Institutional Ownership Yext, Inc. (YEXT)
This table provides information about the institutional ownership of Yext, Inc. (YEXT). We have compiled data on the 217 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 $782 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
761
shares
|
$6,422
0.0% of portfolio
|
Q1 2025
Added 22.54%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
733
shares
|
$6,186
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
692
shares
|
$5,840
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
566
shares
|
$4,777
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
515
shares
|
$4,346
0.0% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
441
shares
|
$3,722
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
359
shares
|
$3,029
0.0% of portfolio
|
Q3 2025
Added 54.74%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
295
shares
|
$2,489
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
280
shares
|
$2,363
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
279
shares
|
$2,354
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
275
shares
|
$2,321
0.0% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
262
shares
|
$2,211
0.0% of portfolio
|
Q3 2025
Added 65.82%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
246
shares
|
$2,076
0.0% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
237
shares
|
$2,000
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
169
shares
|
$1,426
0.0% of portfolio
|
Q3 2025
Added 20.71%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
167
shares
|
$1,409
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
161
shares
|
$1,358
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
84
shares
|
$708
0.0% of portfolio
|
Q1 2024
Reduced 81.86%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
80
shares
|
$675
0.0% of portfolio
|
Q3 2025
Added 116.22%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
67
shares
|
$565
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
65
shares
|
$548
0.0% of portfolio
|
Q3 2025
Added 44.44%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
45
shares
|
$379
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
40
shares
|
$337
0.0% of portfolio
|
Q2 2023
Reduced 88.73%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
31
shares
|
$261
0.0% of portfolio
|
Q1 2024
Reduced 98.39%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
25
shares
|
$211
0.0% of portfolio
|
Q4 2023
New holding
|
|