YEXT INC (YEXT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 73,486,181 shares against 100,248,116 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Lynrock Lake LP | $88.8M | 19,015,087 | 5.61% | 18q | +4.5%+$3.9M |
| Lead Edge Capital Management, LLC | $36.6M | 7,843,296 | 6.66% | 18q | HELD |
| BlackRock, Inc. | $34.5M | 7,395,204 | 0.00% | 8q | -9.5%-$3.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $21.5M | 4,608,840 | 0.00% | 2q | -24.6%-$7.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $17.4M | 3,719,823 | 0.00% | 2q | +5.2%+$863.7K |
| STATE STREET CORP | $13.4M | 2,864,095 | 0.00% | 31q | HELD |
| ACADIAN ASSET MANAGEMENT LLC | $12.0M | 2,575,616 | 0.01% | 16q | +982.2%+$10.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $10.4M | 2,215,856 | 0.00% | 31q | -7.4%-$830.1K |
| FMR LLC | $9.7M | 2,069,411 | 0.00% | 27q | +150.5%+$5.8M |
| DIMENSIONAL FUND ADVISORS LP | $9.5M | 2,042,319 | 0.00% | 19q | -4.2%-$417.1K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6.8M | 1,454,150 | 0.00% | 8q | +11.0%+$674.7K |
| GOLDMAN SACHS GROUP INC | $6.7M | 1,426,604 | 0.00% | 31q | +18.0%+$1.0M |
| CITADEL ADVISORS LLC | $4.0M incl. $488.5K options CALL+PUT | 758,579 | 0.00% | 31q | +80.9%+$1.8M |
| Pathstone Holdings, LLC | $3.9M | 841,100 | 0.01% | 7q | HELD |
| NORTHERN TRUST CORP | $3.6M | 779,688 | 0.00% | 31q | -4.4%-$166.2K |
| BANK OF AMERICA CORP /DE/ | $3.4M | 719,233 | 0.00% | 31q | +44.3%+$1.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.8M | 600,855 | 0.00% | 31q | -18.0%-$614.3K |
| VANGUARD FIDUCIARY TRUST CO | $2.7M | 571,241 | 0.00% | 2q | -3.9%-$108.5K |
| HRT FINANCIAL LP | $2.6M | 558,367 | 0.00% | 2q | +531.6%+$2.2M |
| MORGAN STANLEY | $2.4M | 506,889 | 0.00% | 35q | -25.6%-$814.8K |
| UBS Group AG | $2.3M | 485,078 | 0.00% | 31q | -41.1%-$1.6M |
| VOYA INVESTMENT MANAGEMENT LLC | $2.2M | 478,943 | 0.00% | 31q | -28.2%-$877.1K |
| Pacer Advisors, Inc. | $2.1M | 455,598 | 0.01% | 2q | +16.4%+$299.8K |
| Vanguard Global Advisers, LLC | $2.1M | 450,951 | 0.00% | 2q | +14.1%+$260.5K |
| Maltin Wealth Management, Inc. | $1.8M | 393,439 | 0.61% | 27q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $1.7M | 364,058 | 0.00% | 28q | +128.3%+$955.3K |
| Bank of New York Mellon Corp | $1.6M | 344,758 | 0.00% | 31q | +4.4%+$68.4K |
| PRUDENTIAL FINANCIAL INC | $1.6M | 341,510 | 0.00% | 2q | +2047.9%+$1.5M |
| MACKENZIE FINANCIAL CORP | $1.4M | 297,034 | 0.00% | 17q | +377.0%+$1.1M |
| KLP KAPITALFORVALTNING AS | $1.4M | 294,100 | 0.00% | 7q | +96.1%+$672.9K |
