Latest Institutional Transactions on Yext, Inc. (YEXT)
This table provides information on the latest institutional transactions involving Yext, Inc. (YEXT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
23.7KNew |
$145K - $268K
|
23.7K
$200K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
230New |
$1.41K - $2.6K
|
230
$1.94K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
68KNew |
$416K - $768K
|
68K
$574K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-28- 0.15% |
$171 - $316
|
18.8K
$159K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
164New |
$1K - $1.85K
|
164
$1.38K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
200New |
$1.22K - $2.26K
|
200
$1.69K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
70New |
$529 - $956
|
70
$591
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.29K+ 62.93% |
$62.6K - $113K
|
21.5K
$181K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
17.6K+ 119.05% |
$133K - $241K
|
32.5K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-96- 38.87% |
$725 - $1.31K
|
151
$1.27K
|
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
916KNew |
$6.92M - $12.5M
|
916K
$7.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19K- 58.45% |
$143K - $259K
|
13.5K
$114K
|
|
|
Aug 14, 2023
Q2 2023
|
Kent Lake Capital LLC
Mill Valley, CA |
SELL
|
- |
-50K- 9.09% |
$378K - $683K
|
500K
$4.22M
|
|
|
Aug 14, 2023
Q2 2023
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
172KNew |
$1.3M - $2.35M
|
172K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
40KNew |
$302K - $546K
|
40K
$338K
|
|
|
Aug 11, 2023
Q2 2023
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
364KNew |
$2.74M - $4.96M
|
364K
$3.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
39.3KNew |
$297K - $537K
|
39.3K
$332K
|
|
|
Aug 11, 2023
Q2 2023
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
58.2KNew |
$440K - $795K
|
58.2K
$491K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
14.3KNew |
$108K - $195K
|
14.3K
$121K
|
|
|
Aug 08, 2023
Q2 2023
|
Gagnon Advisors, LLC
|
SELL
|
- |
-138K- 19.61% |
$1.05M - $1.89M
|
568K
$4.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
21.7KNew |
$164K - $297K
|
21.7K
$183K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.1K- 9.3% |
$15.9K - $28.7K
|
20.5K
$173K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
300New |
$2.27K - $4.1K
|
300
$2.53K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-3.88K- 24.02% |
$29.3K - $53K
|
12.3K
$104K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-315- 88.73% |
$2.38K - $4.3K
|
40
$338
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
458New |
$3.46K - $6.25K
|
458
$3.87K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-466K- 91.83% |
$2.9M - $4.5M
|
41.5K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Soviero Asset Management, LP
New York, NY |
BUY
|
- |
330K+ 173.68% |
$2.05M - $3.18M
|
520K
$4.39M
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
10.3KNew |
$63.8K - $99.2K
|
10.3K
$86.7K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
59.5K+ 509.41% |
$370K - $574K
|
71.2K
$601K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
32.3KNew |
$201K - $312K
|
32.3K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
83.6KNew |
$519K - $807K
|
83.6K
$706K
|
|
|
May 12, 2023
Q1 2023
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
61.8KNew |
$384K - $597K
|
61.8K
$522K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-744- 5.37% |
$4.62K - $7.18K
|
13.1K
$111K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
5.58KNew |
$34.6K - $53.8K
|
5.58K
$47.1K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.95K- 4.39% |
$12.1K - $18.8K
|
42.4K
$358K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
3.22KNew |
$20K - $31.1K
|
3.22K
$27.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-9.05K- 29.96% |
$56.2K - $87.3K
|
21.1K
$178K
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
19.7KNew |
$122K - $190K
|
19.7K
$166K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-21K- 40.96% |
$130K - $203K
|
30.3K
$255K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.44MNew |
$10.4M - $16.1M
|
2.44M
$20.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
BUY
|
- |
1.32MNew |
$5.61M - $8.73M
|
1.32M
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-28.2K- 38.46% |
$120K - $186K
|
45.1K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Hawk Ridge Capital Management LP
Los Angeles, CA |
BUY
|
- |
148KNew |
$629K - $978K
|
148K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
63.4KNew |
$270K - $419K
|
63.4K
$535K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
278New |
$1.18K - $1.84K
|
278
$2.35K
|
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-522- 2.68% |
$2.22K - $3.45K
|
19K
$160K
|
|
|
Feb 13, 2023
Q4 2022
|
Bleichroeder LP
New York, NY |
SELL
|
- |
-16.7K- 27.89% |
$71.1K - $111K
|
43.3K
$365K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.47KNew |
$14.8K - $23K
|
3.47K
$29.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
81New |
$344 - $535
|
81
$684
|
|