Yext Inc (YEXT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Geode Capital Management, LLC

DECREASED

Shares2,140,497 from 2,215,856

Change-75,359 (-3%)

Value$13.9M (+$3.5M)

Filed 2026-11-06

Dimensional Fund Advisors LP

DECREASED

Shares1,971,544 from 2,042,319

Change-70,775 (-3%)

Value$12.8M (+$3.2M)

Filed 2026-11-04

LSV Asset Management

NEW

Shares1,282,542

Change+1,282,542

Value$8.3K

Filed 2026-11-06

Maltin Wealth Management, Inc.

INCREASED

Shares394,439 from 393,439

Change+1,000 (+0%)

Value$2.6M (+$714.7K)

Filed 2026-10-13

MacKenzie Financial Corp

INCREASED

Shares390,563 from 297,034

Change+93,529 (+31%)

Value$2.5M (+$1.1M)

Filed 2026-11-02

Bank of New York Mellon Corp

DECREASED

Shares342,822 from 344,758

Change-1,936 (-1%)

Value$2.2M (+$608.0K)

Filed 2026-11-05

Russell Investments Group, Ltd.

INCREASED

Shares331,913 from 145,400

Change+186,513 (+128%)

Value$2.1M (+$1.5M)

Filed 2026-11-06

Creative Planning

INCREASED

Shares245,291 from 209,222

Change+36,069 (+17%)

Value$1.6M (+$610.0K)

Filed 2026-11-02

Principal Financial Group Inc

DECREASED

Shares216,442 from 272,760

Change-56,318 (-21%)

Value$1.4M (+$126.6K)

Filed 2026-11-02

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares182,682 from 51,700

Change+130,982 (+253%)

Value$1.2M (+$940.5K)

Filed 2026-10-16

OP Asset Management Ltd

DECREASED

Shares167,256 from 246,406

Change-79,150 (-32%)

Value$1.1M (-$68.6K)

Filed 2026-11-05

State of Wyoming

INCREASED

Shares76,669 from 47,162

Change+29,507 (+63%)

Value$496.0K (+$275.8K)

Filed 2026-10-28

Deutsche Bank Ag\

DECREASED

Shares74,341 from 84,919

Change-10,578 (-12%)

Value$481.0K (+$84.4K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares66,677 from 41,802

Change+24,875 (+60%)

Value$431.4K (+$236.2K)

Filed 2026-11-06

Amundi

DECREASED

Shares53,812 from 104,463

Change-50,651 (-48%)

Value$348.2K (-$139.7K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares50,132 from 50,908

Change-776 (-2%)

Value$324.4K (+$86.6K)

Filed 2026-11-02

Beau Ventures, LLc

UNCHANGED

Shares50,000 from 50,000

Change0 (0%)

Value$323.5K (+$90.0K)

Filed 2026-10-14

Harbor Capital Advisors, Inc.

DECREASED

Shares24,865 from 29,449

Change-4,584 (-16%)

Value$161 (-$137.8K)

Filed 2026-10-22

Evergreen Capital Management LLC

INCREASED

Shares21,797 from 18,331

Change+3,466 (+19%)

Value$141.0K (+$55.4K)

Filed 2026-10-23

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares19,025 from 7,211

Change+11,814 (+164%)

Value$123.1K (+$89.4K)

Filed 2026-11-03

Covestor Ltd

DECREASED

Shares11,784 from 41,132

Change-29,348 (-71%)

Value$76 (-$191.9K)

Filed 2026-10-30

ProShare Advisors LLC

DECREASED

Shares10,878 from 11,342

Change-464 (-4%)

Value$70.4K (+$17.4K)

Filed 2026-10-29

Citigroup Inc

DECREASED

Shares6,331 from 43,226

Change-36,895 (-85%)

Value$41.0K (-$160.9K)

Filed 2026-11-04

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares5,546 from 5,546

Change0 (0%)

Value$35.9K (+$10.0K)

Filed 2026-10-23

State of Alaska, Department of Revenue

DECREASED

Shares4,589 from 5,715

Change-1,126 (-20%)

Value$29 (+$3)

Filed 2026-10-15

Versant Capital Management, Inc

INCREASED

Shares3,598 from 3,492

Change+106 (+3%)

Value$23.3K (+$7.0K)

Filed 2026-10-02

SBI Securities Co., Ltd.

