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199 hedge funds and large institutions have $777M invested in Yext in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $6.85M | Put options by funds: $4.1M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

22% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 59

3% more funds holding

Funds holding: 193199 (+6)

0% less capital invested

Capital invested by funds: $780M → $777M (-$3.02M)

0.97% less ownership

Funds ownership: 75.02%74.05% (-0.97%)

Holders
199
Holders Change
+6
Holders Change %
+3.11%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
37
Increased
72
Reduced
59
Closed
30
Calls
$6.85M
Puts
$4.1M
Net Calls
+$2.75M
Net Calls Change
+$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$3.28K +$1.3K +153 +66%
PA
177
Parallel Advisors
California
$2.51K +$2.5K +295 New
LI
178
LRI Investments
Florida
$2.39K
FFO
179
Fortitude Family Office
Arizona
$2.38K
RIL
180
Rothschild Investment LLC
Illinois
$2.34K -$170 -20 -7%
AF
181
Allworth Financial
California
$2.23K +$883 +104 +66%
EP
182
Essential Partners
California
$2.12K +$416 +49 +25%
SCM
183
Sterling Capital Management
North Carolina
$2.1K -$17 -2 -0.8%
TWD
184
True Wealth Design
Ohio
$2.02K +$8 +1 +0.4%
GI
185
GAMMA Investing
California
$1.44K +$246 +29 +21%
MAM
186
Marquette Asset Management
Minnesota
$1.37K +$1.37K +161 New
FIA
187
FNY Investment Advisers
New York
$1K +$1.15K +136 New
Bessemer Group
188
Bessemer Group
New Jersey
$1K +$1.42K +167 New
PWMG
189
Private Wealth Management Group
New Jersey
$716
LFG
190
Larson Financial Group
Missouri
$682 +$365 +43 +116%
SS
191
Sunbelt Securities
Texas
$571 +$569 +67 New
FFA
192
Farther Finance Advisors
California
$554 +$170 +20 +44%
AAM
193
Advisors Asset Management
Colorado
$383
BTI
194
Blue Trust Inc
Georgia
$341
AEPWM
195
Atlantic Edge Private Wealth Management
Florida
$213
QL
196
Quarry LP
New York
$119 -$51.8K -6,100 -100%
PE
197
Point72 Europe
United Kingdom
$74 +$76 +9 New
NA
198
NewEdge Advisors
Louisiana
$34
HNB
199
Huntington National Bank
Ohio
$9
Massachusetts Financial Services
200
Massachusetts Financial Services
Massachusetts
-$2.39M -280,780 Closed

YEXT Hedge Fund Activity: Q3 2025 in Review

199 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2025, worth a combined $777M — down 0.39% from $780M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new YEXT positions and 30 closed out — a net gain of 7 holders — while 72 added to existing stakes and 59 trimmed.

The largest buyer was Hudson Bay Capital Management, opening a new position worth an estimated $11.1M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $17.7M.

  • 199 institutional investors held Yext (YEXT) as of Q3 2025, up from 193 in Q2 2025.
  • Funds reported $777M of Yext stock for Q3 2025, down 0.39% quarter-over-quarter.
  • 37 funds opened new Yext positions in Q3 2025 and 30 closed out, a net change of +7 holders.
  • The largest Yext buyer in Q3 2025 was Hudson Bay Capital Management, an estimated $11.1M added.
  • The largest Yext seller in Q3 2025 was Manulife (Manufacturers Life Insurance), an estimated $17.7M sold.

Based on aggregated 13F filings for Q3 2025.