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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, Q4 2024

Institutional positions in Yext, Inc. as of Dec 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
182
+6 vs. Q3 2024
Shares held
95.9M
+3.11M (+3.4%) vs. Q3 2024
Total value
$610.1M
−$32.2M (−5.0%) vs. Q3 2024
New holders
34
57 more added
Sold out
28
59 more reduced

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 182 institutions
Q1 2021: 150 institutionsQ2 2021: 171 institutionsQ3 2021: 163 institutionsQ4 2021: 163 institutionsQ1 2022: 178 institutionsQ2 2022: 159 institutionsQ3 2022: 161 institutionsQ4 2022: 169 institutionsQ1 2023: 192 institutionsQ2 2023: 202 institutionsQ3 2023: 195 institutionsQ4 2023: 188 institutionsQ1 2024: 178 institutionsQ2 2024: 170 institutionsQ3 2024: 179 institutionsQ4 2024: 182 institutionsQ1 2025: 184 institutionsQ2 2025: 193 institutionsQ3 2025: 199 institutionsQ4 2025: 196 institutionsQ1 2026: 200 institutionsQ2 2026: 173 institutions
Value heldQ4 2024: $610.1M
Q1 2021: $1.33BQ2 2021: $1.26BQ3 2021: $1.07BQ4 2021: $883.6MQ1 2022: $599.7MQ2 2022: $407.5MQ3 2022: $366.5MQ4 2022: $535.8MQ1 2023: $818.1MQ2 2023: $1.02BQ3 2023: $545.2MQ4 2023: $521.8MQ1 2024: $539.4MQ2 2024: $489.9MQ3 2024: $644.1MQ4 2024: $610.1MQ1 2025: $575.3MQ2 2025: $780.4MQ3 2025: $777.4MQ4 2025: $727.1MQ1 2026: $313.1MQ2 2026: $342.7M
Institutions holding YEXT and their total value by quarter
QuarterHoldersValue
Q2 2026173$342.7M
Q1 2026200$313.1M
Q4 2025196$727.1M
Q3 2025199$777.4M
Q2 2025193$780.4M
Q1 2025184$575.3M
Q4 2024182$610.1M
Q3 2024179$644.1M
Q2 2024170$489.9M
Q1 2024178$539.4M
Q4 2023188$521.8M
Q3 2023195$545.2M
Q2 2023202$1.02B
Q1 2023192$818.1M
Q4 2022169$535.8M
Q3 2022161$366.5M
Q2 2022159$407.5M
Q1 2022178$599.7M
Q4 2021163$883.6M
Q3 2021163$1.07B
Q2 2021171$1.26B
Q1 2021150$1.33B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Yext, Inc.; share changes are against Q3 2024.

