Position in YEXT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,341,672
+$1,158,953 QoQ
Shares Held
287,296
+1239.6% QoQ
Ownership
0.287%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 173 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YEXT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $1,755,840,712 across 52 Software - Infrastructure names. YEXT ranks #36 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
599,967 | $223,799,690 | |
| 2 | TOST |
Toast, Inc.
|
7,126,975 | $198,272,444 | |
| 3 | NET |
Cloudflare, Inc.
|
670,903 | $164,559,087 | |
| 4 | CRWV |
CoreWeave, Inc.
|
1,611,219 | $160,380,739 | |
| 5 | TWLO |
Twilio Inc
|
755,608 | $155,904,598 | |
| 6 | OKTA |
Okta, Inc.
|
950,408 | $129,683,171 | |
| 7 | IOT |
Samsara Inc.
|
3,083,647 | $100,002,671 | |
| 8 | SNPS |
Synopsys Inc
|
162,940 | $72,682,645 |
All Filings in YEXT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,341,672 | 287,296 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $182,719 | 21,446 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $494,229 | 80,232 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $156,289 | 29,213 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $282,342 | 46,823 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $227,124 | 38,561 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $144,020 | 22,752 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $305,121 | 26,978 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $198,014 | 20,605 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $104,367 | 15,983 | Shares | Other | 2023-02-14 | |
| 2022-03-31 | $120,747 | 17,525 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $911,499 | 91,885 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $388,785 | 32,318 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $930,779 | 65,135 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,228,917 | 84,870 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,142,050 | 199,876 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $726,190 | 71,265 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||