Yext Ownership 2024 | Who Owns Yext Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

71.59%

Insider Ownership

8.36%

Retail Ownership

20.05%

Institutional Holders

177.00

Yext Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC12.26%0.00%15,209,409-47,701-0.31%91,712,736Mar 31, 2024
LEAD EDGE CAPITAL MANAGEMENT, LLC9.25%21.27%11,474,281--69,189,915Mar 31, 2024
BLACKROCK INC.7.83%0.00%9,709,141-130,689-1.33%58,546,120Mar 31, 2024
LYNROCK LAKE LP5.38%2.15%6,675,696208,7083.23%40,254,447Mar 31, 2024
D. E. SHAW & CO., INC.3.42%0.02%4,238,097-111,197-2.56%25,555,725Mar 31, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE3.39%0.02%4,208,837835,26124.76%25,379,287Mar 31, 2024
STATE STREET CORP2.27%0.00%2,816,558100,3963.70%16,983,845Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.84%0.00%2,285,72045,1272.01%13,784,854Mar 31, 2024
BANK OF NEW YORK MELLON CORP1.57%0.00%1,952,800567,63240.98%11,775,384Mar 31, 2024
INVENOMIC CAPITAL MANAGEMENT LP1.21%0.48%1,503,960603,59867.04%9,068,879Mar 31, 2024
FEDERATED HERMES, INC.1.19%0.02%1,473,07238,3582.67%8,882,624Mar 31, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.0.96%0.02%1,185,885-76,300-6.05%10,860,160Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP0.95%0.00%1,179,07573,4966.65%7,109,823Mar 31, 2024
DIVISADERO STREET CAPITAL MANAGEMENT, LP0.94%1.64%1,161,0741,161,074100.00%7,001,276Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.91%0.00%1,132,87524,4522.21%6,831,236Mar 31, 2024
NORTHERN TRUST CORP0.80%0.00%986,925-24,730-2.44%5,951,157Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC0.75%0.02%931,069-232,518-19.98%5,610,000Mar 31, 2024
GREAT WEST LIFE ASSURANCE CO /CAN/0.74%0.01%919,831321,81253.81%5,537,000Mar 31, 2024
POTRERO CAPITAL RESEARCH LLC0.70%2.98%865,56136,2684.37%5,219,333Mar 31, 2024
MORGAN STANLEY0.69%0.00%853,79074,7729.60%5,148,355Mar 31, 2024

