Yext Ownership 2024 | Who Owns Yext Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

10.84%

Insider Ownership

8.37%

Retail Ownership

80.79%

Institutional Holders

69.00

Yext Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC12.36%0.00%15,496,716287,3071.89%82,907,431Jun 30, 2024
LEAD EDGE CAPITAL MANAGEMENT, LLC9.15%19.59%11,474,281--61,387,404Jun 30, 2024
BLACKROCK INC.7.71%0.00%9,671,572-37,569-0.39%51,742,910Jun 30, 2024
LYNROCK LAKE LP6.59%2.90%8,267,4871,591,79123.84%44,231,055Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE3.78%0.02%4,734,880526,04312.50%25,331,608Jun 30, 2024
D. E. SHAW & CO., INC.3.32%0.02%4,165,700-72,397-1.71%22,286,495Jun 30, 2024
STATE STREET CORP2.25%0.00%2,820,3793,8210.14%15,089,028,000Jun 30, 2024
FEDERATED HERMES, INC.2.19%0.03%2,748,4201,275,34886.58%14,704,048,000Jun 30, 2024
POTRERO CAPITAL RESEARCH LLC2.00%5.71%2,503,5621,638,001189.24%13,394,057Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.87%0.00%2,346,56260,8422.66%12,557,070Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.38%0.00%1,724,340-228,460-11.70%9,225,220Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.96%0.00%1,202,06422,9891.95%6,430,442Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.91%0.00%1,144,83611,9611.06%6,124,873Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC0.77%0.02%967,872626,914183.87%5,178,115Jun 30, 2024
NORTHERN TRUST CORP0.76%0.00%957,681-29,244-2.96%5,123,593,000Jun 30, 2024
CIRCUMFERENCE GROUP LLC0.74%5.26%932,800135,00016.92%4,990,480Jun 30, 2024
HORRELL CAPITAL MANAGEMENT, INC.0.74%1.45%932,800135,00016.92%4,990,000Jun 30, 2024
TENZING GLOBAL MANAGEMENT, LLC0.72%3.08%900,00055,0006.51%4,815,000Jun 30, 2024
MORGAN STANLEY0.71%0.00%896,45842,6685.00%4,796,052Jun 30, 2024
GREAT WEST LIFE ASSURANCE CO /CAN/0.70%0.01%881,320-38,511-4.19%4,707,000Jun 30, 2024

Yext's largest institutional shareholder is VANGUARD GROUP INC, holding 12.36% of the company's total share outstanding, currently valued at $82.91M. The top 10 institutional shareholders own together 51.23% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
LEAD EDGE CAPITAL MANAGEMENT, LLC9.15%19.59%11,474,281--61,387,404Jun 30, 2024
POTRERO CAPITAL RESEARCH LLC2.00%5.71%2,503,5621,638,001189.24%13,394,057Jun 30, 2024
CIRCUMFERENCE GROUP LLC0.74%5.26%932,800135,00016.92%4,990,480Jun 30, 2024
TENZING GLOBAL MANAGEMENT, LLC0.72%3.08%900,00055,0006.51%4,815,000Jun 30, 2024
LYNROCK LAKE LP6.59%2.90%8,267,4871,591,79123.84%44,231,055Jun 30, 2024
HORRELL CAPITAL MANAGEMENT, INC.0.74%1.45%932,800135,00016.92%4,990,000Jun 30, 2024
MALTIN WEALTH MANAGEMENT, INC.0.31%1.12%391,439-2,115-0.54%2,094,199Jun 30, 2024
PALOGIC VALUE MANAGEMENT, L.P.0.20%0.57%250,000250,000100.00%1,337,500Jun 30, 2024
DC INVESTMENTS MANAGEMENT, LLC0.05%0.29%63,420--339,297Jun 30, 2024
OLYMPIAD RESEARCH LP0.06%0.27%69,81869,818100.00%373,526Jun 30, 2024
OXFORD ASSET MANAGEMENT LLP0.02%0.18%28,37428,374100.00%151,801Jun 30, 2024
SEMANTEON CAPITAL MANAGEMENT, LP0.03%0.16%41,75041,750100.00%223,362Jun 30, 2024
NEEDHAM INVESTMENT MANAGEMENT LLC0.22%0.12%270,000-45,000-14.29%1,444,500Jun 30, 2024
CLARIVEST ASSET MANAGEMENT LLC0.09%0.06%107,793-218-0.20%576,693Jun 30, 2024
ALGERT GLOBAL LLC0.25%0.06%317,046254,924410.36%1,696,000Jun 30, 2024
WILLIAMS & NOVAK, LLC0.01%0.05%10,52510,525100.00%56,309Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD0.07%0.05%84,40784,407100.00%452,000Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC0.10%0.04%119,66799,476492.68%640,218Jun 30, 2024
XTX TOPCO LTD0.07%0.04%92,44253,828139.40%494,565Jun 30, 2024
STATE OF WYOMING0.04%0.04%45,511-9,494-17.26%243,484Jun 30, 2024

