Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Yext Inc (YEXT)

199 + Investors. Track Smart Money conviction in YEXT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — YEXT

Based on 200 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added YEXT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
200 hedge funds hold YEXT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

108 buying111 selling
Last quarter: 111 funds reduced or exited vs 108 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new YEXT position: 32 → 37 → 31 → 51. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 20% medium ■ 23% new
115 out of 200 hedge funds have held YEXT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -10%, value -57%

Value
-57%
Shares
-10%
Last quarter: funds added -10% more shares while total portfolio value only changed -57%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

31 → 32 → 37 → 31 → 51 new funds/Q
New funds entering each quarter: 32 → 37 → 31 → 51. A growing number of institutions are discovering YEXT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 24% newcomers

■ 64% veterans ■ 12% 1-2yr ■ 24% new
Entry-cohort mix of 207 holders: 133 (64%) are 2+ year veterans, 24 entered 1–2 years ago, and 50 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
46 of 199 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — YEXT

In 2026 Q1, 108 hedge funds were net buyers of YEXT (51 opened a new position, 57 added to an existing one), while 111 reduced or exited (66 trimmed, 45 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 30% of total institutional value in YEXT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 200.

Hedge Fund Ownership: YEXT

How many hedge funds hold YEXT — quarterly history vs. share price
Quarterly hedge fund ownership of YEXT vs. share price

Market Analysis: YEXT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: YEXT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Yext Inc (YEXT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much YEXT has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
YEXT
+3.4%
XLK
+39.8%

YEXT outperformed XLK by -36.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
YEXT
+14.7%
XLK
+5.4%

Since the filing became public, YEXT outperformed XLK by +9.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: YEXT
199 + Investors

Track Smart Money conviction in YEXT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 199 194 2.58%
13F Shares 82M 91M -9.99%
Total Value $313M $730M -57.11%
New Positions 50 31 +19
Increased Positions 56 57 -1
Closed Positions 45 37 +8
Reduced Positions 64 70 -6
Total Calls 3 3 -
Total Puts 5 5 -
PUT/CALL Ratio 1.67 1.67 Bearish

Statistics: YEXT

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

199 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in YEXT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 YEXT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lead Edge Capital Management, LLC 7.38% 7,843,296 $30.1M
2 Lynrock Lake LP 4.78% 18,188,607 $69.8M
3 Maltin Wealth Management, Inc. 0.58% 393,439 $1.5M
4 Equitec Proprietary Markets, LLC 0.48% 233,600 $897K
5 Equitec Proprietary Markets, LLC 0.47% 228,600 $878K
6 Rangeley Capital, LLC 0.37% 99,328 $381K
7 Ground Swell Capital, LLC 0.13% 16,604 $64K
8 Scientech Research LLC 0.09% 28,965 $111K
9 Haven Private, LLC 0.08% 45,037 $173K
10 AlphaQuest LLC 0.05% 107,082 $863K
11 OP Asset Management Ltd 0.05% 1,019,573 $4.5M
12 Occudo Quantitative Strategies LP 0.05% 226,036 $872K
13 Clear Harbor Asset Management, LLC 0.04% 164,910 $633K
14 Aigen Investment Management, LP 0.04% 36,347 $140K
15 Counterpoint Mutual Funds LLC 0.03% 56,914 $219K
16 Tactive Advisors, LLC 0.03% 28,992 $111K
17 Mangrove Partners IM, LLC 0.03% 93,085 $357K
18 State of Wyoming 0.03% 60,289 $232K
19 Axq Capital, LP 0.03% 53,697 $206K
20 Css LLC/Il 0.02% 108,893 $418K
21 Cim Investment Management Inc 0.02% 19,291 $74K
22 Quantbot Technologies LP 0.02% 118,463 $455K
23 Css LLC/Il 0.02% 95,100 $365K
24 XTX Topco Ltd 0.01% 198,455 $762K
25 Able Wealth Management LLC 0.01% 12,577 $48K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Yext Inc (YEXT)

What does the Smart Money Trend signal show for YEXT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added YEXT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for YEXT?

More sellers than buyers — 49% buying: Last quarter: 111 funds reduced or exited vs 108 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for YEXT holders?

Strong quality — 30% AUM from major funds: 46 of 199 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held YEXT?

57% of holders stayed for 2+ years: 115 out of 200 hedge funds have held YEXT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Yext Inc (YEXT) following the 2026 Q1 hedge fund 13F filings?

As of today, YEXT has moved +14.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.4% for the XLK sector ETF — an outperformance of +9.3%. Since the quarter end (March 31, 2026), YEXT has gained +3.4% vs +39.8% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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