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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 30,070 | $160.9K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 29,713 | $159.0K | 0.00% | +730+2.5% | Added |
| Balyasny Asset Management LLC | 29,213 | $156.3K | 0.00% | −17,610−37.6% | Reduced |
| State of Tennessee, Treasury Department | 28,656 | $153.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 28,377 | $151.8K | 0.01% | −2,295−7.5% | Reduced |
| Oxford Asset Management LLP | 28,374 | $151.8K | 0.15% | +28,374 | New |
| Gladius Capital Management LP | 27,101 | $145.0K | 0.14% | +27,101 | New |
| Neuberger Berman Group LLC | 27,086 | $144.9K | 0.00% | +4,334+19.0% | Added |
| PEAK6 Investments LLC | 26,863 | $143.7K | 0.01% | +26,863 | New |
| Mackenzie Financial Corp | 26,732 | $143.0K | 0.00% | +2,493+10.3% | Added |
| Commonwealth Equity Services, LLC | 24,164 | $129.0K | 0.00% | +6,275+35.1% | Added |
| EntryPoint Capital, LLC | 23,428 | $125.3K | 0.06% | −1,019−4.2% | Reduced |
| Dark Forest Capital Management LP | 23,295 | $124.6K | 0.02% | +23,295 | New |
| Mariner, LLC | 22,801 | $122.0K | 0.00% | +98+0.4% | Added |
| Sherbrooke Park Advisers LLC | 21,055 | $112.6K | 0.02% | −12,447−37.2% | Reduced |
| Cim Investment Mangement Inc | 20,434 | $109.3K | 0.03% | −4,856−19.2% | Reduced |
| Tower Research Capital LLC (TRC) | 19,781 | $105.8K | 0.00% | +16,852+575.3% | Added |
| Envestnet Asset Management Inc | 18,982 | $101.6K | 0.00% | +8,655+83.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 18,799 | $100.6K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 18,618 | $100.0K | 0.01% | +4,946+36.2% | Added |
| Gagnon Securities LLC | 18,471 | $98.8K | 0.02% | −414−2.2% | Reduced |
| Moneta Group Investment Advisors LLC | 17,515 | $93.7K | 0.00% | +178+1.0% | Added |
| Savant Capital, LLC | 17,245 | $92.3K | 0.00% | +17,245 | New |
| Schonfeld Strategic Advisors LLC | 16,956 | $90.7K | 0.00% | +16,956 | New |
| Robeco Institutional Asset Management B.V. | 15,568 | $83.3K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 15,545 | $83.2K | 0.00% | +3,385+27.8% | Added |
| ProShare Advisors LLC | 14,342 | $76.7K | 0.00% | −4,896−25.4% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 14,311 | $76.6K | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 13,938 | $74.6K | 0.00% | −40,953−74.6% | Reduced |
| Public Employees Retirement Association of Colorado | 12,569 | $67.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 11,600 | $62.1K | 0.00% | +11,600 | New |
| Royal Bank of Canada | 11,186 | $61.0K | 0.00% | +1,747+18.5% | Added |
| Lazard Asset Management LLC | 11,104 | $59.0K | 0.00% | +11,104 | New |
| Ameritas Investment Partners, Inc. | 10,639 | $56.9K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 10,611 | $56.8K | 0.00% | +10,611 | New |
| Williams & Novak, LLC | 10,525 | $56.3K | 0.05% | +10,525 | New |
| New York State Teachers Retirement System | 9,806 | $52.0K | 0.00% | +215+2.2% | Added |
| CIBC Private Wealth Group, LLC | 9,687 | $50.2K | 0.00% | +5,408+126.4% | Added |
| Walleye Trading LLC | 9,275 | $49.6K | 0.00% | +9,275 | New |
| Covestor Ltd | 8,009 | $43.0K | 0.03% | +115+1.5% | Added |
| US Bancorp | 5,400 | $28.9K | 0.00% | +5,400 | New |
| Federation des caisses Desjardins du Quebec | 5,235 | $28.0K | 0.00% | −500−8.7% | Reduced |
| Amalgamated Bank | 3,850 | $21.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 3,684 | $19.7K | 0.00% | −3,825−50.9% | Reduced |
| IFP Advisors, Inc | 2,369 | $12.7K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,824 | $9.76K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,775 | $9.50K | 0.00% | −162−8.4% | Reduced |
| EverSource Wealth Advisors, LLC | 956 | $5.51K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,000 | $5.35K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 977 | $5.22K | 0.00% | −455−31.8% | Reduced |
| CWM, LLC | 904 | $5.00K | 0.00% | +650+255.9% | Added |
| Lindbrook Capital, LLC | 762 | $4.08K | 0.00% | +101+15.3% | Added |
| National Bank of Canada | 525 | $2.75K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 442 | $2.29K | 0.00% | +442 | New |
| Allworth Financial LP | 363 | $1.93K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 352 | $1.88K | 0.00% | +154+77.8% | Added |
| Parallel Advisors, LLC | 303 | $1.62K | 0.00% | −986−76.5% | Reduced |
| LRI Investments, LLC | 280 | $1.50K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 279 | $1.49K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 103 | $551 | 0.00% | +103 | New |
| The PNC Financial Services Group, Inc. | 95 | $508 | 0.00% | −8−7.8% | Reduced |
| Private Wealth Management Group, LLC | 84 | $450 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 49 | $262 | 0.00% | +49 | New |
| Ronald Blue Trust, Inc. | 40 | $241 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $241 | 0.00% | +25+125.0% | Added |
| Farther Finance Advisors, LLC | 45 | $236 | 0.00% | +45 | New |
| GPS Wealth Strategies Group, LLC | 30 | $161 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 25 | $134 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4 | $21 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2 | $11 | 0.00% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −1,503,960−100.0% | Sold out |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −1,161,074−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −642,979−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −531,309−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −507,847−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −501,254−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −171,322−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −155,899−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −129,625−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −117,703−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −55,199−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −52,771−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −52,411−100.0% | Sold out |
| Weil Company, Inc. | 0 | $0 | 0.00% | −42,143−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −41,409−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −32,470−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −28,235−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −20,782−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −19,575−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −19,143−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −13,528−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −12,446−100.0% | Sold out |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0 | $0 | 0.00% | −12,380−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −11,321−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −11,220−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −4,963−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −4,491−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −200−100.0% | Sold out |