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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 38,561 | $227.1K | 0.00% | +15,809+69.5% | Added |
| Wells Fargo & Company | 37,858 | $223.0K | 0.00% | +6,514+20.8% | Added |
| Royal Bank of Canada | 37,225 | $220.0K | 0.00% | +8,010+27.4% | Added |
| State Board of Administration of Florida Retirement System | 36,498 | $215.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 36,214 | $213.3K | 0.00% | −836−2.3% | Reduced |
| State of Wyoming | 35,235 | $207.5K | 0.04% | +13,044+58.8% | Added |
| Engineers Gate Manager LP | 35,220 | $207.4K | 0.01% | −25,095−41.6% | Reduced |
| XTX Topco Ltd | 33,589 | $197.8K | 0.04% | −58,515−63.5% | Reduced |
| Landscape Capital Management, L.L.C. | 33,395 | $196.7K | 0.02% | +33,395 | New |
| Petrus Trust Company, LTA | 32,470 | $191.2K | 0.02% | 00.0% | Unchanged |
| Man Group plc | 31,205 | $183.8K | 0.00% | – | – |
| Cornerstone Investment Partners, LLC | 30,672 | $180.7K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 30,070 | $177.1K | 0.00% | +5,000+19.9% | Added |
| Arizona State Retirement System | 29,579 | $174.2K | 0.00% | −438−1.5% | Reduced |
| Cipher Capital LP | 29,182 | $171.9K | 0.06% | +12,372+73.6% | Added |
| Centiva Capital, LP | 27,895 | $164.3K | 0.01% | +27,895 | New |
| American Century Companies Inc | 27,650 | $162.9K | 0.00% | +27,650 | New |
| Tower Research Capital LLC (TRC) | 26,395 | $155.5K | 0.00% | +24,273+1,143.9% | Added |
| Citigroup Inc | 26,242 | $154.6K | 0.00% | +19,450+286.4% | Added |
| New York State Common Retirement Fund | 25,417 | $149.7K | 0.00% | −16,769−39.8% | Reduced |
| Cim Investment Mangement Inc | 25,290 | $149.0K | 0.05% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 23,146 | $136.3K | 0.03% | +23,146 | New |
| Woodline Partners LP | 23,000 | $135.5K | 0.00% | −14,557−38.8% | Reduced |
| Neuberger Berman Group LLC | 22,494 | $132.5K | 0.00% | −1,739−7.2% | Reduced |
| Gagnon Securities LLC | 22,201 | $130.8K | 0.03% | −1,003,945−97.8% | Reduced |
| Mariner, LLC | 21,745 | $128.1K | 0.00% | −404−1.8% | Reduced |
| Brevan Howard Capital Management LP | 21,541 | $126.9K | 0.01% | +21,541 | New |
| Versor Investments LP | 21,200 | $124.9K | 0.03% | +21,200 | New |
| Smith Group Asset Management, LLC | 20,800 | $122.5K | 0.01% | +20,800 | New |
| SG Americas Securities, LLC | 20,047 | $118.0K | 0.00% | −13,923−41.0% | Reduced |
| Commonwealth Equity Services, LLC | 19,304 | $114.0K | 0.00% | −11,800−37.9% | Reduced |
| Mackenzie Financial Corp | 19,302 | $113.7K | 0.00% | −77,532−80.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 18,799 | $110.7K | 0.02% | 00.0% | Unchanged |
| Point72 Middle East FZE | 18,071 | $106.4K | 0.01% | −55,643−75.5% | Reduced |
| Oak Thistle LLC | 17,889 | $105.4K | 0.03% | +17,889 | New |
| ProShare Advisors LLC | 17,724 | $104.4K | 0.00% | −374−2.1% | Reduced |
| Moneta Group Investment Advisors LLC | 17,337 | $102.1K | 0.00% | +2,656+18.1% | Added |
| Robeco Institutional Asset Management B.V. | 15,568 | $91.7K | 0.00% | −17,093−52.3% | Reduced |
| Amalgamated Bank | 15,399 | $91.0K | 0.00% | −1,146−6.9% | Reduced |
| Graham Capital Management, L.P. | 15,293 | $90.1K | 0.00% | −52,578−77.5% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 14,311 | $84.3K | 0.04% | 00.0% | Unchanged |
| Victory Capital Management Inc | 13,587 | $80.0K | 0.00% | +2,547+23.1% | Added |
| Ameriprise Financial Inc | 13,400 | $78.9K | 0.00% | +13,400 | New |
| Axq Capital, LP | 13,200 | $77.7K | 0.02% | +13,200 | New |
| Public Employees Retirement Association of Colorado | 12,569 | $74.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 12,471 | $73.5K | 0.00% | +1,177+10.4% | Added |