The largest Yext shareholder by % of total assets is LEAD EDGE CAPITAL MANAGEMENT, LLC. The company owns 11.47M shares of Yext (YEXT), representing 19.59% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
POTRERO CAPITAL RESEARCH LLC2.00%5.71%2,503,5621,638,001189.24%13,394,057Jun 30, 2024
LYNROCK LAKE LP6.59%2.90%8,267,4871,591,79123.84%44,231,055Jun 30, 2024
FEDERATED HERMES, INC.2.19%0.03%2,748,4201,275,34886.58%14,704,048,000Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.60%0.01%754,505754,505100.00%4,036,602Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC0.77%0.02%967,872626,914183.87%5,178,115Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE3.78%0.02%4,734,880526,04312.50%25,331,608Jun 30, 2024
VANGUARD GROUP INC12.36%0.00%15,496,716287,3071.89%82,907,431Jun 30, 2024
FMR LLC0.33%0.00%410,069265,291183.24%2,193,869Jun 30, 2024
MARSHALL WACE, LLP0.29%0.00%367,953256,688230.70%1,968,548Jun 30, 2024
ALGERT GLOBAL LLC0.25%0.06%317,046254,924410.36%1,696,000Jun 30, 2024
GOLDMAN SACHS GROUP INC0.66%0.00%824,738251,40343.85%4,412,349Jun 30, 2024
PALOGIC VALUE MANAGEMENT, L.P.0.20%0.57%250,000250,000100.00%1,337,500Jun 30, 2024
TREXQUANT INVESTMENT LP0.34%0.03%423,206226,787115.46%2,264,152Jun 30, 2024
BANK OF AMERICA CORP /DE/0.37%0.00%462,326185,54167.03%2,473,443Jun 30, 2024
KING LUTHER CAPITAL MANAGEMENT CORP0.14%0.00%175,000175,000100.00%936,250Jun 30, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC0.18%0.00%230,713155,977208.70%1,234,315Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.25%0.01%317,889141,60580.33%1,700,707Jun 30, 2024
HORRELL CAPITAL MANAGEMENT, INC.0.74%1.45%932,800135,00016.92%4,990,000Jun 30, 2024
CIRCUMFERENCE GROUP LLC0.74%5.26%932,800135,00016.92%4,990,480Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.21%0.00%266,958120,79882.65%1,428,226Jun 30, 2024

As of Jun 30 2024, Yext's largest institutional buyer is POTRERO CAPITAL RESEARCH LLC. The company purchased 1.64M stocks of YEXT, valued at $13.39M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
INVENOMIC CAPITAL MANAGEMENT LP----1,503,960-100.00%-Jun 30, 2024
DIVISADERO STREET CAPITAL MANAGEMENT, LP----1,161,074-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.0.03%0.00%35,256-1,150,629-97.03%182,626Jun 30, 2024
FIRST EAGLE INVESTMENT MANAGEMENT, LLC----642,979-100.00%-Jun 30, 2024
JUPITER ASSET MANAGEMENT LTD----531,309-100.00%-Jun 30, 2024
BANK OF MONTREAL /CAN/----507,847-100.00%-Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP----501,254-100.00%-Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.17%0.00%207,545-291,047-58.37%1,110,366Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.38%0.00%1,724,340-228,460-11.70%9,225,220Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.59%0.01%745,609-185,460-19.92%3,986,000Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC0.29%0.00%367,403-180,821-32.98%1,965,606Jun 30, 2024
SQUAREPOINT OPS LLC----171,322-100.00%-Jun 30, 2024
CORNERCAP INVESTMENT COUNSEL INC----155,899-100.00%-Jun 30, 2024
SEI INVESTMENTS CO0.07%0.00%85,288-131,488-60.66%456,291,000Jun 30, 2024
GSA CAPITAL PARTNERS LLP----129,625-100.00%-Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD----117,703-100.00%-Jun 30, 2024
D. E. SHAW & CO., INC.3.32%0.02%4,165,700-72,397-1.71%22,286,495Jun 30, 2024
GLOBEFLEX CAPITAL L P----55,199-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----52,771-100.00%-Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC----52,411-100.00%-Jun 30, 2024

