Yext
YEXT
121 hedge funds and large institutions have $836M invested in Yext in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 27 closing their positions.
151% more call options, than puts
Call options by funds: $3.88M | Put options by funds: $1.55M
35% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 31
0.84% more ownership
Funds ownership: 70.01% → 70.85% (+0.84%)
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 → $836M (-$324M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$51.1M |
| 2 |
Janus Henderson Group
London,
|
+$7.4M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$7.38M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$4.35M |
| 5 |
Millennium Management
New York
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
-$10.6M |
| 2 |
CCM
Cota Capital Management
San Francisco,
California
|
-$9.34M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$7.82M |
| 4 |
Axa
Paris,
France
|
-$7.57M |
| 5 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$5.47M |
YEXT Hedge Fund Activity: Q1 2020 in Review
121 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2020, worth a combined $836M — 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 31 trimmed existing stakes and 42 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 $836M 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.