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150 hedge funds and large institutions have $1.33B invested in Yext in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.56% more ownership

Funds ownership: 72.27%73.82% (+1.6%)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

2% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 151150 (-1)

4% less capital invested

Capital invested by funds: $1.38B → $1.33B (-$54.4M)

22% less call options, than puts

Call options by funds: $5.63M | Put options by funds: $7.22M

Holders
150
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
51
Reduced
50
Closed
21
Calls
$5.63M
Puts
$7.22M
Net Calls
-$1.59M
Net Calls Change
-$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$266M +$7.02M +420,566 +2%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$178M +$13M +775,832 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$140M +$6.3M +377,390 +4%
BlackRock
4
BlackRock
New York
$137M +$5.7M +341,623 +4%
CIP
5
Champlain Investment Partners
Vermont
$114M +$4.08M +244,090 +3%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$71M -$323K -19,330 -0.4%
ClearBridge Investments
7
ClearBridge Investments
New York
$68M +$6.15M +368,321 +9%
State Street
8
State Street
Massachusetts
$33.4M -$445K -26,633 -1%
IFA
9
Invus Financial Advisors
New York
$31.1M -$5.32M -318,523 -13%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$23.5M +$1.96M +117,237 +8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$23.2M +$3.36M +201,341 +14%
FCM
12
Freshford Capital Management
New York
$20.5M +$23.6M +1,412,486 New
Northern Trust
13
Northern Trust
Illinois
$16.4M +$109K +6,521 +0.6%
Norges Bank
14
Norges Bank
Norway
$12.8M -$2.82M -168,933 -16%
Goldman Sachs
15
Goldman Sachs
New York
$10.5M +$2.1M +125,810 +21%
GS
16
Gagnon Securities
New York
$10.4M -$24.4K -1,463 -0.2%
Canada Life
17
Canada Life
Manitoba, Canada
$9.86M +$4.7M +281,468 +71%
Charles Schwab
18
Charles Schwab
California
$9.78M +$455K +27,263 +4%
Mitsubishi UFJ Trust & Banking
19
Mitsubishi UFJ Trust & Banking
Japan
$9.2M -$23.7K -1,420 -0.2%
NIM
20
Needham Investment Management
New York
$8.33M +$2.09M +125,000 +28%
MWM
21
Maltin Wealth Management
New Jersey
$8.19M
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$6.37M -$4.52M -270,786 -38%
GA
23
Gagnon Advisors
New York
$6.03M
Morgan Stanley
24
Morgan Stanley
New York
$5.91M +$3.89M +232,810 +133%
PC
25
Pier Capital
Connecticut
$5.67M +$6.53M +391,339 New

YEXT Hedge Fund Activity: Q1 2021 in Review

150 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2021, worth a combined $1.33B — down 3.9% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new YEXT positions and 21 closed out — a net gain of 1 holder — while 51 added to existing stakes and 50 trimmed.

The largest buyer was Freshford Capital Management, opening a new position worth an estimated $23.6M. The largest seller was Capital International Investors, exiting entirely with an estimated $18.7M sold.

  • 150 institutional investors held Yext (YEXT) as of Q1 2021, down from 151 in Q4 2020.
  • Funds reported $1.33B of Yext stock for Q1 2021, down 3.9% quarter-over-quarter.
  • 22 funds opened new Yext positions in Q1 2021 and 21 closed out, a net change of +1 holder.
  • The largest Yext buyer in Q1 2021 was Freshford Capital Management, an estimated $23.6M added.
  • The largest Yext seller in Q1 2021 was Capital International Investors, an estimated $18.7M sold.

Based on aggregated 13F filings for Q1 2021.