As of Jun 30 2024, Yext's biggest institutional seller is INVENOMIC CAPITAL MANAGEMENT LP. The company sold -1.50M shares of YEXT, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.60%0.01%754,505754,505100.00%4,036,602Jun 30, 2024
PALOGIC VALUE MANAGEMENT, L.P.0.20%0.57%250,000250,000100.00%1,337,500Jun 30, 2024
KING LUTHER CAPITAL MANAGEMENT CORP0.14%0.00%175,000175,000100.00%936,250Jun 30, 2024
ZACKS INVESTMENT MANAGEMENT0.06%0.00%80,47780,477100.00%430,552Jun 30, 2024
PEAK6 INVESTMENTS LLC0.05%0.00%68,70068,700100.00%367,545Jun 30, 2024
QUADRATURE CAPITAL LTD0.05%0.01%62,36962,369100.00%333,362Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.04%0.00%56,39056,390100.00%301,687Jun 30, 2024
DRW SECURITIES, LLC0.04%0.01%55,00055,000100.00%294,250Jun 30, 2024
KINGSWOOD WEALTH ADVISORS, LLC0.04%0.02%50,50050,500100.00%270,175Jun 30, 2024
SEMANTEON CAPITAL MANAGEMENT, LP0.03%0.16%41,75041,750100.00%223,362Jun 30, 2024
WALLEYE CAPITAL LLC0.03%0.00%40,41040,410100.00%216,194Jun 30, 2024
PEAK6 INVESTMENTS LLC0.02%0.00%30,40030,400100.00%162,640Jun 30, 2024
OXFORD ASSET MANAGEMENT LLP0.02%0.18%28,37428,374100.00%151,801Jun 30, 2024
GLADIUS CAPITAL MANAGEMENT LP0.02%0.02%27,10127,101100.00%144,991Jun 30, 2024
PEAK6 INVESTMENTS LLC0.02%0.00%26,86326,863100.00%143,717Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP0.02%0.02%23,29523,295100.00%124,628Jun 30, 2024
SAVANT CAPITAL, LLC0.01%0.00%17,24517,245100.00%92,261Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.01%0.00%16,95616,956100.00%90,713Jun 30, 2024
WOLVERINE TRADING, LLC0.01%0.00%15,20015,200100.00%81,320Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD0.01%0.00%11,60011,600100.00%62,060Jun 30, 2024
CRESSET ASSET MANAGEMENT, LLC0.01%0.00%10,61110,611100.00%56,769Jun 30, 2024
WILLIAMS & NOVAK, LLC0.01%0.05%10,52510,525100.00%56,309Jun 30, 2024
WALLEYE TRADING LLC0.01%0.00%9,2759,275100.00%49,621Jun 30, 2024
CLEAR STREET MARKETS LLC0.00%0.00%4,7004,700100.00%25,000Jun 30, 2024
WALLEYE TRADING LLC0.00%-900900100.00%4,815Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%442442100.00%2,289Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.00%103103100.00%551Jun 30, 2024
FARTHER FINANCE ADVISORS, LLC--4545100.00%236Jun 30, 2024

Yext's largest new institutional shareholder by number of shares is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD., purchased 754.50K shares, valued at $4.04M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
INVENOMIC CAPITAL MANAGEMENT LP----1,503,960-100.00%-Jun 30, 2024
DIVISADERO STREET CAPITAL MANAGEMENT, LP----1,161,074-100.00%-Jun 30, 2024
FIRST EAGLE INVESTMENT MANAGEMENT, LLC----642,979-100.00%-Jun 30, 2024
JUPITER ASSET MANAGEMENT LTD----531,309-100.00%-Jun 30, 2024
BANK OF MONTREAL /CAN/----507,847-100.00%-Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP----501,254-100.00%-Jun 30, 2024
SQUAREPOINT OPS LLC----171,322-100.00%-Jun 30, 2024
CORNERCAP INVESTMENT COUNSEL INC----155,899-100.00%-Jun 30, 2024
GSA CAPITAL PARTNERS LLP----129,625-100.00%-Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD----117,703-100.00%-Jun 30, 2024
GLOBEFLEX CAPITAL L P----55,199-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----52,771-100.00%-Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC----52,411-100.00%-Jun 30, 2024
WEIL COMPANY, INC.----42,143-100.00%-Jun 30, 2024
SIMPLEX TRADING, LLC----41,409-100.00%-Jun 30, 2024
PETRUS TRUST COMPANY, LTA----32,470-100.00%-Jun 30, 2024
VESTCOR INC----28,235-100.00%-Jun 30, 2024
ENTRYPOINT CAPITAL, LLC----24,447-100.00%-Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC----20,782-100.00%-Jun 30, 2024
CORTON CAPITAL INC.----19,575-100.00%-Jun 30, 2024
VERITION FUND MANAGEMENT LLC----19,143-100.00%-Jun 30, 2024
MAN GROUP PLC----13,528-100.00%-Jun 30, 2024
INCEPTIONR LLC----12,446-100.00%-Jun 30, 2024
SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD----12,380-100.00%-Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP----11,321-100.00%-Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC----11,220-100.00%-Jun 30, 2024
QUARRY LP----4,963-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----4,491-100.00%-Jun 30, 2024
NVERSES CAPITAL, LLC----2,200-100.00%-Jun 30, 2024
QUINTET PRIVATE BANK (EUROPE) S.A.----920-100.00%-Jun 30, 2024
COMERICA BANK----47-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----21-100.00%-Jun 30, 2024

Yext's largest sold out institutional shareholder by shares sold is INVENOMIC CAPITAL MANAGEMENT LP, sold -1.50M shares, valued at -, as of undefined.

