Institutional Ownership Yext, Inc. (YEXT)
This table provides information about the institutional ownership of Yext, Inc. (YEXT). We have compiled data on the 205 institutions that hold shares in the stock, with a total of 94.6 Million shares, which have been reported (via 13F filing form) to have a value of $785 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
3,816
shares
|
$31,672
0.0% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
3,000
shares
|
$24,900
0.01% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
2,957
shares
|
$24,543
0.0% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,325
shares
|
$19,297
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
1,755
shares
|
$14,566
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,678
shares
|
$13,927
0.0% of portfolio
|
Q2 2025
Added 24.11%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1,562
shares
|
$12,964
0.0% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,437
shares
|
$11,927
0.0% of portfolio
|
Q1 2025
Reduced 65.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,132
shares
|
$9,395
0.0% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,080
shares
|
$8,964
0.0% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,000
shares
|
$8,300
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
799
shares
|
$6,631
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
761
shares
|
$6,316
0.0% of portfolio
|
Q1 2025
Added 22.54%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
737
shares
|
$6,117
0.0% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
525
shares
|
$4,357
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
480
shares
|
$3,984
0.0% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
369
shares
|
$3,062
0.0% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
280
shares
|
$2,324
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
279
shares
|
$2,315
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
195
shares
|
$1,618
0.0% of portfolio
|
Q1 2025
Added 11.43%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
156
shares
|
$1,294
0.0% of portfolio
|
Q1 2025
Reduced 40.68%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
140
shares
|
$1,162
0.0% of portfolio
|
Q2 2025
Added 833.33%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
115
shares
|
$954
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
107
shares
|
$888
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
84
shares
|
$697
0.0% of portfolio
|
Q1 2024
Reduced 81.86%
|