YEXT · Yext, Inc. · Shareholders & Ownership

$7.11 +0.16 (+2.30%)

Russell 2000 member Rebalance outlook locked

Market Cap

$705.22M

98.98M

Volume · Oct 20 408.96K Avg daily vol (3M) 928.76K

Every disclosed holder of YEXT in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns YEXT

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	174	73,616,459	74.38%	Yes
Insiders (Forms 3, 4, 5)	12	7,085,064	7.16%	Yes
13D/G-only blocks	1	7,175,420	7.25%	Yes
Remaining	—	11,101,761	11.22%	Rest
Registered funds (N-PORT, not summed)	165	22,614,402	22.85%	No

Shares outstanding: 98,978,704, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of YEXT

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Lynrock Lake LP 13D CIK 1734341 · Registered investment adviser · Jul 1, 2026 Item 4 purpose: Control or board seats not summed	19,015,087	19.21%	+5,796,691	Jul 1, 2026	not summed
1.1	Lynrock Lake LP 13F CIK 1734341 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	19,015,087	19.21%	+826,480	Jun 30, 2026	carried, not yet filed for the newest quarter
2	Paul Cynthia Insider CIK 1736572 · Jul 1, 2026 Director, issuer-wide, not summed	19,015,087	19.21%	—	Jul 1, 2026	Director, issuer-wide, not summed
3	Lead Edge Capital Management, LLC 13F CIK 1802797 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,843,296	7.92%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Lead Edge Capital Management, LLC Insider CIK 1802797 · Mar 23, 2026 10% Owner, issuer-wide, not summed	2,891,892	2.92%	—	Mar 23, 2026	10% Owner, issuer-wide, not summed
4	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,395,204	7.47%	-773,413	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,224,449	2.25%	-236,483	Jun 30, 2026	iShares Trust, not summed
4.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	628,469	0.64%	—	Jun 30, 2026	iShares Trust, not summed
4.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	289,106	0.29%	+25,611	Jun 30, 2026	iShares Trust, not summed
4.4	iShares U.S. Small-Cap Equity Factor ETF Fund S000048624 · Registered fund · Jul 31, 2026 iShares Trust, not summed	275,773	0.28%	+20,010	Jul 31, 2026	iShares Trust, not summed
4.5	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	193,016	0.20%	-649,097	Jun 30, 2026	iShares Trust, not summed
5	MILLENNIUM MANAGEMENT LLC 13G CIK 1273087 · Registered investment adviser · Mar 10, 2026 Rule 13d-1(c), passive investor	7,175,420	7.25%	—	Mar 10, 2026	Rule 13d-1(c), passive investor
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,608,840	4.66%	-1,500,548	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Walrath Michael Insider CIK 1702012 · Sep 20, 2026 Director, Chief Executive Officer, issuer-wide	4,018,886	4.06%	—	Sep 20, 2026	Director, Chief Executive Officer, issuer-wide
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,719,823	3.76%	+184,949	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Lead Edge Public Fund, LP 13D CIK 1859481 · Unknown · Mar 23, 2026 not summed	2,891,892	2.92%	—	Mar 23, 2026	not summed
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,864,095	2.89%	-7,783	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	773,002	0.78%	+233,322	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	37,507	0.04%	+3,800	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
10.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	2,313	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
10.4	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	684	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,621,347	2.65%	+111,700	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,575,616	2.60%	+2,337,609	Jun 30, 2026	carried, not yet filed for the newest quarter
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,215,856	2.24%	-177,706	Jun 30, 2026	carried, not yet filed for the newest quarter
14	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,069,411	2.09%	+1,243,279	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	1,837,842	1.86%	+1,139,653	Jun 30, 2026	Fidelity Covington Trust, not summed
14.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	947,611	0.96%	-53,970	Jul 31, 2026	Fidelity Salem Street Trust, not summed
14.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	304,782	0.31%	+35,890	May 31, 2026	Fidelity Concord Street Trust, not summed
14.4	VIP Disciplined Small Cap Portfolio Fund S000007725 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund II, not summed	216,317	0.22%	+98,089	Jun 30, 2026	Variable Insurance Products Fund II, not summed
14.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	172,393	0.17%	-21,303	May 31, 2026	Fidelity Concord Street Trust, not summed
15	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,042,319	2.06%	-89,317	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	469,165	0.47%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	282,246	0.29%	-76,692	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	242,668	0.25%	-221,086	Jul 31, 2026	Dimensional ETF Trust, not summed
15.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	228,837	0.23%	-5,217	Jul 31, 2026	Dimensional ETF Trust, not summed
15.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	90,239	0.09%	-38,238	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	2,035,505	2.06%	-571,660	May 31, 2026	VANGUARD WORLD FUND, not summed
17	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,454,150	1.47%	+144,485	Jun 30, 2026	carried, not yet filed for the newest quarter
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,426,604	1.44%	+217,946	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	143,126	0.14%	+1,902	May 31, 2026	Goldman Sachs ETF Trust, not summed
