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Yext
YEXT

202 hedge funds and large institutions have $1.02B invested in Yext in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 73 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $2.88M

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

25% more capital invested

Capital invested by funds: $818M → $1.02B (+$201M)

6% more funds holding

Funds holding: 191 → 202 (+11)

2.89% more ownership

Funds ownership: 69.64% → 72.53% (+2.9%)

12% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 73

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
37
Increased
64
Reduced
73
Closed
26
Calls
$11.6M
Puts
$2.88M
Net Calls
+$8.75M
Net Calls Change
+$5.5M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$20M
2
Invesco
Invesco
Georgia
+$10.7M
3
DCM
Driehaus Capital Management
Illinois
+$9.03M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$8.83M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$8.71M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.75M
2
Norges Bank
Norges Bank
Norway
-$7.68M
3
Millennium Management
Millennium Management
New York
-$7.65M
4
HF
HRT Financial
New York
-$6M
5
NIM
Needham Investment Management
New York
-$5.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
TM
201
Tiger Management
New York
– -$12.7M -1,320,000 Closed
NIM
202
Needham Investment Management
New York
– -$5.77M -600,000 Closed
SAM
203
Soviero Asset Management
New York
– -$5M -520,000 Closed
EI
204
EAM Investors
California
– -$3.31M -344,670 Closed
KAM
205
Knightsbridge Asset Management
California
– -$803K -83,610 Closed
CANY
206
Caxton Associates (New York)
New York
– -$684K -71,197 Closed
BHCM
207
Boulder Hill Capital Management
New York
– -$678K -70,600 Closed
Dodge & Cox
208
Dodge & Cox
California
– -$594K -61,840 Closed
CM
209
Caption Management
Oklahoma
– -$310K -32,620 Closed
ETC
210
Exchange Traded Concepts
Oklahoma
– -$291K -30,251 Closed
AC
211
AXQ Capital
New Jersey
– -$289K -30,124 Closed
FRM
212
Fox Run Management
Connecticut
– -$240K -25,025 Closed
Asset Management One
213
Asset Management One
Japan
– -$203K -21,142 Closed
OLA
214
Oliver Luxxe Assets
New Jersey
– -$189K -19,700 Closed
GCM
215
Graham Capital Management
Connecticut
– -$171K -17,771 Closed
FC
216
Financial Consulate
Maryland
– -$144K -15,000 Closed
Simplex Trading
217
Simplex Trading
Illinois
– -$131K -13,801 Closed
JMPWA
218
JP Morgan Private Wealth Advisors
California
– -$126K -13,109 Closed
BC
219
Bridgefront Capital
Texas
– -$98.8K -10,277 Closed
HFM
220
Harvest Fund Management
China
– -$54K -5,575 Closed
PI
221
PEAK6 Investments
Illinois
– -$45.8K -4,815 Closed
BCV
222
Banque Cantonale Vaudoise
Switzerland
– -$34K -3,500 Closed
AS
223
Altshuler Shaham
Israel
– -$31K -3,221 Closed
Point72 Asset Management
224
Point72 Asset Management
Connecticut
– -$6.02K -626 Closed
BTI
225
Blue Trust Inc
Georgia
– -$3K -315 -89%
6 7 8
9
10

YEXT Hedge Fund Activity: Q2 2023 in Review

202 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q2 2023, worth a combined $1.02B — up 25% from $818M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new YEXT positions and 26 closed out — a net gain of 11 holders — while 64 added to existing stakes and 73 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $20M. The largest seller was Citadel Advisors, cutting an estimated $8.75M.

  • 202 institutional investors held Yext (YEXT) as of Q2 2023, up from 191 in Q1 2023.
  • Funds reported $1.02B of Yext stock for Q2 2023, up 25% quarter-over-quarter.
  • 37 funds opened new Yext positions in Q2 2023 and 26 closed out, a net change of +11 holders.
  • The largest Yext buyer in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $20M added.
  • The largest Yext seller in Q2 2023 was Citadel Advisors, an estimated $8.75M sold.

Based on aggregated 13F filings for Q2 2023.