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Yext
YEXT

Overview Fund Activity

192 hedge funds and large institutions have $780M invested in Yext in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+8
Holders Change %
+4.35%
% of All Funds
2.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
34
Increased
71
Reduced
60
Closed
24
Calls
$2.25M
Puts
$2.3M
Net Calls
-$46K
Net Calls Change
+$16.8M

Top Buyers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$5.06M
2
HIM
Hillsdale Investment Management
Ontario, Canada
+$5.03M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.01M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$3.16M
5
Marshall Wace
Marshall Wace
United Kingdom
+$3.14M

Top Sellers

1
PCR
Potrero Capital Research
California
-$16.8M
2
TGM
Tenzing Global Management
California
-$8.71M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$7.98M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$5.93M
5
BlackRock
BlackRock
New York
-$4.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
176
LRI Investments
Florida
$2.38K – – –
FFO
177
Fortitude Family Office
Arizona
$2.37K – – –
SCM
178
Sterling Capital Management
North Carolina
$2.11K +$1.2K +141 +132%
TWD
179
True Wealth Design
Ohio
$2.01K +$1.81K +213 +926%
AF
180
Allworth Financial
California
$1.34K +$17 +2 +1%
GI
181
GAMMA Investing
California
$1.19K +$1.06K +125 +833%
US Bancorp
182
US Bancorp
Minnesota
$1.06K -$127K -14,969 -99%
NFSG
183
Newbridge Financial Services Group
Florida
$978 – – –
PWMG
184
Private Wealth Management Group
New Jersey
$714 – – –
AAM
185
Advisors Asset Management
Colorado
$383 -$26 -3 -6%
FFA
186
Farther Finance Advisors
California
$383 – – –
BTI
187
Blue Trust Inc
Georgia
$340 – – –
LFG
188
Larson Financial Group
Missouri
$315 +$315 +37 New
AEPWM
189
Atlantic Edge Private Wealth Management
Florida
$213 – – –
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$136 +$85 +10 +167%
NA
191
NewEdge Advisors
Louisiana
$34 – – –
HNB
192
Huntington National Bank
Ohio
$9 – – –
PCR
193
Potrero Capital Research
California
– -$16.8M -2,734,865 Closed
Balyasny Asset Management
194
Balyasny Asset Management
Illinois
– -$494K -80,232 Closed
CF
195
Corebridge Financial
Texas
– -$321K -52,137 Closed
GCP
196
GSA Capital Partners
United Kingdom
– -$276K -44,783 Closed
Squarepoint
197
Squarepoint
New York
– -$270K -43,830 Closed
SG Americas Securities
198
SG Americas Securities
New York
– -$225K -36,563 Closed
ECM
199
ExodusPoint Capital Management
New York
– -$224K -36,309 Closed
BHCM
200
Brevan Howard Capital Management
Jersey
– -$201K -32,659 Closed
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