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 ($2.1m this quarter). Holder counts are more reliable. Shares outstanding: 122.4m as of 2025-05-27, 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 ≈ $8.50. Options: 7 managers hold calls ($2.2m notional), 6 hold puts ($2.3m).
Trends to Q2 2025
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 |
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 2023 | 97 | 95 |
| Q4 2023 | 73 | 108 |
| Q1 2024 | 75 | 95 |
| Q2 2024 | 94 | 77 |
| Q3 2024 | 79 | 75 |
| Q4 2024 | 84 | 87 |
| Q1 2025 | 78 | 93 |
| Q2 2025 | 104 | 85 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $2.3m | $1.0m | 0.44 |
| Q4 2024 | $4.6m | $644.9k | 0.14 |
| Q1 2025 | $2.6m | $19.5m | 7.52 |
| Q2 2025 | $2.2m | $2.3m | 1.02 |
Biggest buyers
| Connor, Clark & Lunn Investment Management Ltd. | Added | +595.8k |
| Hillsdale Investment Management Inc. | New | +591.4k |
| Qube Research & Technologies Ltd | Added | +472.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Added | +371.3k |
| MARSHALL WACE, LLP | New | +369.2k |
| TWO SIGMA ADVISERS, LP | Added | +364.7k |
| Trexquant Investment LP | New | +347.1k |
| Lynrock Lake LP | Added | +330.5k |
| Informed Momentum Co LLC | New | +301.4k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +272.0k |
Biggest sellers
| Potrero Capital Research LLC | Sold out | -2.7m |
| Tenzing Global Management, LLC | Reduced | -1.0m |
| FEDERATED HERMES, INC. | Reduced | -938.5k |
| D. E. Shaw & Co., Inc. | Reduced | -697.8k |
| BlackRock, Inc. | Reduced | -471.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -434.8k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -393.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -351.5k |
| Pathstone Holdings, LLC | Reduced | -342.1k |
| UBS Group AG | Reduced | -220.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.1m130.2k shares |
| SIMPLEX TRADING, LLC | Added | $333.0k39.2k shares |
| GROUP ONE TRADING LLC | Reduced | $278.8k32.8k shares |
| Walleye Trading LLC | Reduced | $237.2k27.9k shares |
| CITADEL ADVISORS LLC | Reduced | $188.7k22.2k shares |
| Walleye Capital LLC | New | $104.5k12.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.1m126.7k shares |
| GROUP ONE TRADING LLC | Reduced | $836.4k98.4k shares |
| CITADEL ADVISORS LLC | Added | $200.6k23.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $141.0k16.6k shares |
| Walleye Trading LLC | Reduced | $40.0k4.7k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 1 | $154.6k | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 1 | $176.4k | — |
| Q3 2024 | 1 | $216.8k | 0 | — | — |
| Q4 2024 | 0 | — | 3 | $2.3m | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 2 | $355.0k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-10 | Shin Ho General Counsel | Sold | $258.9k30.0k shares |
| 2025-06-10 | Bond Darryl Chief Financial Officer | Sold | $96.1k11.0k 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 15.5m $131.4m | Added +55.3k |
| Lead Edge Capital Management, LLC 30.10% of their portfolio | 12.8m $108.7m | Unchanged |
| Lynrock Lake LP 9.01% of their portfolio | 12.0m $102.1m | Added +330.5k |
| BlackRock, Inc. 0.00% of their portfolio | 8.7m $73.8m | Reduced -471.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio | 5.6m $47.6m | Added +371.3k |
| STATE STREET CORP 0.00% of their portfolio | 2.8m $24.2m | Reduced -117.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.4m $20.7m | Reduced -25.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.05% of their portfolio | 1.6m $13.9m | Added +595.8k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.6m $13.5m | Reduced -76.9k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 1.5m $12.7m | Reduced -938.5k |
| Tenzing Global Management, LLC 7.28% of their portfolio | 1.3m $10.8m | Reduced -1.0m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 1.2m $10.6m | Added +114.1k |
| Pathstone Holdings, LLC 0.04% of their portfolio | 1.2m $10.6m | Reduced -342.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.0m $8.5m | Reduced -7.1k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 958.0k $8.1m | Added +472.0k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 864.1k $7.3m | Reduced -697.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 863.6k $7.3m | Reduced -12.1k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 730.7k $6.2m | Added +115.8k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.02% of their portfolio | 671.3k $5.7m | Added +173.4k |
| MORGAN STANLEY 0.00% of their portfolio | 656.1k $5.6m | Added +112.2k |
| Circumference Group LLC 5.71% of their portfolio | 647.8k $5.5m | Reduced -50.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 608.5k $5.2m | Reduced -393.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 604.1k $5.1m | Reduced -98.7k |
| Hillsdale Investment Management Inc. 0.19% of their portfolio | 591.4k $5.0m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 543.8k $4.6m | Added +272.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 514.0k $4.4m | Reduced -140.5k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 502.3k $4.3m | Added +364.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 498.2k $4.2m | Reduced -14.8k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 427.2k $3.6m | Added +6.3k |
| Boston Partners 0.00% of their portfolio | 414.0k $3.5m | Reduced -6.5k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.05% of their portfolio | 395.0k $3.4m | Added +60.0k |