Yext's largest institutional shareholder is VANGUARD GROUP INC, holding 12.26% of the company's total share outstanding, currently valued at $91.71M. The top 10 institutional shareholders own together 48.43% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
LEAD EDGE CAPITAL MANAGEMENT, LLC9.25%21.27%11,474,281--69,189,915Mar 31, 2024
TENZING GLOBAL MANAGEMENT, LLC0.68%4.63%845,000-205,000-19.52%5,095,350Mar 31, 2024
CIRCUMFERENCE GROUP LLC0.64%4.51%797,800372,80087.72%4,810,734Mar 31, 2024
POTRERO CAPITAL RESEARCH LLC0.70%2.98%865,56136,2684.37%5,219,333Mar 31, 2024
LYNROCK LAKE LP5.38%2.15%6,675,696208,7083.23%40,254,447Mar 31, 2024
DIVISADERO STREET CAPITAL MANAGEMENT, LP0.94%1.64%1,161,0741,161,074100.00%7,001,276Mar 31, 2024
MALTIN WEALTH MANAGEMENT, INC.0.32%1.33%393,554--2,373,131Mar 31, 2024
HORRELL CAPITAL MANAGEMENT, INC.0.64%1.33%797,800372,80087.72%4,811,000Mar 31, 2024
INVENOMIC CAPITAL MANAGEMENT LP1.21%0.48%1,503,960603,59867.04%9,068,879Mar 31, 2024
DC INVESTMENTS MANAGEMENT, LLC0.05%0.31%63,420--382,423Mar 31, 2024
NEEDHAM INVESTMENT MANAGEMENT LLC0.25%0.18%315,00015,0005.00%1,899,450Mar 31, 2024
CORNERCAP INVESTMENT COUNSEL INC0.13%0.14%155,899-638-0.41%940,071Mar 31, 2024
ENTRYPOINT CAPITAL, LLC0.02%0.13%24,44718,342300.44%147,415Mar 31, 2024
WEIL COMPANY, INC.0.03%0.10%42,143--254,122Mar 31, 2024
CLARIVEST ASSET MANAGEMENT LLC0.09%0.07%108,011-69,299-39.08%651,306Mar 31, 2024
GSA CAPITAL PARTNERS LLP0.10%0.06%129,625-37,473-22.43%782,000Mar 31, 2024
STATE OF WYOMING0.04%0.06%55,00519,77056.11%331,680Mar 31, 2024
Y-INTERCEPT (HONG KONG) LTD0.09%0.05%117,70339,40150.32%709,749Mar 31, 2024
CIM INVESTMENT MANAGEMENT INC0.02%0.05%25,290--152,499Mar 31, 2024
CIPHER CAPITAL LP0.01%0.05%16,213-12,969-44.44%97,764Mar 31, 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 21.27% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
DIVISADERO STREET CAPITAL MANAGEMENT, LP0.94%1.64%1,161,0741,161,074100.00%7,001,276Mar 31, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE3.39%0.02%4,208,837835,26124.76%25,379,287Mar 31, 2024
INVENOMIC CAPITAL MANAGEMENT LP1.21%0.48%1,503,960603,59867.04%9,068,879Mar 31, 2024
BANK OF NEW YORK MELLON CORP1.57%0.00%1,952,800567,63240.98%11,775,384Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.40%0.00%498,592447,583877.46%3,006,510Mar 31, 2024
HORRELL CAPITAL MANAGEMENT, INC.0.64%1.33%797,800372,80087.72%4,811,000Mar 31, 2024
CIRCUMFERENCE GROUP LLC0.64%4.51%797,800372,80087.72%4,810,734Mar 31, 2024
GREAT WEST LIFE ASSURANCE CO /CAN/0.74%0.01%919,831321,81253.81%5,537,000Mar 31, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC0.27%0.01%340,958295,658652.67%2,055,977Mar 31, 2024
LYNROCK LAKE LP5.38%2.15%6,675,696208,7083.23%40,254,447Mar 31, 2024
TREXQUANT INVESTMENT LP0.16%0.02%196,419196,419100.00%1,184,407Mar 31, 2024
STATE OF WISCONSIN INVESTMENT BOARD0.16%0.00%200,658158,623377.36%1,209,968Mar 31, 2024
FRANKLIN RESOURCES INC0.19%0.00%239,882150,604168.69%1,446,489Mar 31, 2024
SUMMIT TRAIL ADVISORS, LLC0.15%0.03%185,561111,063149.08%1,118,933Mar 31, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.46%0.01%565,834100,44321.58%3,411,979Mar 31, 2024
STATE STREET CORP2.27%0.00%2,816,558100,3963.70%16,983,845Mar 31, 2024
VOYA INVESTMENT MANAGEMENT LLC0.44%0.00%548,22483,67118.01%3,305,790Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.07%0.00%81,10081,100100.00%489,033Mar 31, 2024
MORGAN STANLEY0.69%0.00%853,79074,7729.60%5,148,355Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP0.95%0.00%1,179,07573,4966.65%7,109,823Mar 31, 2024

As of Mar 31 2024, Yext's largest institutional buyer is DIVISADERO STREET CAPITAL MANAGEMENT, LP. The company purchased 1.16M stocks of YEXT, valued at $7.00M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BANK OF MONTREAL /CAN/0.41%0.00%507,847-1,491,333-74.60%3,082,630Mar 31, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.----431,421-100.00%-Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.14%0.01%176,284-324,216-64.78%1,062,994Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.48%0.01%596,458-253,730-29.84%3,596,642Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC0.75%0.02%931,069-232,518-19.98%5,610,000Mar 31, 2024
TENZING GLOBAL MANAGEMENT, LLC0.68%4.63%845,000-205,000-19.52%5,095,350Mar 31, 2024
SQUAREPOINT OPS LLC0.14%0.00%171,322-201,416-54.04%1,033,072Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.40%0.00%501,254-193,311-27.83%3,023,000Mar 31, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.04%0.00%52,411-172,529-76.70%316,038Mar 31, 2024
MARSHALL WACE, LLP0.09%0.00%111,265-167,416-60.07%670,927Mar 31, 2024
VONTOBEL HOLDING LTD.----155,574-100.00%-Mar 31, 2024
BLACKROCK INC.7.83%0.00%9,709,141-130,689-1.33%58,546,120Mar 31, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.01%0.00%11,220-118,599-91.36%67,657Mar 31, 2024
THRIVENT FINANCIAL FOR LUTHERANS----114,804-100.00%-Mar 31, 2024
D. E. SHAW & CO., INC.3.42%0.02%4,238,097-111,197-2.56%25,555,725Mar 31, 2024
SEI INVESTMENTS CO0.17%0.00%216,776-104,161-32.46%1,307,159Mar 31, 2024
JUPITER ASSET MANAGEMENT LTD0.43%0.03%531,309-97,994-15.57%3,203,793Mar 31, 2024
GOLDMAN SACHS GROUP INC0.46%0.00%573,335-87,674-13.26%3,457,210Mar 31, 2024
TEACHER RETIREMENT SYSTEM OF TEXAS0.04%0.00%45,248-87,131-65.82%273,000Mar 31, 2024
CITADEL ADVISORS LLC0.03%-32,929-78,303-70.40%198,562Mar 31, 2024

