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, Q2 2024
Institutional positions in Yext, Inc. as of Jun 30, 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
- 170
- −5 vs. Q1 2024
- Shares held
- 91.6M
- +2.90M (+3.3%) vs. Q1 2024
- Total value
- $489.9M
- −$48.6M (−9.0%) vs. Q1 2024
- New holders
- 27
- 71 more added
- Sold out
- 32
- 44 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Yext, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 2 | $11 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4 | $21 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 25 | $134 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 30 | $161 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 45 | $236 | 0.00% | +45 | New |
| Ronald Blue Trust, Inc. | 40 | $241 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $241 | 0.00% | +25+125.0% | Added |
| International Assets Investment Management, LLC | 49 | $262 | 0.00% | +49 | New |
| Private Wealth Management Group, LLC | 84 | $450 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 95 | $508 | 0.00% | −8−7.8% | Reduced |
| Innealta Capital, LLC | 103 | $551 | 0.00% | +103 | New |
| Fortitude Family Office, LLC | 279 | $1.49K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 280 | $1.50K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 303 | $1.62K | 0.00% | −986−76.5% | Reduced |
| Nisa Investment Advisors, LLC | 352 | $1.88K | 0.00% | +154+77.8% | Added |
| Allworth Financial LP | 363 | $1.93K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 442 | $2.29K | 0.00% | +442 | New |
| National Bank of Canada | 525 | $2.75K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 762 | $4.08K | 0.00% | +101+15.3% | Added |
| CWM, LLC | 904 | $5.00K | 0.00% | +650+255.9% | Added |
| Advisor Group Holdings, Inc. | 977 | $5.22K | 0.00% | −455−31.8% | Reduced |
| Founders Capital Management | 1,000 | $5.35K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 956 | $5.51K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,775 | $9.50K | 0.00% | −162−8.4% | Reduced |
| Plato Investment Management Ltd | 1,824 | $9.76K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,369 | $12.7K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 3,684 | $19.7K | 0.00% | −3,825−50.9% | Reduced |
| Amalgamated Bank | 3,850 | $21.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,235 | $28.0K | 0.00% | −500−8.7% | Reduced |
| US Bancorp | 5,400 | $28.9K | 0.00% | +5,400 | New |
| Covestor Ltd | 8,009 | $43.0K | 0.03% | +115+1.5% | Added |
| Walleye Trading LLC | 9,275 | $49.6K | 0.00% | +9,275 | New |
| CIBC Private Wealth Group, LLC | 9,687 | $50.2K | 0.00% | +5,408+126.4% | Added |
| New York State Teachers Retirement System | 9,806 | $52.0K | 0.00% | +215+2.2% | Added |
| Williams & Novak, LLC | 10,525 | $56.3K | 0.05% | +10,525 | New |
| Cresset Asset Management, LLC | 10,611 | $56.8K | 0.00% | +10,611 | New |
| Ameritas Investment Partners, Inc. | 10,639 | $56.9K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 11,104 | $59.0K | 0.00% | +11,104 | New |
| Royal Bank of Canada | 11,186 | $61.0K | 0.00% | +1,747+18.5% | Added |
| Canada Pension Plan Investment Board | 11,600 | $62.1K | 0.00% | +11,600 | New |
| Public Employees Retirement Association of Colorado | 12,569 | $67.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 13,938 | $74.6K | 0.00% | −40,953−74.6% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 14,311 | $76.6K | 0.03% | 00.0% | Unchanged |
| ProShare Advisors LLC | 14,342 | $76.7K | 0.00% | −4,896−25.4% | Reduced |
| Dynamic Advisor Solutions LLC | 15,545 | $83.2K | 0.00% | +3,385+27.8% | Added |
| Robeco Institutional Asset Management B.V. | 15,568 | $83.3K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 16,956 | $90.7K | 0.00% | +16,956 | New |
| Savant Capital, LLC | 17,245 | $92.3K | 0.00% | +17,245 | New |
| Moneta Group Investment Advisors LLC | 17,515 | $93.7K | 0.00% | +178+1.0% | Added |
| Gagnon Securities LLC | 18,471 | $98.8K | 0.02% | −414−2.2% | Reduced |
