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, Q1 2024
Institutional positions in Yext, Inc. as of Mar 31, 2024. 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
- 178
- −9 vs. Q4 2023
- Shares held
- 88.8M
- +422.0K (+0.5%) vs. Q4 2023
- Total value
- $539.4M
- +$18.5M (+3.6%) vs. Q4 2023
- New holders
- 20
- 57 more added
- Sold out
- 29
- 67 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Yext, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cutler Group LP | 31 | $0 | 0.00% | −1,900−98.4% | Reduced |
| GAMMA Investing LLC | 2 | $12 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4 | $24 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $121 | 0.00% | +20 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21 | $126 | 0.00% | +21 | New |
| Atlantic Edge Private Wealth Management, LLC | 25 | $151 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 30 | $181 | 0.00% | +30 | New |
| Ronald Blue Trust, Inc. | 40 | $241 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 47 | $283 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 84 | $507 | 0.00% | −379−81.9% | Reduced |
| The PNC Financial Services Group, Inc. | 103 | $621 | 0.00% | −10−8.8% | Reduced |
| Nisa Investment Advisors, LLC | 198 | $1.19K | 0.00% | +66+50.0% | Added |
| Catalyst Funds Management Pty Ltd | 200 | $1.21K | 0.00% | +200 | New |
| Fortitude Family Office, LLC | 279 | $1.68K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 280 | $1.69K | 0.00% | +280 | New |
| CWM, LLC | 254 | $2.00K | 0.00% | −216−46.0% | Reduced |
| Allworth Financial LP | 363 | $2.19K | 0.00% | −25−6.4% | Reduced |
| National Bank of Canada | 525 | $2.87K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 661 | $3.99K | 0.00% | −111−14.4% | Reduced |
| EverSource Wealth Advisors, LLC | 956 | $5.25K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,000 | $6.03K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 920 | $6.31K | 0.00% | +920 | New |
| Parallel Advisors, LLC | 1,289 | $7.77K | 0.00% | −54−4.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,432 | $8.63K | 0.00% | −124−8.0% | Reduced |
| Plato Investment Management Ltd | 1,824 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,937 | $11.7K | 0.00% | −456−19.1% | Reduced |
| nVerses Capital, LLC | 2,200 | $13.3K | 0.03% | +2,200 | New |
| IFP Advisors, Inc | 2,369 | $14.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,929 | $17.7K | 0.00% | −23,466−88.9% | Reduced |
| Amalgamated Bank | 3,850 | $23.0K | 0.00% | −11,549−75.0% | Reduced |
| CIBC Private Wealth Group, LLC | 4,279 | $25.4K | 0.00% | +4,279 | New |
| Metropolitan Life Insurance Co | 4,491 | $27.1K | 0.00% | −331−6.9% | Reduced |
| Quarry LP | 4,963 | $29.9K | 0.01% | +3,372+211.9% | Added |
| Federation des caisses Desjardins du Quebec | 5,735 | $34.6K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 6,135 | $37.0K | 0.00% | −1,742−22.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 7,509 | $45.3K | 0.01% | +7,509 | New |
| Covestor Ltd | 7,894 | $47.0K | 0.03% | +1,204+18.0% | Added |
| Royal Bank of Canada | 9,439 | $56.0K | 0.00% | −27,786−74.6% | Reduced |
| New York State Teachers Retirement System | 9,591 | $58.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,327 | $62.3K | 0.00% | +10,327 | New |
| Ameritas Investment Partners, Inc. | 10,639 | $64.2K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 11,220 | $67.7K | 0.00% | −118,599−91.4% | Reduced |
| Brevan Howard Capital Management LP | 11,321 | $68.3K | 0.01% | −10,220−47.4% | Reduced |
| SG Americas Securities, LLC | 11,708 | $71.0K | 0.00% | −8,339−41.6% | Reduced |
| Dynamic Advisor Solutions LLC | 12,160 | $73.3K | 0.00% | +1,340+12.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,380 | $74.7K | 0.00% | +12,380 | New |
| Inceptionr LLC | 12,446 | $75.0K | 0.02% | +12,446 | New |
| Public Employees Retirement Association of Colorado | 12,569 | $76.0K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 13,528 | $81.6K | 0.00% | −17,677−56.6% | Reduced |
