Yext, Inc. 13F holders
176 funds reported a position in Yext, Inc. in their 13F for the quarter ended 30 June 2026, together 73.5 million shares worth $343.1 million. Against the quarter before, 25 opened a position, 53 added, 64 trimmed and 50 sold out; together they sold a net 7.8 million shares. The largest holders: Lynrock Lake LP, Lead Edge Capital Management, LLC and BlackRock, Inc.
Funds holding176-26 on Q1 2026
Shares they held73.5Mworth $343.1 million
Net sold on the quarter7.8M sharesabout $36.6 million at the funds' values
Funds buying to selling78 to 114opened or added, to cut or sold
Opened 25Added 53Held 33Trimmed 64Sold out 50
What each fund did in YEXT against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in YEXT in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 24 reported a position in Yext, Inc.: 1 opened one, 10 added, 6 trimmed and 6 sold out, a net 114,841 shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 5 reported a position in Yext, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 2.2 million shares worth $10.4 million, 0.0% of its reported book. Sold out: Millennium Management, Point72 Asset Management. In the quarter, 2 funds added or opened a position and 5 trimmed or sold out; together they bought a net 271,772 shares, about $1.3 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 2,215,856 | $10.4 million | 0.0% | -177,706 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 2,069,411 | $9.7 million | 0.0% | +1,243,279 | added | 30 June 2026 | 13F |
| Citadel Advisors | 758,579 | $3.5 million | 0.0% | +339,199 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 18,865 | $88,100 | 0.0% | -10,602 | trimmed | 30 June 2026 | 13F |
| Renaissance Technologies | 18,000 | $84,060 | 0.0% | -24,800 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 0 | $0 | 0.0% | -631,341 | exited | 30 June 2026 | 13F |
| Point72 Asset Management | 0 | $0 | 0.0% | -466,257 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Lynrock Lake LP | 19,015,087 | 25.88% | $88.8 million | 14.11% | +826,480 | 13F |
| Lead Edge Capital Management, LLC | 7,843,296 | 10.67% | $36.6 million | 6.66% | no change | 13F |
| BlackRock, Inc. | 7,395,204 | 10.06% | $34.5 million | 0.00% | -773,413 | 13F |
| Vanguard Portfolio Management LLC | 4,608,840 | 6.27% | $21.5 million | 0.00% | -1,500,548 | 13F |
| Vanguard Capital Management LLC | 3,719,823 | 5.06% | $17.4 million | 0.00% | +184,949 | 13F |
| State Street Corp. | 2,864,095 | 3.90% | $13.4 million | 0.00% | -7,783 | 13F |
| Acadian Asset Management LLC | 2,575,616 | 3.50% | $12.0 million | 0.01% | +2,337,609 | 13F |
| Geode Capital Management, LLC | 2,215,856 | 3.02% | $10.4 million | 0.00% | -177,706 | 13F |
| FMR LLC | 2,069,411 | 2.82% | $9.7 million | 0.00% | +1,243,279 | 13F |
| Dimensional Fund Advisors LP | 2,042,319 | 2.78% | $9.5 million | 0.00% | -89,317 | 13F |
| Arrowstreet Capital, Limited Partnership | 1,454,150 | 1.98% | $6.8 million | 0.00% | +144,485 | 13F |
| Goldman Sachs Group Inc. | 1,426,604 | 1.94% | $6.7 million | 0.00% | +217,946 | 13F |
| Pathstone Holdings, LLC | 841,100 | 1.14% | $3.9 million | 0.01% | no change | 13F |
| Northern Trust Corp. | 779,688 | 1.06% | $3.6 million | 0.00% | -35,596 | 13F |
| Citadel Advisors LLC | 758,579 | 1.03% | $3.5 million | 0.00% | +339,199 | 13F |
| Bank of America Corp. | 719,233 | 0.98% | $3.4 million | 0.00% | +220,669 | 13F |
| Charles Schwab Investment Management Inc. | 600,855 | 0.82% | $2.8 million | 0.00% | -131,538 | 13F |
| Vanguard Fiduciary Trust Co. | 571,241 | 0.78% | $2.7 million | 0.00% | -23,226 | 13F |
| HRT Financial LP | 558,367 | 0.76% | $2.6 million | 0.01% | +469,967 | 13F |
| Morgan Stanley | 506,889 | 0.69% | $2.4 million | 0.00% | -174,479 | 13F |
| UBS Group AG | 485,078 | 0.66% | $2.3 million | 0.00% | -338,741 | 13F |
| Voya Investment Management LLC | 478,943 | 0.65% | $2.2 million | 0.00% | -187,814 | 13F |