| Harbor Capital Advisors, Inc. | 18,618 | $100.0K | 0.01% | +4,946+36.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 18,799 | $100.6K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 18,982 | $101.6K | 0.00% | +8,655+83.8% | Added |
| Tower Research Capital LLC (TRC) | 19,781 | $105.8K | 0.00% | +16,852+575.3% | Added |
| Cim Investment Mangement Inc | 20,434 | $109.3K | 0.03% | −4,856−19.2% | Reduced |
| Sherbrooke Park Advisers LLC | 21,055 | $112.6K | 0.02% | −12,447−37.2% | Reduced |
| Mariner, LLC | 22,801 | $122.0K | 0.00% | +98+0.4% | Added |
| Dark Forest Capital Management LP | 23,295 | $124.6K | 0.02% | +23,295 | New |
| EntryPoint Capital, LLC | 23,428 | $125.3K | 0.06% | −1,019−4.2% | Reduced |
| Commonwealth Equity Services, LLC | 24,164 | $129.0K | 0.00% | +6,275+35.1% | Added |
| Mackenzie Financial Corp | 26,732 | $143.0K | 0.00% | +2,493+10.3% | Added |
| PEAK6 Investments LLC | 26,863 | $143.7K | 0.01% | +26,863 | New |
| Neuberger Berman Group LLC | 27,086 | $144.9K | 0.00% | +4,334+19.0% | Added |
| Gladius Capital Management LP | 27,101 | $145.0K | 0.14% | +27,101 | New |
| Oxford Asset Management LLP | 28,374 | $151.8K | 0.15% | +28,374 | New |
| Cornerstone Investment Partners, LLC | 28,377 | $151.8K | 0.01% | −2,295−7.5% | Reduced |
| State of Tennessee, Treasury Department | 28,656 | $153.3K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 29,213 | $156.3K | 0.00% | −17,610−37.6% | Reduced |
| Arizona State Retirement System | 29,713 | $159.0K | 0.00% | +730+2.5% | Added |
| HB Wealth Management, LLC | 30,070 | $160.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 30,903 | $165.3K | 0.00% | +55+0.2% | Added |
| Citigroup Inc | 34,108 | $182.5K | 0.00% | +14,621+75.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 35,256 | $182.6K | 0.00% | −1,150,629−97.0% | Reduced |
| State Board of Administration of Florida Retirement System | 36,498 | $195.3K | 0.00% | +50+0.1% | Added |
| Teacher Retirement System of Texas | 39,588 | $212.0K | 0.00% | −5,660−12.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,638 | $212.1K | 0.00% | −35,910−47.5% | Reduced |
| Smith Group Asset Management, LLC | 40,056 | $214.3K | 0.02% | +256+0.6% | Added |
| Wells Fargo & Company | 40,198 | $215.1K | 0.00% | −1,592−3.8% | Reduced |
| Walleye Capital LLC | 40,410 | $216.2K | 0.00% | +40,410 | New |
| Semanteon Capital Management, LP | 41,750 | $223.4K | 0.16% | +41,750 | New |
| Janus Henderson Group PLC | 43,861 | $234.4K | 0.00% | −521−1.2% | Reduced |
| State of Wyoming | 45,511 | $243.5K | 0.04% | −9,494−17.3% | Reduced |
| Victory Capital Management Inc | 49,968 | $267.3K | 0.00% | +192+0.4% | Added |
| Kingswood Wealth Advisors, LLC | 50,500 | $270.2K | 0.02% | +50,500 | New |
| STRS Ohio | 51,900 | $277.7K | 0.00% | +5,300+11.4% | Added |
| Price T Rowe Associates Inc | 52,173 | $280.0K | 0.00% | +1,575+3.1% | Added |
| HSBC Holdings PLC | 54,785 | $293.1K | 0.00% | +28,443+108.0% | Added |
| Group One Trading, L.P. | 55,707 | $298.0K | 0.01% | +49,572+808.0% | Added |
| Corebridge Financial, Inc. | 56,390 | $301.7K | 0.00% | +56,390 | New |
| MetLife Investment Management | 61,780 | $330.5K | 0.00% | +12,302+24.9% | Added |
| Quadrature Capital Ltd | 62,369 | $333.4K | 0.01% | +62,369 | New |
| Amundi | 64,975 | $335.3K | 0.00% | +169+0.3% | Added |
| DC Investments Management, LLC | 63,420 | $339.3K | 0.29% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 69,818 | $373.5K | 0.27% | +69,818 | New |
| American Century Companies Inc | 73,721 | $394.4K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 80,477 | $430.6K | 0.00% | +80,477 | New |
| Dynamic Technology Lab Private Ltd | 84,407 | $452.0K | 0.05% | +84,407 | New |
| SEI Investments Co | 85,288 | $456.3K | 0.00% | −131,488−60.7% | Reduced |
| Gotham Asset Management, LLC | 86,549 | $463.0K | 0.01% | −206−0.2% | Reduced |
| Centiva Capital, LP | 88,200 | $471.9K | 0.02% | +52,805+149.2% | Added |