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Yext (YEXT) Institutional Ownership

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$5.36 -0.10 (-1.74%)
Closing price 07/17/2026 03:59 PM Eastern
Extended Trading
$5.28 -0.07 (-1.31%)
As of 07/17/2026 07:12 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Yext (NYSE:YEXT)

Current
Institutional Ownership
Percentage
70.98%
Number of
Institutional Buyers
(last 12 months)
118
Total
Institutional Inflows
(last 12 months)
$145.47M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$100.08M
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YEXT Institutional Buying and Selling by Quarter

Yext Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2026Pacer Advisors Inc.391,410$1.50M0.0%N/A0.390%
5/19/2026Bank of America Corp DE498,564$1.91M0.0%+246.1%0.498%
5/19/2026Janus Henderson Group PLC26,893$103K0.0%-38.7%0.027%
5/18/2026Amundi50,812$195K0.0%+28.1%0.051%
5/16/2026The Manufacturers Life Insurance Company 28,074$108K0.0%-98.4%0.028%
5/16/2026Quantinno Capital Management LP210,094$807K0.0%+173.7%0.210%
5/16/2026Lazard Asset Management LLC13,648$52K0.0%-96.8%0.014%
5/15/2026Rangeley Capital LLC99,328$381K0.3%-83.0%0.099%
5/15/2026Lead Edge Capital Management LLC7,843,296$30.12M7.4%-38.7%7.835%
5/14/2026Renaissance Technologies LLC42,800$164K0.0%-89.5%0.043%
5/14/2026Gabelli Funds LLC57,000$219K0.0%+58.3%0.057%
5/14/2026Gamco Investors INC. ET AL10,000$38K0.0%N/A0.010%
5/14/2026Arrowstreet Capital Limited Partnership1,309,665$5.03M0.0%+0.5%1.308%
5/14/2026Sei Investments Co.20,533$79K0.0%N/A0.021%
5/14/2026State of Wyoming60,289$232K0.0%N/A0.060%
5/13/2026First Trust Advisors LP761,921$2.93M0.0%+9.0%0.761%
5/7/2026Dimensional Fund Advisors LP2,131,636$8.19M0.0%+21.3%2.129%
5/7/2026Swiss National Bank160,625$617K0.0%-22.2%0.160%
5/5/2026Bank of New York Mellon Corp330,117$1.27M0.0%-2.6%0.330%
5/4/2026Principal Financial Group Inc.255,920$983K0.0%+88.6%0.256%
5/1/2026 Sequoia Financial Advisors LLC12,641$49K0.0%N/A0.013%
4/27/2026HB Wealth Management LLC25,309$97K0.0%-44.1%0.021%
4/27/2026Counterpoint Mutual Funds LLC56,914$219K0.0%N/A0.046%
4/27/2026New York State Teachers Retirement System9,353$36K0.0%+9,253.0%0.008%
4/25/2026Able Wealth Management LLC12,577$48K0.0%N/A0.010%
4/22/2026Pictet Asset Management Holding SA15,334$59K0.0%N/A0.012%
4/22/2026Ground Swell Capital LLC16,604$64K0.1%N/A0.013%
4/20/2026OP Asset Management Ltd1,019,573$3.92M0.0%N/A0.827%
4/16/2026SG Americas Securities LLC18,840$72K0.0%-73.6%0.015%
4/16/2026 Tactive Advisors LLC28,992$111K0.0%N/A0.024%
2/19/2026Invesco Ltd.187,106$1.51M0.0%+13.6%0.152%
2/18/2026Mackenzie Financial Corp72,661$590K0.0%-4.8%0.059%
2/18/2026Lynrock Lake LP15,132,384$121.97M8.0%+23.3%12.309%
2/18/2026XTX Topco Ltd165,189$1.33M0.0%+24.0%0.134%
2/18/2026SummitTX Capital L.P.89,788$724K0.0%N/A0.073%
2/18/2026Quadrature Capital Ltd54,362$438K0.0%+331.6%0.044%
2/18/2026Oxford Asset Management LLP68,983$556K0.2%N/A0.056%
2/18/2026Millennium Management LLC49,807$401K0.0%+58.3%0.041%
2/18/2026Gotham Asset Management LLC72,044$581K0.0%-16.6%0.059%
2/18/2026Engineers Gate Manager LP28,500$230K0.0%+84.2%0.023%
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2/17/2026Schonfeld Strategic Advisors LLC89,667$723K0.0%-55.5%0.073%
2/17/2026AQR Capital Management LLC238,445$1.92M0.0%-15.2%0.194%
2/17/2026Lazard Asset Management LLC427,867$3.45M0.0%+480.4%0.348%
2/17/2026Jain Global LLC17,484$141K0.0%N/A0.014%
2/17/2026Trexquant Investment LP27,745$224K0.0%-91.6%0.023%
