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202 hedge funds and large institutions have $1.02B invested in Yext in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 73 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $2.88M

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

25% more capital invested

Capital invested by funds: $818M → $1.02B (+$201M)

6% more funds holding

Funds holding: 191202 (+11)

2.89% more ownership

Funds ownership: 69.64%72.53% (+2.9%)

12% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 73

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
37
Increased
64
Reduced
73
Closed
26
Calls
$11.6M
Puts
$2.88M
Net Calls
+$8.75M
Net Calls Change
+$5.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$171M +$7.59M +798,249 +6%
LECM
2
Lead Edge Capital Management
New York
$130M
BlackRock
3
BlackRock
New York
$101M -$3.76M -395,020 -4%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$54.3M +$8.83M +928,560 +24%
State Street
5
State Street
Massachusetts
$26.4M -$388K -40,790 -2%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.3M +$20M +2,104,045 +4,652%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$23.2M +$220K +23,107 +1%
Millennium Management
8
Millennium Management
New York
$23.1M -$7.65M -804,147 -28%
Morgan Stanley
9
Morgan Stanley
New York
$21M +$5.71M +600,612 +48%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$19.2M -$47.3K -4,975 -0.3%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$17.9M +$1.58M +166,094 +12%
Invesco
12
Invesco
Georgia
$16.8M +$10.7M +1,128,921 +315%
Federated Hermes
13
Federated Hermes
Pennsylvania
$16M -$677K -71,210 -5%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$15M +$4.44M +466,827 +54%
Norges Bank
15
Norges Bank
Norway
$14.5M -$7.68M -807,200 -39%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$14.1M -$304K -31,916 -2%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$13.4M +$244K +25,697 +2%
Goldman Sachs
18
Goldman Sachs
New York
$12M -$139K -14,665 -1%
GS
19
Gagnon Securities
New York
$11.7M -$1.81M -189,930 -16%
TGM
20
Tenzing Global Management
California
$11.6M -$238K -25,000 -2%
Northern Trust
21
Northern Trust
Illinois
$11.6M -$233K -24,486 -2%
Two Sigma Investments
22
Two Sigma Investments
New York
$10.9M +$6.52M +685,650 +243%
DCM
23
Driehaus Capital Management
Illinois
$10.7M +$9.03M +949,462 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$10.4M +$7.2M +757,138 +1,825%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$10.4M +$8.71M +916,022 New

YEXT Hedge Fund Activity: Q2 2023 in Review

202 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q2 2023, worth a combined $1.02B — up 25% from $818M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new YEXT positions and 26 closed out — a net gain of 11 holders — while 64 added to existing stakes and 73 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $20M. The largest seller was Citadel Advisors, cutting an estimated $8.75M.

  • 202 institutional investors held Yext (YEXT) as of Q2 2023, up from 191 in Q1 2023.
  • Funds reported $1.02B of Yext stock for Q2 2023, up 25% quarter-over-quarter.
  • 37 funds opened new Yext positions in Q2 2023 and 26 closed out, a net change of +11 holders.
  • The largest Yext buyer in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $20M added.
  • The largest Yext seller in Q2 2023 was Citadel Advisors, an estimated $8.75M sold.

Based on aggregated 13F filings for Q2 2023.