Yext Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
SPARROW FUNDS1.80%6,400--Feb 29, 2024
Vanguard Montgomery Funds0.90%215,16219,2129.80%Mar 31, 2024
LORD ABBETT DEVELOPING GROWTH FUND, INC.0.85%789,054--Jan 31, 2024
Federated Hermes MDT Series0.53%1,300,77719,8871.55%Jan 31, 2024
NEW ECONOMY FUND0.51%2,298,960--Feb 29, 2024
Global Beta ETF Trust0.43%1,20541652.72%May 31, 2022
Jacob Funds Inc.0.38%87,200--Feb 29, 2024
STATE STREET INSTITUTIONAL FUNDS0.35%275,500--Mar 31, 2024
NEEDHAM FUNDS INC0.15%315,00015,0005.00%Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.13%67,569--Mar 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.10%19,293--Mar 28, 2024
Voya EQUITY TRUST0.10%144,56536,03133.20%Feb 29, 2024
VANGUARD EXPLORER FUND0.09%1,154,695--Jan 31, 2024
LEGG MASON PARTNERS INVESTMENT TRUST0.08%4,180,301--Mar 28, 2024
NORTHERN LIGHTS FUND TRUST II0.08%943,941710,620304.57%Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND IV0.08%210,300--Mar 31, 2024
LEGG MASON PARTNERS VARIABLE EQUITY TRUST0.07%289,246--Dec 29, 2023
VANGUARD HORIZON FUNDS0.07%1,686,464-445,418-20.89%Mar 31, 2024
FIDELITY ADVISOR SERIES VII0.07%572,300--Jan 31, 2024
Value Line Small Cap Opportunities Fund, Inc.0.06%17,900--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.06%465,654--Mar 31, 2024
VANGUARD QUANTITATIVE FUNDS0.04%207,600-96,186-31.66%Mar 31, 2024
JOHN HANCOCK INVESTMENT TRUST0.04%3,063,27625,0260.82%Jan 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.03%73,72146,071166.62%Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.03%189,330-7,223-3.67%Mar 31, 2024
LORD ABBETT SECURITIES TRUST0.03%143,431--Jan 31, 2024
Capitol Series Trust0.03%290,175--Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.03%16,498--Mar 31, 2024
FIDELITY SECURITIES FUND0.03%2,579,816--Jan 31, 2024
Fidelity Commonwealth Trust II0.02%151,193-96,985-39.08%Aug 31, 2023
FIDELITY SELECT PORTFOLIOS0.02%1,382,462--Feb 29, 2024
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)0.02%150,000--Mar 31, 2024
VANGUARD INDEX FUNDS0.02%8,655,905-1,550,912-15.19%Mar 31, 2024
JANUS INVESTMENT FUND0.02%6,055,619--Dec 31, 2023
HUSSMAN INVESTMENT TRUST0.02%63,000--Dec 31, 2023
FIDELITY PURITAN TRUST0.02%893,854--Jan 31, 2024
SMALLCAP WORLD FUND INC0.02%1,187,449--Mar 31, 2024
FIDELITY DEVONSHIRE TRUST0.02%167,149--Jan 31, 2024
IndexIQ ETF Trust0.01%33,848-2,372-6.55%Jan 31, 2024
SCHWAB CAPITAL TRUST0.01%581,658176,03043.40%Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.01%2,990--Mar 31, 2024
BARON SELECT FUNDS0.01%133,111--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.01%48,782--Jan 31, 2024
FORUM FUNDS II0.01%12,313--Jan 31, 2024
DRIEHAUS MUTUAL FUNDS0.01%109,684--Mar 28, 2024
VANGUARD WORLD FUND0.01%2,472,438146,9956.32%Feb 29, 2024
OLD WESTBURY FUNDS INC0.01%1,295,000--Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC0.01%250,12013,3425.63%Mar 31, 2024
BUFFALO FUNDS0.01%44,900--Mar 31, 2024
