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Yext, Inc. hedge fund holdings

YEXTNYSE
$6.56-0.06 (-0.91% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

YEXT · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 6, 2026. Price (-22.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20257659$63.1M$78.5M176Aug 14, 2025
Q3 20257963$63M$63.7M185Nov 14, 2025
Q4 20256967$61.9M$80.5M182Feb 14, 2026
Q1 20268489$61.4M$75.7M192May 15, 2026
Q2 20266691$39.2M$71.9M160Aug 14, 2026

Quarterly action breakdown

Q2 2026
160 filers
New position
20
$3.23M+691K sh
Increased
46
$36M+7.7M sh
Reduced
50
-$55M-11.8M sh
Out / sold
41
-$17M-3.63M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Lynrock Lake LPAdded 4.54%+$3.86M$88.8M5.61%Aug 14, 2026
OP Asset Management LtdReduce 75.83%-$3.61M$1.15M0.01%Jul 28, 2026
First Trust Advisors LPReduce 94.80%-$3.37M$185K0.00%Aug 11, 2026
King Luther Capital Management CorpSell 100%-$1.64M$00.00%Aug 10, 2026
Equitec Proprietary Markets, LLCReduce 87.71%-$936K$131K0.02%Jul 20, 2026
KLP Kapitalforvaltning AsAdded 96.07%+$673K$1.37M0.00%Aug 12, 2026
Clear Harbor Asset Management, LLCSell 100%-$633K$00.00%Aug 12, 2026
Quantinno Capital Management LPReduce 48.85%-$479K$502K0.00%Aug 13, 2026
P.A.W. Capital CorpNew Buy+$467K$467K0.36%Jul 28, 2026
CSS LLCReduce 78.06%-$397K$112K0.00%Aug 14, 2026
Susquehanna Fundamental Investments, LLCAdded 165.17%+$367K$590K0.01%Aug 14, 2026
VANGUARD ASSET MANAGEMENT, LtdReduce 95.60%-$326K$15K0.00%Aug 13, 2026
Allstate CorpNew Buy+$318K$318K0.00%Aug 13, 2026
Pacer Advisors, Inc.Added 16.40%+$300K$2.13M0.01%Aug 13, 2026
Tocqueville Asset Management L.P.Reduce 27.03%-$234K$630K0.01%Aug 10, 2026
Quinn Opportunity Partners LLCAdded 90.91%+$234K$490K0.02%Aug 14, 2026
Axq Capital, LPSell 100%-$206K$00.00%Aug 6, 2026
Haven Private, LLCReduce 74.81%-$157K$53K0.02%Jul 29, 2026
Wittenberg Investment Management, Inc.New Buy+$152K$152K0.05%Aug 12, 2026
Tactive Advisors, LLCSell 100%-$111K$00.00%Jul 9, 2026
Evergreen Capital Management LLCNew Buy+$85.6K$85.6K0.00%Jul 23, 2026
Vanguard Investments Australia, Ltd.Sell 100%-$84.3K$00.00%Aug 13, 2026
Aigen Investment Management, LPReduce 41.27%-$70.1K$99.7K0.03%Aug 14, 2026
Gotham Asset Management, LLCReduce 29.25%-$67.2K$163K0.00%Aug 14, 2026
JBF Capital, Inc.Sell 100%-$63K$00.00%Aug 13, 2026
Summit Trail Advisors, LLCReduce 40.77%-$61.6K$89.4K0.00%Aug 11, 2026
Pictet Asset Management Holding SASell 100%-$58.9K$00.00%Jul 30, 2026
Flow Traders U.S. LLCSell 100%-$57K$00.00%Aug 14, 2026
Sequoia Financial Advisors, LLCSell 100%-$48.5K$00.00%Jul 17, 2026
Able Wealth Management LLCSell 100%-$48.3K$00.00%Jul 29, 2026
Jain Global LLCAdded 37.92%+$34.3K$125K0.00%Aug 14, 2026
Canada Pension Plan Investment BoardReduce 16.61%-$24.3K$122K0.00%Aug 14, 2026
Pinnacle Wealth Planning Services, Inc.Reduce 97.59%-$23.2K$5740.00%Aug 7, 2026
Harbor Capital Advisors, Inc.Added 12.51%+$15.3K$138K0.01%Aug 7, 2026
Versant Capital Management, IncReduce 40.43%-$11.1K$16.3K0.00%Jul 2, 2026
Bare Financial Services, IncNew Buy+$1.76K$1.76K0.00%Jul 27, 2026
MassMutual Private Wealth & Trust, FSBSell 100%-$392$00.00%Jul 2, 2026
Zions Bancorporation, National AssociationSell 100%-$196$00.00%Jul 31, 2026
Torren Management, LLCReduce 40.24%-$154$2290.00%Jul 10, 2026
Silver Grove Financial Group, Inc.New Buy+$112$1120.00%Aug 13, 2026
TD Private Client Wealth LLCSell 100%-$108$00.00%Aug 4, 2026
Dunhill Financial, LLCSell 100%-$8$00.00%Aug 7, 2026

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