196 hedge funds and large institutions have $727M invested in Yext in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 71 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $777M → $727M (-$50.3M)

20% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 71

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.13M
Puts
$2.58M
Net Calls
Net Calls Change

Top Buyers

1 +$24.1M
2 +$13.9M
3 +$5.89M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$3.52M
5
Lazard Asset Management
Lazard Asset Management
New York
+$2.98M

Top Sellers

1 -$14.9M
2 -$9.8M
3 -$5.34M
4
Renaissance Technologies
Renaissance Technologies
New York
-$3.66M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.35M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
176
Root Financial Partners
California
$1.37K
FFO
177
Fortitude Family Office
Arizona
$1.34K
Optiver Holding
178
Optiver Holding
Netherlands
$1.19K
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$1.17K
New York State Teachers Retirement System (NYSTRS)
180
New York State Teachers Retirement System (NYSTRS)
New York
$1K
LFG
181
Larson Financial Group
Missouri
$693
PWMG
182
Private Wealth Management Group
New Jersey
$678
OC
183
Optima Capital
Oregon
$653
SS
184
Sunbelt Securities
Texas
$540
FFA
185
Farther Finance Advisors
California
$524
MAM
186
Marquette Asset Management
Minnesota
$500
IAIM
187
International Assets Investment Management
Florida
$395
AAM
188
Advisors Asset Management
Colorado
$363
BTI
189
Blue Trust Inc
Georgia
$322
AEPWM
190
Atlantic Edge Private Wealth Management
Florida
$202
Jones Financial Companies
191
Jones Financial Companies
Missouri
$193
AAP
192
Arax Advisory Partners
Colorado
$121
ACA
193
American Capital Advisory
Idaho
$49
DF
194
Dunhill Financial
United Kingdom
$17
HNB
195
Huntington National Bank
Ohio
$8
HFS
196
Hughes Financial Services
Virginia
$8
TGM
197
Tenzing Global Management
California
EIM
198
Emmett Investment Management
New York
EI
199
EAM Investors
California
Prudential Financial
200
Prudential Financial
New Jersey