North Square Investments Trust0.01%57,830--Jan 31, 2024
Principal Exchange-Traded Funds0.01%69,27069,270-Mar 31, 2024
EXCHANGE TRADED CONCEPTS TRUST0.01%31,196--Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.01%63,5676180.98%Mar 31, 2024
JNL VARIABLE FUND LLC0.01%29,191--Mar 31, 2020
VANGUARD VARIABLE INSURANCE FUNDS0.00%233,313--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%937,66818,2231.98%Feb 29, 2024
FIDELITY COVINGTON TRUST0.00%83,042-45,851-35.57%Mar 31, 2024
Calvert Variable Products, Inc.0.00%10,639--Mar 31, 2024
FundVantage Trust0.00%58,094-3,149-5.14%Mar 28, 2024
Managed Portfolio Series0.00%79,054--Mar 31, 2024
MFS VARIABLE INSURANCE TRUST III0.00%58,678-2,386-3.91%Mar 31, 2024
BAILLIE GIFFORD FUNDS0.00%36,148--Mar 28, 2024
Federated Hermes Equity Funds0.00%64,577-30,526-32.10%Mar 31, 2024
Advisors' Inner Circle Fund II0.00%2,815,000--Jan 31, 2024
PFS FUNDS0.00%40,902--Feb 29, 2024
AMG FUNDS III0.00%15,161--Mar 28, 2024
Nushares ETF Trust0.00%21,286--Jan 31, 2024
GPS Funds I0.00%15,627--Mar 31, 2024
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC0.00%1,604--Sep 30, 2020
OHIO NATIONAL FUND INC0.00%54,759--Mar 31, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%1,939--Sep 30, 2023
PUTNAM ASSET ALLOCATION FUNDS0.00%75,002-1,185-1.56%Mar 31, 2024
MUTUAL OF AMERICA INVESTMENT CORP0.00%86,607--Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%64,201-4,820-6.98%Mar 31, 2024
BMO FUNDS, INC.0.00%72,6818,30012.89%Nov 30, 2021
NORTHERN LIGHTS FUND TRUST III0.00%20,959--Jan 31, 2024
SunAmerica Specialty Series0.00%834--Apr 30, 2021
PFM Multi-Manager Series Trust0.00%1,200--Dec 31, 2023
SARATOGA ADVANTAGE TRUST0.00%89--Feb 29, 2024
T. Rowe Price Index Trust, Inc.0.00%26,6954491.71%Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%93,773-28,907-23.56%Jan 31, 2024
Global X Funds0.00%47,751-1,080,079-95.77%Jan 31, 2024
Virtus Investment Trust0.00%34,995--Mar 28, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%4,993--Mar 31, 2024
RBB FUND, INC.0.00%94,856--Feb 29, 2024
SCHWAB STRATEGIC TRUST0.00%542,26919,2843.69%Feb 29, 2024
Dunham Funds0.00%60,910--Jan 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%3,620-11,726-76.41%Mar 31, 2024
WisdomTree Trust0.00%1,623,326597,17358.20%Mar 31, 2024
Series Portfolios Trust0.00%4,420--Jan 31, 2024
Invesco Exchange-Traded Fund Trust II0.00%210,815--Jan 31, 2024
TIAA-CREF LIFE FUNDS0.00%1,753--Mar 31, 2024
Forethought Variable Insurance Trust0.00%2,721--Mar 28, 2024
THRIVENT SERIES FUND INC0.00%69,362--Mar 28, 2024
Dimensional ETF Trust0.00%273,353-71,266-20.68%Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.0.00%5,900-200-3.28%Mar 28, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%38,0071,8004.97%Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%601,695198,35149.18%Jan 31, 2024
FIDELITY ADVISOR SERIES I0.00%107,901--Feb 29, 2024
Trust for Advised Portfolios0.00%11,439--Dec 31, 2023

