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, Q4 2023
Institutional positions in Yext, Inc. as of Dec 31, 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
- 188
- −6 vs. Q3 2023
- Shares held
- 88.6M
- +2.53M (+2.9%) vs. Q3 2023
- Total value
- $521.8M
- −$23.0M (−4.2%) vs. Q3 2023
- New holders
- 28
- 54 more added
- Sold out
- 34
- 73 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Yext, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 10 | $0 | 0.00% | +10 | New |
| GAMMA Investing LLC | 2 | $12 | 0.00% | +2 | New |
| GWM Advisors LLC | 4 | $24 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 25 | $148 | 0.00% | +25 | New |
| Comerica Bank | 47 | $277 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 63 | $372 | 0.00% | +7+12.5% | Added |
| Quest Partners LLC | 111 | $654 | 0.00% | +111 | New |
| The PNC Financial Services Group, Inc. | 113 | $666 | 0.00% | −42−27.1% | Reduced |
| Nisa Investment Advisors, LLC | 132 | $777 | 0.00% | −3,900−96.7% | Reduced |
| Clearstead Advisors, LLC | 175 | $1.03K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 200 | $1.18K | 0.00% | +200 | New |
| Fortitude Family Office, LLC | 279 | $1.64K | 0.00% | +279 | New |
| Allworth Financial LP | 388 | $2.29K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 463 | $2.73K | 0.00% | +463 | New |
| CWM, LLC | 470 | $3.00K | 0.00% | −188−28.6% | Reduced |
| National Bank of Canada | 525 | $3.05K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 622 | $3.66K | 0.00% | +81+15.0% | Added |
| Lindbrook Capital, LLC | 772 | $4.55K | 0.00% | −212−21.5% | Reduced |
| EverSource Wealth Advisors, LLC | 956 | $5.63K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,000 | $5.89K | 0.00% | 00.0% | Unchanged |
| AJOVista, LLC | 1,032 | $6.08K | 0.01% | +1,032 | New |
| Parallel Advisors, LLC | 1,343 | $7.91K | 0.00% | −389−22.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,556 | $9.16K | 0.00% | −307−16.5% | Reduced |
| Quarry LP | 1,591 | $9.37K | 0.00% | −1,124−41.4% | Reduced |
| Plato Investment Management Ltd | 1,824 | $10.7K | 0.01% | +1,824 | New |
| Cutler Group LP | 1,931 | $11.0K | 0.00% | −1,058−35.4% | Reduced |
| IFP Advisors, Inc | 2,369 | $14.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,393 | $14.1K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,822 | $28.4K | 0.00% | −1,258−20.7% | Reduced |
| Lazard Asset Management LLC | 5,214 | $30.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 5,214 | $31.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,735 | $33.8K | 0.00% | −500−8.0% | Reduced |
| EntryPoint Capital, LLC | 6,105 | $36.0K | 0.03% | +6,105 | New |
| Covestor Ltd | 6,690 | $40.0K | 0.03% | +1,315+24.5% | Added |
| Group One Trading, L.P. | 7,877 | $46.4K | 0.00% | −860−9.8% | Reduced |
| New York State Teachers Retirement System | 9,591 | $56.0K | 0.00% | +9,591 | New |
| Simplex Trading, LLC | 9,887 | $58.0K | 0.00% | +9,887 | New |
| Dynamic Advisor Solutions LLC | 10,820 | $59.0K | 0.00% | +10,820 | New |
| Ameritas Investment Partners, Inc. | 10,639 | $62.7K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 12,137 | $71.5K | 0.01% | +10+0.1% | Added |
| Nebula Research & Development LLC | 12,466 | $73.4K | 0.02% | −2,128−14.6% | Reduced |
| Principal Financial Group Inc | 12,471 | $73.5K | 0.00% | +1,177+10.4% | Added |
| Public Employees Retirement Association of Colorado | 12,569 | $74.0K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 13,200 | $77.7K | 0.02% | +13,200 | New |
| Ameriprise Financial Inc | 13,400 | $78.9K | 0.00% | +13,400 | New |
| Victory Capital Management Inc | 13,587 | $80.0K | 0.00% | +2,547+23.1% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 14,311 | $84.3K | 0.04% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 15,293 | $90.1K | 0.00% | −52,578−77.5% | Reduced |
| Amalgamated Bank | 15,399 | $91.0K | 0.00% | −1,146−6.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 15,568 | $91.7K | 0.00% | −17,093−52.3% | Reduced |
