Position in YEXT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$415,812
-$199,732 QoQ
Shares Held
89,039
+23.0% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 173 holders
Holding Since
Sep 2022
10 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in YEXT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $2,464,904,588 across 33 Software - Infrastructure names. YEXT ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,737,693 | $648,194,242 | |
| 2 | FTNT |
Fortinet, Inc.
|
2,564,536 | $393,964,020 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,928,504 | $367,929,635 | |
| 4 | VRSN |
Verisign Inc/Ca
|
921,158 | $231,726,506 | |
| 5 | SNPS |
Synopsys Inc
|
448,092 | $199,880,398 | |
| 6 | VRNS |
Varonis Systems Inc
|
3,331,623 | $139,794,901 | |
| 7 | DBX |
Dropbox, Inc.
|
4,356,717 | $119,679,015 | |
| 8 | NTNX |
Nutanix, Inc.
|
1,962,593 | $100,013,739 |
All Filings in YEXT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,812 | 89,039 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $615,544 | 72,417 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,124,191 | 507,174 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,198,791 | 817,420 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,103,672 | 1,171,051 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,178,115 | 967,872 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,055,976 | 340,958 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $266,817 | 45,300 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $2,113,771 | 186,894 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | $634,921 | 142,359 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||