YEXT INC (YEXT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
164
Reporting holders
$330.1M
Reported value
69.9%
Of shares outstanding
0.8%
Held as options
-26
Holder change
Institutions report 70,108,860 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| 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 | 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 |
| Sixth Street Partners Management Company, L.P. | $2.8M | 600,855 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $2.7M | 571,241 | 0.00% | 2q | -3.9%-$108.5K |
| 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 |
| 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 |
| P.A.W. CAPITAL CORP | $934.0K | 200,000 | 0.36% | new | NEW |
| Invesco Ltd. | $898.3K | 192,357 | 0.00% | 26q | +5.4%+$46.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $874.1K | 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 |
| PANAGORA ASSET MANAGEMENT INC | $689.1K | 147,551 | 0.00% | 5q | +104.2%+$351.6K |
| GROUP ONE TRADING LLC | $679.3K | 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 | 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 |
| 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 | -1.6%-$5.5K |
| JANE STREET GROUP, LLC | $333.4K | 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 | 42,215 | 0.00% | new | NEW |
| 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 | 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 |
| 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 |
| 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 | 23,893 | 0.01% | 2q | -78.1%-$564.8K |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | $151.8K | 32,500 | 0.05% | new | NEW |
| SIMPLEX TRADING, LLC | $135.6K | 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $122.9K | 26,312 | 0.00% | 4q | +18.3%+$19.0K |
| 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 |
| Police & Firemen's Retirement System of New Jersey | $118.6K | 25,386 | 0.00% | 7q | HELD |
| AMERIPRISE FINANCIAL INC | $106.8K | 22,866 | 0.00% | 4q | -90.4%-$1.0M |
| NEUBERGER BERMAN GROUP LLC | $104.7K | 22,410 | 0.00% | 31q | -1.6%-$1.7K |
| Aigen Investment Management, LP | $99.7K | 21,345 | 0.03% | 2q | -41.3%-$70.1K |
| SEI INVESTMENTS CO | $95.9K | 20,533 | 0.00% | 2q | HELD |
| INTECH INVESTMENT MANAGEMENT LLC | $93.1K | 19,927 | 0.00% | 8q | -28.9%-$37.9K |
| Centiva Capital, LP | $89.6K | 19,178 | 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 |
|---|---|---|---|
| 2026-07-09 | 13D | Lynrock Lake LPwith 2 co-filers | 19.0% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 164 | $330.1M | 70,108,860 | 28 | 48 | 60 | 0.8% |
| Q1 2026 | 190 | $316.7M | 80,888,396 | 43 | 53 | 58 | 1.7% |
| Q4 2025 | 183 | $732.5M | 89,803,122 | 24 | 53 | 63 | 1.2% |
| Q3 2025 | 186 | $786.7M | 91,270,342 | 31 | 61 | 57 | 1.2% |
| Q2 2025 | 181 | $774.6M | 90,705,533 | 31 | 57 | 60 | 0.5% |
| Q1 2025 | 173 | $592.1M | 92,868,376 | 29 | 46 | 61 | 3.4% |
| Q4 2024 | 166 | $602.9M | 94,075,446 | 23 | 48 | 52 | 0.8% |
| Q3 2024 | 165 | $637.3M | 91,777,536 | 20 | 53 | 52 | 0.4% |
| Q2 2024 | 159 | $479.9M | 89,133,915 | 26 | 55 | 38 | 1.0% |
| Q1 2024 | 159 | $529.5M | 87,012,702 | 19 | 51 | 51 | 0.3% |
| Q4 2023 | 164 | $506.0M | 85,772,089 | 16 | 49 | 59 | 0.2% |
| Q3 2023 | 172 | $514.8M | 80,824,653 | 18 | 63 | 52 | 0.7% |
| Q2 2023 | 180 | $961.0M | 83,928,716 | 29 | 56 | 61 | 1.3% |
| Q1 2023 | 163 | $734.3M | 76,071,098 | 34 | 52 | 45 | 0.7% |
| Q4 2022 | 137 | $469.8M | 71,488,189 | 29 | 34 | 47 | 0.8% |
| Q3 2022 | 156 | $370.1M | 82,220,919 | 29 | 45 | 54 | 0.9% |
| Q2 2022 | 152 | $415.6M | 85,253,799 | 21 | 57 | 51 | 1.9% |
| Q1 2022 | 175 | $607.6M | 87,042,703 | 37 | 65 | 47 | 1.3% |
| Q4 2021 | 163 | $901.5M | 89,370,430 | 23 | 66 | 37 | 1.6% |
| Q3 2021 | 161 | $1.1B | 89,174,953 | 20 | 53 | 46 | 1.0% |
| Q2 2021 | 169 | $1.3B | 88,108,498 | 35 | 70 | 33 | 0.7% |
| Q1 2021 | 149 | $1.3B | 92,199,199 | 21 | 49 | 46 | 1.0% |
| Q4 2020 | 151 | $1.5B | 88,710,102 | 27 | 53 | 44 | 4.1% |
| Q3 2020 | 143 | $1.3B | 84,273,951 | 22 | 46 | 44 | 1.2% |
| Q2 2020 | 149 | $1.4B | 84,279,043 | 41 | 50 | 33 | 0.6% |
| Q1 2020 | 124 | $842.0M | 82,092,738 | 24 | 41 | 32 | 0.6% |
| Q4 2019 | 129 | $1.2B | 82,106,514 | 20 | 47 | 27 | 1.2% |
| Q3 2019 | 143 | $1.2B | 72,790,809 | 18 | 44 | 48 | 0.9% |
| Q2 2019 | 152 | $1.4B | 71,328,722 | 29 | 64 | 38 | 1.0% |
| Q1 2019 | 160 | $1.4B | 65,747,487 | 48 | 44 | 40 | 0.6% |
| Q4 2018 | 133 | $838.0M | 56,176,623 | 3 | 3 | 1 | 0.5% |