| Harbor Capital Advisors, Inc. | 13,672 | $82.0K | 0.01% | +13,672 | New |
| Strategic Family Wealth Counselors, L.L.C. | 14,311 | $86.3K | 0.03% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 15,568 | $93.9K | 0.00% | 00.0% | Unchanged |
| Cipher Capital LP | 16,213 | $97.8K | 0.05% | −12,969−44.4% | Reduced |
| Moneta Group Investment Advisors LLC | 17,337 | $104.5K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 17,889 | $108.0K | 0.00% | −1,415−7.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 18,799 | $113.4K | 0.02% | 00.0% | Unchanged |
| Gagnon Securities LLC | 18,885 | $113.9K | 0.03% | −3,316−14.9% | Reduced |
| Verition Fund Management LLC | 19,143 | $115.4K | 0.00% | +19,143 | New |
| ProShare Advisors LLC | 19,238 | $116.0K | 0.00% | +1,514+8.5% | Added |
| Citigroup Inc | 19,487 | $117.5K | 0.00% | −6,755−25.7% | Reduced |
| Corton Capital Inc. | 19,575 | $118.0K | 0.04% | +19,575 | New |
| Prelude Capital Management, LLC | 20,191 | $121.8K | 0.01% | −25,326−55.6% | Reduced |
| Nebula Research & Development LLC | 20,782 | $125.3K | 0.03% | +8,316+66.7% | Added |
| Mariner, LLC | 22,703 | $136.9K | 0.00% | +958+4.4% | Added |
| Neuberger Berman Group LLC | 22,752 | $137.2K | 0.00% | +258+1.1% | Added |
| Mackenzie Financial Corp | 24,239 | $146.2K | 0.00% | +4,937+25.6% | Added |
| EntryPoint Capital, LLC | 24,447 | $147.4K | 0.13% | +18,342+300.4% | Added |
| Cim Investment Mangement Inc | 25,290 | $152.5K | 0.05% | 00.0% | Unchanged |
| HSBC Holdings PLC | 26,342 | $158.8K | 0.00% | +26,342 | New |
| Vestcor Inc | 28,235 | $170.0K | 0.01% | −18,826−40.0% | Reduced |
| State of Tennessee, Treasury Department | 28,656 | $172.8K | 0.00% | +28,656 | New |
| Arizona State Retirement System | 28,983 | $174.8K | 0.00% | −596−2.0% | Reduced |
| HB Wealth Management, LLC | 30,070 | $181.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 30,672 | $185.0K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 30,848 | $186.0K | 0.00% | +5,431+21.4% | Added |
| Petrus Trust Company, LTA | 32,470 | $195.8K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 32,929 | $198.6K | 0.00% | −78,303−70.4% | Reduced |
| Sherbrooke Park Advisers LLC | 33,502 | $202.0K | 0.04% | +33,502 | New |
| Centiva Capital, LP | 35,395 | $213.4K | 0.01% | +7,500+26.9% | Added |
| XTX Topco Ltd | 38,614 | $232.8K | 0.03% | +5,025+15.0% | Added |
| Smith Group Asset Management, LLC | 39,800 | $240.0K | 0.01% | +19,000+91.3% | Added |
| Simplex Trading, LLC | 41,409 | $249.0K | 0.01% | +31,522+318.8% | Added |
| Wells Fargo & Company | 41,790 | $252.0K | 0.00% | +3,932+10.4% | Added |
| Weil Company, Inc. | 42,143 | $254.1K | 0.10% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 44,382 | $267.4K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 45,248 | $273.0K | 0.00% | −87,131−65.8% | Reduced |
| STRS Ohio | 46,600 | $280.0K | 0.00% | −15,300−24.7% | Reduced |
| Balyasny Asset Management LLC | 46,823 | $282.3K | 0.00% | +8,262+21.4% | Added |
| MetLife Investment Management | 49,478 | $298.4K | 0.00% | −7,407−13.0% | Reduced |
| Victory Capital Management Inc | 49,776 | $300.1K | 0.00% | +36,189+266.4% | Added |
| Price T Rowe Associates Inc | 50,598 | $306.0K | 0.00% | +4,711+10.3% | Added |
| Voloridge Investment Management, LLC | 52,411 | $316.0K | 0.00% | −172,529−76.7% | Reduced |
| American International Group, Inc. | 52,771 | $318.2K | 0.00% | −452−0.8% | Reduced |
| Ameriprise Financial Inc | 54,891 | $323.8K | 0.00% | +41,491+309.6% | Added |
| State of Wyoming | 55,005 | $331.7K | 0.06% | +19,770+56.1% | Added |
| Globeflex Capital L P | 55,199 | $332.9K | 0.03% | −23,976−30.3% | Reduced |
| Susquehanna International Group, LLP | 56,250 | $339.2K | 0.00% | +5,326+10.5% | Added |
| State Board of Administration of Florida Retirement System | 36,448 | $350.3K | 0.00% | −50−0.1% | Reduced |
| Amundi | 64,806 | $355.8K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 62,122 | $374.6K | 0.01% | −23,230−27.2% | Reduced |