Yext, Inc.
YEXT- Exchange
- NYSE
- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001614178
In the last 90 days, Yext, Inc. insiders filed 1 open-market purchase and 1 sale; 173 institutions reported holding it in 13F filings for Q2 2026, worth $342.7M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Yext, Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 202
- +10 vs. Q1 2023
- Shares held
- 90.0M
- +4.92M (+5.8%) vs. Q1 2023
- Total value
- $1.02B
- +$200.4M (+24.5%) vs. Q1 2023
- New holders
- 36
- 64 more added
- Sold out
- 26
- 73 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting YEXT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 173 | $342.7M |
| Q1 2026 | 200 | $313.1M |
| Q4 2025 | 196 | $727.1M |
| Q3 2025 | 199 | $777.4M |
| Q2 2025 | 193 | $780.4M |
| Q1 2025 | 184 | $575.3M |
| Q4 2024 | 182 | $610.1M |
| Q3 2024 | 179 | $644.1M |
| Q2 2024 | 170 | $489.9M |
| Q1 2024 | 178 | $539.4M |
| Q4 2023 | 188 | $521.8M |
| Q3 2023 | 195 | $545.2M |
| Q2 2023 | 202 | $1.02B |
| Q1 2023 | 192 | $818.1M |
| Q4 2022 | 169 | $535.8M |
| Q3 2022 | 161 | $366.5M |
| Q2 2022 | 159 | $407.5M |
| Q1 2022 | 178 | $599.7M |
| Q4 2021 | 163 | $883.6M |
| Q3 2021 | 163 | $1.07B |
| Q2 2021 | 171 | $1.26B |
| Q1 2021 | 150 | $1.33B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Yext, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 40 | $0 | 0.00% | −315−88.7% | Reduced |
| Covestor Ltd | 31 | $0 | 0.00% | +31 | New |
| Quadrant Capital Group LLC | 16 | $181 | 0.00% | +16 | New |
| Beaird Harris Wealth Management, LLC | 61 | $690 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 70 | $792 | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 151 | $1.71K | 0.00% | −96−38.9% | Reduced |
| The PNC Financial Services Group, Inc. | 155 | $1.75K | 0.00% | +103+198.1% | Added |
| Clearstead Advisors, LLC | 175 | $1.98K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 278 | $3.14K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $3.39K | 0.00% | +300 | New |
| Allworth Financial LP | 388 | $4.39K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 434 | $4.91K | 0.00% | −9,688−95.7% | Reduced |
| CWM, LLC | 432 | $5.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 525 | $5.93K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 369 | $6.27K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 956 | $10.8K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,047 | $11.0K | 0.00% | +1,047 | New |
| Lindbrook Capital, LLC | 984 | $11.1K | 0.00% | −125−11.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,609 | $18.2K | 0.00% | +52+3.3% | Added |
| Parallel Advisors, LLC | 1,732 | $19.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,227 | $25.2K | 0.00% | +1,686+311.6% | Added |
| Lazard Asset Management LLC | 2,394 | $27.0K | 0.00% | +2,394 | New |
| Signaturefd, LLC | 2,426 | $27.4K | 0.00% | −18−0.7% | Reduced |
| Quarry LP | 2,623 | $29.7K | 0.02% | +2,623 | New |
| Nisa Investment Advisors, LLC | 4,032 | $45.6K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 6,080 | $68.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,839 | $100.0K | 0.00% | +6,169+231.0% | Added |
| Ameritas Investment Partners, Inc. | 8,933 | $101.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 9,000 | $102.0K | 0.01% | +900+11.1% | Added |
| Counterpoint Mutual Funds LLC | 10,521 | $119.0K | 0.11% | −10,836−50.7% | Reduced |
| Victory Capital Management Inc | 10,829 | $122.5K | 0.00% | −252−2.3% | Reduced |
| HRT Financial LP | 11,129 | $125.0K | 0.00% | −631,004−98.3% | Reduced |
| Diversified Trust Co | 12,282 | $138.9K | 0.01% | −3,883−24.0% | Reduced |
| Man Group plc | 12,503 | $141.4K | 0.00% | – | – |
| Public Employees Retirement Association of Colorado | 12,569 | $142.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 12,639 | $142.9K | 0.00% | +262+2.1% | Added |
| Rockefeller Capital Management L.P. | 13,482 | $152.5K | 0.00% | −18,967−58.5% | Reduced |
| Quadrature Capital Ltd | 13,514 | $152.8K | 0.00% | +13,514 | New |
| Strategic Family Wealth Counselors, L.L.C. | 14,311 | $161.9K | 0.07% | +14,311 | New |
| Moneta Group Investment Advisors LLC | 14,693 | $166.2K | 0.00% | +706+5.0% | Added |
| Federation des caisses Desjardins du Quebec | 14,710 | $166.4K | 0.00% | −975−6.2% | Reduced |
| Amalgamated Bank | 16,545 | $187.0K | 0.00% | +452+2.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,930 | $202.8K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 18,022 | $203.8K | 0.01% | −2,086−10.4% | Reduced |