| Balyasny Asset Management L.P. | $1.3M | 287,296 | 0.00% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $1.3M | 272,760 | 0.00% | 25q | +6.6%+$78.6K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.2M | 257,497 | 0.00% | 9q | -18.8%-$278.0K |
| OP Asset Management Ltd | $1.2M | 246,406 | 0.01% | 6q | -75.8%-$3.6M |
| TUDOR INVESTMENT CORP ET AL | $1.1M | 230,961 | 0.00% | 2q | +533.3%+$908.3K |
| Nuveen, LLC | $1.1M | 227,849 | 0.00% | 6q | HELD |
| Creative Planning | $977.1K | 209,222 | 0.00% | 5q | +368.4%+$768.5K |
| Invesco Ltd. | $898.3K | 192,357 | 0.00% | 26q | +5.4%+$46.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $874.1K incl. $296.5K options CALL+PUT | 123,668 | 0.00% | 31q | -8.4%-$80.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $859.6K | 184,061 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $796.7K | 170,604 | 0.00% | 20q | +167.2%+$498.5K |
| BNP PARIBAS FINANCIAL MARKETS | $779.3K | 166,880 | 0.00% | 31q | -49.7%-$768.6K |
| Squarepoint Ops LLC | $699.5K | 149,785 | 0.00% | new | NEW |
| CREDIT AGRICOLE S A | $695.8K | 149,000 | 0.00% | 6q | HELD |
| GSA CAPITAL PARTNERS LLP | $695.0K | 148,717 | 0.04% | new | NEW |
| PANAGORA ASSET MANAGEMENT INC | $689.1K | 147,551 | 0.00% | 5q | +104.2%+$351.6K |
| GROUP ONE TRADING LLC | $679.3K incl. $678.1K options CALL+PUT | 257 | 0.00% | 31q | -97.4%-$25.5M |
| Russell Investments Group, Ltd. | $679.0K | 145,400 | 0.00% | 13q | +1563.0%+$638.2K |
| Walleye Trading LLC | $650.0K incl. $644.9K options CALL+PUT | 1,088 | 0.00% | 7q | HELD |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $630.5K | 135,000 | 0.01% | 6q | -27.0%-$233.5K |
| Rangeley Capital, LLC | $608.6K | 130,328 | 0.56% | 4q | +31.2%+$144.8K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $589.8K | 126,302 | 0.01% | 2q | +165.2%+$367.4K |
| Engineers Gate Manager LP | $585.8K | 125,446 | 0.01% | 6q | -19.6%-$143.0K |
| MANGROVE PARTNERS IM, LLC | $572.9K | 122,666 | 0.04% | 2q | +31.8%+$138.1K |
| RHUMBLINE ADVISERS | $567.0K | 121,412 | 0.00% | 31q | -3.2%-$19.0K |
| ALLIANCEBERNSTEIN L.P. | $526.0K | 136,987 | 0.00% | 31q | HELD |
| Quantinno Capital Management LP | $501.8K | 107,457 | 0.00% | 8q | -48.9%-$479.3K |
| Quinn Opportunity Partners LLC | $490.4K | 105,000 | 0.02% | 2q | +90.9%+$233.5K |
| Amundi | $487.8K | 104,463 | 0.00% | 16q | +105.6%+$250.6K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $479.0K | 102,356 | 0.00% | 22q | HELD |
| P.A.W. CAPITAL CORP | $467.0K | 100,000 | 0.36% | new | NEW |
| D. E. Shaw & Co., Inc. | $422.9K | 90,555 | 0.00% | 31q | -32.1%-$200.0K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $415.8K | 89,039 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $396.6K | 84,919 | 0.00% | 34q | -16.4%-$78.0K |