Institutions holding YEXT in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
GWM Advisors LLC4$250.00%00.0%Unchanged
The PNC Financial Services Group, Inc.18$1140.00%−88−83.0%Reduced
GAMMA Investing LLC23$1460.00%+21+1,050.0%Added
Atlantic Edge Private Wealth Management, LLC25$1590.00%00.0%Unchanged
Ronald Blue Trust, Inc.40$2540.00%00.0%Unchanged
Farther Finance Advisors, LLC45$2860.00%00.0%Unchanged
Advisors Asset Management, Inc.57$3630.00%+57New
Legacy Investment Solutions, LLC75$4860.00%00.0%Unchanged
Legacy Wealth Managment, LLC75$4860.00%00.0%Unchanged
Private Wealth Management Group, LLC84$5350.00%00.0%Unchanged
Sterling Capital Management LLC107$6810.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.115$7310.00%+115New
Rothschild Investment LLC175$1.11K0.00%+20+12.9%Added
Huntington National Bank227$1.44K0.00%+226+22,600.0%Added
PEAK6 LLC247$1.57K0.00%+247New
Allworth Financial LP263$1.66K0.00%−230−46.7%Reduced
Fortitude Family Office, LLC279$1.77K0.00%00.0%Unchanged
LRI Investments, LLC280$1.78K0.00%00.0%Unchanged
True Wealth Design, LLC299$1.90K0.00%+70+30.6%Added
Parallel Advisors, LLC303$1.93K0.00%00.0%Unchanged
IFP Advisors, Inc389$2.47K0.00%−1,980−83.6%Reduced
Smartleaf Asset Management LLC480$2.98K0.00%00.0%Unchanged
National Bank of Canada525$3.34K0.00%00.0%Unchanged
Lindbrook Capital, LLC621$3.95K0.00%00.0%Unchanged
Venturi Wealth Management, LLC712$4.53K0.00%+712New
Nisa Investment Advisors, LLC737$4.69K0.00%−61−7.6%Reduced
Headlands Technologies LLC762$4.85K0.00%+762New
Advisor Group Holdings, Inc.977$6.21K0.00%00.0%Unchanged
MAI Capital Management1,000$6.36K0.00%+1,000New
EverSource Wealth Advisors, LLC1,014$6.45K0.00%+58+6.1%Added
Versant Capital Management, Inc1,352$8.60K0.00%+1,352New
Signaturefd, LLC1,413$8.99K0.00%00.0%Unchanged
Plato Investment Management Ltd1,657$10.6K0.00%−167−9.2%Reduced
SBI Securities Co., Ltd.2,935$18.7K0.00%+2,935New
Founders Capital Management3,000$19.1K0.01%00.0%Unchanged
Canada Pension Plan Investment Board3,400$21.6K0.00%−34,000−90.9%Reduced
Simplex Trading, LLC3,533$22.0K0.00%+3,533New
Amalgamated Bank3,850$24.0K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec4,060$25.8K0.00%−1,175−22.4%Reduced
Royal Bank of Canada4,154$26.0K0.00%−8,719−67.7%Reduced
Covestor Ltd4,856$31.0K0.02%−2,854−37.0%Reduced
Bryn Mawr Trust Co5,535$35.2K0.00%00.0%Unchanged
KBC Group NV7,423$47.0K0.00%+7,423New
CWM, LLC8,783$56.0K0.00%+1,706+24.1%Added
O'Shaughnessy Asset Management, LLC10,020$63.7K0.00%+10,020New
Prelude Capital Management, LLC10,308$65.6K0.01%−43,196−80.7%Reduced
EntryPoint Capital, LLC10,462$66.5K0.03%+10,462New
Lazard Asset Management LLC10,549$67.0K0.00%−788−7.0%Reduced
Virtu Financial LLC10,540$67.0K0.00%+10,540New
Ameritas Investment Partners, Inc.10,639$67.7K0.00%00.0%Unchanged
Great West Life Assurance Co10,805$69.0K0.00%00.0%Unchanged
Campbell & CO Investment Adviser LLC11,370$72.3K0.01%−72,304−86.4%Reduced
Martingale Asset Management L P12,207$77.6K0.00%+12,207New
Walleye Trading LLC12,304$78.3K0.00%+12,304New
Public Employees Retirement Association of Colorado12,569$80.0K0.00%00.0%Unchanged
Keebeck Alpha, LP12,886$82.0K0.09%−37,600−74.5%Reduced
Gagnon Securities LLC13,332$84.8K0.02%−5,455−29.0%Reduced
Inceptionr LLC13,383$85.1K0.02%+13,383New
Entropy Technologies, LP13,600$86.5K0.01%+13,600New
CIBC Private Wealth Group, LLC14,100$92.1K0.00%−2,550−15.3%Reduced
US Bancorp15,094$96.0K0.00%−8,200−35.2%Reduced
Verition Fund Management LLC15,175$96.5K0.00%−26,620−63.7%Reduced
Fox Run Management, L.L.C.16,358$104.0K0.02%+16,358New
Savant Capital, LLC16,512$105.0K0.00%−544−3.2%Reduced
Mirae Asset Global Investments Co., Ltd.16,763$106.1K0.00%−14,231−45.9%Reduced
Balboa Wealth Partners17,072$108.6K0.02%+650+4.0%Added
Ameriprise Financial Inc18,669$118.7K0.00%+18,669New
Quantinno Capital Management LP18,676$118.8K0.00%+7,758+71.1%Added
HSBC Holdings PLC19,375$124.3K0.00%−20,098−50.9%Reduced
Harbor Capital Advisors, Inc.20,132$128.0K0.01%−1,870−8.5%Reduced
Moneta Group Investment Advisors LLC20,142$128.1K0.00%00.0%Unchanged
Cim Investment Mangement Inc20,434$130.0K0.04%00.0%Unchanged
Jane Street Group, LLC21,229$135.0K0.00%−107,523−83.5%Reduced
Police & Firemen's Retirement System of New Jersey21,370$135.9K0.00%+21,370New
Neuberger Berman Group LLC21,409$136.2K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC22,354$142.0K0.00%−1,528−6.4%Reduced
KLP Kapitalforvaltning AS23,500$149.5K0.00%+23,500New
HB Wealth Management, LLC25,070$155.7K0.00%00.0%Unchanged
Group One Trading, L.P.25,143$159.9K0.01%+21,170+532.8%Added
Vestcor Inc26,771$170.0K0.01%+26,771New
Envestnet Asset Management Inc27,049$172.0K0.00%−3,540−11.6%Reduced
Magnetar Financial LLC28,766$183.0K0.00%+4,245+17.3%Added
Cornerstone Investment Partners, LLC29,291$186.3K0.01%+16+0.1%Added
ProShare Advisors LLC29,971$190.6K0.00%+10,164+51.3%Added
New York State Common Retirement Fund30,903$196.5K0.00%00.0%Unchanged
Teacher Retirement System of Texas30,987$197.0K0.00%+1,410+4.8%Added
Arizona State Retirement System31,555$200.7K0.00%+681+2.2%Added
State Board of Administration of Florida Retirement System36,498$232.1K0.00%00.0%Unchanged
State of Wyoming36,500$232.1K0.03%−61,472−62.7%Reduced
SEI Investments Co37,785$240.3K0.00%−15,397−29.0%Reduced
Trexquant Investment LP39,308$250.0K0.00%−73,964−65.3%Reduced
Gsa Capital Partners LLP42,278$269.0K0.02%−3,548−7.7%Reduced
Integrated Quantitative Investments LLC42,645$271.2K0.13%+42,645New
Janus Henderson Group PLC43,861$279.2K0.00%00.0%Unchanged
SG Americas Securities, LLC46,183$294.0K0.00%+12,841+38.5%Added
Gotham Asset Management, LLC48,532$308.7K0.00%−7,566−13.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)50,138$318.9K0.00%+9,837+24.4%Added
Intech Investment Management LLC50,417$320.7K0.00%+29,407+140.0%Added
Corebridge Financial, Inc.52,910$336.5K0.00%−3,135−5.6%Reduced
Quest Partners LLC53,949$343.1K0.05%+53,949New