INCREASED

Shares3,269 from 2,656

Change+613 (+23%)

Value$21.2K (+$8.7K)

Filed 2026-10-22

Nisa Investment Advisors, LLC

DECREASED

Shares3,078 from 4,797

Change-1,719 (-36%)

Value$19.9K (-$2.5K)

Filed 2026-10-20

Signaturefd, LLC

INCREASED

Shares2,764 from 1,177

Change+1,587 (+135%)

Value$17.9K (+$12.4K)

Filed 2026-10-23

Sterling Capital Management LLC

INCREASED

Shares1,976 from 1,404

Change+572 (+41%)

Value$12.8K (+$6.2K)

Filed 2026-10-22

PNC Financial Services Group, Inc.

DECREASED

Shares1,585 from 1,618

Change-33 (-2%)

Value$10.3K (+$2.7K)

Filed 2026-11-06

Gamma Investing LLC

DECREASED

Shares1,200 from 1,296

Change-96 (-7%)

Value$7.8K (+$1.7K)

Filed 2026-10-08

Allworth Financial LP

INCREASED

Shares1,182 from 444

Change+738 (+166%)

Value$5.5K (+$3.4K)

Filed 2026-11-06

Farther Finance Advisors, LLC

DECREASED

Shares1,152 from 1,172

Change-20 (-2%)

Value$7.5K (+$2.0K)

Filed 2026-10-08

Larson Financial Group LLC

INCREASED

Shares1,129 from 852

Change+277 (+33%)

Value$7.3K (+$3.3K)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

UNCHANGED

Shares956 from 956

Change0 (0%)

Value$6.2K (+$1.7K)

Filed 2026-11-04

Assetmark, Inc

INCREASED

Shares741 from 692

Change+49 (+7%)

Value$4.8K (+$1.6K)

Filed 2026-10-21

Parallel Advisors, LLC

DECREASED

Shares380 from 622

Change-242 (-39%)

Value$2.5K (-$446)

Filed 2026-11-03

Bare Financial Services, Inc

UNCHANGED

Shares376 from 376

Change0 (0%)

Value$2.4K (+$677)

Filed 2026-11-04

Provenance Wealth Advisors, LLC

NEW

Shares316

Change+316

Value$2.0K

Filed 2026-10-30

Parkside Financial Bank & Trust

NEW

Shares225

Change+225

Value$1.5K

Filed 2026-10-27

Marquette Asset Management, LLC

UNCHANGED

Shares175 from 175

Change0 (0%)

Value$1.1K (+$315)

Filed 2026-10-09

Fifth Third Bancorp

UNCHANGED

Shares155 from 155

Change0 (0%)

Value$1.0K (+$279)

Filed 2026-11-05

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares123 from 123

Change0 (0%)

Value$796 (+$222)

Filed 2026-10-27

Silver Grove Financial Group, Inc.

INCREASED

Shares49 from 24

Change+25 (+104%)

Value$317 (+$205)

Filed 2026-11-05

Torren Management, LLC

UNCHANGED

Shares49 from 49

Change0 (0%)

Value$317 (+$88)

Filed 2026-10-29

Blue Trust, Inc.

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$259 (+$72)

Filed 2026-10-15

Atlantic Edge Private Wealth Management, LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$162 (+$45)

Filed 2026-10-20

Equitec Proprietary Markets, LLC

CLOSED

Shares0 from 28,100

Change-28,100 (-100%)

Value$0 (-$131.2K)

Filed 2026-11-04

HB Wealth Management, LLC

CLOSED

Shares0 from 26,254

Change-26,254 (-100%)

Value$0 (-$122.6K)

Filed 2026-10-23

Haven Private, LLC

CLOSED

Shares0 from 11,347

Change-11,347 (-100%)

Value$0 (-$53.0K)

Filed 2026-10-27

New York State Teachers Retirement System

CLOSED

Shares0 from 9,239

Change-9,239 (-100%)

Value$0 (-$43.0K)

Filed 2026-10-22

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 8,839

Change-8,839 (-100%)