| WELLS FARGO & COMPANY/MN | $349.4K | 74,828 | 0.00% | 31q | +96.9%+$172.0K |
| JANE STREET GROUP, LLC | $333.4K CALL+PUT | options only | 0.00% | 25q | OPTIONS |
| ALLSTATE CORP | $317.9K | 68,081 | 0.00% | new | NEW |
| MARSHALL WACE, LLP | $307.5K | 65,838 | 0.00% | 5q | +113.6%+$163.5K |
| Walleye Capital LLC | $275.1K incl. $78.0K options CALL+PUT | 42,215 | 0.00% | new | NEW |
| Vestcor Inc | $274.0K | 58,620 | 0.01% | 7q | HELD |
| WINTON GROUP Ltd | $267.1K | 57,200 | 0.01% | 2q | +343.4%+$206.9K |
| GABELLI FUNDS LLC | $266.2K | 57,000 | 0.00% | 4q | HELD |
| Hudson Bay Capital Management LP | $264.4K | 56,616 | 0.00% | 4q | -93.7%-$3.9M |
| EQUITEC PROPRIETARY MARKETS, LLC | $262.5K incl. $131.2K options PUT | 28,100 | 0.05% | 2q | -87.7%-$1.9M |
| MetLife Investment Management, LLC | $248.6K | 53,242 | 0.00% | 32q | -1.2%-$2.9K |
| Y-Intercept (Hong Kong) Ltd | $241.4K | 51,700 | 0.00% | new | NEW |
| Schonfeld Strategic Advisors LLC | $240.1K | 51,407 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $237.7K | 50,908 | 0.00% | 31q | +83.8%+$108.4K |
| Beau Ventures, LLc | $233.5K | 50,000 | 0.03% | 3q | HELD |
| State of Wyoming | $220.2K | 47,162 | 0.02% | 2q | -21.8%-$61.3K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $211.3K | 45,242 | 0.01% | 2q | -80.0%-$844.3K |
| CITIGROUP INC | $201.9K | 43,226 | 0.00% | 31q | +107.6%+$104.6K |
| BARCLAYS PLC | $195.2K | 41,802 | 0.00% | 31q | -99.0%-$18.5M |
| Covestor Ltd | $192.0K | 41,132 | 0.11% | 12q | -47.3%-$172.6K |
| FIRST TRUST ADVISORS LP | $185.2K | 39,657 | 0.00% | 3q | -94.8%-$3.4M |
| FRANKLIN RESOURCES INC | $184.2K | 39,440 | 0.00% | 13q | -59.4%-$268.9K |
| JPMORGAN CHASE & CO | $171.8K | 36,792 | 0.00% | 31q | -88.7%-$1.4M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $170.4K | 36,498 | 0.00% | 31q | HELD |
| Gotham Asset Management, LLC | $162.6K | 34,809 | 0.00% | 15q | -29.2%-$67.2K |
| HSBC HOLDINGS PLC | $159.6K | 33,821 | 0.00% | new | NEW |
| CSS LLC/IL | $158.7K incl. $47.2K options PUT | 23,893 | 0.01% | 2q | -78.1%-$564.8K |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | $151.8K | 32,500 | 0.05% | new | NEW |
| HARBOR CAPITAL ADVISORS, INC. | $138.0K | 29,449 | 0.01% | 2q | +12.5%+$15.3K |
| SIMPLEX TRADING, LLC | $135.6K incl. $104.6K options CALL+PUT | 6,636 | 0.00% | 31q | -91.4%-$1.4M |
| RAYMOND JAMES FINANCIAL INC | $132.3K | 28,332 | 0.00% | 7q | HELD |
| Jain Global LLC | $124.6K | 26,681 | 0.00% | 3q | +37.9%+$34.3K |
| HB Wealth Management, LLC | $122.6K | 26,254 | 0.00% | 15q | +3.7%+$4.4K |
