undamentalytics Newsletter

Yext, Inc.: which funds bought and sold

Institutions that bought and sold Yext shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 78 institutions that filed 13F reports for both quarters added to or opened positions in Yext, and 114 cut or closed them. Together they sold a net 7.8M shares, −9.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.9M shares (+11.3%); index fund managers were net sellers of 2.5M shares (−9.7%). 26 opened a new position and 50 sold out entirely.

Bought, Q2 2026 78 institutions, 26 of them new holders Sold, Q2 2026 114 institutions, 50 of them sold out
Net change, all compared −7.8M shares (−9.7%)
Net change, active managers +2.9M shares (+11.3%), 20 bought, 19 sold

Buyers versus sellers

institutions compared, 222
Active managers and hedge funds 20 bought · 19 sold · +2.9M
Index fund managers 2 bought · 9 sold · −2.5M
Other institutions 56 bought · 86 sold · −8.3M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Acadian Asset Management LLC Active manager +2.3M +982.2% 2.6M $12M
FMR LLC Active manager +1.2M +150.5% 2.1M $9.7M
Lynrock Lake LP Hedge fund +826K +4.5% 19.0M $88.8M
HRT Financial LP +470K +531.6% 558K $2.6M
Citadel Advisors LLC Hedge fund +339K +80.9% 759K $3.5M
Prudential Financial Inc +326K +2047.9% 342K $1.6M
Balyasny Asset Management L.P. Hedge fund +287K New position 287K $1.3M
Mackenzie Financial Corp +235K +377.0% 297K $1.4M
Bank Of America Corp +221K +44.3% 719K $3.4M
Goldman Sachs Group Inc +218K +18.0% 1.4M $6.7M
Victory Capital Management Inc Active manager +205K +128.3% 364K $1.7M
Tudor Investment Corp Et Al Hedge fund +194K +533.3% 231K $1.1M
Vanguard Capital Management LLC Index funds +185K +5.2% 3.7M $17.4M
O'Shaughnessy Asset Management, LLC Active manager +184K New position 184K $859,565
Creative Planning +165K +368.4% 209K $977,067
Squarepoint Ops LLC Hedge fund +150K New position 150K $699,496
Gsa Capital Partners LLP +149K New position 149K $695,000
Arrowstreet Capital, Limited Partnership Hedge fund +144K +11.0% 1.5M $6.8M
Klp Kapitalforvaltning As +144K +96.1% 294K $1.4M
Russell Investments Group, Ltd. +137K +1563.0% 145K $679,017

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Barclays PLC −4.0M −99.0% 42K $195,215
Vanguard Portfolio Management LLC Index funds −1.5M −24.6% 4.6M $21.5M
Jane Street Group, LLC −947K Sold out 0 —
Hudson Bay Capital Management LP Hedge fund −846K −93.7% 57K $264,397
Blackrock, Inc. Index funds −773K −9.5% 7.4M $34.5M
OP Asset Management Ltd −773K −75.8% 246K $1.2M
First Trust Advisors LP −722K −94.8% 40K $185,198
Millennium Management LLC Hedge fund −631K Sold out 0 —
Boston Partners Active manager −528K Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −466K Sold out 0 —
King Luther Capital Management Corp Active manager −427K Sold out 0 —
Connor, Clark & Lunn Investment Management Ltd. −383K −95.7% 17K $81,029
UBS Group AG −339K −41.1% 485K $2.3M
Jpmorgan Chase & Co −289K −88.7% 37K $171,819
State Of Wisconsin Investment Board −287K Sold out 0 —
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −202K −95.6% 9,264 $43,263
Equitec Proprietary Markets, LLC −201K −87.7% 28K $131,227
Xtx Topco Ltd −198K Sold out 0 —
Voya Investment Management LLC −188K −28.2% 479K $2.2M
Drw Securities, LLC −186K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Balyasny Asset Management L.P.Hedge fund 287K $1.3M
O'Shaughnessy Asset Management, LLCActive manager 184K $859,565
Squarepoint Ops LLCHedge fund 150K $699,496
Gsa Capital Partners LLP 149K $695,000
P.A.W. Capital Corp 100K $467,000
Jacobs Levy Equity Management, IncActive manager 89K $415,812
Allstate Corp 68K $317,938
Y-Intercept (Hong Kong) Ltd 52K $241,439
Schonfeld Strategic Advisors LLCHedge fund 51K $240,069
Walleye Capital LLCHedge fund 42K $197,144

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Jane Street Group, LLC 947K $3.6M
Millennium Management LLCHedge fund 631K $2.4M
Boston PartnersActive manager 528K $2M
Point72 Asset Management, L.P.Hedge fund 466K $1.8M
King Luther Capital Management CorpActive manager 427K $1.6M
State Of Wisconsin Investment Board 287K $1.1M
Xtx Topco Ltd 198K $762,067
Drw Securities, LLC 186K $714,274
Clear Harbor Asset Management, LLC 165K $633,254
Swiss National Bank 161K $616,800

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
173
Ten largest holders
74.0%
of 13F-reported shares
Index fund managers
31.2%
of 13F-reported shares
Active managers and hedge funds
39.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 20 19 7 9 +2.9M +11.3%
Index fund managers 2 9 0 0 −2.5M −9.7%
Other institutions 56 86 19 41 −8.3M −27.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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