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Yext Ownership | Who Owns Yext?

OverviewForecastRevenueFinancialsChartTranscripts

Yext Ownership Summary

Yext is owned by 73.58% institutional investors, 8.28% insiders, and 18.13% retail investors. Vanguard group is the largest institutional shareholder, holding 12.36% of YEXT shares. JHancock Small Cap Core NAV is the top mutual fund, with 3.43% of its assets in Yext shares.

YEXT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockYext73.58%8.28%18.13%
SectorTechnology Stocks 54.54%11.27%34.19%
IdeaSaaS Stocks List68.23%6.57%25.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group15.50M12.36%$82.91M
Lead edge capital management11.47M9.15%$61.39M
Blackrock9.67M7.71%$51.74M
Lynrock lake lp8.27M6.59%$44.23M
Manufacturers life insurance company, the4.73M3.78%$25.33M
D. e. shaw4.17M3.32%$22.29M
State street2.82M2.25%$15.09M
Federated hermes2.75M2.19%$14.70M
Potrero capital research2.50M2.00%$13.39M
Geode capital management2.35M1.87%$12.56M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Lead edge capital management11.47M19.59%$61.39M
Potrero capital research2.50M5.71%$13.39M
Circumference group932.80K5.26%$4.99M
Tenzing global management900.00K3.08%$4.82M
Lynrock lake lp8.27M2.90%$44.23M
Horrell capital management932.80K1.45%$4.99M
Maltin wealth management391.44K1.12%$2.09M
Dc investments management63.42K0.29%$339.30K
Olympiad research lp69.82K0.27%$373.53K
Semanteon capital management, lp41.75K0.16%$223.36K

Top Buyers

HolderShares% AssetsChange
Potrero capital research2.50M5.71%1.64M
Lynrock lake lp8.27M2.90%1.59M
Federated hermes2.75M0.03%1.28M
Mirae asset global etfs754.50K0.01%754.50K
Jacobs levy equity management967.87K0.02%626.91K

Top Sellers

HolderShares% AssetsChange
Invenomic capital management lp---1.50M
Divisadero street capital management, lp---1.16M
Mirae asset global investments35.26K0.00%-1.15M
First eagle investment management---642.98K
Jupiter asset management---531.31K

New Positions

HolderShares% AssetsChangeValue
Mirae asset global etfs754.50K0.01%754.50K$4.04M
King luther capital management175.00K0.00%175.00K$936.25K
Zacks investment management80.48K0.00%80.48K$430.55K
Quadrature capital62.37K0.01%62.37K$333.36K
Corebridge financial56.39K0.00%56.39K$301.69K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-21.00
Comerica bank-47.00
Innealta capital-103.00
Quintet private bank (europe)-920.00
Nverses capital-2.20K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20241853.35%93,106,9221.69%731.38%83-17.82%6244.19%
Jun 30, 2024178-1.11%91,563,2663.08%731.43%10129.49%43-33.85%
Mar 31, 2024180-5.26%88,827,5490.29%711.41%78-7.14%65-9.72%
Dec 31, 2023190-6.40%88,570,3203.79%711.51%84-13.40%724.35%
Sep 30, 2023203-5.58%85,338,691-5.11%681.31%97-5.83%69-1.43%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
JHancock Small Cap Core NAV4.39M3.43%-
Vanguard Total Stock Mkt Idx Inv3.14M2.45%4.75K
iShares Russell 2000 ETF2.69M2.11%-6.06K
Vanguard Small Cap Index2.53M1.98%4.95K
Vanguard Information Technology ETF2.41M1.88%10.23K
Vanguard Institutional Extnd Mkt Idx Tr1.66M1.30%-5.33K
Federated Hermes MDT SCC Institutional1.52M1.19%-
Federated Hermes MDT Small Cap Core IS1.52M1.19%-
Vanguard Small Cap Growth Index Inv1.40M1.09%-714.00
Vanguard Strategic Equity Inv1.29M1.01%-

Recent Insider Transactions

DateNameRoleActivityValue
Dec 17, 2024Walrath Michael Chief Executive OfficerSell$190.56K
Dec 16, 2024Walrath Michael Chief Executive OfficerSell$895.36K
Dec 11, 2024Walrath Michael Chief Executive OfficerSell$868.37K
Dec 12, 2024Walrath Michael Chief Executive OfficerSell$56.71K
Dec 13, 2024Walrath Michael Chief Executive OfficerSell$1.67K

Insider Transactions Trends

DateBuySell
2024 Q4-7
2024 Q31-
2024 Q2-1
2024 Q1--
2023 Q4--

YEXT Ownership FAQ

Who owns the most shares of Yext?

Yext’s largest shareholders are Vanguard group (15.5M shares, 12.36%), Lead edge capital management (11.47M shares, 9.15%), and Blackrock (9.67M shares, 7.71%). Together, they hold 29.22% of Yext’s total shares outstanding.

Does Blackrock own Yext?

Yes, BlackRock owns 7.71% of Yext, totaling 9.67M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 51.74M$. In the last quarter, BlackRock decreased its holdings by -37.569K shares, a -0.39% change.

Who is Yext’s biggest shareholder by percentage of total assets invested?

Lead edge capital management is Yext’s biggest shareholder by percentage of total assets invested, with 19.59% of its assets in 11.47M Yext shares, valued at 61.39M$.

Who is the top mutual fund holder of Yext shares?

JHancock Small Cap Core NAV is the top mutual fund holder of Yext shares, with 3.43% of its total shares outstanding invested in 4.39M Yext shares.

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