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Yext Inc (YEXT)

CUSIP: 98585N106 | NYSE | Technology · Software - Infrastructure | Small Cap | 692 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVanguard Portfolio Management LLC4,924,6715.0%Newly reportedSep 30, 20264,608,840 sh (Jun 30, 2026)
13DLynrock Lake LP19,015,08719.0%New 5%+ stakeJul 1, 202619,015,087 sh (Jun 30, 2026)
13G/AVanguard Portfolio Management LLC4,924,671
5.0% of class · Sep 30, 2026Newly reported
4,608,840 sh (Jun 30, 2026)
13DLynrock Lake LP19,015,087
19.0% of class · Jul 1, 2026New 5%+ stake
19,015,087 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,971,544
0.0% of portfolio›$12.8M
Maltin Wealth Management, Inc.394,439
0.8% of portfolio›$2.6M
MacKenzie Financial Corp390,563
0.0% of portfolio›$2.5M
Bank of New York Mellon Corp342,822
0.0% of portfolio›$2.2M
Creative Planning245,291
0.0% of portfolio›$1.6M
Principal Financial Group Inc216,442
0.0% of portfolio›$1.4M
Y-Intercept (Hong Kong) Ltd182,682
0.0% of portfolio›$1.2M
OP Asset Management Ltd167,256
0.0% of portfolio›$1.1M
State of Wyoming76,669
0.0% of portfolio›$496.0K
Commonwealth Equity Services, LLC50,132
0.0% of portfolio›$324.4K
Beau Ventures, LLc50,000
0.0% of portfolio›$323.5K
Harbor Capital Advisors, Inc.24,865
0.0% of portfolio›$161
Evergreen Capital Management LLC21,797
0.0% of portfolio›$141.0K
Mirae Asset Global Investments Co., Ltd.19,025
0.0% of portfolio›$123.1K
Covestor Ltd11,784
0.0% of portfolio›$76
ProShare Advisors LLC10,878
0.0% of portfolio›$70.4K
Citigroup Inc6,331
0.0% of portfolio›$41.0K
Wilmington Savings Fund Society, FSB5,546
0.0% of portfolio›$35.9K
State of Alaska, Department of Revenue4,589
0.0% of portfolio›$29
Versant Capital Management, Inc3,598
0.0% of portfolio›$23.3K
SBI Securities Co., Ltd.3,269
0.0% of portfolio›$21.2K
Nisa Investment Advisors, LLC3,078
0.0% of portfolio›$19.9K
Signaturefd, LLC2,764
0.0% of portfolio›$17.9K
Sterling Capital Management LLC1,976
0.0% of portfolio›$12.8K
Gamma Investing LLC1,200
0.0% of portfolio›$7.8K
Farther Finance Advisors, LLC1,152
0.0% of portfolio›$7.5K
Larson Financial Group LLC1,129
0.0% of portfolio›$7.3K
EverSource Wealth Advisors, LLC956
0.0% of portfolio›$6.2K
Assetmark, Inc741
0.0% of portfolio›$4.8K
Parallel Advisors, LLC380
0.0% of portfolio›$2.5K
Bare Financial Services, Inc376
0.0% of portfolio›$2.4K
Provenance Wealth Advisors, LLC316
0.0% of portfolio›$2.0K
Parkside Financial Bank & Trust225
0.0% of portfolio›$1.5K
Marquette Asset Management, LLC175
0.0% of portfolio›$1.1K
Fifth Third Bancorp155
0.0% of portfolio›$1.0K
Pinnacle Wealth Planning Services, Inc.123
0.0% of portfolio›$796
Silver Grove Financial Group, Inc.49
0.0% of portfolio›$317
Torren Management, LLC49
0.0% of portfolio›$317
Blue Trust, Inc.40
0.0% of portfolio›$259
Atlantic Edge Private Wealth Management, LLC25
0.0% of portfolio›$162
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,971,544$12.8M0.0%IndexLowAustin, TX2026-11-04
Maltin Wealth Management, Inc.
