We are live on ! Find out more

169 hedge funds and large institutions have $532M invested in Yext in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 45 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

45% more capital invested

Capital invested by funds: $367M → $532M (+$165M)

32% more call options, than puts

Call options by funds: $2.36M | Put options by funds: $1.79M

6% more funds holding

Funds holding: 160169 (+9)

0.63% more ownership

Funds ownership: 66.58%67.21% (+0.63%)

32% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 66

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.72%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
33
Increased
45
Reduced
66
Closed
22
Calls
$2.36M
Puts
$1.79M
Net Calls
+$574K
Net Calls Change
+$984K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$97.7M -$237K -43,538 -0.3%
LECM
2
Lead Edge Capital Management
New York
$74.9M
BlackRock
3
BlackRock
New York
$66.8M -$2.02M -369,771 -3%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$24.8M -$1.95M -357,345 -9%
Millennium Management
5
Millennium Management
New York
$20.7M +$6.59M +1,208,030 +61%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$16M -$304K -55,664 -2%
State Street
7
State Street
Massachusetts
$15.2M -$1.9M -349,273 -13%
Norges Bank
8
Norges Bank
Norway
$13.1M +$1.74M +318,800 +19%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12.9M +$73.2K +13,429 +0.7%
PCR
10
Potrero Capital Research
California
$11.5M +$9.59M +1,759,039 New
Federated Hermes
11
Federated Hermes
Pennsylvania
$9.7M +$3.58M +656,899 +79%
TM
12
Tiger Management
New York
$8.62M +$7.2M +1,320,000 New
TGM
13
Tenzing Global Management
California
$8.16M +$6.82M +1,250,000 New
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$7.47M -$1.03M -189,674 -14%
NIM
15
Needham Investment Management
New York
$7.19M -$2.03M -371,500 -25%
Canada Life
16
Canada Life
Manitoba, Canada
$6.91M -$96.2K -17,645 -2%
Northern Trust
17
Northern Trust
Illinois
$6.79M -$54.9K -10,074 -1%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$6.66M +$102K +18,650 +2%
Citadel Advisors
19
Citadel Advisors
Florida
$6.51M -$2.68M -491,772 -33%
Morgan Stanley
20
Morgan Stanley
New York
$6.49M +$1.94M +355,839 +56%
GA
21
Gagnon Advisors
New York
$5.31M -$2.87M -525,529 -39%
Charles Schwab
22
Charles Schwab
California
$5.25M +$55.8K +10,236 +1%
PVM
23
Palogic Value Management
Texas
$4.9M +$4.09M +750,000 New
Goldman Sachs
24
Goldman Sachs
New York
$4.68M +$1.53M +279,789 +64%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$4.32M -$2.18M -400,400 -38%

YEXT Hedge Fund Activity: Q4 2022 in Review

169 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q4 2022, worth a combined $532M — up 45% from $367M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new YEXT positions and 22 closed out — a net gain of 11 holders — while 45 added to existing stakes and 66 trimmed.

The largest buyer was Potrero Capital Research, opening a new position worth an estimated $9.59M. The largest seller was Gagnon Securities, cutting an estimated $9.67M.

  • 169 institutional investors held Yext (YEXT) as of Q4 2022, up from 160 in Q3 2022.
  • Funds reported $532M of Yext stock for Q4 2022, up 45% quarter-over-quarter.
  • 33 funds opened new Yext positions in Q4 2022 and 22 closed out, a net change of +11 holders.
  • The largest Yext buyer in Q4 2022 was Potrero Capital Research, an estimated $9.59M added.
  • The largest Yext seller in Q4 2022 was Gagnon Securities, an estimated $9.67M sold.

Based on aggregated 13F filings for Q4 2022.