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, Q3 2023
Institutional positions in Yext, Inc. as of Sep 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
- 195
- −6 vs. Q2 2023
- Shares held
- 86.1M
- −3.88M (−4.3%) vs. Q2 2023
- Total value
- $545.2M
- −$473.3M (−46.5%) vs. Q2 2023
- New holders
- 21
- 75 more added
- Sold out
- 27
- 67 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Yext, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 40 | $0 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4 | $25 | 0.00% | −430−99.1% | Reduced |
| Comerica Bank | 47 | $298 | 0.00% | +47 | New |
| Quadrant Capital Group LLC | 56 | $355 | 0.00% | +40+250.0% | Added |
| Beaird Harris Wealth Management, LLC | 61 | $387 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 70 | $443 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 151 | $956 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 155 | $981 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 164 | $1.04K | 0.00% | +164 | New |
| Clearstead Advisors, LLC | 175 | $1.11K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 200 | $1.27K | 0.00% | +200 | New |
| C M Bidwell & Associates Ltd | 230 | $1.46K | 0.00% | +230 | New |
| Baker Avenue Asset Management, LP | 278 | $1.76K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 388 | $2.46K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 525 | $3.28K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 541 | $3.42K | 0.00% | −1,686−75.7% | Reduced |
| CWM, LLC | 658 | $4.00K | 0.00% | +226+52.3% | Added |
| EverSource Wealth Advisors, LLC | 956 | $6.05K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 984 | $6.23K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,000 | $6.33K | 0.00% | +1,000 | New |
| Parallel Advisors, LLC | 1,732 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,863 | $11.8K | 0.00% | +254+15.8% | Added |
| Tower Research Capital LLC (TRC) | 2,122 | $13.4K | 0.00% | −6,717−76.0% | Reduced |
| IFP Advisors, Inc | 2,369 | $15.0K | 0.00% | +2,000+542.0% | Added |
| Signaturefd, LLC | 2,393 | $15.1K | 0.00% | −33−1.4% | Reduced |
| Quarry LP | 2,715 | $17.2K | 0.01% | +92+3.5% | Added |
| Cutler Group LP | 2,989 | $18.0K | 0.00% | +1,942+185.5% | Added |
| Caption Management, LLC | 4,000 | $25.3K | 0.00% | +4,000 | New |
| Nisa Investment Advisors, LLC | 4,032 | $25.5K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 5,214 | $32.0K | 0.00% | +5,214 | New |
| Lazard Asset Management LLC | 5,214 | $33.0K | 0.00% | +2,820+117.8% | Added |
| Covestor Ltd | 5,375 | $34.0K | 0.03% | +5,344+17,238.7% | Added |
| Metropolitan Life Insurance Co | 6,080 | $38.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,235 | $39.5K | 0.00% | −8,475−57.6% | Reduced |
| Citigroup Inc | 6,792 | $43.0K | 0.00% | −92,795−93.2% | Reduced |
| Walleye Capital LLC | 7,777 | $49.2K | 0.00% | −285,907−97.4% | Reduced |
| Group One Trading, L.P. | 8,737 | $55.3K | 0.00% | +8,737 | New |
| Quantedge Capital Pte Ltd | 10,400 | $65.8K | 0.04% | −27,300−72.4% | Reduced |
| Ameritas Investment Partners, Inc. | 10,639 | $67.3K | 0.00% | +1,706+19.1% | Added |
| Victory Capital Management Inc | 11,040 | $69.9K | 0.00% | +211+1.9% | Added |
| Principal Financial Group Inc | 11,294 | $71.5K | 0.00% | −1,345−10.6% | Reduced |
| Russell Investments Group, Ltd. | 11,533 | $72.0K | 0.00% | −73,265−86.4% | Reduced |
| Sciencast Management LP | 11,553 | $73.1K | 0.03% | +11,553 | New |
| Quadrature Capital Ltd | 11,854 | $75.2K | 0.00% | −1,660−12.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,127 | $76.8K | 0.01% | +12,127 | New |
| Tudor Investment Corp Et Al | 12,560 | $79.5K | 0.00% | −53,796−81.1% | Reduced |
| Public Employees Retirement Association of Colorado | 12,569 | $80.0K | 0.00% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 12,955 | $82.0K | 0.02% | +12,955 | New |
| Walleye Trading LLC | 13,826 | $87.5K | 0.00% | −35,214−71.8% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 14,311 | $90.6K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 14,411 | $91.2K | 0.00% | −9,943−40.8% | Reduced |
