Yext
YEXT
178 hedge funds and large institutions have $539M invested in Yext in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 29 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
2% more capital invested
Capital invested by funds: $526M → $539M (+$13M)
0.87% less ownership
Funds ownership: 72.01% → 71.14% (-0.87%)
5% less funds holding
Funds holding: 188 → 178 (-10)
18% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 68
31% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 29
48% less call options, than puts
Call options by funds: $834K | Put options by funds: $1.6M
Top Buyers
Top Sellers
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$8.82M |
| 2 |
Morgan Stanley
New York
|
-$4.16M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$4.07M |
| 4 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$2.54M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$1.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
A
201
AJOVista
Boston,
Massachusetts
| – | -$6.08K | -1,032 | Closed |
|
202
US Bancorp
Minneapolis,
Minnesota
| – | -$3.66K | -622 | Closed |
|
|
ASN
203
Advisory Services Network
Atlanta,
Georgia
| – | -$1.18K | -200 | Closed |
|
|
CA
204
Clearstead Advisors
Cleveland,
Ohio
| – | -$1.03K | -175 | Closed |
|
|
A
205
AlphaQuest
New York
| – | -$654 | -111 | Closed |
|
|
QCG
206
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$372 | -63 | Closed |
|
YEXT Hedge Fund Activity: Q1 2024 in Review
178 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2024, worth a combined $539M — up 2.5% from $526M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of YEXT and 20 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 56 added.
The largest buyer was Divisadero Street Capital Management, opening a new position worth an estimated $6.87M. The largest seller was Bank of Montreal, cutting an estimated $8.82M.
- 178 institutional investors held Yext (YEXT) as of Q1 2024, down from 188 in Q4 2023.
- Funds reported $539M of Yext stock for Q1 2024, up 2.5% quarter-over-quarter.
- 20 funds opened new Yext positions in Q1 2024 and 29 closed out, a net change of -9 holders.
- The largest Yext buyer in Q1 2024 was Divisadero Street Capital Management, an estimated $6.87M added.
- The largest Yext seller in Q1 2024 was Bank of Montreal, an estimated $8.82M sold.
Based on aggregated 13F filings for Q1 2024.