Institutional Ownership Yext, Inc. (YEXT)
This table provides information about the institutional ownership of Yext, Inc. (YEXT). We have compiled data on the 207 institutions that hold shares in the stock, with a total of 92.6 Million shares, which have been reported (via 13F filing form) to have a value of $796 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
761
shares
|
$6,536
0.0% of portfolio
|
Q1 2025
Added 22.54%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
525
shares
|
$4,509
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
304
shares
|
$2,611
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
295
shares
|
$2,534
0.0% of portfolio
|
Q2 2025
Added 51.28%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
280
shares
|
$2,405
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
279
shares
|
$2,396
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
248
shares
|
$2,130
0.0% of portfolio
|
Q2 2025
Added 131.78%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
236
shares
|
$2,027
0.0% of portfolio
|
Q2 2025
Added 926.09%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
232
shares
|
$1,992
0.0% of portfolio
|
Q2 2025
Reduced 37.13%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
158
shares
|
$1,357
0.0% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
140
shares
|
$1,202
0.0% of portfolio
|
Q2 2025
Added 833.33%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
125
shares
|
$1,073
0.0% of portfolio
|
Q2 2025
Reduced 99.17%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
115
shares
|
$987
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
84
shares
|
$721
0.0% of portfolio
|
Q1 2024
Reduced 81.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
45
shares
|
$386
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
45
shares
|
$386
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
40
shares
|
$343
0.0% of portfolio
|
Q2 2023
Reduced 88.73%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
37
shares
|
$317
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
31
shares
|
$266
0.0% of portfolio
|
Q1 2024
Reduced 98.39%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
25
shares
|
$214
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
16
shares
|
$137
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
4
shares
|
$34
0.0% of portfolio
|
Q3 2023
Reduced 99.08%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$8
0.0% of portfolio
|
Q1 2025
Reduced 99.56%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|