2/17/2026Amundi39,676$320K0.0%-19.4%0.032%
2/17/2026Price T Rowe Associates Inc. MD83,431$673K0.0%+9.0%0.068%
2/17/2026State of Wisconsin Investment Board155,167$1.25M0.0%+131.6%0.126%
2/17/2026Royal Bank of Canada3,972$32K0.0%-76.6%0.003%
2/16/2026Verition Fund Management LLC38,896$314K0.0%+26.9%0.032%
2/16/2026Mariner LLC24,222$195K0.0%-47.5%0.020%
2/16/2026Landscape Capital Management L.L.C.10,192$82K0.0%N/A0.008%
2/16/2026Barclays PLC201,955$1.63M0.0%+11.8%0.164%
2/13/2026Marshall Wace LLP30,920$249K0.0%-91.9%0.025%
2/13/2026The Manufacturers Life Insurance Company 1,747,171$14.08M0.0%-50.3%1.421%
2/13/2026Segall Bryant & Hamill LLC210,482$1.70M0.0%N/A0.171%
2/13/2026Hudson Bay Capital Management LP2,952,453$23.80M0.1%+126.2%2.402%
2/13/2026First Trust Advisors LP698,979$5.63M0.0%N/A0.569%
2/13/2026Charles Schwab Investment Management Inc.983,585$7.93M0.0%+6.1%0.800%
2/13/2026Police & Firemen s Retirement System of New Jersey25,386$205K0.0%-14.3%0.021%
2/13/2026State Street Corp2,749,543$22.16M0.0%-3.2%2.237%
2/13/2026Boston Partners505,639$4.08M0.0%+12.4%0.411%
2/13/2026Martingale Asset Management L P109,401$882K0.0%+9.1%0.089%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC207,864$1.68M0.0%-1.6%0.169%
2/13/2026Wells Fargo & Company MN166,736$1.34M0.0%+147.1%0.136%
2/12/2026Jane Street Group LLC226,972$1.83M0.0%-51.1%0.185%
2/12/2026MetLife Investment Management LLC50,632$408K0.0%-15.4%0.041%
2/12/2026Renaissance Technologies LLC409,200$3.30M0.0%-51.5%0.334%
2/12/2026Dimensional Fund Advisors LP1,757,683$14.17M0.0%+14.3%1.433%
2/12/2026Integrated Quantitative Investments LLC69,562$561K0.1%+64.9%0.057%
2/12/2026Federated Hermes Inc.1,871,845$15.09M0.0%+28.7%1.526%
2/12/2026Haven Private LLC59,248$478K0.2%+3.3%0.048%
2/12/2026Campbell & CO Investment Adviser LLC59,476$479K0.0%N/A0.049%
2/12/2026Swiss National Bank206,500$1.66M0.0%+2.4%0.168%
2/12/2026Nuveen LLC208,816$1.68M0.0%-5.8%0.170%
2/11/2026T3 Companies LLC77,400$624K0.8%N/A0.063%
2/11/2026Deutsche Bank AG311,223$2.51M0.0%-38.9%0.254%
2/11/2026Fox Run Management L.L.C.67,095$541K0.1%N/A0.055%
2/11/2026Franklin Resources Inc.106,828$861K0.0%-10.7%0.087%
2/10/2026Goldman Sachs Group Inc.1,010,444$8.14M0.0%+5.9%0.824%
2/10/2026Clear Harbor Asset Management LLC37,050$299K0.0%N/A0.030%
2/10/2026Hillsdale Investment Management Inc.826,430$6.66M0.2%+4.5%0.674%
2/10/2026Intech Investment Management LLC41,156$332K0.0%-22.9%0.034%
2/9/2026Geode Capital Management LLC2,602,559$20.98M0.0%+0.9%2.122%
2/9/2026Clearstead Advisors LLC4,677$38K0.0%+147.1%0.004%
2/9/2026MQS Management LLC10,697$86K0.1%N/A0.009%
2/6/2026Nano Cap New Millennium Growth Fund L P225,000$1.81M1.5%N/A0.183%
2/6/2026Covestor Ltd82,077$663K0.3%+61.9%0.067%
2/5/2026Gabelli Funds LLC36,000$290K0.0%+84.6%0.029%
2/3/2026NewEdge Wealth LLC180,948$1.46M0.0%N/A0.148%
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1/29/2026UBS Group AG479,214$3.86M0.0%-28.0%0.391%
1/29/2026Vanguard Group Inc.15,176,303$122.32M0.0%-0.9%12.376%
1/28/2026Arizona State Retirement System29,357$237K0.0%-4.6%0.024%
1/27/2026Optas LLC10,864$88K0.0%N/A0.009%
1/26/2026Mirae Asset Global Investments Co. Ltd.13,936$112K0.0%-14.9%0.011%
1/21/2026 Aaron Wealth Advisors LLC14,111$114K0.0%N/A0.012%
1/9/2026SG Americas Securities LLC71,251$574K0.0%+78.5%0.058%
1/1/2026JPMorgan Chase & Co.43,288$369K0.0%-22.1%0.035%
12/15/2025Hudson Bay Capital Management LP1,305,279$11.12M0.0%N/A1.064%
11/24/2025CIBC Private Wealth Group LLC9,981$85K0.0%-26.5%0.008%


