YEXT INC YEXT
COM · Common Stock · CUSIP 98585N106
New York City technology company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($617.4k this quarter). Holder counts are more reliable. Shares outstanding: 100.2m as of 2026-05-19, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $4.67. Options: 7 managers hold calls ($1.9m notional), 9 hold puts ($902.2k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 161 |
| Q4 2022 | 169 |
| Q1 2023 | 192 |
| Q2 2023 | 203 |
| Q3 2023 | 196 |
| Q4 2023 | 189 |
| Q1 2024 | 179 |
| Q2 2024 | 171 |
| Q3 2024 | 180 |
| Q4 2024 | 183 |
| Q1 2025 | 185 |
| Q2 2025 | 194 |
| Q3 2025 | 199 |
| Q4 2025 | 196 |
| Q1 2026 | 200 |
| Q2 2026 | 174 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 79 | 75 |
| Q4 2024 | 84 | 87 |
| Q1 2025 | 78 | 93 |
| Q2 2025 | 104 | 85 |
| Q3 2025 | 106 | 89 |
| Q4 2025 | 84 | 101 |
| Q1 2026 | 101 | 109 |
| Q2 2026 | 79 | 114 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $6.8m | $4.1m | 0.60 |
| Q4 2025 | $6.1m | $2.6m | 0.42 |
| Q1 2026 | $3.5m | $2.1m | 0.60 |
| Q2 2026 | $1.9m | $902.2k | 0.47 |
Biggest buyers
| ACADIAN ASSET MANAGEMENT LLC | Added | +2.3m |
| FMR LLC | Added | +1.2m |
| Lynrock Lake LP | Added | +826.5k |
| HRT FINANCIAL LP | Added | +470.0k |
| CITADEL ADVISORS LLC | Added | +339.2k |
| PRUDENTIAL FINANCIAL INC | Added | +325.6k |
| Balyasny Asset Management L.P. | New | +287.3k |
| MACKENZIE FINANCIAL CORP | Added | +234.8k |
| BANK OF AMERICA CORP /DE/ | Added | +220.7k |
| GOLDMAN SACHS GROUP INC | Added | +217.9k |
Biggest sellers
| BARCLAYS PLC | Reduced | -4.0m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -1.5m |
| JANE STREET GROUP, LLC | Sold out | -946.8k |
| Hudson Bay Capital Management LP | Reduced | -845.7k |
| BlackRock, Inc. | Reduced | -773.4k |
| OP Asset Management Ltd | Reduced | -773.2k |
| FIRST TRUST ADVISORS LP | Reduced | -722.3k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -631.3k |
| Boston Partners | Sold out | -528.2k |
| Point72 Asset Management, L.P. | Sold out | -466.3k |
Biggest calls
| GROUP ONE TRADING LLC | Reduced | $673.4k144.2k shares |
| Walleye Trading LLC | Reduced | $363.3k77.8k shares |
| CITADEL ADVISORS LLC | Added | $362.9k77.7k shares |
| JANE STREET GROUP, LLC | New | $226.5k48.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $101.3k21.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $97.1k20.8k shares |
| Walleye Capital LLC | New | $75.7k16.2k shares |
Biggest puts
| Walleye Trading LLC | Added | $281.6k60.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $199.4k42.7k shares |
| EQUITEC PROPRIETARY MARKETS, LLC | Reduced | $131.2k28.1k shares |
| CITADEL ADVISORS LLC | Reduced | $125.6k26.9k shares |
| JANE STREET GROUP, LLC | New | $106.9k22.9k shares |
| CSS LLC/IL | Reduced | $47.2k10.1k shares |
| GROUP ONE TRADING LLC | Reduced | $4.7k1.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.3k700 shares |
| Walleye Capital LLC | New | $2.3k500 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Lynrock Lake LP
13D · may seek influence
+0.6 pts · filed 2026-07-09
Stated purposeThe Reporting Persons acquired beneficial ownership of the shares of Common Stock reported herein for investment purposes, and such acquisition was made in the Reporting Persons' ordinary course of business. The Reporting Persons filed an initial Schedule 13G on February 14, 2024, which filing was amended on November 14, 2024, February 14, 2025, May 15, 2025, November 7, 2025, February 10, 2026 and April 7, 2026 (as amended, the "Schedule 13G"). The Reporting Persons are filing this Schedule 13D to supersede the Schedule 13G. As an institutional investor and a significant holder of the Issuer's common stock, representatives of Lynrock Lake LP, including Ms. Paul, from time to time engage in ordinary course discussions with members of the Issuer's management team and board of directors reg… Full filing |
19.0% |
| Lead Edge Public Fund, LP 13D · may seek influence filed 2026-03-25 | 7.9% |
| BlackRock, Inc. 13G · institution filed 2025-07-16 | 6.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
Fell to 5% or below in the last year: MILLENNIUM MANAGEMENT LLC (0.6%, 2026-05-11), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 3 | $2.3m | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 2 | $355.0k | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 1 | $498.8k | 1 | $36.2k | — |