Value$0 (-$41.3K)

Filed 2026-10-29

Simplex Trading, LLC

CLOSED

Shares0 from 6,636

Change-6,636 (-100%)

Value$0 (-$31.0K)

Filed 2026-11-04

Strs Ohio

CLOSED

Shares0 from 6,300

Change-6,300 (-100%)

Value$0 (-$29.4K)

Filed 2026-10-30

International Assets Investment Management, LLC

CLOSED

Shares0 from 1,049

Change-1,049 (-100%)

Value$0 (-$5.1K)

Filed 2026-11-02

Gill Capital Partners, LLC

CLOSED

Shares0 from 343

Change-343 (-100%)

Value$0 (-$1.6K)

Filed 2026-10-13

Avion Wealth

CLOSED

Shares0 from 133

Change-133 (-100%)

Value$0 ($0)

Filed 2026-11-04

Lynrock Lake LP

N/A

Shares— from 19,015,087

Change-19,015,087 (-100%)

Value—

Lead Edge Capital Management, LLC

N/A

Shares— from 7,843,296

Change-7,843,296 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 7,395,204

Change-7,395,204 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 4,608,840

Change-4,608,840 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 3,719,823

Change-3,719,823 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,864,095

Change-2,864,095 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 2,575,616

Change-2,575,616 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,069,411

Change-2,069,411 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 1,454,150

Change-1,454,150 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,426,604

Change-1,426,604 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 841,100

Change-841,100 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 779,688

Change-779,688 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 758,579

Change-758,579 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 719,233

Change-719,233 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 600,855

Change-600,855 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 571,241

Change-571,241 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 558,367

Change-558,367 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 506,889

Change-506,889 (-100%)

Value—

UBS Group AG

N/A

Shares— from 485,078

Change-485,078 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 478,943

Change-478,943 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 455,598

Change-455,598 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 450,951

Change-450,951 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 364,058

Change-364,058 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 341,510

Change-341,510 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 294,100

Change-294,100 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 287,296

Change-287,296 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 257,497

Change-257,497 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 230,961

Change-230,961 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 227,849

Change-227,849 (-100%)

Value—

P.A.W. Capital Corp

N/A

Shares— from 200,000

Change-200,000 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 192,357

Change-192,357 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 184,061

Change-184,061 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 170,604

Change-170,604 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 166,880

Change-166,880 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 149,785

Change-149,785 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 149,000

Change-149,000 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 148,717

Change-148,717 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 147,551

Change-147,551 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 136,987

Change-136,987 (-100%)

Value—

Tocqueville Asset Management L.P.

N/A

Shares— from 135,000

Change-135,000 (-100%)

Value—

Rangeley Capital, LLC

N/A

Shares— from 130,328

Change-130,328 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 126,302

Change-126,302 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 125,446

Change-125,446 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 123,668

Change-123,668 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 122,666

Change-122,666 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 121,412

Change-121,412 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 107,457

Change-107,457 (-100%)

Value—

Quinn Opportunity Partners LLC

N/A

Shares— from 105,000

Change-105,000 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 102,356

Change-102,356 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 90,555

Change-90,555 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 89,039

Change-89,039 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 74,828

Change-74,828 (-100%)

Value—

Allstate Corp

N/A

Shares— from 68,081

Change-68,081 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 65,838

Change-65,838 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 58,620

Change-58,620 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 57,200

Change-57,200 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 57,000

Change-57,000 (-100%)

Value—

Hudson Bay Capital Management LP

N/A

Shares— from 56,616

Change-56,616 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 53,242

Change-53,242 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 51,407

Change-51,407 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 45,242

Change-45,242 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 42,215

Change-42,215 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 39,657

Change-39,657 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 39,440

Change-39,440 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 36,792

Change-36,792 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 36,498

Change-36,498 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 34,809

Change-34,809 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 33,821

Change-33,821 (-100%)

Value—

Wittenberg Investment Management, Inc.