| ProShare Advisors LLC | 18,114 | $204.9K | 0.00% | +4,871+36.8% | Added |
| State of Wyoming | 18,145 | $205.2K | 0.06% | −11,997−39.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 18,827 | $212.9K | 0.03% | +28+0.1% | Added |
| Verition Fund Management LLC | 19,155 | $216.6K | 0.00% | −13,884−42.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,060 | $226.9K | 0.00% | +762+3.9% | Added |
| Bailard, Inc. | 20,490 | $231.7K | 0.01% | −2,100−9.3% | Reduced |
| Wolverine Trading, LLC | 21,464 | $237.6K | 0.00% | +8,290+62.9% | Added |
| Bank of Nova Scotia | 21,735 | $245.8K | 0.00% | +21,735 | New |
| O'Shaughnessy Asset Management, LLC | 21,887 | $247.5K | 0.00% | +4,779+27.9% | Added |
| Mariner, LLC | 22,722 | $256.7K | 0.00% | −4,323−16.0% | Reduced |
| Commonwealth Equity Services, LLC | 22,750 | $257.0K | 0.00% | −24,367−51.7% | Reduced |
| Neuberger Berman Group LLC | 23,080 | $261.0K | 0.00% | +350+1.5% | Added |
| Cetera Advisors LLC | 24,079 | $272.3K | 0.00% | +24,079 | New |
| Jump Financial, LLC | 24,354 | $275.4K | 0.01% | +24,354 | New |
| Campbell & CO Investment Adviser LLC | 24,579 | $278.0K | 0.05% | −20,836−45.9% | Reduced |
| Hussman Strategic Advisors, Inc. | 24,800 | $280.5K | 0.05% | −37,200−60.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 24,862 | $281.2K | 0.00% | +24,862 | New |
| HB Wealth Management, LLC | 25,070 | $283.5K | 0.00% | +5,000+24.9% | Added |
| Cim Investment Mangement Inc | 25,290 | $286.0K | 0.10% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 26,978 | $305.1K | 0.00% | +6,373+30.9% | Added |
| Arizona State Retirement System | 27,437 | $310.3K | 0.00% | −1,175−4.1% | Reduced |
| ExodusPoint Capital Management, LP | 27,792 | $314.0K | 0.00% | +27,792 | New |
| Woodline Partners LP | 30,949 | $350.0K | 0.00% | +30,949 | New |
| Cantor Fitzgerald, L. P. | 32,300 | $365.3K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 32,470 | $367.2K | 0.04% | +17,647+119.1% | Added |
| Cornerstone Investment Partners, LLC | 32,889 | $372.0K | 0.02% | 00.0% | Unchanged |
| Cipher Capital LP | 33,974 | $384.2K | 0.07% | +6,720+24.7% | Added |
| State Board of Administration of Florida Retirement System | 36,388 | $411.5K | 0.00% | −60−0.2% | Reduced |
| Quantedge Capital Pte Ltd | 37,700 | $426.4K | 0.19% | +37,700 | New |
| Harvest Investment Services, LLC | 39,323 | $444.7K | 0.25% | +39,323 | New |
| Boothbay Fund Management, LLC | 40,008 | $452.5K | 0.02% | +40,008 | New |
| Price T Rowe Associates Inc | 40,186 | $455.0K | 0.00% | +13,671+51.6% | Added |
| Prudential Financial Inc | 40,545 | $458.6K | 0.00% | −35−0.1% | Reduced |
| Mackenzie Financial Corp | 40,955 | $462.4K | 0.00% | −52,081−56.0% | Reduced |
| Globeflex Capital L P | 41,274 | $466.8K | 0.05% | −2,841−6.4% | Reduced |
| Virginia Retirement Systems Et Al | 41,400 | $468.2K | 0.00% | −11,300−21.4% | Reduced |
| New York State Common Retirement Fund | 42,194 | $477.2K | 0.00% | −15,853−27.3% | Reduced |
| Oppenheimer & Co Inc | 42,414 | $479.7K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 42,886 | $485.0K | 0.01% | −7,911−15.6% | Reduced |
| Bleichroeder LP | 43,263 | $489.3K | 0.10% | 00.0% | Unchanged |
| XTX Topco Ltd | 44,029 | $498.0K | 0.09% | +989+2.3% | Added |
| Janus Henderson Group PLC | 44,454 | $503.0K | 0.00% | −35−0.1% | Reduced |
| SG Americas Securities, LLC | 46,680 | $528.0K | 0.00% | −42,715−47.8% | Reduced |
| Vestcor Inc | 47,061 | $532.0K | 0.02% | +47,061 | New |
| Walleye Trading LLC | 49,040 | $554.6K | 0.03% | −6,731−12.1% | Reduced |
| BNP Paribas Arbitrage, SA | 49,709 | $562.2K | 0.00% | −21,460−30.2% | Reduced |
| Quantbot Technologies LP | 50,985 | $576.6K | 0.04% | +50,985 | New |
| Barclays PLC | 51,500 | $582.5K | 0.00% | −25,704−33.3% | Reduced |
| American International Group, Inc. | 51,538 | $582.9K | 0.00% | −2,762−5.1% | Reduced |
| Point72 Middle East FZE | 51,977 | $587.9K | 0.03% | +35,945+224.2% | Added |
| Engineers Gate Manager LP | 52,060 | $588.8K | 0.02% | +4,127+8.6% | Added |
| Gsa Capital Partners LLP | 53,114 | $601.0K | 0.06% | −42,344−44.4% | Reduced |
| Bayesian Capital Management, LP | 54,000 | $610.7K | 0.07% | +54,000 | New |
| Royal Bank of Canada | 54,624 | $617.0K | 0.00% | −28,117−34.0% | Reduced |
| Wells Fargo & Company | 55,861 | $631.8K | 0.00% | +27,954+100.2% | Added |