| Moneta Group Investment Advisors LLC | 17,337 | $102.1K | 0.00% | +2,656+18.1% | Added |
| ProShare Advisors LLC | 17,724 | $104.4K | 0.00% | −374−2.1% | Reduced |
| Oak Thistle LLC | 17,889 | $105.4K | 0.03% | +17,889 | New |
| Point72 Middle East FZE | 18,071 | $106.4K | 0.01% | −55,643−75.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 18,799 | $110.7K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 19,302 | $113.7K | 0.00% | −77,532−80.1% | Reduced |
| Commonwealth Equity Services, LLC | 19,304 | $114.0K | 0.00% | −11,800−37.9% | Reduced |
| SG Americas Securities, LLC | 20,047 | $118.0K | 0.00% | −13,923−41.0% | Reduced |
| Smith Group Asset Management, LLC | 20,800 | $122.5K | 0.01% | +20,800 | New |
| Versor Investments LP | 21,200 | $124.9K | 0.03% | +21,200 | New |
| Brevan Howard Capital Management LP | 21,541 | $126.9K | 0.01% | +21,541 | New |
| Mariner, LLC | 21,745 | $128.1K | 0.00% | −404−1.8% | Reduced |
| Gagnon Securities LLC | 22,201 | $130.8K | 0.03% | −1,003,945−97.8% | Reduced |
| Neuberger Berman Group LLC | 22,494 | $132.5K | 0.00% | −1,739−7.2% | Reduced |
| Woodline Partners LP | 23,000 | $135.5K | 0.00% | −14,557−38.8% | Reduced |
| Fox Run Management, L.L.C. | 23,146 | $136.3K | 0.03% | +23,146 | New |
| Cim Investment Mangement Inc | 25,290 | $149.0K | 0.05% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 25,417 | $149.7K | 0.00% | −16,769−39.8% | Reduced |
| Citigroup Inc | 26,242 | $154.6K | 0.00% | +19,450+286.4% | Added |
| Tower Research Capital LLC (TRC) | 26,395 | $155.5K | 0.00% | +24,273+1,143.9% | Added |
| American Century Companies Inc | 27,650 | $162.9K | 0.00% | +27,650 | New |
| Centiva Capital, LP | 27,895 | $164.3K | 0.01% | +27,895 | New |
| Cipher Capital LP | 29,182 | $171.9K | 0.06% | +12,372+73.6% | Added |
| Arizona State Retirement System | 29,579 | $174.2K | 0.00% | −438−1.5% | Reduced |
| HB Wealth Management, LLC | 30,070 | $177.1K | 0.00% | +5,000+19.9% | Added |
| Cornerstone Investment Partners, LLC | 30,672 | $180.7K | 0.01% | 00.0% | Unchanged |
| Man Group plc | 31,205 | $183.8K | 0.00% | – | – |
| Petrus Trust Company, LTA | 32,470 | $191.2K | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 33,395 | $196.7K | 0.02% | +33,395 | New |
| XTX Topco Ltd | 33,589 | $197.8K | 0.04% | −58,515−63.5% | Reduced |
| Engineers Gate Manager LP | 35,220 | $207.4K | 0.01% | −25,095−41.6% | Reduced |
| State of Wyoming | 35,235 | $207.5K | 0.04% | +13,044+58.8% | Added |
| New York Life Investment Management LLC | 36,214 | $213.3K | 0.00% | −836−2.3% | Reduced |
| State Board of Administration of Florida Retirement System | 36,498 | $215.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 37,225 | $220.0K | 0.00% | +8,010+27.4% | Added |
| Wells Fargo & Company | 37,858 | $223.0K | 0.00% | +6,514+20.8% | Added |
| Balyasny Asset Management LLC | 38,561 | $227.1K | 0.00% | +15,809+69.5% | Added |
| Keebeck Alpha, LP | 40,517 | $238.6K | 0.19% | −16,012−28.3% | Reduced |
| Jane Street Group, LLC | 41,453 | $244.2K | 0.00% | +9,731+30.7% | Added |
| State of Wisconsin Investment Board | 42,035 | $247.6K | 0.00% | −29,424−41.2% | Reduced |
| Weil Company, Inc. | 42,143 | $248.2K | 0.11% | −21,807−34.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,377 | $255.5K | 0.00% | +20,085+86.2% | Added |
| Aristides Capital LLC | 43,707 | $257.4K | 0.13% | +43,707 | New |
| Janus Henderson Group PLC | 44,382 | $261.6K | 0.00% | −66−0.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 45,300 | $266.8K | 0.00% | +45,300 | New |
| Prelude Capital Management, LLC | 45,517 | $268.1K | 0.02% | −16,412−26.5% | Reduced |
| Price T Rowe Associates Inc | 45,887 | $271.0K | 0.00% | −3,527−7.1% | Reduced |
| Vestcor Inc | 47,061 | $277.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 50,924 | $299.9K | 0.00% | +30,866+153.9% | Added |