As of Mar 31 2024, Yext's biggest institutional seller is BANK OF MONTREAL /CAN/. The company sold -1.49M shares of YEXT, valued at $3.08M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
DIVISADERO STREET CAPITAL MANAGEMENT, LP0.94%1.64%1,161,0741,161,074100.00%7,001,276Mar 31, 2024
TREXQUANT INVESTMENT LP0.16%0.02%196,419196,419100.00%1,184,407Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.07%0.00%81,10081,100100.00%489,033Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.05%0.00%61,40061,400100.00%370,242Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.05%0.00%56,25056,250100.00%339,188Mar 31, 2024
SHERBROOKE PARK ADVISERS LLC0.03%0.04%33,50233,502100.00%202,017Mar 31, 2024
STATE OF TENNESSEE, TREASURY DEPARTMENT0.02%0.00%28,65628,656100.00%172,796Mar 31, 2024
HSBC HOLDINGS PLC0.02%0.00%26,34226,342100.00%158,842Mar 31, 2024
CORTON CAPITAL INC.0.02%0.04%19,57519,575100.00%118,037Mar 31, 2024
VERITION FUND MANAGEMENT LLC0.02%0.00%19,14319,143100.00%115,432Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.01%0.00%17,88917,889100.00%108,000Mar 31, 2024
HARBOR CAPITAL ADVISORS, INC.0.01%0.01%13,67213,672100.00%82,000Mar 31, 2024
INCEPTIONR LLC0.01%0.02%12,44612,446100.00%75,049Mar 31, 2024
SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD0.01%0.00%12,38012,380100.00%74,651Mar 31, 2024
ENVESTNET ASSET MANAGEMENT INC0.01%-10,32710,327100.00%62,272Mar 31, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.01%0.01%7,5097,509100.00%45,278Mar 31, 2024
0.00%0.00%5,7355,735100.00%34,582Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%-4,2794,279100.00%25,417,000Mar 31, 2024
NVERSES CAPITAL, LLC0.00%0.03%2,2002,200100.00%13,266,000Mar 31, 2024
QUINTET PRIVATE BANK (EUROPE) S.A.0.00%0.00%920920100.00%6,311Mar 31, 2024
0.00%0.00%280280100.00%1,532Mar 31, 2024
RONALD BLUE TRUST, INC.--4040100.00%241,000Mar 31, 2024
GPS WEALTH STRATEGIES GROUP, LLC--3030100.00%181Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC--2121100.00%126Mar 31, 2024