| Nebula Research & Development LLC | 14,594 | $92.4K | 0.05% | +14,594 | New |
| Moneta Group Investment Advisors LLC | 14,681 | $92.9K | 0.00% | −12−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 16,311 | $103.2K | 0.00% | −5,576−25.5% | Reduced |
| Amalgamated Bank | 16,545 | $105.0K | 0.00% | 00.0% | Unchanged |
| Cipher Capital LP | 16,810 | $106.4K | 0.08% | −17,164−50.5% | Reduced |
| ProShare Advisors LLC | 18,098 | $114.6K | 0.00% | −16−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 18,799 | $119.0K | 0.02% | −28−0.1% | Reduced |
| Susquehanna International Group, LLP | 20,058 | $127.0K | 0.00% | −204,428−91.1% | Reduced |
| Counterpoint Mutual Funds LLC | 20,959 | $132.7K | 0.11% | +10,438+99.2% | Added |
| Boulder Hill Capital Management LP | 21,800 | $138.0K | 0.09% | +21,800 | New |
| Virtu Financial LLC | 21,799 | $138.0K | 0.01% | +21,799 | New |
| Mariner, LLC | 22,149 | $140.2K | 0.00% | −573−2.5% | Reduced |
| State of Wyoming | 22,191 | $140.5K | 0.03% | +4,046+22.3% | Added |
| Balyasny Asset Management LLC | 22,752 | $144.0K | 0.00% | −4,226−15.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,292 | $147.4K | 0.00% | +5,362+29.9% | Added |
| CenterBook Partners LP | 23,732 | $150.2K | 0.02% | +23,732 | New |
| Neuberger Berman Group LLC | 24,233 | $153.4K | 0.00% | +1,153+5.0% | Added |
| HB Wealth Management, LLC | 25,070 | $158.7K | 0.00% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 25,290 | $160.1K | 0.06% | 00.0% | Unchanged |
| Cetera Advisors LLC | 25,742 | $162.9K | 0.00% | +1,663+6.9% | Added |
| Dynamic Technology Lab Private Ltd | 29,158 | $185.0K | 0.02% | −45,880−61.1% | Reduced |
| Royal Bank of Canada | 29,215 | $185.0K | 0.00% | −25,409−46.5% | Reduced |
| Arizona State Retirement System | 30,017 | $190.0K | 0.00% | +2,580+9.4% | Added |
| Cornerstone Investment Partners, LLC | 30,672 | $194.2K | 0.01% | −2,217−6.7% | Reduced |
| Commonwealth Equity Services, LLC | 31,104 | $197.0K | 0.00% | +8,354+36.7% | Added |
| Wells Fargo & Company | 31,344 | $198.4K | 0.00% | −24,517−43.9% | Reduced |
| Jane Street Group, LLC | 31,722 | $200.8K | 0.00% | −27,689−46.6% | Reduced |
| Petrus Trust Company, LTA | 32,470 | $205.5K | 0.02% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 32,661 | $206.7K | 0.00% | +7,799+31.4% | Added |
| Squarepoint Ops LLC | 32,690 | $206.9K | 0.00% | −63,586−66.0% | Reduced |
| SG Americas Securities, LLC | 33,970 | $215.0K | 0.00% | −12,710−27.2% | Reduced |
| Man Group plc | – | $226.0K | 0.00% | – | – |
| State Board of Administration of Florida Retirement System | 36,498 | $231.0K | 0.00% | +110+0.3% | Added |
| New York Life Investment Management LLC | 37,050 | $234.5K | 0.00% | −5,836−13.6% | Reduced |
| Woodline Partners LP | 37,557 | $237.7K | 0.00% | +6,608+21.4% | Added |
| Schonfeld Strategic Advisors LLC | 38,531 | $243.9K | 0.00% | +18,471+92.1% | Added |
| Cantor Fitzgerald, L. P. | 40,591 | $256.9K | 0.01% | +8,291+25.7% | Added |
| New York State Common Retirement Fund | 42,186 | $267.0K | 0.00% | −80.0% | Reduced |
| Bleichroeder LP | 43,263 | $273.9K | 0.07% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 44,448 | $281.6K | 0.00% | −60.0% | Reduced |
| Vestcor Inc | 47,061 | $298.0K | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 48,400 | $306.4K | 0.00% | +7,000+16.9% | Added |
| Price T Rowe Associates Inc | 49,414 | $313.0K | 0.00% | +9,228+23.0% | Added |
| American International Group, Inc. | 53,438 | $338.3K | 0.00% | +1,900+3.7% | Added |
| Keebeck Alpha, LP | 56,529 | $357.8K | 0.35% | −608−1.1% | Reduced |
| MetLife Investment Management | 56,885 | $360.1K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 57,345 | $363.0K | 0.00% | +16,800+41.4% | Added |
| Deutsche Bank AG | 58,656 | $371.3K | 0.00% | −602,372−91.1% | Reduced |
| Engineers Gate Manager LP | 60,315 | $381.8K | 0.01% | +8,255+15.9% | Added |