana
$34
HNB
193
Huntington National Bank
Ohio
$9
PCR
194
Potrero Capital Research
California
-$16.8M -2,734,865 Closed
Balyasny Asset Management
195
Balyasny Asset Management
Illinois
-$494K -80,232 Closed
CF
196
Corebridge Financial
Texas
-$321K -52,137 Closed
GCP
197
GSA Capital Partners
United Kingdom
-$276K -44,783 Closed
Squarepoint
198
Squarepoint
New York
-$270K -43,830 Closed
SG Americas Securities
199
SG Americas Securities
New York
-$225K -36,563 Closed
ECM
200
ExodusPoint Capital Management
New York
-$224K -36,309 Closed

YEXT Hedge Fund Activity: Q2 2025 in Review

193 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q2 2025, worth a combined $780M — up 36% from $575M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new YEXT positions and 24 closed out — a net gain of 11 holders — while 71 added to existing stakes and 60 trimmed.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $4.18M. The largest seller was Potrero Capital Research, exiting entirely with an estimated $16.8M sold.

  • 193 institutional investors held Yext (YEXT) as of Q2 2025, up from 184 in Q1 2025.
  • Funds reported $780M of Yext stock for Q2 2025, up 36% quarter-over-quarter.
  • 35 funds opened new Yext positions in Q2 2025 and 24 closed out, a net change of +11 holders.
  • The largest Yext buyer in Q2 2025 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $4.18M added.
  • The largest Yext seller in Q2 2025 was Potrero Capital Research, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2025.