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Yext
YEXT

194 hedge funds and large institutions have $545M invested in Yext in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

898% more call options, than puts

Call options by funds: $3.66M | Put options by funds: $367K

13% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 67

3.38% less ownership

Funds ownership: 72.53% → 69.15% (-3.4%)

4% less funds holding

Funds holding: 202 → 194 (-8)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

46% less capital invested

Capital invested by funds: $1.02B → $545M (-$473M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
194
Holders Change
-8
Holders Change %
-3.96%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
76
Reduced
67
Closed
28
Calls
$3.66M
Puts
$367K
Net Calls
+$3.3M
Net Calls Change
-$5.46M

Top Buyers

1
LLL
Lynrock Lake LP
New York
+$24.9M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$8.96M
3
JAM
Jupiter Asset Management
United Kingdom
+$3.83M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.52M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$3.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$13M
2
Invesco
Invesco
Georgia
-$11M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$10.4M
4
Morgan Stanley
Morgan Stanley
New York
-$9.47M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$6.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jacobs Levy Equity Management
201
Jacobs Levy Equity Management
New Jersey
– -$2.11M -186,894 Closed
GIPM
202
G2 Investment Partners Management
New York
– -$1.95M -172,197 Closed
AIMCA
203
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$787K -69,589 Closed
FIA
204
FNY Investment Advisers
New York
– -$739K -65,417 Closed
BCPE
205
Bain Capital Public Equity
Massachusetts
– -$658K -58,215 Closed
BCM
206
Bayesian Capital Management
New York
– -$611K -54,000 Closed
QT
207
Quantbot Technologies
New York
– -$577K -50,985 Closed
OC
208
Oppenheimer & Co
New York
– -$480K -42,414 Closed
BFM
209
Boothbay Fund Management
New York
– -$452K -40,008 Closed
HIS
210
Harvest Investment Services
Illinois
– -$445K -39,323 Closed
CCIA
211
Campbell & Co Investment Adviser
Maryland
– -$278K -24,579 Closed
Bank of Nova Scotia
212
Bank of Nova Scotia
Ontario, Canada
– -$246K -21,735 Closed
Wolverine Trading
213
Wolverine Trading
Illinois
– -$184K -21,464 Closed
B
214
Bailard
California
– -$232K -20,490 Closed
Verition Fund Management
215
Verition Fund Management
Connecticut
– -$217K -19,155 Closed
CC
216
Centiva Capital
New York
– -$204K -18,022 Closed
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
– -$152K -13,482 Closed
DT
218
Diversified Trust
Tennessee
– -$139K -12,282 Closed
HF
219
HRT Financial
New York
– -$125K -11,129 Closed
ACM
220
Aquatic Capital Management
Illinois
– -$102K -9,000 Closed
SIC
221
Salem Investment Counselors
North Carolina
– -$3.39K -300 Closed
5 6 7 8
9

YEXT Hedge Fund Activity: Q3 2023 in Review

194 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2023, worth a combined $545M — down 46% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of YEXT and 21 opened new positions — a net loss of 7 holders — while 67 trimmed existing stakes and 76 added.

The largest buyer was Lynrock Lake LP, adding an estimated $24.9M. The largest seller was Millennium Management, cutting an estimated $13M.

  • 194 institutional investors held Yext (YEXT) as of Q3 2023, down from 202 in Q2 2023.
  • Funds reported $545M of Yext stock for Q3 2023, down 46% quarter-over-quarter.
  • 21 funds opened new Yext positions in Q3 2023 and 28 closed out, a net change of -7 holders.
  • The largest Yext buyer in Q3 2023 was Lynrock Lake LP, an estimated $24.9M added.
  • The largest Yext seller in Q3 2023 was Millennium Management, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2023.