Yext's largest new institutional shareholder by number of shares is DIVISADERO STREET CAPITAL MANAGEMENT, LP, purchased 1.16M shares, valued at $7.00M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HILLSDALE INVESTMENT MANAGEMENT INC.----431,421-100.00%-Mar 31, 2024
VONTOBEL HOLDING LTD.----155,574-100.00%-Mar 31, 2024
THRIVENT FINANCIAL FOR LUTHERANS----114,804-100.00%-Mar 31, 2024
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)----71,800-100.00%-Mar 31, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD----66,836-100.00%-Mar 31, 2024
FIRST TRUST ADVISORS LP----51,185-100.00%-Mar 31, 2024
ARISTIDES CAPITAL LLC----43,707-100.00%-Mar 31, 2024
OLYMPIAD RESEARCH LP----40,517-100.00%-Mar 31, 2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC----36,214-100.00%-Mar 31, 2024
ENGINEERS GATE MANAGER LP----35,220-100.00%-Mar 31, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.----33,395-100.00%-Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC----26,499-100.00%-Mar 31, 2024
FOX RUN MANAGEMENT, L.L.C.----23,146-100.00%-Mar 31, 2024
WOODLINE PARTNERS LP----23,000-100.00%-Mar 31, 2024
VERSOR INVESTMENTS LP----21,200-100.00%-Mar 31, 2024
OAK THISTLE LLC----17,889-100.00%-Mar 31, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----15,293-100.00%-Mar 31, 2024
AXQ CAPITAL, LP----13,200-100.00%-Mar 31, 2024
PROCYON ADVISORS, LLC----12,137-100.00%-Mar 31, 2024
LAZARD ASSET MANAGEMENT LLC----5,214-100.00%-Mar 31, 2024
DEKABANK DEUTSCHE GIROZENTRALE----5,214-100.00%-Mar 31, 2024
CUTLER GROUP LLC / CA----1,931-100.00%-Mar 31, 2024
AJOVISTA, LLC----1,032-100.00%-Mar 31, 2024
US BANCORP \DE\----622-100.00%-Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC----200-100.00%-Mar 31, 2024
CLEARSTEAD ADVISORS, LLC----175-100.00%-Mar 31, 2024
QUEST PARTNERS LLC----111-100.00%-Mar 31, 2024
QUADRANT CAPITAL GROUP LLC----63-100.00%-Mar 31, 2024

Yext's largest sold out institutional shareholder by shares sold is HILLSDALE INVESTMENT MANAGEMENT INC., sold -0.43M shares, valued at -, as of undefined.

