YEXT · Yext, Inc.

$6.76 +0.26 (+4.00%) At close · Aug 27

Market Cap

$651.61M

100.25M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 174

Total Value: $344,863,562

Total Shares: 73,846,608

Showing 1–100 of 185 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Superinvestors Holding YEXT

All superinvestors →

Joel Greenblatt $162,558 Mario Gabelli $46,700

Holder Concentration

Across 174 13F filers · Δ vs Mar 31, 2026

Top Holder

25.7%

+3.6 pts

Top 5

57.7%

+3.7 pts

Top 10

73.6%

+4.7 pts

HHI

1,012

Broadly held+183

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -27

Institutional value: +9.4%

Shares held: -10.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large ACADIAN ASSET MANAGEMENT LLC	+2,337,609	2,575,616
Mega FMR LLC	+1,243,279	2,069,411
Small Lynrock Lake LP	+826,480	19,015,087
Large HRT FINANCIAL LP	+469,967	558,367
Large PRUDENTIAL FINANCIAL INC	+325,610	341,510

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega BARCLAYS PLC	−3,963,473	41,802
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	−1,500,548	4,608,840
Mega JANE STREET GROUP, LLC	−875,372	71,400
Large Hudson Bay Capital Management LP	−845,654	56,616
Mega BlackRock, Inc.	−773,413	7,395,204

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Balyasny Asset Management L.P.	287,296	$1,341,672
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC	184,061	$859,564
Large Squarepoint Ops LLC	149,785	$699,495
Mid GSA CAPITAL PARTNERS LLP	148,717	$694,508
Small P.A.W. CAPITAL CORP	100,000	$467,000

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega MILLENNIUM MANAGEMENT LLC	631,341	$2,424,349
Mega Boston Partners	528,195	$2,028,268
Large Point72 Asset Management, L.P.	466,257	$1,790,426
Large KING LUTHER CAPITAL MANAGEMENT CORP	426,675	$1,638,432
Large STATE OF WISCONSIN INVESTMENT BOARD	286,623	$1,100,632

Filter: New 27 Increased 53 Reduced 64 Sold out 54 Unchanged 30

Showing 100 of 185

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Lynrock Lake LP

$88,800,456

25.75%

19,015,087

Lead Edge Capital Management, LLC

$36,628,192

10.62%

7,843,296

BlackRock, Inc.

$34,535,600

10.01%

7,395,204

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	79,687	$372,138	1.1%	Sole
BlackRock Asset Management Canada Ltd	499	$2,330	0.0%	Sole
BlackRock Investment Management, LLC	260,026	$1,214,321	3.5%	Sole
BLACKROCK ADVISORS LLC	199,374	$931,076	2.7%	Sole
BlackRock Fund Advisors	3,784,524	$17,673,727	51.2%	Sole
BlackRock Institutional Trust Company, N.A.	2,704,551	$12,630,253	36.6%	Sole
BlackRock Asset Management Ireland Ltd	27,498	$128,415	0.4%	Sole
Aperio Group, LLC	339,045	$1,583,340	4.6%	Sole

VANGUARD PORTFOLIO MANAGEMENT LLC

$21,523,282

6.24%

4,608,840

VANGUARD CAPITAL MANAGEMENT LLC

$17,371,573

5.04%

3,719,823

STATE STREET CORP

$13,375,323

3.88%

2,864,095

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	2,864,095	$13,375,323	100.0%	Defined

ACADIAN ASSET MANAGEMENT LLC

$12,028,126

3.49%

2,575,616

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	2,575,616	$12,028,126	100.0%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$10,348,046

3.00%

2,215,856

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	307,558	$1,436,295	13.9%	Defined
Held directly	1,908,298	$8,911,751	86.1%	Defined

FMR LLC

$9,664,148

2.80%

2,069,411

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	2,069,373	$9,663,971	100.0%	Defined
STRATEGIC ADVISERS LLC	38	$177	0.0%	Defined

DIMENSIONAL FUND ADVISORS LP

$9,537,629

2.77%

2,042,319

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	6,981	$32,601	0.3%	Defined
DFA Australia Ltd.	35,290	$164,804	1.7%	Defined
Dimensional Ireland Ltd	77,615	$362,462	3.8%	Defined
Held directly	1,922,433	$8,977,762	94.1%	Sole

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$6,790,880

1.97%

1,454,150

GOLDMAN SACHS GROUP INC

$6,662,240

1.93%

1,426,604

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	764,323	$3,569,388	53.6%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	662,281	$3,092,852	46.4%	Defined

Pathstone Holdings, LLC

$3,927,937

1.14%

841,100

NORTHERN TRUST CORP

$3,641,140

1.06%

779,688

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	744,881	$3,478,593	95.5%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	21,191	$98,961	2.7%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	13,616	$63,586	1.7%	Other

CITADEL ADVISORS LLC

$3,542,563

1.03%

758,579

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	746,781	$3,487,467	98.4%	Defined
Held directly	11,798	$55,096	1.6%	Defined

