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Yext
YEXT

178 hedge funds and large institutions have $539M invested in Yext in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

2% more capital invested

Capital invested by funds: $526M → $539M (+$13M)

0.87% less ownership

Funds ownership: 72.01% → 71.14% (-0.87%)

5% less funds holding

Funds holding: 188 → 178 (-10)

18% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 68

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

48% less call options, than puts

Call options by funds: $834K | Put options by funds: $1.6M

Holders
178
Holders Change
-10
Holders Change %
-5.32%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
56
Reduced
68
Closed
29
Calls
$834K
Puts
$1.6M
Net Calls
-$766K
Net Calls Change
-$1.45M

Top Buyers

1
DSCM
Divisadero Street Capital Management
Florida
+$6.87M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$4.94M
3
ICM
Invenomic Capital Management
Massachusetts
+$3.57M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.36M
5
Millennium Management
Millennium Management
New York
+$2.65M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$8.82M
2
Morgan Stanley
Morgan Stanley
New York
-$4.16M
3
Norges Bank
Norges Bank
Norway
-$4.07M
4
HIM
Hillsdale Investment Management
Ontario, Canada
-$2.54M
5
CSS
Cubist Systematic Strategies
Connecticut
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$91.7M -$282K -47,701 -0.3%
LECM
2
Lead Edge Capital Management
New York
$69.2M – – –
BlackRock
3
BlackRock
New York
$58.5M -$773K -130,689 -1%
LLL
4
Lynrock Lake LP
New York
$40.3M +$1.23M +208,708 +3%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$25.6M -$658K -111,197 -3%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.4M +$4.94M +835,261 +25%
State Street
7
State Street
Massachusetts
$17M +$594K +100,396 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13.8M +$267K +45,127 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$11.8M +$3.36M +567,632 +41%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$10.9M -$451K -76,300 -6%
ICM
11
Invenomic Capital Management
Massachusetts
$9.07M +$3.57M +603,598 +67%
Federated Hermes
12
Federated Hermes
Pennsylvania
$8.88M +$227K +38,358 +3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$7.11M +$435K +73,496 +7%
DSCM
14
Divisadero Street Capital Management
Florida
$7M +$6.87M +1,161,074 New
Charles Schwab
15
Charles Schwab
California
$6.83M +$145K +24,452 +2%
Northern Trust
16
Northern Trust
Illinois
$5.95M -$146K -24,730 -2%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$5.61M -$1.38M -232,518 -20%
Canada Life
18
Canada Life
Manitoba, Canada
$5.54M +$1.9M +321,812 +54%
PCR
19
Potrero Capital Research
California
$5.22M +$214K +36,268 +4%
Morgan Stanley
20
Morgan Stanley
New York
$5.15M -$4.16M -704,246 -45%
TGM
21
Tenzing Global Management
California
$5.1M -$1.21M -205,000 -20%
HCM
22
Horrell Capital Management
Arkansas
$4.81M +$2.2M +372,800 +88%
CG
23
Circumference Group
Arkansas
$4.81M +$2.2M +372,800 +88%
Deutsche Bank
24
Deutsche Bank
Germany
$4.03M +$6.11K +1,033 +0.2%
First Eagle Investment Management
25
First Eagle Investment Management
New York
$3.88M +$249K +42,020 +7%
1
2 3 4 5

YEXT Hedge Fund Activity: Q1 2024 in Review

178 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2024, worth a combined $539M — up 2.5% from $526M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of YEXT and 20 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 56 added.

The largest buyer was Divisadero Street Capital Management, opening a new position worth an estimated $6.87M. The largest seller was Bank of Montreal, cutting an estimated $8.82M.

  • 178 institutional investors held Yext (YEXT) as of Q1 2024, down from 188 in Q4 2023.
  • Funds reported $539M of Yext stock for Q1 2024, up 2.5% quarter-over-quarter.
  • 20 funds opened new Yext positions in Q1 2024 and 29 closed out, a net change of -9 holders.
  • The largest Yext buyer in Q1 2024 was Divisadero Street Capital Management, an estimated $6.87M added.
  • The largest Yext seller in Q1 2024 was Bank of Montreal, an estimated $8.82M sold.

Based on aggregated 13F filings for Q1 2024.