Yext's largest mutual fund holder by % of total assets is "SPARROW FUNDS", owning 6.40K shares, compromising 1.80% of its total assets.

Yext Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2469-61.45%
31 Mar, 24179-5.29%
31 Dec, 23189-6.44%
30 Sep, 23202-5.16%
30 Jun, 232135.97%
31 Mar, 2320116.86%
31 Dec, 221728.18%
30 Sep, 221591.92%
30 Jun, 22156-13.81%
31 Mar, 221812.84%
31 Dec, 211764.76%
30 Sep, 21168-6.67%
30 Jun, 2118013.21%
31 Mar, 21159-1.85%
31 Dec, 201625.19%
30 Sep, 20154-1.28%
30 Jun, 2015622.83%
31 Mar, 20127-7.97%
31 Dec, 19138-7.38%
30 Sep, 19149-5.10%
30 Jun, 19157-8.19%
31 Mar, 1917122.14%
31 Dec, 18140-5.41%
30 Sep, 1814834.55%
30 Jun, 1811042.86%
31 Mar, 1877-
31 Dec, 177728.33%
30 Sep, 17601.69%
30 Jun, 1759-
30 Sep, 111-

As of 30 Jun 24, 69 institutions are holding Yext's shares, representing a decrease of -61.45% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2413,596,713-84.69%
31 Mar, 2488,810,2120.28%
31 Dec, 2388,564,5853.79%
30 Sep, 2385,332,456-3.73%
30 Jun, 2388,638,4934.20%
31 Mar, 2385,065,0203.74%
31 Dec, 2281,998,015-0.12%
30 Sep, 2282,099,763-3.63%
30 Jun, 2285,188,439-2.12%
31 Mar, 2287,036,918-2.25%
31 Dec, 2189,038,830-0.09%
30 Sep, 2189,116,0231.14%
30 Jun, 2188,108,437-4.31%
31 Mar, 2192,081,2954.28%
31 Dec, 2088,302,7804.85%
30 Sep, 2084,216,1260.02%
30 Jun, 2084,196,2232.66%
31 Mar, 2082,015,2982.11%
31 Dec, 1980,316,73311.31%
30 Sep, 1972,155,6932.31%
30 Jun, 1970,525,4928.14%
31 Mar, 1965,214,23318.28%
31 Dec, 1855,135,3635.38%
30 Sep, 1852,321,0550.83%
30 Jun, 1851,890,21916.86%
31 Mar, 1844,403,52625.50%
31 Dec, 1735,381,14235.44%
30 Sep, 1726,122,917-0.97%
30 Jun, 1726,378,545-
30 Sep, 1117,582-

Yext (YEXT) has 13.60M shares outstanding as of 30 Jun 24, down -84.69% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2410.84%0.21%
31 Mar, 2471.43%1.41%
31 Dec, 2371.23%1.51%
30 Sep, 2368.68%1.35%
30 Jun, 2371.28%1.50%
31 Mar, 2369.01%1.61%
31 Dec, 2265.47%1.47%
30 Sep, 2266.69%1.42%
30 Jun, 2268.57%1.56%
31 Mar, 2266.37%1.38%
31 Dec, 2169.26%1.44%
30 Sep, 2169.31%1.40%
30 Jun, 2170.25%1.30%
31 Mar, 2173.45%1.42%
31 Dec, 2071.82%1.48%
30 Sep, 2069.76%1.38%
30 Jun, 2071.10%1.44%
31 Mar, 2070.33%1.36%
31 Dec, 1971.87%1.78%
30 Sep, 1963.59%1.60%
30 Jun, 1963.09%1.68%
31 Mar, 1961.26%1.95%
31 Dec, 1856.04%2.03%
30 Sep, 1852.52%1.85%
30 Jun, 1853.21%2.43%
31 Mar, 1846.77%2.31%
31 Dec, 1745.00%5.38%
30 Sep, 1728.91%3.37%
30 Jun, 1729.29%-
30 Sep, 110.02%-

As of 30 Jun 24, Yext is held by 10.84% institutional shareholders, representing a 0.21% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2441-48.10%
31 Mar, 2479-5.95%
31 Dec, 2384-13.40%
30 Sep, 2397-5.83%
30 Jun, 23103-0.96%
31 Mar, 2310425.30%
31 Dec, 228316.90%
30 Sep, 2271-8.97%
30 Jun, 2278-26.42%
31 Mar, 2210615.22%
31 Dec, 219212.20%
30 Sep, 2182-23.36%
30 Jun, 2110752.86%
31 Mar, 2170-13.58%
31 Dec, 208112.50%
30 Sep, 2072-20.00%
30 Jun, 209036.36%
31 Mar, 2066-10.81%
31 Dec, 197415.63%
30 Sep, 1964-32.63%
30 Jun, 1995-1.04%
31 Mar, 199621.52%
31 Dec, 1879-17.71%
30 Sep, 189610.34%
30 Jun, 188774.00%
31 Mar, 1850-21.88%
31 Dec, 1764100.00%
30 Sep, 1732-45.76%
30 Jun, 1759-
30 Sep, 111-

41 institutional shareholders have increased their position in YEXT stock as of 30 Jun 24 compared to 79 in the previous quarter (a -48.10% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2411-83.08%
31 Mar, 2465-8.45%
31 Dec, 23714.41%
30 Sep, 2368-
30 Jun, 236819.30%
31 Mar, 2357-10.94%
31 Dec, 226414.29%
30 Sep, 22569.80%
30 Jun, 22512.00%
31 Mar, 225013.64%
31 Dec, 21442.33%
30 Sep, 214322.86%
30 Jun, 2135-28.57%
31 Mar, 21496.52%
31 Dec, 20464.55%
30 Sep, 204433.33%
30 Jun, 20333.13%
31 Mar, 203210.34%
31 Dec, 1929-42.00%
30 Sep, 195028.21%
30 Jun, 1939-7.14%
31 Mar, 194216.67%
31 Dec, 18369.09%
30 Sep, 1833175.00%
30 Jun, 181220.00%
31 Mar, 1810150.00%
31 Dec, 174-50.00%
30 Sep, 178-
30 Jun, 17--
30 Sep, 11--

