196 hedge funds and large institutions have $776M invested in Yext in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
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
$6.85M
Puts
$4.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Parallel Advisors
California
$2.51K
LI
177
LRI Investments
Florida
$2.39K
FFO
178
Fortitude Family Office
Arizona
$2.38K
RIL
179
Rothschild Investment LLC
Illinois
$2.34K
AF
180
Allworth Financial
California
$2.23K
SCM
181
Sterling Capital Management
North Carolina
$2.1K
TWD
182
True Wealth Design
Ohio
$2.02K
GI
183
GAMMA Investing
California
$1.44K
MAM
184
Marquette Asset Management
Minnesota
$1.37K
Bessemer Group
185
Bessemer Group
New Jersey
$1K
PWMG
186
Private Wealth Management Group
New Jersey
$716
LFG
187
Larson Financial Group
Missouri
$682
SS
188
Sunbelt Securities
Texas
$571
FFA
189
Farther Finance Advisors
California
$554
AAM
190
Advisors Asset Management
Colorado
$383
BTI
191
Blue Trust Inc
Georgia
$341
AEPWM
192
Atlantic Edge Private Wealth Management
Florida
$213
QL
193
Quarry LP
New York
$119
PE
194
Point72 Europe
United Kingdom
$74
NA
195
NewEdge Advisors
Louisiana
$34
HNB
196
Huntington National Bank
Ohio
$9
Massachusetts Financial Services
197
Massachusetts Financial Services
Massachusetts
CMF
198
Counterpoint Mutual Funds
California
HF
199
HRT Financial
New York
Cetera Investment Advisers
200
Cetera Investment Advisers
Illinois