YEXT Institutional Ownership - Frequently Asked Questions

During the previous two years, 199 institutional investors and hedge funds held shares of Yext. The most heavily invested institutionals were Vanguard Group Inc. ($122.32M), Lynrock Lake LP ($121.97M), Lead Edge Capital Management LLC ($30.12M), Hudson Bay Capital Management LP ($23.80M), State Street Corp ($22.16M), Geode Capital Management LLC ($20.98M), and Potrero Capital Research LLC ($16.41M).Learn more on Yext's institutional investors.

70.98% of Yext's stock is owned by institutional investors. Learn more on YEXT's institutional investor holdings.

Of the 168 institutional investors that purchased Yext's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lynrock Lake LP ($5.46M), Hudson Bay Capital Management LP ($2.95M), Pathstone Holdings LLC ($2.06M), Federated Hermes Inc. ($1.69M), Tenzing Global Management LLC ($1.64M), The Manufacturers Life Insurance Company ($1.51M), and Arrowstreet Capital Limited Partnership ($1.31M).

Institutional investors have bought a total of 19,006,734 shares in the last 24 months. This purchase volume represents approximately $145.47M in transactions.

Of the 66 institutional investors that sold Yext's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lead Edge Capital Management LLC ($4.95M), The Manufacturers Life Insurance Company ($3.48M), Tenzing Global Management LLC ($1.03M), Federated Hermes Inc. ($973.99K), Renaissance Technologies LLC ($800.30K), Rangeley Capital LLC ($486.03K), and Lazard Asset Management LLC ($414.22K).

Institutional investors have sold a total of 16,394,136 shares in the last 24 months. This volume of shares sold represents approximately $100.08M in transactions.


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This page (NYSE:YEXT) was last updated on 7/19/2026 by MarketBeat.com Staff.
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