11 institutional shareholders have reduced their position in YEXT stock as of 30 Jun 24 compared to 65 in the previous quarter (a -83.08% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2469-61.45%13,596,713-84.69%10.84%0.21%41-48.10%11-83.08%
31 Mar, 24179-5.29%88,810,2120.28%71.43%1.41%79-5.95%65-8.45%
31 Dec, 23189-6.44%88,564,5853.79%71.23%1.51%84-13.40%714.41%
30 Sep, 23202-5.16%85,332,456-3.73%68.68%1.35%97-5.83%68-
30 Jun, 232135.97%88,638,4934.20%71.28%1.50%103-0.96%6819.30%
31 Mar, 2320116.86%85,065,0203.74%69.01%1.61%10425.30%57-10.94%
31 Dec, 221728.18%81,998,015-0.12%65.47%1.47%8316.90%6414.29%
30 Sep, 221591.92%82,099,763-3.63%66.69%1.42%71-8.97%569.80%
30 Jun, 22156-13.81%85,188,439-2.12%68.57%1.56%78-26.42%512.00%
31 Mar, 221812.84%87,036,918-2.25%66.37%1.38%10615.22%5013.64%
31 Dec, 211764.76%89,038,830-0.09%69.26%1.44%9212.20%442.33%
30 Sep, 21168-6.67%89,116,0231.14%69.31%1.40%82-23.36%4322.86%
30 Jun, 2118013.21%88,108,437-4.31%70.25%1.30%10752.86%35-28.57%
31 Mar, 21159-1.85%92,081,2954.28%73.45%1.42%70-13.58%496.52%
31 Dec, 201625.19%88,302,7804.85%71.82%1.48%8112.50%464.55%
30 Sep, 20154-1.28%84,216,1260.02%69.76%1.38%72-20.00%4433.33%
30 Jun, 2015622.83%84,196,2232.66%71.10%1.44%9036.36%333.13%
31 Mar, 20127-7.97%82,015,2982.11%70.33%1.36%66-10.81%3210.34%
31 Dec, 19138-7.38%80,316,73311.31%71.87%1.78%7415.63%29-42.00%
30 Sep, 19149-5.10%72,155,6932.31%63.59%1.60%64-32.63%5028.21%
30 Jun, 19157-8.19%70,525,4928.14%63.09%1.68%95-1.04%39-7.14%
31 Mar, 1917122.14%65,214,23318.28%61.26%1.95%9621.52%4216.67%
31 Dec, 18140-5.41%55,135,3635.38%56.04%2.03%79-17.71%369.09%
30 Sep, 1814834.55%52,321,0550.83%52.52%1.85%9610.34%33175.00%
30 Jun, 1811042.86%51,890,21916.86%53.21%2.43%8774.00%1220.00%
31 Mar, 1877-44,403,52625.50%46.77%2.31%50-21.88%10150.00%
31 Dec, 177728.33%35,381,14235.44%45.00%5.38%64100.00%4-50.00%
30 Sep, 17601.69%26,122,917-0.97%28.91%3.37%32-45.76%8-
30 Jun, 1759-26,378,545-29.29%-59---
30 Sep, 111-17,582-0.02%-1---

Yext Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 21, 2024Shin Hoofficer General CounselS-SaleSell35,000$5.04$176.45K125,207

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 21, 2024Bond Darrylofficer Chief Financial OfficerF-InKindSell19,041$4.99$95.01K331,083
Jun 21, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptSell37,500--262,500
Jun 21, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptSell3,438--41,250
Jun 21, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptSell5,000--15,000
Jun 21, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptSell3,125--12,500
Jun 21, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptSell3,750--3,750
Jun 21, 2024Shin Hoofficer General CounselF-InKindSell9,325$4.99$46.53K160,207
Jun 21, 2024Shin Hoofficer General CounselS-SaleSell35,000$5.04$176.45K125,207
Jun 21, 2024Shin Hoofficer General CounselM-ExemptSell14,063--112,500
Jun 21, 2024Shin Hoofficer General CounselM-ExemptSell3,125--12,500
Jun 21, 2024Shin Hoofficer General CounselM-ExemptSell9,375--9,375

