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DaveManuel.com · Institutional Ownership · Who Owns It

YEXT INC (YEXT)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

177
Reporting holders
$345.9M
Reported value
73.3%
Of shares outstanding
0.5%
Calls
0.3%
Puts
-27
Holder change

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

Download these holders as CSV

FilerValueShares Their book Held Change
Lynrock Lake LP$88.8M19,015,0875.61%18q+4.5%+$3.9M
Lead Edge Capital Management, LLC$36.6M7,843,2966.66%18qHELD
BlackRock, Inc.$34.5M7,395,2040.00%8q-9.5%-$3.6M
VANGUARD PORTFOLIO MANAGEMENT LLC$21.5M4,608,8400.00%2q-24.6%-$7.0M
VANGUARD CAPITAL MANAGEMENT LLC$17.4M3,719,8230.00%2q+5.2%+$863.7K
STATE STREET CORP$13.4M2,864,0950.00%31qHELD
ACADIAN ASSET MANAGEMENT LLC$12.0M2,575,6160.01%16q+982.2%+$10.9M
GEODE CAPITAL MANAGEMENT, LLC$10.4M2,215,8560.00%31q-7.4%-$830.1K
FMR LLC$9.7M2,069,4110.00%27q+150.5%+$5.8M
DIMENSIONAL FUND ADVISORS LP$9.5M2,042,3190.00%19q-4.2%-$417.1K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$6.8M1,454,1500.00%8q+11.0%+$674.7K
GOLDMAN SACHS GROUP INC$6.7M1,426,6040.00%31q+18.0%+$1.0M
CITADEL ADVISORS LLC$4.0M
incl. $488.5K options CALL+PUT
758,5790.00%31q+80.9%+$1.8M
Pathstone Holdings, LLC$3.9M841,1000.01%7qHELD
NORTHERN TRUST CORP$3.6M779,6880.00%31q-4.4%-$166.2K
BANK OF AMERICA CORP /DE/$3.4M719,2330.00%31q+44.3%+$1.0M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2.8M600,8550.00%31q-18.0%-$614.3K
VANGUARD FIDUCIARY TRUST CO$2.7M571,2410.00%2q-3.9%-$108.5K
HRT FINANCIAL LP$2.6M558,3670.00%2q+531.6%+$2.2M
MORGAN STANLEY$2.4M506,8890.00%35q-25.6%-$814.8K
UBS Group AG$2.3M485,0780.00%31q-41.1%-$1.6M
VOYA INVESTMENT MANAGEMENT LLC$2.2M478,9430.00%31q-28.2%-$877.1K
Pacer Advisors, Inc.$2.1M455,5980.01%2q+16.4%+$299.8K
Vanguard Global Advisers, LLC$2.1M450,9510.00%2q+14.1%+$260.5K
Maltin Wealth Management, Inc.$1.8M393,4390.61%27qHELD
VICTORY CAPITAL MANAGEMENT INC$1.7M364,0580.00%28q+128.3%+$955.3K
Bank of New York Mellon Corp$1.6M344,7580.00%31q+4.4%+$68.4K
PRUDENTIAL FINANCIAL INC$1.6M341,5100.00%2q+2047.9%+$1.5M
MACKENZIE FINANCIAL CORP$1.4M297,0340.00%17q+377.0%+$1.1M
KLP KAPITALFORVALTNING AS$1.4M294,1000.00%7q+96.1%+$672.9K
Balyasny Asset Management L.P.$1.3M287,2960.00%newNEW
PRINCIPAL FINANCIAL GROUP INC$1.3M272,7600.00%25q+6.6%+$78.6K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.2M257,4970.00%9q-18.8%-$278.0K
OP Asset Management Ltd$1.2M246,4060.01%6q-75.8%-$3.6M
TUDOR INVESTMENT CORP ET AL$1.1M230,9610.00%2q+533.3%+$908.3K
Nuveen, LLC$1.1M227,8490.00%6qHELD
Creative Planning$977.1K209,2220.00%5q+368.4%+$768.5K
Invesco Ltd.$898.3K192,3570.00%26q+5.4%+$46.3K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$874.1K
incl. $296.5K options CALL+PUT
123,6680.00%31q-8.4%-$80.3K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$859.6K184,0610.00%newNEW
AQR CAPITAL MANAGEMENT LLC$796.7K170,6040.00%20q+167.2%+$498.5K
BNP PARIBAS FINANCIAL MARKETS$779.3K166,8800.00%31q-49.7%-$768.6K
Squarepoint Ops LLC$699.5K149,7850.00%newNEW
CREDIT AGRICOLE S A$695.8K149,0000.00%6qHELD
GSA CAPITAL PARTNERS LLP$695.0K148,7170.04%newNEW
PANAGORA ASSET MANAGEMENT INC$689.1K147,5510.00%5q+104.2%+$351.6K
GROUP ONE TRADING LLC$679.3K
