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 |
|---|---|---|---|---|---|
| Sherbrooke Park Advisers LLC | 33,502 | $202.0K | 0.04% | +33,502 | New |
| Citadel Advisors LLC | 32,929 | $198.6K | 0.00% | −78,303−70.4% | Reduced |
| Petrus Trust Company, LTA | 32,470 | $195.8K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 30,848 | $186.0K | 0.00% | +5,431+21.4% | Added |
| Cornerstone Investment Partners, LLC | 30,672 | $185.0K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 30,070 | $181.3K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 28,983 | $174.8K | 0.00% | −596−2.0% | Reduced |
| State of Tennessee, Treasury Department | 28,656 | $172.8K | 0.00% | +28,656 | New |
| Vestcor Inc | 28,235 | $170.0K | 0.01% | −18,826−40.0% | Reduced |
| HSBC Holdings PLC | 26,342 | $158.8K | 0.00% | +26,342 | New |
| Cim Investment Mangement Inc | 25,290 | $152.5K | 0.05% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 24,447 | $147.4K | 0.13% | +18,342+300.4% | Added |
| Mackenzie Financial Corp | 24,239 | $146.2K | 0.00% | +4,937+25.6% | Added |
| Neuberger Berman Group LLC | 22,752 | $137.2K | 0.00% | +258+1.1% | Added |
| Mariner, LLC | 22,703 | $136.9K | 0.00% | +958+4.4% | Added |
| Nebula Research & Development LLC | 20,782 | $125.3K | 0.03% | +8,316+66.7% | Added |
| Prelude Capital Management, LLC | 20,191 | $121.8K | 0.01% | −25,326−55.6% | Reduced |
| Corton Capital Inc. | 19,575 | $118.0K | 0.04% | +19,575 | New |
| Citigroup Inc | 19,487 | $117.5K | 0.00% | −6,755−25.7% | Reduced |
| ProShare Advisors LLC | 19,238 | $116.0K | 0.00% | +1,514+8.5% | Added |
| Verition Fund Management LLC | 19,143 | $115.4K | 0.00% | +19,143 | New |
| Gagnon Securities LLC | 18,885 | $113.9K | 0.03% | −3,316−14.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 18,799 | $113.4K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 17,889 | $108.0K | 0.00% | −1,415−7.3% | Reduced |
| Moneta Group Investment Advisors LLC | 17,337 | $104.5K | 0.00% | 00.0% | Unchanged |
| Cipher Capital LP | 16,213 | $97.8K | 0.05% | −12,969−44.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 15,568 | $93.9K | 0.00% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 14,311 | $86.3K | 0.03% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 13,672 | $82.0K | 0.01% | +13,672 | New |
| Man Group plc | 13,528 | $81.6K | 0.00% | −17,677−56.6% | Reduced |
| Public Employees Retirement Association of Colorado | 12,569 | $76.0K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 12,446 | $75.0K | 0.02% | +12,446 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,380 | $74.7K | 0.00% | +12,380 | New |
| Dynamic Advisor Solutions LLC | 12,160 | $73.3K | 0.00% | +1,340+12.4% | Added |
| SG Americas Securities, LLC | 11,708 | $71.0K | 0.00% | −8,339−41.6% | Reduced |
| Brevan Howard Capital Management LP | 11,321 | $68.3K | 0.01% | −10,220−47.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 11,220 | $67.7K | 0.00% | −118,599−91.4% | Reduced |
| Ameritas Investment Partners, Inc. | 10,639 | $64.2K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,327 | $62.3K | 0.00% | +10,327 | New |
| New York State Teachers Retirement System | 9,591 | $58.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,439 | $56.0K | 0.00% | −27,786−74.6% | Reduced |
| Covestor Ltd | 7,894 | $47.0K | 0.03% | +1,204+18.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 7,509 | $45.3K | 0.01% | +7,509 | New |
| Group One Trading, L.P. | 6,135 | $37.0K | 0.00% | −1,742−22.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,735 | $34.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 4,963 | $29.9K | 0.01% | +3,372+211.9% | Added |
| Metropolitan Life Insurance Co | 4,491 | $27.1K | 0.00% | −331−6.9% | Reduced |
| CIBC Private Wealth Group, LLC | 4,279 | $25.4K | 0.00% | +4,279 | New |
| Amalgamated Bank | 3,850 | $23.0K | 0.00% | −11,549−75.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,929 | $17.7K | 0.00% | −23,466−88.9% | Reduced |
| IFP Advisors, Inc | 2,369 | $14.3K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 2,200 | $13.3K | 0.03% | +2,200 | New |
| Signaturefd, LLC | 1,937 | $11.7K | 0.00% | −456−19.1% | Reduced |
| Plato Investment Management Ltd | 1,824 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,432 | $8.63K | 0.00% | −124−8.0% | Reduced |
| Parallel Advisors, LLC | 1,289 | $7.77K | 0.00% | −54−4.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 920 | $6.31K | 0.00% | +920 | New |
| Founders Capital Management | 1,000 | $6.03K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 956 | $5.25K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 661 | $3.99K | 0.00% | −111−14.4% | Reduced |
| National Bank of Canada | 525 | $2.87K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 363 | $2.19K | 0.00% | −25−6.4% | Reduced |
| CWM, LLC | 254 | $2.00K | 0.00% | −216−46.0% | Reduced |
| LRI Investments, LLC | 280 | $1.69K | 0.00% | +280 | New |
| Fortitude Family Office, LLC | 279 | $1.68K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 200 | $1.21K | 0.00% | +200 | New |
| Nisa Investment Advisors, LLC | 198 | $1.19K | 0.00% | +66+50.0% | Added |
| The PNC Financial Services Group, Inc. | 103 | $621 | 0.00% | −10−8.8% | Reduced |
| Private Wealth Management Group, LLC | 84 | $507 | 0.00% | −379−81.9% | Reduced |
| Comerica Bank | 47 | $283 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 40 | $241 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 30 | $181 | 0.00% | +30 | New |
| Atlantic Edge Private Wealth Management, LLC | 25 | $151 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21 | $126 | 0.00% | +21 | New |
| Rothschild Investment LLC | 20 | $121 | 0.00% | +20 | New |
| GWM Advisors LLC | 4 | $24 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2 | $12 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 31 | $0 | 0.00% | −1,900−98.4% | Reduced |
| Norges Bank | 0 | $0 | 0.00% | −690,509−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −431,421−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −155,574−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −114,804−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −71,800−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −66,836−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −51,185−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −43,707−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −40,517−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −36,214−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −35,220−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −33,395−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −23,146−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −18,071−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −17,889−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −15,293−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −12,137−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −5,214−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −5,214−100.0% | Sold out |