| Q3 2026 | 1 | $397.7k | 1 | $191.7k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-11 | Shin Ho General Counsel | Sold | $191.7k30.0k shares |
| 2026-07-13 | Englander Daniel J Director | Bought | $397.7k76.2k shares |
| 2026-06-11 | Waugh Seth H. Director | Bought | $498.8k133.0k shares |
| 2026-04-15 | Tang Allan Chief Accounting Officer | Sold | $36.2k10.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Lynrock Lake LP 5.61% of their portfolio | 19.0m $88.8m | Added +826.5k |
| Lead Edge Capital Management, LLC 6.66% of their portfolio | 7.8m $36.6m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 7.4m $34.5m | Reduced -773.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 4.6m $21.5m | Reduced -1.5m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.7m $17.4m | Added +184.9k |
| STATE STREET CORP 0.00% of their portfolio | 2.9m $13.4m | Reduced -7.8k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 2.6m $12.0m | Added +2.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.2m $10.4m | Reduced -177.7k |
| FMR LLC 0.00% of their portfolio | 2.1m $9.7m | Added +1.2m |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 2.0m $9.5m | Reduced -89.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 1.5m $6.8m | Added +144.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.4m $6.7m | Added +217.9k |
| Pathstone Holdings, LLC 0.01% of their portfolio | 841.1k $3.9m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 779.7k $3.6m | Reduced -35.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 758.6k $3.5m | Added +339.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 719.2k $3.4m | Added +220.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 600.9k $2.8m | Reduced -131.5k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 571.2k $2.7m | Reduced -23.2k |
| HRT FINANCIAL LP 0.01% of their portfolio | 558.4k $2.6m | Added +470.0k |
| MORGAN STANLEY 0.00% of their portfolio | 506.9k $2.4m | Reduced -174.5k |
| UBS Group AG 0.00% of their portfolio | 485.1k $2.3m | Reduced -338.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 478.9k $2.2m | Reduced -187.8k |
| Pacer Advisors, Inc. 0.01% of their portfolio | 455.6k $2.1m | Added +64.2k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 451.0k $2.1m | Added +55.8k |
| Maltin Wealth Management, Inc. 0.61% of their portfolio | 393.4k $1.8m | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 364.1k $1.7m | Added +204.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 344.8k $1.6m | Added +14.6k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 341.5k $1.6m | Added +325.6k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 297.0k $1.4m | Added +234.8k |
| KLP KAPITALFORVALTNING AS 0.00% of their portfolio | 294.1k $1.4m | Added +144.1k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 287.3k $1.3m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 272.8k $1.3m | Added +16.8k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 257.5k $1.2m | Reduced -59.5k |
| OP Asset Management Ltd 0.01% of their portfolio | 246.4k $1.2m | Reduced -773.2k |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 231.0k $1.1m | Added +194.5k |
| Nuveen, LLC 0.00% of their portfolio | 227.8k $1.1m | Unchanged |
| Creative Planning 0.00% of their portfolio | 209.2k $977.1k | Added +164.6k |
| Invesco Ltd. 0.00% of their portfolio | 192.4k $898.3k | Added +9.9k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 184.1k $859.6k | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 170.6k $796.7k | Added +106.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 166.9k $779.3k | Reduced -164.6k |
| Squarepoint Ops LLC 0.00% of their portfolio | 149.8k $699.5k | New |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 149.0k $695.8k | Unchanged |
| GSA CAPITAL PARTNERS LLP 0.04% of their portfolio | 148.7k $695.0k | New |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 147.6k $689.1k | Added +75.3k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 145.4k $679.0k | Added +136.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 137.0k $526.0k | Unchanged |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.01% of their portfolio | 135.0k $630.5k | Reduced -50.0k |
