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Yext
YEXT

121 hedge funds and large institutions have $837M invested in Yext in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $3.88M | Put options by funds: $1.55M

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

0.85% more ownership

Funds ownership: 70.01% → 70.86% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

5% less funds holding

Funds holding: 127 → 121 (-6)

28% less capital invested

Capital invested by funds: $1.16B → $837M (-$323M)

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
43
Reduced
30
Closed
27
Calls
$3.88M
Puts
$1.55M
Net Calls
+$2.34M
Net Calls Change
+$3.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.1M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$7.4M
3
CIP
Champlain Investment Partners
Vermont
+$7.38M
4
Capital World Investors
Capital World Investors
California
+$4.35M
5
Millennium Management
Millennium Management
New York
+$3.21M

Top Sellers

1
BAMCO Inc
BAMCO Inc
New York
-$10.6M
2
CCM
Cota Capital Management
California
-$9.34M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$7.82M
4
Axa
Axa
France
-$7.57M
5
PCM
Portolan Capital Management
Massachusetts
-$5.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$109M +$1.4M +97,431 +0.9%
Capital World Investors
2
Capital World Investors
California
$97M +$4.35M +303,356 +3%
BlackRock
3
BlackRock
New York
$86M +$1.06M +73,588 +0.9%
CIP
4
Champlain Investment Partners
Vermont
$85.2M +$7.38M +514,525 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$83M +$1.26M +87,552 +1%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$57.1M +$7.4M +515,614 +10%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$42.9M +$51.1M +3,561,753 +548%
IFA
8
Invus Financial Advisors
New York
$42.3M – – –
ClearBridge Investments
9
ClearBridge Investments
New York
$41.3M +$414K +28,867 +0.7%
State Street
10
State Street
Massachusetts
$20.7M +$702K +48,924 +2%
BAMCO Inc
11
BAMCO Inc
New York
$15.1M -$10.6M -741,053 -33%
Capital International Investors
12
Capital International Investors
California
$14.8M – – –
Geode Capital Management
13
Geode Capital Management
Massachusetts
$13.4M +$1.67M +116,659 +10%
Northern Trust
14
Northern Trust
Illinois
$11.7M +$396K +27,642 +2%
Norges Bank
15
Norges Bank
Norway
$11.3M – – –
Mitsubishi UFJ Trust & Banking
16
Mitsubishi UFJ Trust & Banking
Japan
$7.68M +$32.1K +2,240 +0.3%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$6.99M -$3.92M -273,025 -28%
UOC
18
UBS O'Connor
Illinois
$6.84M -$1.34M -93,292 -12%
Charles Schwab
19
Charles Schwab
California
$6.04M +$219K +15,282 +3%
MWM
20
Maltin Wealth Management
New Jersey
$5.76M -$1.21M -84,682 -13%
GS
21
Gagnon Securities
New York
$5.61M +$353K +24,626 +5%
Goldman Sachs
22
Goldman Sachs
New York
$4.59M +$245K +17,059 +4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$4.21M +$662K +46,135 +13%
N
24
Nuveen
North Carolina
$4.13M +$288K +20,052 +5%
Millennium Management
25
Millennium Management
New York
$3.99M +$3.21M +223,575 +133%
1
2 3 4 5

YEXT Hedge Fund Activity: Q1 2020 in Review

121 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2020, worth a combined $837M — down 28% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of YEXT and 25 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 43 added.

The largest buyer was Fidelity Investments, adding an estimated $51.1M. The largest seller was BAMCO Inc, cutting an estimated $10.6M.

  • 121 institutional investors held Yext (YEXT) as of Q1 2020, down from 127 in Q4 2019.
  • Funds reported $837M of Yext stock for Q1 2020, down 28% quarter-over-quarter.
  • 25 funds opened new Yext positions in Q1 2020 and 27 closed out, a net change of -2 holders.
  • The largest Yext buyer in Q1 2020 was Fidelity Investments, an estimated $51.1M added.
  • The largest Yext seller in Q1 2020 was BAMCO Inc, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2020.