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 2025
Institutional positions in Yext, Inc. as of Mar 31, 2025. 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
- 184
- +4 vs. Q4 2024
- Shares held
- 93.4M
- −2.18M (−2.3%) vs. Q4 2024
- Total value
- $575.3M
- −$32.5M (−5.3%) vs. Q4 2024
- New holders
- 31
- 52 more added
- Sold out
- 27
- 65 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Yext, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $6 | 0.00% | −226−99.6% | Reduced |
| GWM Advisors LLC | 4 | $25 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6 | $37 | 0.00% | −12−66.7% | Reduced |
| GAMMA Investing LLC | 15 | $92 | 0.00% | −8−34.8% | Reduced |
| True Wealth Design, LLC | 23 | $142 | 0.00% | −276−92.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 25 | $154 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 37 | $228 | 0.00% | +37 | New |
| Ronald Blue Trust, Inc. | 40 | $246 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 45 | $280 | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 48 | $296 | 0.00% | −9−15.8% | Reduced |
| Stephens Consulting, LLC | 60 | $370 | 0.00% | +60 | New |
| Legacy Wealth Managment, LLC | 75 | $462 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 80 | $493 | 0.00% | +80 | New |
| Private Wealth Management Group, LLC | 84 | $518 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 107 | $659 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 115 | $708 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 156 | $979 | 0.00% | −107−40.7% | Reduced |
| Rothschild Investment LLC | 195 | $1.20K | 0.00% | +20+11.4% | Added |
| Reyes Financial Architecture, Inc. | 260 | $1.60K | 0.00% | +260 | New |
| Fortitude Family Office, LLC | 279 | $1.72K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 280 | $1.73K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 357 | $2.20K | 0.00% | +54+17.8% | Added |
| IFP Advisors, Inc | 369 | $2.27K | 0.00% | −20−5.1% | Reduced |
| Smartleaf Asset Management LLC | 480 | $2.97K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 525 | $3.24K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 737 | $4.54K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 761 | $4.69K | 0.00% | +140+22.5% | Added |
| Quarry LP | 799 | $4.92K | 0.00% | +799 | New |
| MAI Capital Management | 1,000 | $6.16K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,080 | $6.65K | 0.00% | +66+6.5% | Added |
| Advisor Group Holdings, Inc. | 1,132 | $6.97K | 0.00% | +155+15.9% | Added |
| Versant Capital Management, Inc | 1,352 | $8.33K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,437 | $9.00K | 0.00% | −2,717−65.4% | Reduced |
| Signaturefd, LLC | 1,562 | $9.62K | 0.00% | +149+10.5% | Added |
| Point72 (DIFC) Ltd | 1,755 | $10.8K | 0.00% | +1,755 | New |
| Coldstream Capital Management Inc | 2,325 | $14.3K | 0.00% | +2,325 | New |
| SBI Securities Co., Ltd. | 2,957 | $18.2K | 0.00% | +22+0.7% | Added |
| Founders Capital Management | 3,000 | $18.5K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,816 | $23.0K | 0.00% | +283+8.0% | Added |
| Amalgamated Bank | 3,850 | $24.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,035 | $24.9K | 0.00% | −25−0.6% | Reduced |
| Covestor Ltd | 4,847 | $30.0K | 0.02% | −9−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,127 | $31.6K | 0.00% | −55,299−91.5% | Reduced |
| Bryn Mawr Trust Co | 5,535 | $34.1K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 7,041 | $43.4K | 0.00% | +7,041 | New |
| KBC Group NV | 7,423 | $46.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9,543 | $58.0K | 0.00% | −1,006−9.5% | Reduced |
| CWM, LLC | 9,681 | $60.0K | 0.00% | +898+10.2% | Added |
| EntryPoint Capital, LLC | 10,550 | $65.0K | 0.03% | +88+0.8% | Added |
| Ameritas Investment Partners, Inc. | 10,639 | $65.5K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 10,730 | $66.1K | 0.02% | −2,653−19.8% | Reduced |