BANK OF AMERICA CORP /DE/

$3,358,817

0.97%

719,233

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	70,779	$330,537	9.8%	Defined
BOFA SECURITIES, INC.	648,454	$3,028,280	90.2%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$2,805,992

0.81%

600,855

VANGUARD FIDUCIARY TRUST CO

$2,667,695

0.77%

571,241

HRT FINANCIAL LP

$2,607,573

0.76%

558,367

MORGAN STANLEY

$2,367,170

0.69%

506,889

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	6,592	$30,784	1.3%	Defined
MORGAN STANLEY & CO. LLC	106,916	$499,297	21.1%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	199,751	$932,837	39.4%	Defined
MORGAN STANLEY SMITH BARNEY LLC	2,500	$11,675	0.5%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	191,130	$892,577	37.7%	Defined

UBS Group AG

$2,265,313

0.66%

485,078

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	13,887	$64,852	2.9%	Defined
UBS AG	471,191	$2,200,461	97.1%	Defined

VOYA INVESTMENT MANAGEMENT LLC

$2,236,663

0.65%

478,943

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Voya Investment Management Co. LLC joint	478,943	$2,236,663	100.0%	Defined

Pacer Advisors, Inc.

$2,127,642

0.62%

455,598

Vanguard Global Advisers, LLC

$2,105,941

0.61%

450,951

Maltin Wealth Management, Inc.

$1,837,360

0.53%

393,439

VICTORY CAPITAL MANAGEMENT INC

$1,700,150

0.49%

364,058

Bank of New York Mellon Corp

$1,610,019

0.47%

344,758

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	177,824	$830,438	51.6%	Defined
The Bank of New York Mellon	166,933	$779,577	48.4%	Defined
Held directly	1	$4	0.0%	Defined

PRUDENTIAL FINANCIAL INC

$1,594,851

0.46%

341,510

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM Quantitative Solutions LLC	268,210	$1,252,540	78.5%	Defined
Prudential Trust Co	73,300	$342,311	21.5%	Defined

MACKENZIE FINANCIAL CORP

$1,387,148

0.40%

297,034

KLP KAPITALFORVALTNING AS

$1,373,447

0.40%

294,100

Balyasny Asset Management L.P.

$1,341,672

0.39%

287,296

PRINCIPAL FINANCIAL GROUP INC

$1,273,788

0.37%

272,760

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$1,202,510

0.35%

257,497

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	257,497	$1,202,510	100.0%	Defined

OP Asset Management Ltd

$1,150,716

0.33%

246,406

TUDOR INVESTMENT CORP ET AL

$1,078,587

0.31%

230,961

Nuveen, LLC

$1,064,054

0.31%

227,849

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	20,402	$95,277	9.0%	Defined
TEACHERS ADVISORS, LLC joint	207,447	$968,777	91.0%	Defined

Creative Planning

$977,066

0.28%

209,222

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	25,083	$117,137	12.0%	Defined
Held directly	184,139	$859,929	88.0%	Sole

Invesco Ltd.

$898,305

0.26%

192,357

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	11,477	$53,597	6.0%	Defined
Invesco Trust Co joint	34,595	$161,558	18.0%	Defined
Invesco Capital Management LLC	146,285	$683,150	76.0%	Defined

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$859,564

0.25%

184,061

AQR CAPITAL MANAGEMENT LLC

$796,720

0.23%

170,604

BNP PARIBAS ARBITRAGE, SA

$779,329

0.23%

166,880

Squarepoint Ops LLC

$699,495

0.20%

149,785

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	149,785	$699,495	100.0%	Defined

CREDIT AGRICOLE S A

$695,830

0.20%

149,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Credit Agricole Corporate & Investment Bank joint	149,000	$695,830	100.0%	Defined

GSA CAPITAL PARTNERS LLP

$694,508

0.20%

148,717

PANAGORA ASSET MANAGEMENT INC

$689,063

0.20%

147,551

Russell Investments Group, Ltd.

$679,016

0.20%

145,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	29,678	$138,595	20.4%	Defined
Russell Investments Limited joint	115,722	$540,421	79.6%	Other

ALLIANCEBERNSTEIN L.P.

$639,729

0.19%

136,987

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	136,987	$639,729	100.0%	Defined

TOCQUEVILLE ASSET MANAGEMENT L.P.

