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171 hedge funds and large institutions have $1.25B invested in Yext in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

124% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 33

14% more funds holding

Funds holding: 150171 (+21)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less call options, than puts

Call options by funds: $4.39M | Put options by funds: $4.59M

4.03% less ownership

Funds ownership: 73.82%69.79% (-4%)

6% less capital invested

Capital invested by funds: $1.33B → $1.25B (-$80.4M)

Holders
171
Holders Change
+21
Holders Change %
+14%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
74
Reduced
33
Closed
16
Calls
$4.39M
Puts
$4.59M
Net Calls
-$200K
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$250M -$12.1M -869,476 -5%
BlackRock
2
BlackRock
New York
$152M +$16.4M +1,181,599 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$148M +$9.36M +672,442 +7%
CIP
4
Champlain Investment Partners
Vermont
$116M +$4.17M +299,845 +4%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$94.7M +$24M +1,723,530 +35%
ClearBridge Investments
6
ClearBridge Investments
New York
$67.1M +$42.9K +3,085 +0.1%
State Street
7
State Street
Massachusetts
$34.6M +$1.6M +115,155 +5%
IFA
8
Invus Financial Advisors
New York
$30.7M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$24.8M +$1.55M +111,083 +7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$21.4M -$1.45M -104,257 -7%
Morgan Stanley
11
Morgan Stanley
New York
$19.2M +$13M +933,914 +229%
Goldman Sachs
12
Goldman Sachs
New York
$17.1M +$6.58M +472,745 +65%
Northern Trust
13
Northern Trust
Illinois
$16.3M +$192K +13,795 +1%
GS
14
Gagnon Securities
New York
$16.2M +$5.7M +409,681 +57%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$14.7M +$8.2M +588,910 +134%
Norges Bank
16
Norges Bank
Norway
$11.7M -$931K -66,902 -8%
Charles Schwab
17
Charles Schwab
California
$10.2M +$493K +35,399 +5%
PC
18
Pier Capital
Connecticut
$10.1M +$4.36M +313,313 +80%
Canada Life
19
Canada Life
Manitoba, Canada
$9.7M -$17.8K -1,279 -0.2%
GA
20
Gagnon Advisors
New York
$9.31M +$3.28M +235,380 +57%
Marshall Wace
21
Marshall Wace
United Kingdom
$8.3M +$8.08M +580,817 New
MWM
22
Maltin Wealth Management
New Jersey
$8.08M
Citadel Advisors
23
Citadel Advisors
Florida
$7.81M +$3.24M +232,944 +74%
GLA
24
Great Lakes Advisors
Illinois
$7.23M +$7.04M +505,842 New
MWNA
25
Marshall Wace North America
New York
$6.4M +$6.23M +447,774 New

YEXT Hedge Fund Activity: Q2 2021 in Review

171 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q2 2021, worth a combined $1.25B — down 6.1% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new YEXT positions and 16 closed out — a net gain of 21 holders — while 74 added to existing stakes and 33 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $24M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $178M sold.

  • 171 institutional investors held Yext (YEXT) as of Q2 2021, up from 150 in Q1 2021.
  • Funds reported $1.25B of Yext stock for Q2 2021, down 6.1% quarter-over-quarter.
  • 37 funds opened new Yext positions in Q2 2021 and 16 closed out, a net change of +21 holders.
  • The largest Yext buyer in Q2 2021 was Janus Henderson Group, an estimated $24M added.
  • The largest Yext seller in Q2 2021 was Baillie Gifford & Co, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2021.