| Great West Life Assurance Co | 10,805 | $67.0K | 0.00% | 00.0% | Unchanged |
| Optas, LLC | 11,448 | $70.5K | 0.01% | +11,448 | New |
| Public Employees Retirement Association of Colorado | 12,569 | $77.0K | 0.00% | 00.0% | Unchanged |
| Gagnon Securities LLC | 12,937 | $79.7K | 0.02% | −395−3.0% | Reduced |
| HSBC Holdings PLC | 13,686 | $84.6K | 0.00% | −5,689−29.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,043 | $86.5K | 0.00% | +4,023+40.1% | Added |
| Martingale Asset Management L P | 14,209 | $87.5K | 0.00% | +2,002+16.4% | Added |
| Ieq Capital, LLC | 14,586 | $89.8K | 0.00% | +14,586 | New |
| US Bancorp | 15,094 | $93.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 15,896 | $98.2K | 0.00% | −867−5.2% | Reduced |
| Entropy Technologies, LP | 16,898 | $104.1K | 0.01% | +3,298+24.3% | Added |
| Clear Street Markets LLC | 17,000 | $104.7K | 0.07% | +17,000 | New |
| CIBC Private Wealth Group, LLC | 19,781 | $111.0K | 0.00% | +5,681+40.3% | Added |
| Ameriprise Financial Inc | 18,579 | $114.4K | 0.00% | −90−0.5% | Reduced |
| Cim Investment Mangement Inc | 19,959 | $122.9K | 0.03% | −475−2.3% | Reduced |
| Moneta Group Investment Advisors LLC | 20,287 | $125.0K | 0.00% | +145+0.7% | Added |
| Commonwealth Equity Services, LLC | 20,254 | $125.0K | 0.00% | −2,100−9.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 21,370 | $131.6K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 21,409 | $131.9K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 22,328 | $137.9K | 0.00% | +22,328 | New |
| Numerai GP LLC | 22,429 | $138.2K | 0.03% | +22,429 | New |
| Engineers Gate Manager LP | 22,962 | $141.4K | 0.00% | +22,962 | New |
| ProShare Advisors LLC | 23,038 | $141.9K | 0.00% | −6,933−23.1% | Reduced |
| KLP Kapitalforvaltning AS | 23,500 | $144.8K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 23,614 | $145.5K | 0.00% | +23,614 | New |
| HB Wealth Management, LLC | 25,153 | $154.9K | 0.00% | +83+0.3% | Added |
| Envestnet Asset Management Inc | 25,157 | $155.0K | 0.00% | −1,892−7.0% | Reduced |
| Vestcor Inc | 26,771 | $165.0K | 0.01% | 00.0% | Unchanged |
| Man Group plc | 28,553 | $175.9K | 0.00% | +28,553 | New |
| Allianz Asset Management GmbH | 29,300 | $180.5K | 0.00% | +29,300 | New |
| New York State Common Retirement Fund | 30,903 | $190.4K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 31,117 | $191.7K | 0.00% | −438−1.4% | Reduced |
| Brevan Howard Capital Management LP | 32,659 | $201.2K | 0.01% | +32,659 | New |
| Quantinno Capital Management LP | 33,971 | $209.3K | 0.00% | +15,295+81.9% | Added |
| ExodusPoint Capital Management, LP | 36,309 | $224.0K | 0.00% | +36,309 | New |
| State Board of Administration of Florida Retirement System | 36,498 | $224.8K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 36,563 | $225.0K | 0.00% | −9,620−20.8% | Reduced |
| Teacher Retirement System of Texas | 37,026 | $228.1K | 0.00% | +6,039+19.5% | Added |
| Prudential Financial Inc | 39,520 | $243.4K | 0.00% | −16,020−28.8% | Reduced |
| Los Angeles Capital Management LLC | 39,846 | $245.5K | 0.00% | −149,767−79.0% | Reduced |
| Integrated Quantitative Investments LLC | 42,264 | $260.3K | 0.13% | −381−0.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,288 | $260.5K | 0.00% | −7,850−15.7% | Reduced |
| Squarepoint Ops LLC | 43,830 | $270.0K | 0.00% | +43,830 | New |
| Janus Henderson Group PLC | 43,861 | $270.8K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 44,783 | $276.0K | 0.02% | +2,505+5.9% | Added |
| Credit Agricole S A | 46,103 | $284.0K | 0.00% | −138,966−75.1% | Reduced |
| State of Wyoming | 51,605 | $317.9K | 0.04% | +15,105+41.4% | Added |
| Gotham Asset Management, LLC | 51,919 | $319.8K | 0.00% | +3,387+7.0% | Added |
| Corebridge Financial, Inc. | 52,137 | $321.2K | 0.00% | −773−1.5% | Reduced |