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, Q3 2024
Institutional positions in Yext, Inc. as of Sep 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
- 179
- +10 vs. Q2 2024
- Shares held
- 93.1M
- +11.2M (+13.7%) vs. Q2 2024
- Total value
- $644.1M
- +$206.0M (+47.0%) vs. Q2 2024
- New holders
- 25
- 59 more added
- Sold out
- 15
- 61 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Yext, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $7 | 0.00% | +1 | New |
| GAMMA Investing LLC | 2 | $14 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4 | $28 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 25 | $173 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 30 | $208 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 40 | $214 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 45 | $311 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 84 | $582 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 75 | $600 | 0.00% | +75 | New |
| Legacy Wealth Managment, LLC | 75 | $600 | 0.00% | +75 | New |
| The PNC Financial Services Group, Inc. | 106 | $734 | 0.00% | +11+11.6% | Added |
| Sterling Capital Management LLC | 107 | $740 | 0.00% | +107 | New |
| Bessemer Group Inc | 205 | $1.00K | 0.00% | +205 | New |
| Rothschild Investment LLC | 155 | $1.07K | 0.00% | +110+244.4% | Added |
| True Wealth Design, LLC | 229 | $1.58K | 0.00% | +229 | New |
| Fortitude Family Office, LLC | 279 | $1.93K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 303 | $2.10K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 280 | $2.21K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 480 | $3.23K | 0.00% | +38+8.6% | Added |
| Allworth Financial LP | 493 | $3.41K | 0.00% | +130+35.8% | Added |
| Continuum Advisory, LLC | 447 | $3.53K | 0.00% | +447 | New |
| National Bank of Canada | 525 | $3.63K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 621 | $4.30K | 0.00% | −141−18.5% | Reduced |
| Nisa Investment Advisors, LLC | 798 | $5.52K | 0.00% | +446+126.7% | Added |
| EverSource Wealth Advisors, LLC | 956 | $6.62K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 977 | $6.76K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 982 | $6.79K | 0.00% | +982 | New |
| Cullen/Frost Bankers, Inc. | 1,056 | $7.31K | 0.00% | +1,056 | New |
| Signaturefd, LLC | 1,413 | $9.78K | 0.00% | −362−20.4% | Reduced |
| Capital Performance Advisors LLP | 1,413 | $9.78K | 0.00% | +1,413 | New |
| Tower Research Capital LLC (TRC) | 1,565 | $10.8K | 0.00% | −18,216−92.1% | Reduced |
| Plato Investment Management Ltd | 1,824 | $12.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,369 | $16.4K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 3,000 | $20.8K | 0.01% | +2,000+200.0% | Added |
| Amalgamated Bank | 3,850 | $27.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,973 | $27.5K | 0.00% | −51,734−92.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,235 | $36.2K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 5,306 | $36.7K | 0.00% | −21,557−80.2% | Reduced |
| Bryn Mawr Trust Co | 5,535 | $38.3K | 0.00% | +5,535 | New |
| CWM, LLC | 7,077 | $49.0K | 0.00% | +6,173+682.9% | Added |
| Covestor Ltd | 7,710 | $53.0K | 0.03% | −299−3.7% | Reduced |
| New York State Teachers Retirement System | 9,566 | $66.0K | 0.00% | −240−2.4% | Reduced |
| Jump Financial, LLC | 10,600 | $73.4K | 0.00% | +10,600 | New |
| Ameritas Investment Partners, Inc. | 10,639 | $73.6K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 10,805 | $75.0K | 0.00% | −870,515−98.8% | Reduced |
| Quantinno Capital Management LP | 10,918 | $75.6K | 0.00% | +10,918 | New |
| Lazard Asset Management LLC | 11,337 | $78.0K | 0.00% | +233+2.1% | Added |
| Cresset Asset Management, LLC | 11,316 | $78.3K | 0.00% | +705+6.6% | Added |
| Susquehanna International Group, LLP | 12,424 | $86.0K | 0.00% | −568,295−97.9% | Reduced |