| CANADA PENSION PLAN INVESTMENT BOARD | $121.9K | 26,100 | 0.00% | 3q | -16.6%-$24.3K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $121.2K | 25,961 | 0.00% | 31q | -7.5%-$9.9K |
| Aquatic Capital Management LLC | $118.8K | 25,429 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Portfolio Management | 5.0% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-14 | 2026-10-11 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-11 | Waugh Seth H. | Director | Bought | 133,000 | $498.2K |
| 2026-07-13 | Englander Daniel J | Director | Bought | 76,190 | $397.9K |
| 2026-09-11 | Shin Ho | General Counsel | Sold | 30,000 | $191.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 25 | $5.2M | 808,905 | 2 | 9 | 6 | 0.1% |
| Q2 2026 | 177 | $345.9M | 73,486,181 | 26 | 53 | 63 | 0.8% |
| Q1 2026 | 204 | $318.8M | 81,434,473 | 45 | 55 | 62 | 1.7% |
| Q4 2025 | 199 | $736.2M | 90,256,198 | 26 | 56 | 66 | 1.2% |
| Q3 2025 | 203 | $791.9M | 91,674,791 | 36 | 67 | 60 | 1.4% |
| Q2 2025 | 195 | $785.1M | 91,832,115 | 33 | 66 | 60 | 0.6% |
| Q1 2025 | 189 | $600.5M | 93,896,594 | 31 | 50 | 65 | 3.7% |
| Q4 2024 | 185 | $616.1M | 96,078,943 | 28 | 53 | 58 | 0.9% |
| Q3 2024 | 181 | $651.1M | 93,629,497 | 22 | 57 | 59 | 0.5% |
| Q2 2024 | 174 | $496.2M | 91,740,029 | 28 | 63 | 41 | 1.1% |
| Q1 2024 | 177 | $553.3M | 90,726,876 | 20 | 56 | 62 | 0.4% |
| Q4 2023 | 186 | $528.6M | 89,528,289 | 18 | 53 | 71 | 0.2% |
| Q3 2023 | 197 | $554.4M | 86,935,928 | 21 | 74 | 58 | 0.7% |
| Q2 2023 | 204 | $1.1B | 91,537,578 | 33 | 64 | 71 | 1.4% |
| Q1 2023 | 195 | $842.5M | 87,075,007 | 40 | 64 | 55 | 0.7% |
| Q4 2022 | 168 | $543.6M | 82,613,304 | 32 | 41 | 68 | 0.8% |
| Q3 2022 | 147 | $389.1M | 86,483,393 | 27 | 41 | 53 | 0.9% |
| Q2 2022 | 145 | $434.4M | 89,186,341 | 20 | 55 | 48 | 1.9% |
| Q1 2022 | 169 | $649.1M | 93,068,086 | 37 | 64 | 44 | 1.2% |
| Q4 2021 | 159 | $1.6B | 159,885,326 | 23 | 64 | 37 | 0.9% |
| Q3 2021 | 157 | $2.1B | 172,062,652 | 20 | 52 | 46 | 0.5% |
| Q2 2021 | 165 | $1.9B | 135,649,409 | 35 | 68 | 32 | 0.5% |
| Q1 2021 | 144 | $2.0B | 135,430,979 | 20 | 48 | 45 | 0.7% |
| Q4 2020 | 147 | $2.2B | 139,308,621 | 27 | 51 | 42 | 2.6% |
| Q3 2020 | 139 | $2.2B | 143,403,845 | 21 | 45 | 44 | 0.7% |
| Q2 2020 | 146 | $2.7B | 164,337,633 | 41 | 49 | 31 | 0.3% |
| Q1 2020 | 122 | $8.5B | 832,783,574 | 24 | 40 | 31 | 0.1% |
| Q4 2019 | 126 | $12.7B | 876,689,679 | 20 | 46 | 26 | 0.1% |
| Q3 2019 | 139 | $1.8B | 113,198,011 | 17 | 42 | 48 | 0.6% |
| Q2 2019 | 149 | $2.0B | 99,302,302 | 29 | 62 | 37 | 0.7% |
| Q1 2019 | 157 | $2.0B | 92,023,673 | 48 | 42 | 40 | 0.4% |
| Q4 2018 | 130 | $1.6B | 107,460,911 | 3 | 3 | 1 | 0.2% |
