Institutional Ownership Yext, Inc. (YEXT)
This table provides information about the institutional ownership of Yext, Inc. (YEXT). We have compiled data on the 190 institutions that hold shares in the stock, with a total of 92.5 Million shares, which have been reported (via 13F filing form) to have a value of $730 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
1,056
shares
|
$8,215
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
982
shares
|
$7,639
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
977
shares
|
$7,601
0.0% of portfolio
|
Q2 2024
Reduced 31.77%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
956
shares
|
$7,437
0.0% of portfolio
|
Q4 2022
Added 168.54%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
798
shares
|
$6,208
0.0% of portfolio
|
Q3 2024
Added 126.7%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
621
shares
|
$4,831
0.0% of portfolio
|
Q3 2024
Reduced 18.5%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
525
shares
|
$4,084
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
493
shares
|
$3,835
0.0% of portfolio
|
Q3 2024
Added 35.81%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
480
shares
|
$3,734
0.0% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
447
shares
|
$3,477
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
339
shares
|
$2,637
0.0% of portfolio
|
Q3 2024
Added 591.84%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
303
shares
|
$2,357
0.0% of portfolio
|
Q2 2024
Reduced 76.49%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
280
shares
|
$2,178
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
279
shares
|
$2,170
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
229
shares
|
$1,781
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
205
shares
|
$1,594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
155
shares
|
$1,205
0.0% of portfolio
|
Q3 2024
Added 244.44%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
107
shares
|
$832
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
106
shares
|
$824
0.0% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
84
shares
|
$653
0.0% of portfolio
|
Q1 2024
Reduced 81.86%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
75
shares
|
$583
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
75
shares
|
$583
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
45
shares
|
$350
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
40
shares
|
$311
0.0% of portfolio
|
Q2 2023
Reduced 88.73%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
31
shares
|
$241
0.0% of portfolio
|
Q1 2024
Reduced 98.39%
|