Yext Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Vanguard Montgomery Funds4.86%195,950-128,575-39.62%Dec 31, 2023
SPARROW FUNDS1.80%6,400--Feb 29, 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 FUNDS0.30%275,500--Dec 31, 2023
NEEDHAM FUNDS INC0.23%300,000200,000200.00%Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.14%67,569--Dec 31, 2023
BlackRock Advantage SMID Cap Fund, Inc.0.10%19,293--Dec 29, 2023
VANGUARD HORIZON FUNDS0.10%2,131,882421,78324.66%Dec 31, 2023
Voya EQUITY TRUST0.10%144,56536,03133.20%Feb 29, 2024
VANGUARD EXPLORER FUND0.09%1,154,695--Jan 31, 2024
AMG FUNDS III0.09%15,161--Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND IV0.08%210,300--Dec 31, 2023
FIDELITY ADVISOR SERIES VII0.07%572,300--Jan 31, 2024
Value Line Small Cap Opportunities Fund, Inc.0.06%17,900--Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND III0.05%465,654--Dec 31, 2023
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.04%16,498--Dec 31, 2023
JOHN HANCOCK INVESTMENT TRUST0.04%3,063,27625,0260.82%Jan 31, 2024
VANGUARD QUANTITATIVE FUNDS0.03%303,786221,486269.12%Dec 31, 2023
LORD ABBETT SECURITIES TRUST0.03%143,431--Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC0.03%196,55318,24310.23%Dec 31, 2023
FIDELITY SECURITIES FUND0.03%2,579,816--Jan 31, 2024
Fidelity Commonwealth Trust II0.02%151,193-96,985-39.08%Aug 31, 2023
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)0.02%150,000--Dec 31, 2023
VANGUARD INDEX FUNDS0.02%10,206,8171,593,53218.50%Dec 31, 2023
FIDELITY SELECT PORTFOLIOS0.02%1,382,462--Feb 29, 2024
BUFFALO FUNDS0.02%44,900--Dec 31, 2023
JANUS INVESTMENT FUND0.02%6,055,619--Dec 31, 2023
SMALLCAP WORLD FUND INC0.02%1,187,449--Dec 31, 2023
HUSSMAN INVESTMENT TRUST0.02%63,000--Dec 31, 2023
FIDELITY DEVONSHIRE TRUST0.02%167,149--Jan 31, 2024
IndexIQ ETF Trust0.01%33,848-2,372-6.55%Jan 31, 2024
DRIEHAUS MUTUAL FUNDS0.01%109,684--Dec 29, 2023
FORUM FUNDS II0.01%12,313--Jan 31, 2024
FundVantage Trust0.01%61,240--Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.01%2,990--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.01%48,782--Jan 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.01%27,65027,650-Dec 31, 2023
BARON SELECT FUNDS0.01%133,111--Dec 31, 2023
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%236,778-40,848-14.71%Dec 31, 2023
FIDELITY COVINGTON TRUST0.01%83,994-44,899-34.83%Feb 29, 2024
Principal Exchange-Traded Funds0.01%69,27069,270-Mar 31, 2024
EXCHANGE TRADED CONCEPTS TRUST0.01%31,196--Feb 29, 2024
JNL VARIABLE FUND LLC0.01%29,191--Mar 31, 2020
VARIABLE INSURANCE PRODUCTS FUND II0.00%62,949-37,065-37.06%Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%937,66818,2231.98%Feb 29, 2024
VANGUARD VARIABLE INSURANCE FUNDS0.00%233,313-53,636-18.69%Dec 31, 2023
Calvert Variable Products, Inc.0.00%10,639--Dec 31, 2023
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%15,346--Dec 31, 2023
MFS VARIABLE INSURANCE TRUST III0.00%61,064-1,941-3.08%Dec 31, 2023
BAILLIE GIFFORD FUNDS0.00%36,148--Dec 29, 2023
Advisors' Inner Circle Fund II0.00%2,815,000--Jan 31, 2024
GPS Funds I0.00%15,6275,48854.13%Dec 31, 2023
Nushares ETF Trust0.00%21,286--Jan 31, 2024
SCHWAB STRATEGIC TRUST0.00%542,26919,2843.69%Feb 29, 2024
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC0.00%1,604--Sep 30, 2020
Mutual of America Variable Insurance Portfolios, Inc.0.00%1,939--Sep 30, 2023
OHIO NATIONAL FUND INC0.00%54,759--Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%69,021--Dec 31, 2023
MUTUAL OF AMERICA INVESTMENT CORP0.00%86,607--Dec 31, 2023
BMO FUNDS, INC.0.00%72,6818,30012.89%Nov 30, 2021
SunAmerica Specialty Series0.00%834--Apr 30, 2021
T. Rowe Price Index Trust, Inc.0.00%26,246--Feb 29, 2024
PFM Multi-Manager Series Trust0.00%1,200--Dec 31, 2023
SARATOGA ADVANTAGE TRUST0.00%89--Feb 29, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%93,773-28,907-23.56%Jan 31, 2024
LORD ABBETT SERIES FUND INC0.00%25,429--Dec 31, 2023
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%4,993-295-5.58%Dec 31, 2023
Virtus Investment Trust0.00%34,995--Dec 29, 2023
RBB FUND, INC.0.00%94,856--Feb 29, 2024
Dunham Funds0.00%60,910--Jan 31, 2024
PUTNAM ASSET ALLOCATION FUNDS0.00%1,470-74,717-98.07%Feb 29, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.0.00%6,1003,650148.98%Dec 29, 2023
TIAA-CREF LIFE FUNDS0.00%1,753-5,870-77.00%Dec 31, 2023
Forethought Variable Insurance Trust0.00%2,721--Dec 29, 2023
THRIVENT SERIES FUND INC0.00%69,362-3,784-5.17%Dec 29, 2023
Dimensional ETF Trust0.00%273,353-71,266-20.68%Jan 31, 2024
FIDELITY ADVISOR SERIES I0.00%107,901--Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%601,695198,35149.18%Jan 31, 2024
Trust for Advised Portfolios0.00%11,439--Dec 31, 2023
WisdomTree Trust0.00%1,026,153--Feb 29, 2024
THRIVENT MUTUAL FUNDS0.00%41,142--Jan 31, 2024
Goldman Sachs ETF Trust0.00%44,8508,13122.14%Feb 29, 2024
FIDELITY CAPITAL TRUST0.00%4,504--Jan 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%36,2071,4004.02%Dec 31, 2023
ALLSPRING MASTER TRUST0.00%22,669--Feb 29, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%45,786-18,266-28.52%Dec 31, 2023
GLENMEDE FUND INC0.00%2,659--Jan 31, 2024
SA FUNDS INVESTMENT TRUST0.00%4,488--Dec 31, 2023
EQ ADVISORS TRUST0.00%332,103-84,441-20.27%Dec 31, 2023
VANGUARD SCOTTSDALE FUNDS0.00%490,00758,65113.60%Feb 29, 2024
RYDEX SERIES FUNDS0.00%977--Dec 31, 2023
Guggenheim Active Allocation Fund0.00%1,330--Feb 29, 2024
ProFunds0.00%1,52662669.56%Jan 31, 2024
VICTORY PORTFOLIOS0.00%4,806--Dec 31, 2023

Yext's largest mutual fund holder by % of total assets is "Vanguard Montgomery Funds", owning 195.95K shares, compromising 4.86% of its total assets.

