Yext Ownership | Who Owns Yext?

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Yext Ownership Summary

Yext is owned by 22.49% institutional investors, 7.89% insiders, and 69.61% retail investors. Vanguard group is the largest institutional shareholder, holding 12.39% of YEXT shares. JHancock Small Cap Core NAV is the top mutual fund, with 3.92% of its assets in Yext shares.

YEXT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Yext	22.49%	7.89%	69.61%
Sector	Technology Stocks	38.58%	12.56%	48.86%
Idea	SaaS Stocks List	49.09%	6.54%	44.38%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	15.87M	12.39%	$100.91M
Lead edge capital management	12.79M	10.08%	$78.80M
Lynrock lake lp	11.68M	9.21%	$71.95M
Blackrock	9.67M	7.71%	$51.74M
Blackrock funding, inc. /de	9.82M	7.67%	$62.44M
Manufacturers life insurance company, the	4.61M	3.60%	$29.31M
State street	2.82M	2.25%	$15.09M
Federated hermes	2.82M	2.20%	$17.94M
Potrero capital research	2.58M	2.02%	$16.41M
Geode capital management	2.41M	1.88%	$15.35M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Lead edge capital management	12.79M	23.93%	$78.80M
Tenzing global management	2.30M	10.27%	$14.17M
Lynrock lake lp	11.68M	6.92%	$71.95M
Potrero capital research	2.58M	5.49%	$16.41M
Circumference group	697.80K	5.27%	$4.30M
Maltin wealth management	391.44K	1.22%	$2.49M
Needham investment management	165.00K	0.08%	$1.05M
Clarivest asset management	107.79K	0.06%	$576.69K
Pathstone	2.06M	0.06%	$13.03M
Quest partners	53.95K	0.05%	$343.12K

Top Buyers

Holder	Shares	% Assets	Change
Pathstone	2.06M	0.06%	2.06M
Arrowstreet capital, limited partnership	1.76M	0.01%	1.08M
Lynrock lake lp	11.68M	6.92%	1.01M
Millennium management	643.50K	0.00%	643.50K
Jacobs levy equity management	967.87K	0.02%	626.91K

Top Sellers

Holder	Shares	% Assets	Change
Invenomic capital management lp	-	-	-1.50M
Mirae asset global investments	35.26K	0.00%	-1.15M
D. e. shaw	2.34M	0.01%	-937.12K
Potrero capital research	2.58M	5.49%	-824.20K
Horrell capital management	-	-	-807.80K

New Positions

Holder	Shares	% Assets	Change	Value
Pathstone	2.06M	0.06%	2.06M	$13.03M
Raymond james financial	348.94K	0.00%	348.94K	$2.22M
Credit agricole s a	185.07K	0.00%	185.07K	$1.18B
Drw securities	55.00K	0.01%	55.00K	$294.25K
Quest partners	53.95K	0.05%	53.95K	$343.12K

Sold Out

Holder	Change
Gps wealth strategies group	-30.00
Comerica bank	-47.00
Innealta capital	-103.00
Bessemer group	-205.00
Peak6	-247.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	11	-94.18%	28,532,735	-70.23%	22	0.40%	5	-94.44%	3	-95.00%
Dec 31, 2024	180	-4.26%	92,216,492	-0.99%	72	1.33%	86	2.38%	57	-8.06%
Sep 30, 2024	185	3.35%	93,106,922	1.69%	73	1.38%	83	-17.82%	62	44.19%
Jun 30, 2024	178	-1.11%	91,563,266	3.08%	73	1.43%	101	29.49%	43	-33.85%
Mar 31, 2024	180	-5.26%	88,827,549	0.29%	71	1.41%	78	-7.14%	65	-9.72%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
JHancock Small Cap Core NAV	4.88M	3.92%	467.93K
Vanguard Total Stock Mkt Idx Inv	3.23M	2.59%	-
Vanguard US Total Market Shares ETF	3.13M	2.47%	-
iShares Russell 2000 ETF	2.72M	2.19%	1.33K
Vanguard Small Cap Index	2.57M	2.06%	26.12K
Vanguard Information Technology ETF	2.55M	2.05%	26.46K
Vanguard Institutional Extnd Mkt Idx Tr	1.73M	1.39%	2.91K
Vanguard Small Cap Growth Index Inv	1.43M	1.14%	704.00
Federated Hermes MDT Small Cap Core IS	1.33M	1.07%	-183.76K
Federated Hermes MDT SCC Institutional	1.33M	1.07%	-183.76K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 17, 2024	Walrath Michael	Chief Executive Officer	Sell	$190.56K
Dec 16, 2024	Walrath Michael	Chief Executive Officer	Sell	$895.36K
Dec 11, 2024	Walrath Michael	Chief Executive Officer	Sell	$868.37K
Dec 12, 2024	Walrath Michael	Chief Executive Officer	Sell	$56.71K
Dec 13, 2024	Walrath Michael	Chief Executive Officer	Sell	$1.67K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	-	7
2024 Q3	1	-
2024 Q2	-	1

YEXT Ownership FAQ

Who owns the most shares of Yext?

Yext’s largest shareholders are Vanguard group (15.87M shares, 12.39%), Lead edge capital management (12.79M shares, 10.08%), and Lynrock lake lp (11.68M shares, 9.21%). Together, they hold 31.68% 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 23.93% of its assets in 12.79M Yext shares, valued at 78.8M$.

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 3.92% of its total shares outstanding invested in 4.88M Yext shares.

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