| Nebula Research & Development LLC | 12,466 | $73.4K | 0.02% | −2,128−14.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,137 | $71.5K | 0.01% | +10+0.1% | Added |
| Ameritas Investment Partners, Inc. | 10,639 | $62.7K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 10,820 | $59.0K | 0.00% | +10,820 | New |
| Simplex Trading, LLC | 9,887 | $58.0K | 0.00% | +9,887 | New |
| New York State Teachers Retirement System | 9,591 | $56.0K | 0.00% | +9,591 | New |
| Group One Trading, L.P. | 7,877 | $46.4K | 0.00% | −860−9.8% | Reduced |
| Covestor Ltd | 6,690 | $40.0K | 0.03% | +1,315+24.5% | Added |
| EntryPoint Capital, LLC | 6,105 | $36.0K | 0.03% | +6,105 | New |
| Federation des caisses Desjardins du Quebec | 5,735 | $33.8K | 0.00% | −500−8.0% | Reduced |
| DekaBank Deutsche Girozentrale | 5,214 | $31.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,214 | $30.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,822 | $28.4K | 0.00% | −1,258−20.7% | Reduced |
| Signaturefd, LLC | 2,393 | $14.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,369 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,931 | $11.0K | 0.00% | −1,058−35.4% | Reduced |
| Plato Investment Management Ltd | 1,824 | $10.7K | 0.01% | +1,824 | New |
| Quarry LP | 1,591 | $9.37K | 0.00% | −1,124−41.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,556 | $9.16K | 0.00% | −307−16.5% | Reduced |
| Parallel Advisors, LLC | 1,343 | $7.91K | 0.00% | −389−22.5% | Reduced |
| AJOVista, LLC | 1,032 | $6.08K | 0.01% | +1,032 | New |
| Founders Capital Management | 1,000 | $5.89K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 956 | $5.63K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 772 | $4.55K | 0.00% | −212−21.5% | Reduced |
| US Bancorp | 622 | $3.66K | 0.00% | +81+15.0% | Added |
| National Bank of Canada | 525 | $3.05K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 470 | $3.00K | 0.00% | −188−28.6% | Reduced |
| Private Wealth Management Group, LLC | 463 | $2.73K | 0.00% | +463 | New |
| Allworth Financial LP | 388 | $2.29K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 279 | $1.64K | 0.00% | +279 | New |
| Advisory Services Network, LLC | 200 | $1.18K | 0.00% | +200 | New |
| Clearstead Advisors, LLC | 175 | $1.03K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 132 | $777 | 0.00% | −3,900−96.7% | Reduced |
| The PNC Financial Services Group, Inc. | 113 | $666 | 0.00% | −42−27.1% | Reduced |
| Quest Partners LLC | 111 | $654 | 0.00% | +111 | New |
| Quadrant Capital Group LLC | 63 | $372 | 0.00% | +7+12.5% | Added |
| Comerica Bank | 47 | $277 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 25 | $148 | 0.00% | +25 | New |
| GWM Advisors LLC | 4 | $24 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2 | $12 | 0.00% | +2 | New |
| Ronald Blue Trust, Inc. | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 10 | $0 | 0.00% | +10 | New |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −947,393−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −809,073−100.0% | Sold out |
| Gagnon Advisors, LLC | 0 | $0 | 0.00% | −567,549−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −209,824−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −157,518−100.0% | Sold out |
| Palogic Value Management, L.P. | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −82,929−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −68,021−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| Bleichroeder LP | 0 | $0 | 0.00% | −43,263−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −40,591−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −38,531−100.0% | Sold out |