Yext Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24177-4.84%
31 Dec, 23186-6.53%
30 Sep, 23199-5.24%
30 Jun, 232106.60%
31 Mar, 2319716.57%
31 Dec, 221699.03%
30 Sep, 221551.31%
30 Jun, 22153-14.53%
31 Mar, 221793.47%
31 Dec, 211734.85%
30 Sep, 21165-6.78%
30 Jun, 2117713.46%
31 Mar, 21156-1.89%
31 Dec, 201596.00%
30 Sep, 20150-1.32%
30 Jun, 2015223.58%
31 Mar, 20123-8.89%
31 Dec, 19135-7.53%
30 Sep, 19146-4.58%
30 Jun, 19153-9.47%
31 Mar, 1916922.46%
31 Dec, 18138-4.83%
30 Sep, 1814534.26%
30 Jun, 1810844.00%
31 Mar, 1875-1.32%
31 Dec, 177628.81%
30 Sep, 1759-
30 Jun, 1759-

As of 31 Mar 24, 177 institutions are holding Yext's shares, representing a decrease of -4.84% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2488,807,8230.33%
31 Dec, 2388,513,6613.75%
30 Sep, 2385,312,398-3.51%
30 Jun, 2388,414,0074.43%
31 Mar, 2384,667,1553.39%
31 Dec, 2281,892,641-0.18%
30 Sep, 2282,039,243-3.66%
30 Jun, 2285,159,501-2.16%
31 Mar, 2287,036,918-2.14%
31 Dec, 2188,943,081-0.06%
30 Sep, 2188,997,0011.21%
30 Jun, 2187,934,478-4.35%
31 Mar, 2191,938,3164.32%
31 Dec, 2088,130,5454.76%
30 Sep, 2084,126,3760.11%
30 Jun, 2084,031,6902.57%
31 Mar, 2081,923,8012.14%
31 Dec, 1980,204,30511.38%
30 Sep, 1972,012,1942.28%
30 Jun, 1970,407,3687.96%
31 Mar, 1965,214,23318.49%
31 Dec, 1855,038,4515.19%
30 Sep, 1852,320,9550.83%
30 Jun, 1851,890,21917.03%
31 Mar, 1844,338,11525.32%
31 Dec, 1735,381,14235.44%
30 Sep, 1726,122,917-0.97%
30 Jun, 1726,378,545-

Yext (YEXT) has 88.81M shares outstanding as of 31 Mar 24, up 0.33% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2471.59%1.41%
31 Dec, 2371.24%1.51%
30 Sep, 2368.60%1.33%
30 Jun, 2371.73%1.50%
31 Mar, 2369.22%1.54%
31 Dec, 2266.95%1.52%
30 Sep, 2266.43%1.41%
30 Jun, 2268.55%1.56%
31 Mar, 2266.37%1.37%
31 Dec, 2169.59%1.45%
30 Sep, 2169.22%1.44%
30 Jun, 2169.29%1.29%
31 Mar, 2173.33%1.43%
31 Dec, 2071.68%1.48%
30 Sep, 2069.69%1.38%
30 Jun, 2070.97%1.44%
31 Mar, 2070.26%1.36%
31 Dec, 1971.77%1.78%
30 Sep, 1963.47%1.60%
30 Jun, 1962.99%1.68%
31 Mar, 1961.26%1.96%
31 Dec, 1855.94%2.03%
30 Sep, 1852.52%1.85%
30 Jun, 1853.21%2.44%
31 Mar, 1846.70%2.31%
31 Dec, 1745.00%5.38%
30 Sep, 1728.91%3.37%
30 Jun, 1729.29%-

As of 31 Mar 24, Yext is held by 71.59% institutional shareholders, representing a 1.41% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2478-6.02%
31 Dec, 2383-14.43%
30 Sep, 2397-1.02%
30 Jun, 2398-7.55%
31 Mar, 2310629.27%
31 Dec, 228213.89%
30 Sep, 2272-6.49%
30 Jun, 2277-27.36%
31 Mar, 2210613.98%
31 Dec, 219314.81%
30 Sep, 2181-24.30%
30 Jun, 2110748.61%
31 Mar, 2172-8.86%
31 Dec, 207911.27%
30 Sep, 2071-21.11%
30 Jun, 209040.63%
31 Mar, 2064-13.51%
31 Dec, 197417.46%
30 Sep, 1963-33.68%
30 Jun, 1995-2.06%
31 Mar, 199721.25%
31 Dec, 1880-14.89%
30 Sep, 18949.30%
30 Jun, 188672.00%
31 Mar, 1850-20.63%
31 Dec, 1763103.23%
30 Sep, 1731-47.46%
30 Jun, 1759-

