Who owns Yext (YEXT)
Which tracked institutional funds hold YEXT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See YEXT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
33 tracked funds added or opened YEXT while 35 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
YEXT’s largest tracked holder by dollar value, Lynrock Lake LP, sizes it at 14.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 14.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in YEXT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 162 tracked filers holding YEXT, 74 increased or opened the position and 127 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in YEXT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- BALYASNY ASSET MANAGEMENT L.P.$1M
- O'SHAUGHNESSY ASSET MANAGEMENT, LLC$860K
- Squarepoint Ops LLC$699K
Full exits 14
- JANE STREET GROUP, LLC$4M
- MILLENNIUM MANAGEMENT LLC$2M
- Boston Partners$2M
- Point72 Asset Management, L.P.$2M
- KING LUTHER CAPITAL MANAGEMENT CORP$2M
- Pacer Advisors, Inc.$2M
Largest adds
- Lynrock Lake LP$19M
- Lead Edge Capital Management, LLC$7M
- FMR LLC$6M
- VANGUARD CAPITAL MANAGEMENT LLC$4M
- BlackRock, Inc.$3M
- STATE STREET CORP$2M
Largest trims
- BARCLAYS PLC$15M
- OP Asset Management Ltd$3M
- Hudson Bay Capital Management LP$3M
- FIRST TRUST ADVISORS LP$3M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- Connor, Clark & Lunn Investment Management Ltd.$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Lynrock Lake LP added | 19,015,087 | $89M | 27.5% | 2026-Q2 |
| Lead Edge Capital Management, LLC | 7,843,296 | $37M | 11.3% | 2026-Q2 |
| BlackRock, Inc. trimmed | 7,395,204 | $35M | 10.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 4,608,840 | $22M | 6.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,719,823 | $17M | 5.4% | 2026-Q2 |
| STATE STREET CORP trimmed | 2,864,095 | $13M | 4.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 2,215,856 | $10M | 3.2% | 2026-Q2 |
| FMR LLC added | 2,069,411 | $10M | 3.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,042,319 | $10M | 3.0% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,454,150 | $7M | 2.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,426,604 | $7M | 2.1% | 2026-Q2 |
| Pathstone Holdings, LLC | 841,100 | $4M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 779,688 | $4M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 758,579 | $4M | 1.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 719,233 | $3M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 600,855 | $3M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 571,241 | $3M | 0.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 506,889 | $2M | 0.7% | 2026-Q2 |
| UBS Group AG trimmed | 485,078 | $2M | 0.7% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 478,943 | $2M | 0.7% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 450,951 | $2M | 0.7% | 2026-Q2 |
| Maltin Wealth Management, Inc. | 393,439 | $2M | 0.6% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 364,058 | $2M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 344,758 | $2M | 0.5% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 341,510 | $2M | 0.5% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 297,034 | $1M | 0.4% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS added | 294,100 | $1M | 0.4% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 287,296 | $1M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 272,760 | $1M | 0.4% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 257,497 | $1M | 0.4% | 2026-Q2 |
| OP Asset Management Ltd trimmed | 246,406 | $1M | 0.4% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 230,961 | $1M | 0.3% | 2026-Q2 |
| Nuveen, LLC | 227,849 | $1M | 0.3% | 2026-Q2 |
| Creative Planning added | 209,222 | $977K | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 192,357 | $898K | 0.3% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 184,061 | $860K | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 170,604 | $797K | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 166,880 | $779K | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 149,785 | $699K | 0.2% | 2026-Q2 |
| CREDIT AGRICOLE S A | 149,000 | $696K | 0.2% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 147,551 | $689K | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 145,400 | $679K | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 136,987 | $526K | 0.2% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. trimmed | 135,000 | $630K | 0.2% | 2026-Q2 |
| Rangeley Capital, LLC added | 130,328 | $609K | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 126,302 | $590K | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 125,446 | $586K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 123,668 | $578K | 0.2% | 2026-Q2 |
| MANGROVE PARTNERS IM, LLC added | 122,666 | $573K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 121,412 | $567K | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 107,457 | $502K | 0.2% | 2026-Q2 |
| Quinn Opportunity Partners LLC added | 105,000 | $490K | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 102,356 | $479K | 0.1% | 2026-Q2 |
| P.A.W. CAPITAL CORP new | 100,000 | $467K | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 90,555 | $423K | 0.1% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 89,039 | $416K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 84,919 | $397K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 74,828 | $349K | 0.1% | 2026-Q2 |
| ALLSTATE CORP new | 68,081 | $318K | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 65,838 | $307K | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd added | 57,200 | $267K | 0.1% | 2026-Q2 |
| GABELLI FUNDS LLC | 57,000 | $266K | 0.1% | 2026-Q2 |
| Hudson Bay Capital Management LP trimmed | 56,616 | $264K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 53,242 | $249K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 51,700 | $241K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 51,407 | $240K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 50,908 | $238K | 0.1% | 2026-Q2 |
| State of Wyoming trimmed | 47,162 | $220K | 0.1% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP trimmed | 45,242 | $211K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 43,226 | $202K | 0.1% | 2026-Q2 |
| Walleye Capital LLC trimmed | 42,215 | $197K | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 41,802 | $195K | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 39,657 | $185K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 39,440 | $184K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 36,792 | $172K | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 36,498 | $170K | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 34,809 | $163K | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 33,821 | $160K | 0.0% | 2026-Q2 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. new | 32,500 | $152K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC | 28,332 | $132K | 0.0% | 2026-Q2 |
| EQUITEC PROPRIETARY MARKETS, LLC trimmed | 28,100 | $131K | 0.0% | 2026-Q2 |
| Jain Global LLC added | 26,681 | $125K | 0.0% | 2026-Q2 |
| HB Wealth Management, LLC added | 26,254 | $123K | 0.0% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 26,100 | $122K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 25,961 | $121K | 0.0% | 2026-Q2 |
| Aquatic Capital Management LLC added | 25,429 | $119K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 25,386 | $119K | 0.0% | 2026-Q2 |
| CSS LLC/IL trimmed | 23,893 | $112K | 0.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 22,866 | $107K | 0.0% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 22,410 | $105K | 0.0% | 2026-Q2 |
| Aigen Investment Management, LP trimmed | 21,345 | $100K | 0.0% | 2026-Q2 |
| SEI INVESTMENTS CO | 20,533 | $96K | 0.0% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 19,927 | $93K | 0.0% | 2026-Q2 |
| Centiva Capital, LP trimmed | 19,178 | $90K | 0.0% | 2026-Q2 |
| Summit Trail Advisors, LLC trimmed | 19,149 | $89K | 0.0% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 18,905 | $88K | 0.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 18,865 | $88K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 18,403 | $86K | 0.0% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC new | 18,331 | $86K | 0.0% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 18,000 | $84K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.