N/A

Shares— from 32,500

Change-32,500 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 28,332

Change-28,332 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 26,681

Change-26,681 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 26,100

Change-26,100 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 25,961

Change-25,961 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 25,429

Change-25,429 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 25,386

Change-25,386 (-100%)

Value—

CSS LLC

N/A

Shares— from 23,893

Change-23,893 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 22,866

Change-22,866 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 22,770

Change-22,770 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 22,410

Change-22,410 (-100%)

Value—

Aigen Investment Management, LP

N/A

Shares— from 21,345

Change-21,345 (-100%)

Value—

CIM Investment Management Inc

N/A

Shares— from 20,692

Change-20,692 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 20,533

Change-20,533 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 19,927

Change-19,927 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 19,178

Change-19,178 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 19,149

Change-19,149 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 18,905

Change-18,905 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 18,865

Change-18,865 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 18,403

Change-18,403 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 18,000

Change-18,000 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 17,351

Change-17,351 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 16,386

Change-16,386 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 14,764

Change-14,764 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 13,876

Change-13,876 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 13,156

Change-13,156 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 12,569

Change-12,569 (-100%)

Value—

Drive Wealth Management, LLC

N/A

Shares— from 12,361

Change-12,361 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 9,264

Change-9,264 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 8,479

Change-8,479 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 8,435

Change-8,435 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 8,315

Change-8,315 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 6,612

Change-6,612 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 3,370

Change-3,370 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 3,216

Change-3,216 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,064

Change-3,064 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,884

Change-2,884 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 1,193

Change-1,193 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 1,088

Change-1,088 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 720

Change-720 (-100%)