78 institutional shareholders have increased their position in YEXT stock as of 31 Mar 24 compared to 83 in the previous quarter (a -6.02% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2465-8.45%
31 Dec, 23715.97%
30 Sep, 2367-6.94%
30 Jun, 237233.33%
31 Mar, 2354-15.63%
31 Dec, 226418.52%
30 Sep, 22545.88%
30 Jun, 22514.08%
31 Mar, 224916.67%
31 Dec, 2142-2.33%
30 Sep, 214326.47%
30 Jun, 2134-26.09%
31 Mar, 2146-2.13%
31 Dec, 20476.82%
30 Sep, 204437.50%
30 Jun, 2032-
31 Mar, 203214.29%
31 Dec, 1928-44.00%
30 Sep, 195035.14%
30 Jun, 1937-7.50%
31 Mar, 194014.29%
31 Dec, 18356.06%
30 Sep, 1833175.00%
30 Jun, 181233.33%
31 Mar, 189125.00%
31 Dec, 174-50.00%
30 Sep, 178-
30 Jun, 17--

65 institutional shareholders have reduced their position in YEXT stock as of 31 Mar 24 compared to 71 in the previous quarter (a -8.45% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24177-4.84%88,807,8230.33%71.59%1.41%78-6.02%65-8.45%
31 Dec, 23186-6.53%88,513,6613.75%71.24%1.51%83-14.43%715.97%
30 Sep, 23199-5.24%85,312,398-3.51%68.60%1.33%97-1.02%67-6.94%
30 Jun, 232106.60%88,414,0074.43%71.73%1.50%98-7.55%7233.33%
31 Mar, 2319716.57%84,667,1553.39%69.22%1.54%10629.27%54-15.63%
31 Dec, 221699.03%81,892,641-0.18%66.95%1.52%8213.89%6418.52%
30 Sep, 221551.31%82,039,243-3.66%66.43%1.41%72-6.49%545.88%
30 Jun, 22153-14.53%85,159,501-2.16%68.55%1.56%77-27.36%514.08%
31 Mar, 221793.47%87,036,918-2.14%66.37%1.37%10613.98%4916.67%
31 Dec, 211734.85%88,943,081-0.06%69.59%1.45%9314.81%42-2.33%
30 Sep, 21165-6.78%88,997,0011.21%69.22%1.44%81-24.30%4326.47%
30 Jun, 2117713.46%87,934,478-4.35%69.29%1.29%10748.61%34-26.09%
31 Mar, 21156-1.89%91,938,3164.32%73.33%1.43%72-8.86%46-2.13%
31 Dec, 201596.00%88,130,5454.76%71.68%1.48%7911.27%476.82%
30 Sep, 20150-1.32%84,126,3760.11%69.69%1.38%71-21.11%4437.50%
30 Jun, 2015223.58%84,031,6902.57%70.97%1.44%9040.63%32-
31 Mar, 20123-8.89%81,923,8012.14%70.26%1.36%64-13.51%3214.29%
31 Dec, 19135-7.53%80,204,30511.38%71.77%1.78%7417.46%28-44.00%
30 Sep, 19146-4.58%72,012,1942.28%63.47%1.60%63-33.68%5035.14%
30 Jun, 19153-9.47%70,407,3687.96%62.99%1.68%95-2.06%37-7.50%
31 Mar, 1916922.46%65,214,23318.49%61.26%1.96%9721.25%4014.29%
31 Dec, 18138-4.83%55,038,4515.19%55.94%2.03%80-14.89%356.06%
30 Sep, 1814534.26%52,320,9550.83%52.52%1.85%949.30%33175.00%
30 Jun, 1810844.00%51,890,21917.03%53.21%2.44%8672.00%1233.33%
31 Mar, 1875-1.32%44,338,11525.32%46.70%2.31%50-20.63%9125.00%
31 Dec, 177628.81%35,381,14235.44%45.00%5.38%63103.23%4-50.00%
30 Sep, 1759-26,122,917-0.97%28.91%3.37%31-47.46%8-
30 Jun, 1759-26,378,545-29.29%-59---