incl. $678.1K options CALL+PUT
2570.00%31q-97.4%-$25.5M
Russell Investments Group, Ltd.$679.0K145,4000.00%13q+1563.0%+$638.2K
Walleye Trading LLC$650.0K
incl. $644.9K options CALL+PUT
1,0880.00%7qHELD
TOCQUEVILLE ASSET MANAGEMENT L.P.$630.5K135,0000.01%6q-27.0%-$233.5K
Rangeley Capital, LLC$608.6K130,3280.56%4q+31.2%+$144.8K
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$589.8K126,3020.01%2q+165.2%+$367.4K
Engineers Gate Manager LP$585.8K125,4460.01%6q-19.6%-$143.0K
MANGROVE PARTNERS IM, LLC$572.9K122,6660.04%2q+31.8%+$138.1K
RHUMBLINE ADVISERS$567.0K121,4120.00%31q-3.2%-$19.0K
ALLIANCEBERNSTEIN L.P.$526.0K136,9870.00%31qHELD
Quantinno Capital Management LP$501.8K107,4570.00%8q-48.9%-$479.3K
Quinn Opportunity Partners LLC$490.4K105,0000.02%2q+90.9%+$233.5K
Amundi$487.8K104,4630.00%16q+105.6%+$250.6K
PRICE T ROWE ASSOCIATES INC /MD/$479.0K102,3560.00%22qHELD
P.A.W. CAPITAL CORP$467.0K100,0000.36%newNEW
D. E. Shaw & Co., Inc.$422.9K90,5550.00%31q-32.1%-$200.0K
JACOBS LEVY EQUITY MANAGEMENT, INC$415.8K89,0390.00%newNEW
DEUTSCHE BANK AG\$396.6K84,9190.00%34q-16.4%-$78.0K
WELLS FARGO & COMPANY/MN$349.4K74,8280.00%31q+96.9%+$172.0K
JANE STREET GROUP, LLC$333.4K CALL+PUToptions only0.00%25qOPTIONS
ALLSTATE CORP$317.9K68,0810.00%newNEW
MARSHALL WACE, LLP$307.5K65,8380.00%5q+113.6%+$163.5K
Walleye Capital LLC$275.1K
incl. $78.0K options CALL+PUT
42,2150.00%newNEW
Vestcor Inc$274.0K58,6200.01%7qHELD
WINTON GROUP Ltd$267.1K57,2000.01%2q+343.4%+$206.9K
GABELLI FUNDS LLC$266.2K57,0000.00%4qHELD
Hudson Bay Capital Management LP$264.4K56,6160.00%4q-93.7%-$3.9M
EQUITEC PROPRIETARY MARKETS, LLC$262.5K
incl. $131.2K options PUT
28,1000.05%2q-87.7%-$1.9M
MetLife Investment Management, LLC$248.6K53,2420.00%32q-1.2%-$2.9K
Y-Intercept (Hong Kong) Ltd$241.4K51,7000.00%newNEW
Schonfeld Strategic Advisors LLC$240.1K51,4070.00%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$237.7K50,9080.00%31q+83.8%+$108.4K
Beau Ventures, LLc$233.5K50,0000.03%3qHELD
State of Wyoming$220.2K47,1620.02%2q-21.8%-$61.3K
OCCUDO QUANTITATIVE STRATEGIES LP$211.3K45,2420.01%2q-80.0%-$844.3K
CITIGROUP INC$201.9K43,2260.00%31q+107.6%+$104.6K
BARCLAYS PLC$195.2K41,8020.00%31q-99.0%-$18.5M
Covestor Ltd$192.0K41,1320.11%12q-47.3%-$172.6K
FIRST TRUST ADVISORS LP$185.2K39,6570.00%3q-94.8%-$3.4M
FRANKLIN RESOURCES INC$184.2K39,4400.00%13q-59.4%-$268.9K
JPMORGAN CHASE & CO$171.8K36,7920.00%31q-88.7%-$1.4M
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$170.4K36,4980.00%31qHELD
Gotham Asset Management, LLC$162.6K34,8090.00%15q-29.2%-$67.2K
HSBC HOLDINGS PLC$159.6K33,8210.00%newNEW
CSS LLC/IL$158.7K
incl. $47.2K options PUT
23,8930.01%2q-78.1%-$564.8K
WITTENBERG INVESTMENT MANAGEMENT, INC.$151.8K32,5000.05%newNEW
HARBOR CAPITAL ADVISORS, INC.$138.0K29,4490.01%2q+12.5%+$15.3K
SIMPLEX TRADING, LLC$135.6K
incl. $104.6K options CALL+PUT
6,6360.00%31q-91.4%-$1.4M
RAYMOND JAMES FINANCIAL INC$132.3K28,3320.00%7qHELD
Jain Global LLC$124.6K26,6810.00%3q+37.9%+$34.3K
HB Wealth Management, LLC$122.6K26,2540.00%15q+3.7%+$4.4K
CANADA PENSION PLAN INVESTMENT BOARD$121.9K26,1000.00%3q-16.6%-$24.3K
MANUFACTURERS LIFE INSURANCE COMPANY, THE$121.2K25,9610.00%31q-7.5%-$9.9K
Aquatic Capital Management LLC$118.8K25,4290.00%newNEW