Value—

Strive Financial Group,LLC

N/A

Shares— from 585

Change-585 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 515

Change-515 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 441

Change-441 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 383

Change-383 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 280

Change-280 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 257

Change-257 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 225

Change-225 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 105

Change-105 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 32

Change-32 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 30

Change-30 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Geode Capital Management, LLC	DECREASED	2,140,497	2,215,856	-75,359	-3%	$10.4M	$13.9M	+$3.5M	2026-11-06
Dimensional Fund Advisors LP	DECREASED	1,971,544	2,042,319	-70,775	-3%	$9.5M	$12.8M	+$3.2M	2026-11-04
LSV Asset Management	NEW	1,282,542	—	+1,282,542	—	—	$8.3K	—	2026-11-06
Maltin Wealth Management, Inc.	INCREASED	394,439	393,439	+1,000	+0%	$1.8M	$2.6M	+$714.7K	2026-10-13
MacKenzie Financial Corp	INCREASED	390,563	297,034	+93,529	+31%	$1.4M	$2.5M	+$1.1M	2026-11-02
Bank of New York Mellon Corp	DECREASED	342,822	344,758	-1,936	-1%	$1.6M	$2.2M	+$608.0K	2026-11-05
Russell Investments Group, Ltd.	INCREASED	331,913	145,400	+186,513	+128%	$679.0K	$2.1M	+$1.5M	2026-11-06
Creative Planning	INCREASED	245,291	209,222	+36,069	+17%	$977.1K	$1.6M	+$610.0K	2026-11-02
Principal Financial Group Inc	DECREASED	216,442	272,760	-56,318	-21%	$1.3M	$1.4M	+$126.6K	2026-11-02
Y-Intercept (Hong Kong) Ltd	INCREASED	182,682	51,700	+130,982	+253%	$241.4K	$1.2M	+$940.5K	2026-10-16
OP Asset Management Ltd	DECREASED	167,256	246,406	-79,150	-32%	$1.2M	$1.1M	-$68.6K	2026-11-05
State of Wyoming	INCREASED	76,669	47,162	+29,507	+63%	$220.2K	$496.0K	+$275.8K	2026-10-28
Deutsche Bank Ag\	DECREASED	74,341	84,919	-10,578	-12%	$396.6K	$481.0K	+$84.4K	2026-11-06
Barclays PLC	INCREASED	66,677	41,802	+24,875	+60%	$195.2K	$431.4K	+$236.2K	2026-11-06
Amundi	DECREASED	53,812	104,463	-50,651	-48%	$487.8K	$348.2K	-$139.7K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	50,132	50,908	-776	-2%	$237.7K	$324.4K	+$86.6K	2026-11-02
Beau Ventures, LLc	UNCHANGED	50,000	50,000	0	0%	$233.5K	$323.5K	+$90.0K	2026-10-14
Harbor Capital Advisors, Inc.	DECREASED	24,865	29,449	-4,584	-16%	$138.0K	$161	-$137.8K	2026-10-22
Evergreen Capital Management LLC	INCREASED	21,797	18,331	+3,466	+19%	$85.6K	$141.0K	+$55.4K	2026-10-23
Mirae Asset Global Investments Co., Ltd.	INCREASED	19,025	7,211	+11,814	+164%	$33.7K	$123.1K	+$89.4K	2026-11-03
Covestor Ltd	DECREASED	11,784	41,132	-29,348	-71%	$192.0K	$76	-$191.9K	2026-10-30
ProShare Advisors LLC	DECREASED	10,878	11,342	-464	-4%	$53.0K	$70.4K	+$17.4K	2026-10-29
Citigroup Inc	DECREASED	6,331	43,226	-36,895	-85%	$201.9K	$41.0K	-$160.9K	2026-11-04
Wilmington Savings Fund Society, FSB	UNCHANGED	5,546	5,546	0	0%	$25.9K	$35.9K	+$10.0K	2026-10-23
State of Alaska, Department of Revenue	DECREASED	4,589	5,715	-1,126	-20%	$26	$29	+$3	2026-10-15
Versant Capital Management, Inc	INCREASED	3,598	3,492	+106	+3%	$16.3K	$23.3K	+$7.0K	2026-10-02
SBI Securities Co., Ltd.	INCREASED	3,269	2,656	+613	+23%	$12.4K	$21.2K	+$8.7K	2026-10-22
Nisa Investment Advisors, LLC	DECREASED	3,078	4,797	-1,719	-36%	$22.4K	$19.9K	-$2.5K	2026-10-20
Signaturefd, LLC	INCREASED	2,764	1,177	+1,587	+135%	$5.5K	$17.9K	+$12.4K	2026-10-23
Sterling Capital Management LLC	INCREASED	1,976	1,404	+572	+41%	$6.6K	$12.8K	+$6.2K	2026-10-22