| Public Employees Retirement Association of Colorado | 12,569 | $87.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,873 | $89.0K | 0.00% | +1,687+15.1% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 14,311 | $99.0K | 0.03% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 15,568 | $107.7K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 15,740 | $108.9K | 0.00% | +15,740 | New |
| Balboa Wealth Partners | 16,422 | $113.6K | 0.03% | +16,422 | New |
| CIBC Private Wealth Group, LLC | 16,650 | $115.2K | 0.00% | +6,963+71.9% | Added |
| Savant Capital, LLC | 17,056 | $118.0K | 0.00% | −189−1.1% | Reduced |
| Gagnon Securities LLC | 18,787 | $130.0K | 0.03% | +316+1.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 18,799 | $130.1K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 19,807 | $137.1K | 0.00% | +5,465+38.1% | Added |
| Moneta Group Investment Advisors LLC | 20,142 | $139.4K | 0.00% | +2,627+15.0% | Added |
| Cim Investment Mangement Inc | 20,434 | $141.4K | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 20,441 | $141.5K | 0.01% | −67,759−76.8% | Reduced |
| Intech Investment Management LLC | 21,010 | $145.4K | 0.00% | +21,010 | New |
| Semanteon Capital Management, LP | 21,019 | $145.5K | 0.10% | −20,731−49.7% | Reduced |
| Neuberger Berman Group LLC | 21,409 | $148.2K | 0.00% | −5,677−21.0% | Reduced |
| Harbor Capital Advisors, Inc. | 22,002 | $152.0K | 0.01% | +3,384+18.2% | Added |
| Aigen Investment Management, LP | 22,892 | $158.4K | 0.03% | +22,892 | New |
| US Bancorp | 23,294 | $161.2K | 0.00% | +17,894+331.4% | Added |
| Mariner, LLC | 23,780 | $164.6K | 0.00% | +979+4.3% | Added |
| Commonwealth Equity Services, LLC | 23,882 | $165.0K | 0.00% | −282−1.2% | Reduced |
| Magnetar Financial LLC | 24,521 | $169.7K | 0.00% | +24,521 | New |
| HB Wealth Management, LLC | 25,070 | $173.5K | 0.00% | −5,000−16.6% | Reduced |
| Quadrature Capital Ltd | 25,304 | $175.0K | 0.00% | −37,065−59.4% | Reduced |
| Cornerstone Investment Partners, LLC | 29,275 | $202.6K | 0.01% | +898+3.2% | Added |
| Teacher Retirement System of Texas | 29,577 | $205.0K | 0.00% | −10,011−25.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 30,994 | $208.3K | 0.00% | −4,262−12.1% | Reduced |
| Envestnet Asset Management Inc | 30,589 | $211.7K | 0.00% | +11,607+61.1% | Added |
| Arizona State Retirement System | 30,874 | $213.6K | 0.00% | +1,161+3.9% | Added |
| New York State Common Retirement Fund | 30,903 | $213.8K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 33,342 | $231.0K | 0.00% | −64,897−66.1% | Reduced |
| State Board of Administration of Florida Retirement System | 36,498 | $252.6K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 37,400 | $258.8K | 0.00% | +25,800+222.4% | Added |
| HSBC Holdings PLC | 39,473 | $266.4K | 0.00% | −15,312−27.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,301 | $278.9K | 0.00% | +663+1.7% | Added |
| Wells Fargo & Company | 40,326 | $279.1K | 0.00% | +128+0.3% | Added |
| Dark Forest Capital Management LP | 40,685 | $281.5K | 0.04% | +17,390+74.7% | Added |
| Bayesian Capital Management, LP | 41,400 | $286.5K | 0.03% | +41,400 | New |
| Verition Fund Management LLC | 41,795 | $289.2K | 0.00% | +41,795 | New |
| State of Tennessee, Treasury Department | 42,389 | $293.3K | 0.00% | +13,733+47.9% | Added |
| Janus Henderson Group PLC | 43,861 | $303.3K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 44,541 | $308.2K | 0.01% | −272,505−86.0% | Reduced |
| Gsa Capital Partners LLP | 45,826 | $317.0K | 0.02% | +45,826 | New |
| American Century Companies Inc | 48,730 | $337.2K | 0.00% | −24,991−33.9% | Reduced |
| Keebeck Alpha, LP | 50,486 | $349.4K | 0.23% | −19,332−27.7% | Reduced |
| STRS Ohio | 51,900 | $359.1K | 0.00% | 00.0% | Unchanged |
| Amundi | 55,593 | $363.0K | 0.00% | −9,382−14.4% | Reduced |
| SEI Investments Co | 53,182 | $368.0K | 0.00% | −32,106−37.6% | Reduced |
| Prelude Capital Management, LLC | 53,504 | $370.2K | 0.03% | −66,163−55.3% | Reduced |
| Principal Financial Group Inc | 54,247 | $375.4K | 0.00% | −39,269−42.0% | Reduced |