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 21, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptBuy3,438--350,124
Jun 21, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptBuy37,500--346,686
Jun 21, 2024Bond Darrylofficer Chief Financial OfficerF-InKindSell19,041$4.99$95.01K331,083
Jun 21, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptBuy5,000--309,186
Jun 21, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptBuy3,125--304,186
Jun 21, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptBuy3,750--301,061
Jun 21, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptSell37,500--262,500
Jun 21, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptSell3,438--41,250
Jun 21, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptSell5,000--15,000
Jun 21, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptSell3,125--12,500
Jun 21, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptSell3,750--3,750
Jun 21, 2024Shin Hoofficer General CounselM-ExemptBuy14,063--169,532
Jun 21, 2024Shin Hoofficer General CounselF-InKindSell9,325$4.99$46.53K160,207
Jun 21, 2024Shin Hoofficer General CounselM-ExemptBuy3,125--155,469
Jun 21, 2024Shin Hoofficer General CounselM-ExemptBuy9,375--152,344
Jun 21, 2024Shin Hoofficer General CounselS-SaleSell35,000$5.04$176.45K125,207
Jun 21, 2024Shin Hoofficer General CounselM-ExemptSell14,063--112,500
Jun 21, 2024Shin Hoofficer General CounselM-ExemptSell3,125--12,500
Jun 21, 2024Shin Hoofficer General CounselM-ExemptSell9,375--9,375
Jun 13, 2024Davis Mark Stevendirector-A-AwardBuy62,500--62,500

The last insider sell of Yext's stock was made by Bond Darryl on Jun 21 2024, selling 19,041 shares at $4.99 per share (valued at $95.01K).

Yext Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20242318127.78%
Q1 20241713130.77%
Q4 2023111478.57%
Q3 2023142070.00%
Q2 20233428121.43%
Q1 202384200.00%
Q4 2022202676.92%
Q3 2022222781.48%
Q2 20221717100.00%
Q1 20222120105.00%
Q4 2021263378.79%
Q3 2021253571.43%
Q2 2021353892.11%
Q1 2021337047.14%
Q4 2020285749.12%
Q3 20205514338.46%
Q2 2020317143.66%
Q1 2020195236.54%
Q4 2019308037.50%
Q3 20194210340.78%

23 total buy trades, and 18 total sell trades (buy/sell ratio of 1.28%) were made by Yext's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-1-
Q1 2024---
Q4 2023---
Q3 2023-2-
Q2 2023---
Q1 2023---
Q4 20221333.33%
Q3 2022-1-
Q2 2022-4-
Q1 20225862.50%
Q4 2021-7-
Q3 2021-11-
Q2 2021-18-
Q1 2021-37-
Q4 2020-31-
Q3 2020-85-
Q2 2020-45-
Q1 2020-37-
Q4 2019-50-
Q3 20191621.61%

As of Q2 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Yext's stocks.

Yext Peer Ownership


TickerCompany
FLYWFlywire Corporation
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SPSCSPS Commerce, Inc.
NTNXNutanix, Inc.
CCSIConsensus Cloud Solutions, Inc.
EVCMEverCommerce Inc.
GDDYGoDaddy Inc.
SCWXSecureWorks Corp.
GBGlobal Blue Group Holding AG
NEWRNew Relic, Inc.
CSGSCSG Systems International, Inc.
CCCSCCC Intelligent Solutions Holdings Inc.
STERSterling Check Corp.
EVTCEVERTEC, Inc.
RAMPLiveRamp Holdings, Inc.

YEXT Ownership FAQ


Yext is owned by institutional shareholders (10.84%), insiders (8.37%), and public (80.79%). The largest institutional shareholder of Yext is VANGUARD GROUP INC (12.36% of total shares) and the top mutual fund owner is SPARROW FUNDS (1.80% of total shares).

Yext's major institutional shareholders are VANGUARD GROUP INC, LEAD EDGE CAPITAL MANAGEMENT, LLC, BLACKROCK INC., LYNROCK LAKE LP, and MANUFACTURERS LIFE INSURANCE COMPANY, THE. The top five shareholders own together 39.59% of the company's share outstanding.

As of Jun 2024, there are 69 institutional shareholders of Yext.

VANGUARD GROUP INC owns 15.5M shares of Yext, representing 12.36% of the company's total shares outstanding, valued at $82.91M (as of Jun 2024).

As of Jun 2024, LEAD EDGE CAPITAL MANAGEMENT, LLC holds 11.47M shares of Yext (YEXT), compromising 9.15% of the company, valued at $61.39M.

BLACKROCK INC is the third largest holder of Yext. The company owns 9.67M of the company's shares outstanding (worth $51.74M).