PNC Financial Services Group, Inc.	DECREASED	1,585	1,618	-33	-2%	$7.6K	$10.3K	+$2.7K	2026-11-06
Gamma Investing LLC	DECREASED	1,200	1,296	-96	-7%	$6.1K	$7.8K	+$1.7K	2026-10-08
Allworth Financial LP	INCREASED	1,182	444	+738	+166%	$2.1K	$5.5K	+$3.4K	2026-11-06
Farther Finance Advisors, LLC	DECREASED	1,152	1,172	-20	-2%	$5.5K	$7.5K	+$2.0K	2026-10-08
Larson Financial Group LLC	INCREASED	1,129	852	+277	+33%	$4.0K	$7.3K	+$3.3K	2026-11-05
EverSource Wealth Advisors, LLC	UNCHANGED	956	956	0	0%	$4.5K	$6.2K	+$1.7K	2026-11-04
Assetmark, Inc	INCREASED	741	692	+49	+7%	$3.2K	$4.8K	+$1.6K	2026-10-21
Parallel Advisors, LLC	DECREASED	380	622	-242	-39%	$2.9K	$2.5K	-$446	2026-11-03
Bare Financial Services, Inc	UNCHANGED	376	376	0	0%	$1.8K	$2.4K	+$677	2026-11-04
Provenance Wealth Advisors, LLC	NEW	316	—	+316	—	—	$2.0K	—	2026-10-30
Parkside Financial Bank & Trust	NEW	225	—	+225	—	—	$1.5K	—	2026-10-27
Marquette Asset Management, LLC	UNCHANGED	175	175	0	0%	$818	$1.1K	+$315	2026-10-09
Fifth Third Bancorp	UNCHANGED	155	155	0	0%	$724	$1.0K	+$279	2026-11-05
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	123	123	0	0%	$574	$796	+$222	2026-10-27
Silver Grove Financial Group, Inc.	INCREASED	49	24	+25	+104%	$112	$317	+$205	2026-11-05
Torren Management, LLC	UNCHANGED	49	49	0	0%	$229	$317	+$88	2026-10-29
Blue Trust, Inc.	UNCHANGED	40	40	0	0%	$187	$259	+$72	2026-10-15
Atlantic Edge Private Wealth Management, LLC	UNCHANGED	25	25	0	0%	$117	$162	+$45	2026-10-20
Equitec Proprietary Markets, LLC	CLOSED	0	28,100	-28,100	-100%	$131.2K	$0	-$131.2K	2026-11-04
HB Wealth Management, LLC	CLOSED	0	26,254	-26,254	-100%	$122.6K	$0	-$122.6K	2026-10-23
Haven Private, LLC	CLOSED	0	11,347	-11,347	-100%	$53.0K	$0	-$53.0K	2026-10-27
New York State Teachers Retirement System	CLOSED	0	9,239	-9,239	-100%	$43.0K	$0	-$43.0K	2026-10-22
Caitong International Asset Management Co., Ltd	CLOSED	0	8,839	-8,839	-100%	$41.3K	$0	-$41.3K	2026-10-29
Simplex Trading, LLC	CLOSED	0	6,636	-6,636	-100%	$31.0K	$0	-$31.0K	2026-11-04
Strs Ohio	CLOSED	0	6,300	-6,300	-100%	$29.4K	$0	-$29.4K	2026-10-30
International Assets Investment Management, LLC	CLOSED	0	1,049	-1,049	-100%	$5.1K	$0	-$5.1K	2026-11-02
Gill Capital Partners, LLC	CLOSED	0	343	-343	-100%	$1.6K	$0	-$1.6K	2026-10-13
Avion Wealth	CLOSED	0	133	-133	-100%	$0	$0	$0	2026-11-04
Lynrock Lake LP	N/A	—	19,015,087	-19,015,087	-100%	$88.8M	—	—	—
Lead Edge Capital Management, LLC	N/A	—	7,843,296	-7,843,296	-100%	$36.6M	—	—	—
BlackRock, Inc.	N/A	—	7,395,204	-7,395,204	-100%	$34.5M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	4,608,840	-4,608,840	-100%	$21.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	3,719,823	-3,719,823	-100%	$17.4M	—	—	—
State Street Corp	N/A	—	2,864,095	-2,864,095	-100%	$13.4M	—	—	—
Acadian Asset Management LLC	N/A	—	2,575,616	-2,575,616	-100%	$12.0M	—	—	—
FMR LLC	N/A	—	2,069,411	-2,069,411	-100%	$9.7M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	1,454,150	-1,454,150	-100%	$6.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,426,604	-1,426,604	-100%	$6.7M	—	—	—
Pathstone Holdings, LLC	N/A	—	841,100	-841,100	-100%	$3.9M	—	—	—
Northern Trust Corp	N/A	—	779,688	-779,688	-100%	$3.6M	—	—	—
Citadel Advisors LLC	N/A	—	758,579	-758,579	-100%	$3.5M	—	—	—
Bank of America Corp	N/A	—	719,233	-719,233	-100%	$3.4M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	600,855	-600,855	-100%	$2.8M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	571,241	-571,241	-100%	$2.7M	—	—	—
HRT Financial LP	N/A	—	558,367	-558,367	-100%	$2.6M	—	—	—
Morgan Stanley	N/A	—	506,889	-506,889	-100%	$2.4M	—	—	—
