184 hedge funds and large institutions have $575M invested in Yext in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
2.5%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
53
Reduced
65
Closed
26
Calls
$2.59M
Puts
$19.5M
Net Calls
-$16.9M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$94.9M -$2.82M -458,309 -3%
LECM
2
Lead Edge Capital Management
New York
$78.8M
LLL
3
Lynrock Lake LP
New York
$72M +$6.22M +1,009,285 +9%
BlackRock
4
BlackRock
New York
$56.4M -$4.11M -667,258 -7%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.2M +$3.79M +614,960 +13%
State Street
6
State Street
Massachusetts
$18.2M -$144K -23,450 -0.8%
PCR
7
Potrero Capital Research
California
$16.8M +$952K +154,525 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$15.1M +$265K +42,940 +2%
Federated Hermes
9
Federated Hermes
Pennsylvania
$15M -$2.42M -392,681 -14%
TGM
10
Tenzing Global Management
California
$14.2M -$1.46M -237,500 -9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$10.3M +$1.22M +197,743 +13%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$9.76M -$2.92M -473,478 -23%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$9.62M -$4.82M -782,858 -33%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$6.99M -$3.84M -623,830 -35%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.37M +$1.14M +185,116 +22%
Northern Trust
16
Northern Trust
Illinois
$6.23M -$262K -42,515 -4%
Charles Schwab
17
Charles Schwab
California
$5.39M -$1.03M -167,757 -16%
Goldman Sachs
18
Goldman Sachs
New York
$4.33M -$606K -98,326 -12%
CG
19
Circumference Group
Arkansas
$4.3M -$678K -110,000 -14%
Bank of America
20
Bank of America
North Carolina
$4.03M +$135K +21,886 +3%
Millennium Management
21
Millennium Management
New York
$3.96M +$3.96M +643,500 New
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$3.79M -$1.23M -199,846 -25%
UBS Group
23
UBS Group
Switzerland
$3.64M +$2.02M +327,698 +124%
Morgan Stanley
24
Morgan Stanley
New York
$3.35M -$1.16M -188,830 -26%
Deutsche Bank
25
Deutsche Bank
Germany
$3.16M +$1.2M +194,429 +61%