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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, 52 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

1% more funds holding

Funds holding: 182184 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.33% less ownership

Funds ownership: 75.17%73.84% (-1.3%)

6% less capital invested

Capital invested by funds: $610M → $575M (-$34.8M)

21% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 66

87% less call options, than puts

Call options by funds: $2.59M | Put options by funds: $19.5M

Holders
184
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
52
Reduced
66
Closed
27
Calls
$2.59M
Puts
$19.5M
Net Calls
-$16.9M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$94.9M -$2.96M -458,309 -3%
LECM
2
Lead Edge Capital Management
New York
$78.8M
LLL
3
Lynrock Lake LP
New York
$72M +$6.52M +1,009,285 +9%
BlackRock
4
BlackRock
New York
$56.4M -$4.31M -667,258 -7%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.2M +$3.97M +614,960 +13%
State Street
6
State Street
Massachusetts
$18.2M -$152K -23,450 -0.8%
PCR
7
Potrero Capital Research
California
$16.8M +$999K +154,525 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$15.1M +$278K +42,940 +2%
Federated Hermes
9
Federated Hermes
Pennsylvania
$15M -$2.54M -392,681 -14%
TGM
10
Tenzing Global Management
California
$14.2M -$1.54M -237,500 -9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$10.3M +$1.28M +197,743 +13%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$9.76M -$3.06M -473,478 -23%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$9.62M -$5.06M -782,858 -33%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$6.99M -$4.03M -623,830 -35%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.37M +$1.2M +185,116 +22%
Northern Trust
16
Northern Trust
Illinois
$6.23M -$275K -42,515 -4%
Charles Schwab
17
Charles Schwab
California
$5.39M -$1.08M -167,757 -16%
Goldman Sachs
18
Goldman Sachs
New York
$4.33M -$636K -98,326 -12%
CG
19
Circumference Group
Arkansas
$4.3M -$711K -110,000 -14%
Bank of America
20
Bank of America
North Carolina
$4.03M +$141K +21,886 +3%
Millennium Management
21
Millennium Management
New York
$3.96M +$4.16M +643,500 New
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$3.79M -$1.29M -199,846 -25%
UBS Group
23
UBS Group
Switzerland
$3.64M +$2.12M +327,698 +124%
Morgan Stanley
24
Morgan Stanley
New York
$3.35M -$1.22M -188,830 -26%
Deutsche Bank
25
Deutsche Bank
Germany
$3.16M +$1.26M +194,429 +61%

YEXT Hedge Fund Activity: Q1 2025 in Review

184 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2025, worth a combined $575M — down 5.7% from $610M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new YEXT positions and 27 closed out — a net gain of 3 holders — while 52 added to existing stakes and 66 trimmed.

The largest buyer was Lynrock Lake LP, adding an estimated $6.52M. The largest seller was Horrell Capital Management, exiting entirely with an estimated $5.14M sold.

  • 184 institutional investors held Yext (YEXT) as of Q1 2025, up from 182 in Q4 2024.
  • Funds reported $575M of Yext stock for Q1 2025, down 5.7% quarter-over-quarter.
  • 30 funds opened new Yext positions in Q1 2025 and 27 closed out, a net change of +3 holders.
  • The largest Yext buyer in Q1 2025 was Lynrock Lake LP, an estimated $6.52M added.
  • The largest Yext seller in Q1 2025 was Horrell Capital Management, an estimated $5.14M sold.

Based on aggregated 13F filings for Q1 2025.