394,439$2.6M0.8%ETFMediumRidgewood, NJ2026-10-13
MacKenzie Financial Corp
390,563$2.5M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Bank of New York Mellon Corp
342,822$2.2M0.0%CoreLowNew York, NY2026-11-05
Creative Planning
245,291$1.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Principal Financial Group Inc
216,442$1.4M0.0%CoreLowDes Moines, IA2026-11-02
Y-Intercept (Hong Kong) Ltd
182,682$1.2M0.0%ValueVery HighHong Kong, South Korea2026-10-16
OP Asset Management Ltd
167,256$1.1M0.0%GrowthMediumHelsinki, Hungary2026-11-05
State of Wyoming
76,669$496.0K0.0%ValueHighCheyenne, WY2026-10-28
Commonwealth Equity Services, LLC
50,132$324.4K0.0%ETFLowWaltham, MA2026-11-02
Beau Ventures, LLc
50,000$323.5K0.0%CoreVery LowPittsford, NY2026-10-14
Harbor Capital Advisors, Inc.
24,865$1610.0%ValueHighChicago, IL2026-10-22
Evergreen Capital Management LLC
21,797$141.0K0.0%GARPMediumBellevue, WA2026-10-23
Mirae Asset Global Investments Co., Ltd.
19,025$123.1K0.0%GrowthLowSeoul, Malaysia2026-11-03
Covestor Ltd
11,784$760.0%ValueHighLondon, United Kingdom2026-10-30
ProShare Advisors LLC
10,878$70.4K0.0%GrowthLowBethesda, MD2026-10-29
Citigroup Inc
6,331$41.0K0.0%CoreMediumNew York, NY2026-11-04
Wilmington Savings Fund Society, FSB
5,546$35.9K0.0%CoreLowWilmington, DE2026-10-23
State of Alaska, Department of Revenue
4,589$290.0%CoreVery LowJuneau, AK2026-10-15
Versant Capital Management, Inc
3,598$23.3K0.0%GARPLowPhoenix, AZ2026-10-02
SBI Securities Co., Ltd.
3,269$21.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Nisa Investment Advisors, LLC
3,078$19.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Signaturefd, LLC
2,764$17.9K0.0%IndexLowAtlanta, GA2026-10-23
Sterling Capital Management LLC
1,976$12.8K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
1,200$7.8K0.0%IndexVery LowFoster City, CA2026-10-08
Farther Finance Advisors, LLC
1,152$7.5K0.0%IndexLowSan Francisco, CA2026-10-08
Larson Financial Group LLC
1,129$7.3K0.0%GrowthLowSt Louis, MO2026-11-05
EverSource Wealth Advisors, LLC
956$6.2K0.0%CoreMediumBirmingham, AL2026-11-04
Assetmark, Inc
741$4.8K0.0%ETFLowConcord, CA2026-10-21
Parallel Advisors, LLC
380$2.5K0.0%IndexLowSan Francisco, CA2026-11-03
Bare Financial Services, Inc
376$2.4K0.0%ETFVery LowGap, PA2026-11-04
Provenance Wealth Advisors, LLC
316$2.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Parkside Financial Bank & Trust
225$1.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Marquette Asset Management, LLC
175$1.1K0.0%ETFVery LowMinneapolis, MN2026-10-09
Fifth Third Bancorp
155$1.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Pinnacle Wealth Planning Services, Inc.
123$7960.0%GARPLowMansfield, OH2026-10-27
Silver Grove Financial Group, Inc.
49$3170.0%CoreMediumOrchard Park, NY2026-11-05
Torren Management, LLC
49$3170.0%ETFMediumSan Diego, CA2026-10-29
Blue Trust, Inc.
40$2590.0%ETFLowBrentwood, TN2026-10-15
Atlantic Edge Private Wealth Management, LLC
25$1620.0%CoreLowJacksonville, FL2026-10-20