Yext Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 22, 2024Distelburger Briandirector-F-InKindSell4,771$5.88$28.05K3,130,064
Mar 22, 2024Distelburger Briandirector-M-ExemptSell6,250--31,250
Mar 22, 2024Distelburger Briandirector-M-ExemptSell9,375--18,750
Mar 22, 2024Shin Hoofficer General CounselF-InKindSell9,324$5.88$54.83K142,969
Mar 22, 2024Shin Hoofficer General CounselM-ExemptSell14,062--126,563
Mar 22, 2024Shin Hoofficer General CounselM-ExemptSell9,375--18,750
Mar 22, 2024Shin Hoofficer General CounselM-ExemptSell3,125--15,625
Mar 22, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptSell37,500--300,000
Mar 22, 2024Bond Darrylofficer Chief Financial OfficerF-InKindSell19,041$5.88$111.96K297,311

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 22, 2024Distelburger Briandirector-M-ExemptBuy6,250--3,134,835
Mar 22, 2024Distelburger Briandirector-F-InKindSell4,771$5.88$28.05K3,130,064
Mar 22, 2024Distelburger Briandirector-M-ExemptBuy9,375--3,128,585
Mar 22, 2024Distelburger Briandirector-M-ExemptSell6,250--31,250
Mar 22, 2024Distelburger Briandirector-M-ExemptSell9,375--18,750
Mar 22, 2024Shin Hoofficer General CounselM-ExemptBuy14,062--152,293
Mar 22, 2024Shin Hoofficer General CounselA-AwardBuy150,000--150,000
Mar 22, 2024Shin Hoofficer General CounselF-InKindSell9,324$5.88$54.83K142,969
Mar 22, 2024Shin Hoofficer General CounselM-ExemptBuy3,125--138,231
Mar 22, 2024Shin Hoofficer General CounselM-ExemptBuy9,375--135,106
Mar 22, 2024Shin Hoofficer General CounselM-ExemptSell14,062--126,563
Mar 22, 2024Shin Hoofficer General CounselM-ExemptSell9,375--18,750
Mar 22, 2024Shin Hoofficer General CounselM-ExemptSell3,125--15,625
Mar 22, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptBuy3,437--316,352
Mar 22, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptBuy37,500--312,915
Mar 22, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptSell37,500--300,000
Mar 22, 2024Bond Darrylofficer Chief Financial OfficerF-InKindSell19,041$5.88$111.96K297,311
Mar 22, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptBuy5,000--275,415
Mar 22, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptBuy3,125--270,415
Mar 22, 2024Bond Darrylofficer Chief Financial OfficerM-ExemptBuy3,750--267,290

The last insider sell of Yext's stock was made by Distelburger Brian on Mar 22 2024, selling 4,771 shares at $5.88 per share (valued at $28.05K).

Yext Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
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%
Q2 20195311745.30%

17 total buy trades, and 13 total sell trades (buy/sell ratio of 1.31%) were made by Yext's insiders, as of Q1 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
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%
Q2 2019-74-

As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Yext's stocks.

Yext Peer Ownership


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YEXT Ownership FAQ


Yext is owned by institutional shareholders (71.59%), insiders (8.36%), and public (20.05%). The largest institutional shareholder of Yext is VANGUARD GROUP INC (12.26% of total shares) and the top mutual fund owner is Vanguard Montgomery Funds (4.86% of total shares).

Yext's major institutional shareholders are VANGUARD GROUP INC, LEAD EDGE CAPITAL MANAGEMENT, LLC, BLACKROCK INC., LYNROCK LAKE LP, and D. E. SHAW & CO., INC.. The top five shareholders own together 38.13% of the company's share outstanding.

As of Mar 2024, there are 177 institutional shareholders of Yext.

VANGUARD GROUP INC owns 15.21M shares of Yext, representing 12.26% of the company's total shares outstanding, valued at $91.71M (as of Mar 2024).

As of Mar 2024, LEAD EDGE CAPITAL MANAGEMENT, LLC holds 11.47M shares of Yext (YEXT), compromising 9.25% of the company, valued at $69.19M.

BLACKROCK INC is the third largest holder of Yext. The company owns 9.71M of the company's shares outstanding (worth $58.55M).