Yext
YEXT
191 hedge funds and large institutions have $818M invested in Yext in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 19 closing their positions.
258% more call options, than puts
Call options by funds: $4.52M | Put options by funds: $1.26M
116% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 19
54% more capital invested
Capital invested by funds: $532M → $818M (+$286M)
29% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 52
13% more funds holding
Funds holding: 169 → 191 (+22)
2.43% more ownership
Funds ownership: 67.21% → 69.64% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| 1 |
GS
Gagnon Securities
New York
|
+$9.4M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$6.6M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.2M |
| 4 |
HF
HRT Financial
New York
|
+$4.02M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$3.76M |
Top Sellers
| 1 |
BlackRock
New York
|
-$6.86M |
| 2 |
Bank of New York Mellon
New York
|
-$5.69M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.93M |
| 4 |
PCR
Potrero Capital Research
San Francisco,
California
|
-$4.61M |
| 5 |
NIM
Needham Investment Management
New York
|
-$3.85M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VI
201
Versor Investments
New York
| – | -$99.9K | -15,300 | Closed |
|
|
JF
202
Jump Financial
Chicago,
Illinois
| – | -$78.3K | -11,995 | Closed |
|
203
American Century Companies
Kansas City,
Missouri
| – | -$71.7K | -10,976 | Closed |
|
|
GLA
204
Good Life Advisors
Reading,
Pennsylvania
| – | -$65.3K | -10,000 | Closed |
|
|
BAM
205
Belpointe Asset Management
Reno,
Nevada
| – | -$22.7K | -3,473 | Closed |
|
|
CG
206
Cutler Group
San Francisco,
California
| – | -$19.1K | -2,486 | Closed |
|
|
QL
207
Quarry LP
New York
| – | -$4.98K | -762 | Closed |
|
|
BBPWM
208
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$1.31K | -200 | Closed |
|
|
FFA
209
Farther Finance Advisors
San Francisco,
California
| – | -$653 | -100 | Closed |
|
YEXT Hedge Fund Activity: Q1 2023 in Review
191 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2023, worth a combined $818M — up 54% from $532M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new YEXT positions and 19 closed out — a net gain of 22 holders — while 67 added to existing stakes and 52 trimmed.
The largest buyer was Gagnon Securities, adding an estimated $9.4M. The largest seller was BlackRock, cutting an estimated $6.86M.
- 191 institutional investors held Yext (YEXT) as of Q1 2023, up from 169 in Q4 2022.
- Funds reported $818M of Yext stock for Q1 2023, up 54% quarter-over-quarter.
- 41 funds opened new Yext positions in Q1 2023 and 19 closed out, a net change of +22 holders.
- The largest Yext buyer in Q1 2023 was Gagnon Securities, an estimated $9.4M added.
- The largest Yext seller in Q1 2023 was BlackRock, an estimated $6.86M sold.
Based on aggregated 13F filings for Q1 2023.