18.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	17,883	0.02%	+10,579	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
19	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,009,315	1.02%	+74,960	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	Pathstone Holdings, LLC 13F CIK 2011612 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	841,100	0.85%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	789,914	0.80%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	779,688	0.79%	-35,596	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	40,999	0.04%	+3,264	Jun 30, 2026	Northern Funds, not summed
22.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,053	0.01%	-495	Jun 30, 2026	Northern Funds, not summed
23	Bond Darryl Insider CIK 1703550 · Sep 20, 2026 Chief Financial Officer, issuer-wide	775,570	0.78%	+20,038	Sep 20, 2026	Chief Financial Officer, issuer-wide
24	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	758,579	0.77%	+339,199	Jun 30, 2026	carried, not yet filed for the newest quarter
25	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	719,233	0.73%	+220,669	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	688,091	0.70%	0	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	600,855	0.61%	-131,538	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	398,891	0.40%	-105,768	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	209,796	0.21%	-9,321	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	60,801	0.06%	+880	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	571,241	0.58%	-23,226	Jun 30, 2026	carried, not yet filed for the newest quarter
29	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	558,367	0.56%	+469,967	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	520,440	0.53%	+17,400	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
31	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	506,889	0.51%	-174,479	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	58	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
32	SHEEHAN ANDREW T Insider CIK 1207703 · Jun 10, 2026 Director, issuer-wide	506,327	0.51%	—	Jun 10, 2026	Director, issuer-wide
33	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	485,078	0.49%	-338,741	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	478,943	0.48%	-187,814	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Lipson Jesse Insider CIK 1661890 · Jun 10, 2026 Director, issuer-wide	460,219	0.47%	+27,131	Jun 10, 2026	Director, issuer-wide
36	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	455,598	0.46%	+64,188	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Vanguard Global Advisers, LLC 13F CIK 1811242 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	450,951	0.46%	+55,783	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Pacer US Small Cap Cash Cows 100 ETF Fund S000055468 · Registered fund · Jul 31, 2026 Pacer Funds Trust, not summed	449,954	0.45%	+62,324	Jul 31, 2026	Pacer Funds Trust, not summed
39	Maltin Wealth Management, Inc. 13F CIK 1764260 · Registered investment adviser · Sep 30, 2026	394,439	0.40%	+1,000	Sep 30, 2026
40	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	364,058	0.37%	+204,564	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	VictoryShares Small Cap Free Cash Flow ETF Fund S000080690 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	354,116	0.36%	+206,404	Jun 30, 2026	Victory Portfolios II, not summed
40.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	10,142	0.01%	-1,640	Jul 31, 2026	Victory Portfolios III, not summed
41	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	344,758	0.35%	+14,641	Jun 30, 2026	carried, not yet filed for the newest quarter
42	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	341,510	0.35%	+325,610	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Waugh Seth H. Insider CIK 1635962 · Jun 11, 2026 Director, issuer-wide	319,411	0.32%	+133,000	Jun 11, 2026	Director, issuer-wide
44	Shin Ho Insider CIK 1569799 · Sep 20, 2026 General Counsel, issuer-wide	300,790	0.30%	+11,521	Sep 20, 2026	General Counsel, issuer-wide
45	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	297,034	0.30%	+234,768	Jun 30, 2026	carried, not yet filed for the newest quarter
46	KLP KAPITALFORVALTNING AS 13F CIK 1717443 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	294,100	0.30%	+144,100	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	287,296	0.29%	+287,296	Jun 30, 2026	carried, not yet filed for the newest quarter
48	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	272,760	0.28%	+16,840	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	266,739	0.27%	+18,998	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
48.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	4,642	0.00%	—	Jul 31, 2026	Principal Funds, Inc, not summed
48.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,575	0.00%	-4,837	Jul 31, 2026	Principal Funds, Inc, not summed
49	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	257,497	0.26%	-59,528	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Global X Cloud Computing ETF Fund S000065121 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	230,914	0.23%	-40,534	May 31, 2026	GLOBAL X FUNDS, not summed
49.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	41,227	0.04%	-2,717	Jul 31, 2026	GLOBAL X FUNDS, not summed
50	OP Asset Management Ltd 13F CIK 2097005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	246,406	0.25%	-773,167	Jun 30, 2026	carried, not yet filed for the newest quarter

28 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 270 holders

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Key facts CIK 1614178 CUSIP 98585N106 13F (30d) 16 filings 12 filers Visit website Investor relations