| Rangeley Capital, LLC 0.57% of their portfolio | 130.3k $608.6k | Added +31.0k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio | 126.3k $589.8k | Added +78.7k |
| Engineers Gate Manager LP 0.01% of their portfolio | 125.4k $585.8k | Reduced -30.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 123.7k $577.5k | Reduced -11.4k |
| MANGROVE PARTNERS IM, LLC 0.04% of their portfolio | 122.7k $572.9k | Added +29.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 121.4k $567.0k | Reduced -4.1k |
| Quantinno Capital Management LP 0.00% of their portfolio | 107.5k $501.8k | Reduced -102.6k |
| Quinn Opportunity Partners LLC 0.02% of their portfolio | 105.0k $490.4k | Added +50.0k |
| Amundi 0.00% of their portfolio | 104.5k $487.8k | Added +53.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 102.4k $479.0k | Unchanged |
| P.A.W. CAPITAL CORP 0.36% of their portfolio | 100.0k $467.0k | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 90.6k $422.9k | Reduced -42.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 89.0k $415.8k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 84.9k $396.6k | Reduced -16.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 74.8k $349.4k | Added +36.8k |
| ALLSTATE CORP 0.00% of their portfolio | 68.1k $317.9k | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 65.8k $307.5k | Added +35.0k |
| Vestcor Inc 0.01% of their portfolio | 58.6k $274.0k | Unchanged |
| WINTON GROUP Ltd 0.01% of their portfolio | 57.2k $267.1k | Added +44.3k |
| GABELLI FUNDS LLC 0.00% of their portfolio | 57.0k $266.2k | Unchanged |
| Hudson Bay Capital Management LP 0.00% of their portfolio | 56.6k $264.4k | Reduced -845.7k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 53.2k $248.6k | Reduced -626 |
| Y-Intercept (Hong Kong) Ltd 0.00% of their portfolio | 51.7k $241.4k | New |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 51.4k $240.1k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 50.9k $237.7k | Added +23.2k |
| State of Wyoming 0.02% of their portfolio | 47.2k $220.2k | Reduced -13.1k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.01% of their portfolio | 45.2k $211.3k | Reduced -180.8k |
| CITIGROUP INC 0.00% of their portfolio | 43.2k $201.9k | Added +22.4k |
| Walleye Capital LLC 0.00% of their portfolio | 42.2k $197.1k | New |
| BARCLAYS PLC 0.00% of their portfolio | 41.8k $195.2k | Reduced -4.0m |
| Covestor Ltd 0.11% of their portfolio | 41.1k $192.0k | Reduced -37.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 39.7k $185.2k | Reduced -722.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 39.4k $184.2k | Reduced -57.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 36.8k $171.8k | Reduced -289.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 36.5k $170.4k | Unchanged |
| Gotham Asset Management, LLC 0.00% of their portfolio | 34.8k $162.6k | Reduced -14.4k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 33.8k $159.6k | New |
| WITTENBERG INVESTMENT MANAGEMENT, INC. 0.05% of their portfolio | 32.5k $151.8k | New |
| HARBOR CAPITAL ADVISORS, INC. 0.01% of their portfolio | 29.4k $138.0k | Added +3.3k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 28.3k $132.3k | Unchanged |
| EQUITEC PROPRIETARY MARKETS, LLC 0.03% of their portfolio | 28.1k $131.2k | Reduced -200.5k |
| Jain Global LLC 0.00% of their portfolio | 26.7k $124.6k | Added +7.3k |
| HB Wealth Management, LLC 0.00% of their portfolio | 26.3k $122.6k | Added +945 |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 26.1k $121.9k | Reduced -5.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 26.0k $121.2k | Reduced -2.1k |
| Aquatic Capital Management LLC 0.00% of their portfolio | 25.4k $118.8k | New |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 25.4k $118.6k | Unchanged |
| CSS LLC/IL 0.00% of their portfolio | 23.9k $111.6k | Reduced -85.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 22.9k $106.8k | Reduced -96.4k |
| SG Americas Securities, LLC 0.00% of their portfolio | 22.8k $106.0k | Added +3.9k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 22.4k $104.7k | Reduced -369 |
| Aigen Investment Management, LP 0.03% of their portfolio | 21.3k $99.7k | Reduced -15.0k |