Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Yext Inc (YEXT)

173 + 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
↓ -25
Streak
1Q ▼
Buyers last Q
41%

Smart Money Signals — YEXT

Based on 175 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their YEXT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
175 funds currently hold this stock — 87% of the 3.0-year high of 201 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 9% fewer funds vs a year ago

fund count last 6Q
18 fewer hedge funds hold YEXT compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 41% buying

82 buying120 selling
Last quarter: 120 funds reduced or exited vs 82 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.
⚠️

Fewer new buyers each quarter (-22 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 37 → 31 → 51 → 29. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 21% medium ■ 19% new
106 out of 175 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.
📈

Growing discovery — still being found

33 → 37 → 31 → 51 → 29 new funds/Q
New funds entering each quarter: 37 → 31 → 51 → 29. A growing number of institutions are discovering YEXT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 23% newcomers

■ 67% veterans ■ 10% 1-2yr ■ 23% new
Entry-cohort mix of 186 holders: 124 (67%) are 2+ year veterans, 19 entered 1–2 years ago, and 43 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
46 of 174 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 Q2, 82 hedge funds were net buyers of YEXT (29 opened a new position, 53 added to an existing one), while 120 reduced or exited (66 trimmed, 54 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. 39% of total institutional value in YEXT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -25 funds (more exits than new entries). Total institutional holders: 175.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: YEXT
173 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 173 200 -13.5%
13F Shares 73M 82M -9.98%
Total Value $327M $313M 4.37%
New Positions 29 51 -22
Increased Positions 53 56 -3
Closed Positions 55 45 +10
Reduced Positions 63 64 -1
Total Calls 5 3 66.67%
Total Puts 7 5 40.0%
PUT/CALL Ratio 1.4 1.67 Bearish

Statistics: YEXT

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Valuation Measures Data as of: --

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

Financial Highlights

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Institutional Holders (2026 Q2)

173 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lead Edge Capital Management, LLC 6.66% 7,843,296 $36.6M
2 Lynrock Lake LP 5.61% 19,015,087 $88.8M
3 Maltin Wealth Management, Inc. 0.61% 393,439 $1.8M
4 Rangeley Capital, LLC 0.56% 130,328 $609K
5 P.A.W. Capital Corp 0.36% 100,000 $467K
6 EntryPoint Capital, LLC 0.09% 23,428 $125K
7 Wittenberg Investment Management, INC. 0.05% 32,500 $152K
8 Mangrove Partners IM, LLC 0.04% 122,666 $573K
9 Aigen Investment Management, LP 0.03% 21,345 $100K
10 Equitec Proprietary Markets, LLC 0.02% 28,100 $131K
11 Equitec Proprietary Markets, LLC 0.02% 28,100 $131K
12 Quinn Opportunity Partners LLC 0.02% 105,000 $490K
13 State of Wyoming 0.02% 47,162 $220K
14 Haven Private, LLC 0.02% 11,347 $53K
15 OP Asset Management Ltd 0.01% 246,406 $1.2M
16 Pathstone Holdings, LLC 0.01% 841,100 $3.9M
17 Occudo Quantitative Strategies LP 0.01% 45,242 $211K
18 Susquehanna Fundamental Investments, LLC 0.01% 126,302 $590K
19 Drive Wealth Management, LLC 0.01% 12,361 $58K
20 WINTON GROUP Ltd 0.01% 57,200 $267K
21 Tocqueville Asset Management L.P. 0.01% 135,000 $630K
22 Engineers Gate Manager LP 0.01% 125,446 $586K
23 Atom Investors LP 0.01% 16,386 $77K
24 Caitong International Asset Management Co., Ltd 0.01% 8,839 $41K
25 Y-Intercept (Hong Kong) Ltd 0.00% 51,700 $241K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their YEXT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for YEXT?

More sellers than buyers — 41% buying: Last quarter: 120 funds reduced or exited vs 82 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 — 39% AUM from major funds: 46 of 174 holders rank in the top 100 by AUM, accounting for 39% 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?

61% of holders stayed for 2+ years: 106 out of 175 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.

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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