| Maltin Wealth Management, Inc. 1.50% of their portfolio | 391.4k $3.3m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 391.2k $3.3m | Added +121.7k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 388.4k $3.3m | Added +196.2k |
| UBS Group AG 0.00% of their portfolio | 370.5k $3.1m | Reduced -220.9k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 369.2k $3.1m | New |
| Trexquant Investment LP 0.03% of their portfolio | 347.1k $3.0m | New |
| Cubist Systematic Strategies, LLC 0.03% of their portfolio | 339.9k $2.9m | Added +210.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 334.8k $2.8m | Added +5.5k |
| FMR LLC 0.00% of their portfolio | 333.9k $2.8m | Added +104.3k |
| Informed Momentum Co LLC 0.39% of their portfolio | 301.4k $2.6m | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 294.8k $2.5m | Reduced -202.7k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 292.0k $2.5m | Reduced -351.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 280.8k $2.4m | Added +3.5k |
| Counterpoint Mutual Funds LLC 0.20% of their portfolio | 271.3k $2.3m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 240.2k $2.0m | Reduced -102.0k |
| BARCLAYS PLC 0.00% of their portfolio | 239.6k $2.0m | Added +60.6k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 222.7k $1.9m | Added +58.9k |
| Nuveen, LLC 0.00% of their portfolio | 221.7k $1.9m | Reduced -55.0k |
| Emmett Investment Management, LP 1.46% of their portfolio | 219.8k $1.8m | New |
| HRT FINANCIAL LP 0.01% of their portfolio | 217.4k $1.8m | Added +97.1k |
| Swiss National Bank 0.00% of their portfolio | 205.3k $1.7m | Reduced -4.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 205.1k $1.7m | Unchanged |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 192.7k $1.6m | Reduced -21.4k |
| Summit Trail Advisors, LLC 0.03% of their portfolio | 190.2k $1.6m | Reduced -3.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 189.8k $1.6m | Added +44.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 175.7k $1.5m | Added +11.3k |
| Cetera Investment Advisers 0.00% of their portfolio | 166.3k $1.4m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 160.0k $1.4m | Added +4.4k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.05% of their portfolio | 141.3k $1.2m | Added +11.3k |
| Invesco Ltd. 0.00% of their portfolio | 135.0k $1.1m | Added +20.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 133.2k $1.1m | Reduced -44.0k |
| Legal & General Group Plc 0.00% of their portfolio | 127.3k $1.1m | Added +622 |
| Walleye Capital LLC 0.01% of their portfolio | 121.7k $1.0m | New |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 119.9k $1.0m | Added +57.6k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 113.1k $961.3k | Added +73.6k |
| Versor Investments LP 0.17% of their portfolio | 111.7k $949.3k | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 111.6k $948.5k | Added +8.1k |
| AlphaQuest LLC 0.09% of their portfolio | 105.9k $899.7k | Added +42.4k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.20% of their portfolio | 105.0k $892.5k | New |
| MARTINGALE ASSET MANAGEMENT L P 0.02% of their portfolio | 102.1k $867.5k | Added +87.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 100.2k $851.5k | Reduced -1.4k |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 95.9k $815.1k | New |
| Vestcor Inc 0.02% of their portfolio | 86.4k $735.0k | Added +59.6k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 79.5k $676.1k | Added +42.5k |
| Numerai GP LLC 0.10% of their portfolio | 78.2k $664.7k | Added +55.8k |
| STRS OHIO 0.00% of their portfolio | 75.2k $639.2k | Reduced -16.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 73.3k $623.0k | Added +7.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 72.4k $615.5k | Reduced -434.8k |
| Divisadero Street Capital Management, LP 0.04% of their portfolio | 69.1k $587.6k | Unchanged |
| State of Wyoming 0.07% of their portfolio | 68.9k $585.5k | Added +17.3k |
| XTX Topco Ltd 0.02% of their portfolio | 68.5k $582.0k | Reduced -50.3k |
| Gotham Asset Management, LLC 0.00% of their portfolio | 64.3k $546.2k | Added +12.3k |
| Jump Financial, LLC 0.01% of their portfolio | 62.2k $529.1k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 62.1k $527.9k | Added +3.2k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% of their portfolio | 61.3k $521.4k | Added +400 |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 60.3k $512.5k | Reduced -68.9k |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 60.1k $510.6k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 58.5k $497.3k | Added +2.5k |
| Haven Private, LLC 0.21% of their portfolio | 55.9k $474.8k | Reduced -2.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 55.6k $472.4k | Reduced -4.0k |
| Amundi 0.00% of their portfolio | 55.5k $456.1k | Reduced -3.0k |
| ALGERT GLOBAL LLC 0.01% of their portfolio | 54.8k $465.4k | New |
| Polymer Capital Management (US) LLC 0.07% of their portfolio | 51.6k $438.6k | Reduced -21.9k |
| Magnetar Financial LLC 0.00% of their portfolio | 50.1k $426.2k | New |
| Engineers Gate Manager LP 0.01% of their portfolio | 49.9k $424.6k | Added +27.0k |
| Centiva Capital, LP 0.03% of their portfolio | 48.8k $415.1k | New |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 46.7k $396.9k | Reduced -12.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 46.5k $395.4k | Reduced -23.6k |
| HB Wealth Management, LLC 0.00% of their portfolio | 45.1k $383.7k | Added +20.0k |