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 →

FiledFormFiler % of class
2026-10-3013G/AVanguard Portfolio Management5.0%

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.

FiledEvent dateWhatSource
2026-10-142026-10-11Directors or officers departed or appointedfiling

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

DateInsiderRoleSideSharesValue
2026-06-11Waugh Seth H.DirectorBought133,000$498.2K
2026-07-13Englander Daniel JDirectorBought76,190$397.9K
2026-09-11Shin HoGeneral CounselSold30,000$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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202625$5.2M808,9052960.1%
Q2 2026177$345.9M73,486,1812653630.8%
Q1 2026204$318.8M81,434,4734555621.7%
Q4 2025199$736.2M90,256,1982656661.2%
Q3 2025203$791.9M91,674,7913667601.4%
Q2 2025195$785.1M91,832,1153366600.6%
Q1 2025189$600.5M93,896,5943150653.7%
Q4 2024185$616.1M96,078,9432853580.9%
Q3 2024181$651.1M93,629,4972257590.5%
Q2 2024174$496.2M91,740,0292863411.1%
Q1 2024177$553.3M90,726,8762056620.4%
Q4 2023186$528.6M89,528,2891853710.2%
Q3 2023197$554.4M86,935,9282174580.7%
Q2 2023204$1.1B91,537,5783364711.4%
Q1 2023195$842.5M87,075,0074064550.7%
Q4 2022168$543.6M82,613,3043241680.8%
Q3 2022147$389.1M86,483,3932741530.9%
Q2 2022145$434.4M89,186,3412055481.9%
Q1 2022169$649.1M93,068,0863764441.2%
Q4 2021159$1.6B159,885,3262364370.9%
Q3 2021157$2.1B172,062,6522052460.5%
Q2 2021165$1.9B135,649,4093568320.5%
Q1 2021144$2.0B135,430,9792048450.7%
Q4 2020147$2.2B139,308,6212751422.6%
Q3 2020139$2.2B143,403,8452145440.7%
Q2 2020146$2.7B164,337,6334149310.3%
Q1 2020122$8.5B832,783,5742440310.1%
Q4 2019126$12.7B876,689,6792046260.1%
Q3 2019139$1.8B113,198,0111742480.6%
Q2 2019149$2.0B99,302,3022962370.7%
Q1 2019157$2.0B92,023,6734842400.4%
Q4 2018130$1.6B107,460,9113310.2%