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169 hedge funds and large institutions have $490M invested in Yext in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 43 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 43

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.45% more ownership

Funds ownership: 71.14%72.58% (+1.4%)

5% less funds holding

Funds holding: 178169 (-9)

9% less capital invested

Capital invested by funds: $539M → $490M (-$49.6M)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

50% less call options, than puts

Call options by funds: $1.8M | Put options by funds: $3.6M

Holders
169
Holders Change
-9
Holders Change %
-5.06%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
71
Reduced
43
Closed
33
Calls
$1.8M
Puts
$3.6M
Net Calls
-$1.79M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$82.9M +$1.55M +287,307 +2%
LECM
2
Lead Edge Capital Management
New York
$61.4M
BlackRock
3
BlackRock
New York
$51.7M -$202K -37,569 -0.4%
LLL
4
Lynrock Lake LP
New York
$44.2M +$8.57M +1,591,791 +24%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.3M +$2.83M +526,043 +12%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$22.3M -$390K -72,397 -2%
State Street
7
State Street
Massachusetts
$15.1M +$20.6K +3,821 +0.1%
Federated Hermes
8
Federated Hermes
Pennsylvania
$14.7M +$6.87M +1,275,348 +87%
PCR
9
Potrero Capital Research
California
$13.4M +$8.82M +1,638,001 +189%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$12.6M +$328K +60,842 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$9.23M -$1.23M -228,460 -12%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$6.43M +$124K +22,989 +2%
Charles Schwab
13
Charles Schwab
California
$6.12M +$64.4K +11,961 +1%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$5.18M +$3.38M +626,914 +184%
Northern Trust
15
Northern Trust
Illinois
$5.12M -$157K -29,244 -3%
CG
16
Circumference Group
Arkansas
$4.99M +$727K +135,000 +17%
HCM
17
Horrell Capital Management
Arkansas
$4.99M +$727K +135,000 +17%
TGM
18
Tenzing Global Management
California
$4.82M +$296K +55,000 +7%
Morgan Stanley
19
Morgan Stanley
New York
$4.8M +$230K +42,668 +5%
Canada Life
20
Canada Life
Manitoba, Canada
$4.71M -$207K -38,511 -4%
Goldman Sachs
21
Goldman Sachs
New York
$4.41M +$1.35M +251,403 +44%
Mirae Asset Global ETFs Holdings
22
Mirae Asset Global ETFs Holdings
Hong Kong
$4.04M +$4.06M +754,505 New
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$3.99M -$999K -185,460 -20%
Deutsche Bank
24
Deutsche Bank
Germany
$3.54M -$35.9K -6,660 -1%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.39M +$364K +67,606 +12%

YEXT Hedge Fund Activity: Q2 2024 in Review

169 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q2 2024, worth a combined $490M — down 9.2% from $539M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of YEXT and 27 opened new positions — a net loss of 6 holders — while 43 trimmed existing stakes and 71 added.

The largest buyer was Potrero Capital Research, adding an estimated $8.82M. The largest seller was Invenomic Capital Management, exiting entirely with an estimated $9.07M sold.

  • 169 institutional investors held Yext (YEXT) as of Q2 2024, down from 178 in Q1 2024.
  • Funds reported $490M of Yext stock for Q2 2024, down 9.2% quarter-over-quarter.
  • 27 funds opened new Yext positions in Q2 2024 and 33 closed out, a net change of -6 holders.
  • The largest Yext buyer in Q2 2024 was Potrero Capital Research, an estimated $8.82M added.
  • The largest Yext seller in Q2 2024 was Invenomic Capital Management, an estimated $9.07M sold.

Based on aggregated 13F filings for Q2 2024.