Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

YEXT INC COM (YEXT)

193 + 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
45%

Smart Money Signals — YEXT

Based on 186 hedge funds · latest filing: 2025 Q4 · 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.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
186 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 — +5% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

87 buying106 selling
Last quarter: 106 funds reduced or exited vs 87 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.
➡️

Steady new buyers — ~30 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 30 → 32 → 35 → 30. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new
110 out of 186 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.
➡️

Steady discovery — ~30 new funds/quarter

33 → 30 → 32 → 35 → 30 new funds/Q
New funds entering each quarter: 30 → 32 → 35 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 12% 1-2yr ■ 24% new
Of 193 current holders: 123 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
34 of 186 holders rank in the top 100 by AUM, accounting for 35% 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 2 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: YEXT
2026 Q1 Stats Unlock in 11 days 193 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 193 200 -3.5%
13F Shares 90M 92M -1.53%
Total Value $727M $780M -6.84%
New Positions 30 37 -7
Increased Positions 63 84 -21
Closed Positions 38 30 +8
Reduced Positions 81 65 +16
Total Calls 3 6 -50.0%
Total Puts 5 5 -
PUT/CALL Ratio 1.67 0.83 Bearish

Statistics: YEXT

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Valuation Measures Data as of: --

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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

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Institutional Holders (2026 Q1)

193 + investors

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

Top 25 institutional holders of YEXT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Maltin Wealth Management, Inc. 0.58% 393,439 $1.5M
2 Covestor Ltd 0.21% 78,109 —
3 Ground Swell Capital, LLC 0.13% 16,604 $64K
4 Haven Private, LLC 0.08% 45,037 $173K
5 AlphaQuest LLC 0.05% 107,082 $863K
6 OP Asset Management Ltd 0.05% 1,019,573 $4.5M
7 Clear Harbor Asset Management, LLC 0.04% 164,910 $633K
8 Counterpoint Mutual Funds LLC 0.03% 56,914 $219K
9 Tactive Advisors, LLC 0.03% 28,992 $111K
10 Able Wealth Management LLC 0.01% 12,577 $48K
11 JBF Capital, Inc. 0.01% 16,418 $63K
12 Brooklyn Investment Group 0.01% 75,090 $288K
13 HARBOR CAPITAL ADVISORS, INC. 0.01% 26,175 —
14 Pacer Advisors, Inc. 0.00% 391,410 $1.5M
15 Alberta Investment Management Corp 0.00% 138,655 $532K
16 KLP KAPITALFORVALTNING AS 0.00% 150,000 $576K
17 Versant Capital Management, Inc 0.00% 5,862 $23K
18 TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% 98,733 $379K
19 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% 6,109,388 $23.5M
20 STRS OHIO 0.00% 77,200 $296K
21 INTECH INVESTMENT MANAGEMENT LLC 0.00% 28,032 $108K
22 Police & Firemen's Retirement System of New Jersey 0.00% 25,386 $97K
23 Arizona State Retirement System 0.00% 29,288 $112K
24 HB Wealth Management, LLC 0.00% 25,309 $97K
25 VANGUARD FIDUCIARY TRUST CO 0.00% 594,467 $2.3M
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 COM (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 — 45% buying: Last quarter: 106 funds reduced or exited vs 87 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 — 35% AUM from major funds: 34 of 186 holders rank in the top 100 by AUM, accounting for 35% 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?

59% of holders stayed for 2+ years: 110 out of 186 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.