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196 hedge funds and large institutions have $727M invested in Yext in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 71 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $6.13M | Put options by funds: $2.58M

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0.49% less ownership

Funds ownership: 74.05%73.56% (-0.49%)

2% less funds holding

Funds holding: 199196 (-3)

6% less capital invested

Capital invested by funds: $777M → $727M (-$50.3M)

20% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 71

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
196
Holders Change
-3
Holders Change %
-1.51%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
31
Increased
57
Reduced
71
Closed
30
Calls
$6.13M
Puts
$2.58M
Net Calls
+$3.55M
Net Calls Change
+$805K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$122M -$1.13M -134,594 -0.9%
LLL
2
Lynrock Lake LP
New York
$122M +$24.1M +2,861,653 +23%
LECM
3
Lead Edge Capital Management
New York
$103M
BlackRock
4
BlackRock
New York
$69.1M +$566K +67,150 +0.8%
Hudson Bay Capital Management
5
Hudson Bay Capital Management
Connecticut
$23.8M +$13.9M +1,647,174 +126%
State Street
6
State Street
Massachusetts
$22.2M -$770K -91,373 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$21M +$201K +23,914 +0.9%
Federated Hermes
8
Federated Hermes
Pennsylvania
$15.1M +$3.52M +417,896 +29%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$14.2M +$1.85M +219,500 +14%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.1M -$14.9M -1,765,192 -50%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$10.5M -$434K -51,565 -4%
Connor, Clark & Lunn Investment Management (CC&L)
12
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.47M -$5.34M -633,610 -35%
Goldman Sachs
13
Goldman Sachs
New York
$8.14M +$478K +56,732 +6%
Charles Schwab
14
Charles Schwab
California
$7.93M +$480K +56,982 +6%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$7.75M -$3.11M -368,649 -28%
Northern Trust
16
Northern Trust
Illinois
$7.48M -$413K -49,002 -5%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$6.78M -$11K -1,306 -0.2%
HIM
18
Hillsdale Investment Management
Ontario, Canada
$6.66M +$297K +35,300 +4%
First Trust Advisors
19
First Trust Advisors
Illinois
$5.63M +$5.89M +698,979 New
Luther King Capital Management (LKCM)
20
Luther King Capital Management (LKCM)
Texas
$5.41M
RC
21
Rangeley Capital
Connecticut
$4.72M +$340K +40,360 +7%
Morgan Stanley
22
Morgan Stanley
New York
$4.41M -$1.38M -163,320 -23%
CG
23
Circumference Group
Arkansas
$4.37M -$463K -55,000 -9%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$4.13M +$819K +97,206 +23%
Boston Partners
25
Boston Partners
Massachusetts
$4.08M +$471K +55,873 +12%

YEXT Hedge Fund Activity: Q4 2025 in Review

196 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q4 2025, worth a combined $727M — down 6.5% from $777M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new YEXT positions and 30 closed out — a net gain of 1 holder — while 57 added to existing stakes and 71 trimmed.

The largest buyer was Lynrock Lake LP, adding an estimated $24.1M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $14.9M.

  • 196 institutional investors held Yext (YEXT) as of Q4 2025, down from 199 in Q3 2025.
  • Funds reported $727M of Yext stock for Q4 2025, down 6.5% quarter-over-quarter.
  • 31 funds opened new Yext positions in Q4 2025 and 30 closed out, a net change of +1 holder.
  • The largest Yext buyer in Q4 2025 was Lynrock Lake LP, an estimated $24.1M added.
  • The largest Yext seller in Q4 2025 was Manulife (Manufacturers Life Insurance), an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2025.