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193 hedge funds and large institutions have $780M invested in Yext in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

36% more capital invested

Capital invested by funds: $575M → $780M (+$205M)

18% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 60

5% more funds holding

Funds holding: 184193 (+9)

1.18% more ownership

Funds ownership: 73.84%75.02% (+1.2%)

2% less call options, than puts

Call options by funds: $2.25M | Put options by funds: $2.29M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
193
Holders Change
+9
Holders Change %
+4.89%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
35
Increased
71
Reduced
60
Closed
24
Calls
$2.25M
Puts
$2.29M
Net Calls
-$46K
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$131M +$388K +55,317 +0.4%
LECM
2
Lead Edge Capital Management
New York
$109M
LLL
3
Lynrock Lake LP
New York
$102M +$2.32M +330,530 +3%
BlackRock
4
BlackRock
New York
$73.8M -$3.31M -471,395 -5%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.6M +$2.6M +371,253 +7%
State Street
6
State Street
Massachusetts
$24.2M -$822K -117,194 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$20.7M -$178K -25,337 -1%
Connor, Clark & Lunn Investment Management (CC&L)
8
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.9M +$4.18M +595,819 +58%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$13.5M -$539K -76,857 -5%
Federated Hermes
10
Federated Hermes
Pennsylvania
$12.7M -$6.58M -938,537 -39%
TGM
11
Tenzing Global Management
California
$10.8M -$7.19M -1,025,000 -45%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$10.6M +$800K +114,074 +10%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$10.6M -$2.4M -342,116 -22%
Northern Trust
14
Northern Trust
Illinois
$8.54M -$50K -7,125 -0.7%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$8.14M +$3.31M +472,000 +97%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$7.35M -$4.89M -697,777 -45%
Charles Schwab
17
Charles Schwab
California
$7.34M -$84.9K -12,105 -1%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$6.21M +$812K +115,850 +19%
Luther King Capital Management (LKCM)
19
Luther King Capital Management (LKCM)
Texas
$5.71M +$1.22M +173,374 +35%
Morgan Stanley
20
Morgan Stanley
New York
$5.58M +$787K +112,154 +21%
CG
21
Circumference Group
Arkansas
$5.51M -$351K -50,000 -7%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$5.17M +$755K +107,598 +21%
Goldman Sachs
23
Goldman Sachs
New York
$5.13M -$692K -98,731 -14%
HIM
24
Hillsdale Investment Management
Ontario, Canada
$5.03M +$4.15M +591,400 New
Renaissance Technologies
25
Renaissance Technologies
New York
$4.62M +$1.91M +271,996 +100%

YEXT Hedge Fund Activity: Q2 2025 in Review

193 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q2 2025, worth a combined $780M — up 36% from $575M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new YEXT positions and 24 closed out — a net gain of 11 holders — while 71 added to existing stakes and 60 trimmed.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $4.18M. The largest seller was Potrero Capital Research, exiting entirely with an estimated $16.8M sold.

  • 193 institutional investors held Yext (YEXT) as of Q2 2025, up from 184 in Q1 2025.
  • Funds reported $780M of Yext stock for Q2 2025, up 36% quarter-over-quarter.
  • 35 funds opened new Yext positions in Q2 2025 and 24 closed out, a net change of +11 holders.
  • The largest Yext buyer in Q2 2025 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $4.18M added.
  • The largest Yext seller in Q2 2025 was Potrero Capital Research, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2025.