UBS Group AG	N/A	—	485,078	-485,078	-100%	$2.3M	—	—	—
Voya Investment Management LLC	N/A	—	478,943	-478,943	-100%	$2.2M	—	—	—
Pacer Advisors, Inc.	N/A	—	455,598	-455,598	-100%	$2.1M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	450,951	-450,951	-100%	$2.1M	—	—	—
Victory Capital Management Inc	N/A	—	364,058	-364,058	-100%	$1.7M	—	—	—
Prudential Financial Inc	N/A	—	341,510	-341,510	-100%	$1.6M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	294,100	-294,100	-100%	$1.4M	—	—	—
Balyasny Asset Management L.P.	N/A	—	287,296	-287,296	-100%	$1.3M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	257,497	-257,497	-100%	$1.2M	—	—	—
Tudor Investment Corp ET AL	N/A	—	230,961	-230,961	-100%	$1.1M	—	—	—
Nuveen, LLC	N/A	—	227,849	-227,849	-100%	$1.1M	—	—	—
P.A.W. Capital Corp	N/A	—	200,000	-200,000	-100%	$934.0K	—	—	—
Invesco Ltd.	N/A	—	192,357	-192,357	-100%	$898.3K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	184,061	-184,061	-100%	$859.6K	—	—	—
AQR Capital Management LLC	N/A	—	170,604	-170,604	-100%	$796.7K	—	—	—
BNP Paribas Financial Markets	N/A	—	166,880	-166,880	-100%	$779.3K	—	—	—
Squarepoint Ops LLC	N/A	—	149,785	-149,785	-100%	$699.5K	—	—	—
Credit Agricole S A	N/A	—	149,000	-149,000	-100%	$695.8K	—	—	—
GSA Capital Partners LLP	N/A	—	148,717	-148,717	-100%	$695.0K	—	—	—
Panagora Asset Management Inc	N/A	—	147,551	-147,551	-100%	$689.1K	—	—	—
Alliancebernstein L.P.	N/A	—	136,987	-136,987	-100%	$526.0K	—	—	—
Tocqueville Asset Management L.P.	N/A	—	135,000	-135,000	-100%	$630.5K	—	—	—
Rangeley Capital, LLC	N/A	—	130,328	-130,328	-100%	$608.6K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	126,302	-126,302	-100%	$589.8K	—	—	—
Engineers Gate Manager LP	N/A	—	125,446	-125,446	-100%	$585.8K	—	—	—
Susquehanna International Group, LLP	N/A	—	123,668	-123,668	-100%	$577.5K	—	—	—
Mangrove Partners IM, LLC	N/A	—	122,666	-122,666	-100%	$572.9K	—	—	—
Rhumbline Advisers	N/A	—	121,412	-121,412	-100%	$567.0K	—	—	—
Quantinno Capital Management LP	N/A	—	107,457	-107,457	-100%	$501.8K	—	—	—
Quinn Opportunity Partners LLC	N/A	—	105,000	-105,000	-100%	$490.4K	—	—	—
Price T Rowe Associates Inc	N/A	—	102,356	-102,356	-100%	$479.0K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	90,555	-90,555	-100%	$422.9K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	89,039	-89,039	-100%	$415.8K	—	—	—
Wells Fargo & Company	N/A	—	74,828	-74,828	-100%	$349.4K	—	—	—
Allstate Corp	N/A	—	68,081	-68,081	-100%	$317.9K	—	—	—
Marshall Wace, LLP	N/A	—	65,838	-65,838	-100%	$307.5K	—	—	—
Vestcor Inc	N/A	—	58,620	-58,620	-100%	$274.0K	—	—	—
Winton Group Ltd	N/A	—	57,200	-57,200	-100%	$267.1K	—	—	—
Gabelli Funds LLC	N/A	—	57,000	-57,000	-100%	$266.2K	—	—	—
Hudson Bay Capital Management LP	N/A	—	56,616	-56,616	-100%	$264.4K	—	—	—
MetLife Investment Management, LLC	N/A	—	53,242	-53,242	-100%	$248.6K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	51,407	-51,407	-100%	$240.1K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	45,242	-45,242	-100%	$211.3K	—	—	—
Walleye Capital LLC	N/A	—	42,215	-42,215	-100%	$197.1K	—	—	—
First Trust Advisors LP	N/A	—	39,657	-39,657	-100%	$185.2K	—	—	—
Franklin Resources Inc	N/A	—	39,440	-39,440	-100%	$184.2K	—	—	—
JPMorgan Chase & Co	N/A	—	36,792	-36,792	-100%	$171.8K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	36,498	-36,498	-100%	$170.4K	—	—	—
Gotham Asset Management, LLC	N/A	—	34,809	-34,809	-100%	$162.6K	—	—	—
HSBC Holdings PLC	N/A	—	33,821	-33,821	-100%	$159.6K	—	—	—
Wittenberg Investment Management, Inc.	N/A	—	32,500	-32,500	-100%	$151.8K	—	—	—