$630,450

0.18%

135,000

Rangeley Capital, LLC

$608,631

0.18%

130,328

SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

$589,830

0.17%

126,302

Engineers Gate Manager LP

$585,832

0.17%

125,446

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$577,529

0.17%

123,668

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	123,668	$577,529	100.0%	Other

MANGROVE PARTNERS IM, LLC

$572,850

0.17%

122,666

RHUMBLINE ADVISERS

$566,994

0.16%

121,412

Quantinno Capital Management LP

$501,824

0.15%

107,457

Quinn Opportunity Partners LLC

$490,350

0.14%

105,000

Amundi

$487,842

0.14%

104,463

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amundi Asset Management	26,048	$121,644	24.9%	Defined
CPR Asset Management	78,415	$366,198	75.1%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$478,002

0.14%

102,356

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	102,356	$478,002	100.0%	Defined

P.A.W. CAPITAL CORP

$467,000

0.14%

100,000

D. E. Shaw & Co., Inc.

$422,891

0.12%

90,555

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	66,453	$310,335	73.4%	Defined
D. E. Shaw Investment Management, L.L.C. joint	24,102	$112,556	26.6%	Defined

JACOBS LEVY EQUITY MANAGEMENT, INC

$415,812

0.12%

89,039

DEUTSCHE BANK AG\

$396,571

0.11%

84,919

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	405	$1,891	0.5%	Defined
DWS Investments UK Ltd	84,514	$394,680	99.5%	Defined

Walleye Trading LLC

$363,326

0.11%

77,800

CITADEL ADVISORS LLC

$362,859

0.11%

77,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	77,700	$362,859	100.0%	Defined

WELLS FARGO & COMPANY/MN

$349,445

0.10%

74,828

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	74,370	$347,307	99.4%	Defined
WELLS FARGO CLEARING SERVICES, LLC	458	$2,138	0.6%	Defined

ALLSTATE CORP

$317,938

0.09%

68,081

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ALLSTATE INVESTMENTS LLC	68,081	$317,938	100.0%	Sole

MARSHALL WACE, LLP

$307,463

0.09%

65,838

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	65,838	$307,463	100.0%	Other

Walleye Trading LLC

$281,601

0.08%

60,300

Vestcor Inc

$273,755

0.08%

58,620

WINTON GROUP Ltd

$267,124

0.08%

57,200

GABELLI FUNDS LLC

$266,190

0.08%

57,000

Hudson Bay Capital Management LP

$264,396

0.08%

56,616

MetLife Investment Management, LLC

$248,640

0.07%

53,242

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	53,242	$248,640	100.0%	Defined

Y-Intercept (Hong Kong) Ltd

$241,439

0.07%

51,700

Schonfeld Strategic Advisors LLC

$240,070

0.07%

51,407

COMMONWEALTH EQUITY SERVICES, LLC

$237,740

0.07%

50,908

JANE STREET GROUP, LLC

$226,495

0.07%

48,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	48,500	$226,495	100.0%	Defined

State of Wyoming

$220,246

0.06%

47,162

OCCUDO QUANTITATIVE STRATEGIES LP

$211,280

0.06%

45,242

CITIGROUP INC

$201,865

0.06%

43,226

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	43,226	$201,865	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$199,409

0.06%

42,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	42,700	$199,409	100.0%	Other

Walleye Capital LLC

$197,144

0.06%

42,215

BARCLAYS PLC

$195,214

0.06%

41,802

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	41,592	$194,234	99.5%	Defined
BARCLAYS CAPITAL INC.	210	$980	0.5%	Defined

Covestor Ltd

$192,086

0.06%

41,132

FIRST TRUST ADVISORS LP

$185,198

0.05%

39,657

FRANKLIN RESOURCES INC

$184,184

0.05%

39,440

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FRANKLIN ADVISERS INC	32,720	$152,802	83.0%	Defined
FRANKLIN ADVISORY SERVICES LLC	6,720	$31,382	17.0%	Defined

JPMORGAN CHASE & CO

$171,818

0.05%

36,792

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	35,915	$167,723	97.6%	Defined
J.P. Morgan Investment Management Inc.	877	$4,095	2.4%	Defined

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

$170,445

0.05%

36,498

Gotham Asset Management, LLC

$162,558

0.05%

34,809

HSBC HOLDINGS PLC

$157,944

0.05%

33,821

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	33,821	$157,944	100.0%	Defined

WITTENBERG INVESTMENT MANAGEMENT, INC.

$151,775

0.04%

32,500

HARBOR CAPITAL ADVISORS, INC.

$137,526

0.04%

29,449

RAYMOND JAMES FINANCIAL INC

$132,310

0.04%

28,332

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	26,172	$122,223	92.4%	Defined
Raymond James Financial Services Advisors, Inc.	2,160	$10,087	7.6%	Defined

EQUITEC PROPRIETARY MARKETS, LLC

$131,227

0.04%

28,100

EQUITEC PROPRIETARY MARKETS, LLC

$131,227

0.04%

28,100

CITADEL ADVISORS LLC

$125,623

0.04%

26,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	26,900	$125,623	100.0%	Defined

Jain Global LLC

$124,600

0.04%

26,681

HB Wealth Management, LLC

$122,606

0.04%

26,254

CANADA PENSION PLAN INVESTMENT BOARD

$121,887

0.04%

26,100

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$121,237

0.04%

25,961

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	25,961	$121,237	100.0%	Defined

Key facts CIK 1614178 CUSIP 98585N106 13F (30d) 149 filings 149 filers Visit website Investor relations