| Pacer Advisors, Inc. | 455,598 | 0.62% | $2.1 million | 0.01% | +64,188 | 13F |
| Vanguard Global Advisers, LLC | 450,951 | 0.61% | $2.1 million | 0.00% | +55,783 | 13F |
| Maltin Wealth Management, Inc. | 393,439 | 0.54% | $1.8 million | 0.61% | no change | 13F |
| Victory Capital Management Inc. | 364,058 | 0.50% | $1.7 million | 0.00% | +204,564 | 13F |
| Bank of New York Mellon Corp | 344,758 | 0.47% | $1.6 million | 0.00% | +14,641 | 13F |
| Prudential Financial Inc. | 341,510 | 0.46% | $1.6 million | 0.00% | +325,610 | 13F |
| Mackenzie Financial Corp. | 297,034 | 0.40% | $1.4 million | 0.00% | +234,768 | 13F |
| KLP Kapitalforvaltning As | 294,100 | 0.40% | $1.4 million | 0.00% | +144,100 | 13F |
| Balyasny Asset Management L.P. | 287,296 | 0.39% | $1.3 million | 0.00% | new | 13F |
| Principal Financial Group Inc. | 272,760 | 0.37% | $1.3 million | 0.00% | +16,840 | 13F |
| Mirae Asset Global ETFS Holdings Ltd. | 257,497 | 0.35% | $1.2 million | 0.00% | -59,528 | 13F |
| OP Asset Management Ltd | 246,406 | 0.34% | $1.2 million | 0.01% | -773,167 | 13F |
| Tudor Investment Corp. Et Al | 230,961 | 0.31% | $1.1 million | 0.00% | +194,493 | 13F |
| Nuveen, LLC | 227,849 | 0.31% | $1.1 million | 0.00% | no change | 13F |
| Creative Planning | 209,222 | 0.28% | $977,067 | 0.00% | +164,559 | 13F |
| Invesco Ltd. | 192,357 | 0.26% | $898,307 | 0.00% | +9,920 | 13F |
| O'shaughnessy Asset Management, LLC | 184,061 | 0.25% | $859,565 | 0.00% | new | 13F |
| AQR Capital Management LLC | 170,604 | 0.23% | $796,721 | 0.00% | +106,749 | 13F |
| BNP Paribas Financial Markets | 166,880 | 0.23% | $779,330 | 0.00% | -164,591 | 13F |
| Squarepoint Ops LLC | 149,785 | 0.20% | $699,496 | 0.00% | new | 13F |
| Credit Agricole S A | 149,000 | 0.20% | $695,830 | 0.00% | no change | 13F |
| Gsa Capital Partners LLP | 148,717 | 0.20% | $695,000 | 0.04% | new | 13F |
| Panagora Asset Management Inc. | 147,551 | 0.20% | $689,063 | 0.00% | +75,285 | 13F |
| Russell Investments Group, Ltd. | 145,400 | 0.20% | $679,017 | 0.00% | +136,657 | 13F |
| Tocqueville Asset Management L.P. | 135,000 | 0.18% | $630,450 | 0.01% | -50,000 | 13F |
| Rangeley Capital, LLC | 130,328 | 0.18% | $608,632 | 0.57% | +31,000 | 13F |
| Susquehanna Fundamental Investments, LLC | 126,302 | 0.17% | $589,830 | 0.01% | +78,672 | 13F |
| Engineers Gate Manager LP | 125,446 | 0.17% | $585,833 | 0.01% | -30,626 | 13F |
The 50 largest of the 176 funds that reported a position in YEXT in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on YEXT
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 77,700 | $362,859 | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 26,900 | $125,623 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 9 July 2026 | 13D | Lynrock Lake LP and 2 others | 19.0 million | 19.0% | 1 July 2026 | The 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 i | EDGAR |
| 11 May 2026 | 13G/A | Millennium Management LLC and 5 others | 631,341 | 0.6% | 31 March 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 6.6 million | 5.3% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 7 April 2026 | 13G/A | Lynrock Lake LP and 5 others | 18.2 million | 18.4% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 25 March 2026 | 13D/A | Lead Edge Capital V, LP and 9 others | 7.8 million | 7.9% | 23 March 2026 | EDGAR | |
| 16 March 2026 | 13G | Millennium Management LLC and 5 others | 7.2 million | 5.8% | 10 March 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 17 February 2026 | 13G/A | Lynrock Lake LP and 5 others | 15.1 million | 12.3% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 7 November 2025 | 13G/A | Lynrock Lake LP and 5 others | 13.2 million | 10.7% | 31 October 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 22 September 2026 | 4 | $6.42 | SEC |
| 3 September 2026 | 1,153 | $6.55 | SEC |
| 2 September 2026 | 13,927 | $6.53 | SEC |
| 25 August 2026 | 62 | $6.53 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.