Raymond James Financial Inc	N/A	—	28,332	-28,332	-100%	$132.3K	—	—	—
Jain Global LLC	N/A	—	26,681	-26,681	-100%	$124.6K	—	—	—
Canada Pension Plan Investment Board	N/A	—	26,100	-26,100	-100%	$121.9K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	25,961	-25,961	-100%	$121.2K	—	—	—
Aquatic Capital Management LLC	N/A	—	25,429	-25,429	-100%	$118.8K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	25,386	-25,386	-100%	$118.6K	—	—	—
CSS LLC	N/A	—	23,893	-23,893	-100%	$111.6K	—	—	—
Ameriprise Financial Inc	N/A	—	22,866	-22,866	-100%	$106.8K	—	—	—
SG Americas Securities, LLC	N/A	—	22,770	-22,770	-100%	$106.0K	—	—	—
Neuberger Berman Group LLC	N/A	—	22,410	-22,410	-100%	$104.7K	—	—	—
Aigen Investment Management, LP	N/A	—	21,345	-21,345	-100%	$99.7K	—	—	—
CIM Investment Management Inc	N/A	—	20,692	-20,692	-100%	$96.6K	—	—	—
SEI Investments Co	N/A	—	20,533	-20,533	-100%	$95.9K	—	—	—
Intech Investment Management LLC	N/A	—	19,927	-19,927	-100%	$93.1K	—	—	—
Centiva Capital, LP	N/A	—	19,178	-19,178	-100%	$89.6K	—	—	—
Summit Trail Advisors, LLC	N/A	—	19,149	-19,149	-100%	$89.4K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	18,905	-18,905	-100%	$88.3K	—	—	—
Two Sigma Investments, LP	N/A	—	18,865	-18,865	-100%	$88.1K	—	—	—
New York State Common Retirement Fund	N/A	—	18,403	-18,403	-100%	$85.9K	—	—	—
Renaissance Technologies LLC	N/A	—	18,000	-18,000	-100%	$84.1K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	17,351	-17,351	-100%	$81.0K	—	—	—
Atom Investors LP	N/A	—	16,386	-16,386	-100%	$76.5K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	14,764	-14,764	-100%	$68.9K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	13,876	-13,876	-100%	$64.8K	—	—	—
Mercer Global Advisors Inc	N/A	—	13,156	-13,156	-100%	$61.4K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	12,569	-12,569	-100%	$59.0K	—	—	—
Drive Wealth Management, LLC	N/A	—	12,361	-12,361	-100%	$57.7K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	10,000	-10,000	-100%	$46.7K	—	—	—
UBS Asset Management Americas LLC	N/A	—	9,264	-9,264	-100%	$43.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	8,479	-8,479	-100%	$39.6K	—	—	—
Legal & General Group Plc	N/A	—	8,435	-8,435	-100%	$39.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	8,315	-8,315	-100%	$38.8K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	6,612	-6,612	-100%	$31.1K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	3,370	-3,370	-100%	$15.7K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	3,216	-3,216	-100%	$15.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,064	-3,064	-100%	$14.3K	—	—	—
Royal Bank of Canada	N/A	—	2,884	-2,884	-100%	$13.0K	—	—	—
California State Teachers Retirement System	N/A	—	1,193	-1,193	-100%	$5.6K	—	—	—
Walleye Trading LLC	N/A	—	1,088	-1,088	-100%	$5.1K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	720	-720	-100%	$3.4K	—	—	—
Strive Financial Group,LLC	N/A	—	585	-585	-100%	$2.7K	—	—	—
National Bank of Canada	N/A	—	515	-515	-100%	$2.4K	—	—	—
Smartleaf Asset Management LLC	N/A	—	441	-441	-100%	$2.1K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	383	-383	-100%	$1.8K	—	—	—
LRI Investments, LLC	N/A	—	280	-280	-100%	$1.3K	—	—	—
Group One Trading LLC	N/A	—	257	-257	-100%	$1.2K	—	—	—
BFC Planning, Inc.	N/A	—	225	-225	-100%	$1.1K	—	—	—
Kilter Group LLC	N/A	—	105	-105	-100%	$491	—	—	—
Global Retirement Partners, LLC	N/A	—	32	-32	-100%	$149	—	—	—
Rothschild Investment LLC	N/A	—	30	-30	-100%	$140	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	18	-18	-100%	$84	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$5	—	—	—

Showing 179 of 179 institutions