YEXTNYSEServices-Computer Processing & Data PreparationFiscal year ends January 31
Yext, Inc.
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 1, 2026
$6.95+0.05 (+0.72%)
Close on Oct 19, 2026
- Market cap
- $716.62M
- P/E (TTM)
- 40.9
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
74.2%
73M of 99M shares
Institutional holders
174
28 new, 50 sold out
Net institutional buying
-8M
In Q2 2026
Insider trades, 12 months
2 buys · 5 sales
Net sold $27.79M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 8,435,752 | 6.90% | 13G (passive) amendment | Jun 30, 2025 |
| Nimay Mehta | 7,843,296 | 7.90% | 13D (active) amendment | Mar 23, 2026 |
| Millennium Group Management LLC | 7,175,420 | 5.80% | 13G (passive) | Mar 10, 2026 |
| Vanguard Portfolio Management | 6,552,621 | 5.31% | 13G (passive) | Mar 31, 2026 |
| Lynrock Lake LP | 19,015,087 | 19.00% | 13D (active) | Jul 1, 2026 |
| Lynrock Lake Partners LLC | 18,188,607 | 18.40% | 13G (passive) amendment | Mar 31, 2026 |
| Paul Cynthia | 15,132,384 | 12.30% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of YEXT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Lynrock Lake LP | 19,015,087 | 19.21% | $88.80M | +826,480 | 5.61% |
| Lead Edge Capital Management, LLC | 7,843,296 | 7.92% | $36.63M | – | 6.66% |
| BlackRock, Inc. | 7,395,204 | 7.47% | $34.54M | −773,413 | 0.00% |
| Vanguard Portfolio Management LLC | 4,608,840 | 4.66% | $21.52M | −1,500,548 | 0.00% |
| Vanguard Capital Management LLC | 3,719,823 | 3.76% | $17.37M | +184,949 | 0.00% |
| State Street Corp | 2,864,095 | 2.89% | $13.38M | −7,783 | 0.00% |
| Acadian Asset Management LLC | 2,575,616 | 2.60% | $12.01K | +2,337,609 | 0.01% |
| Geode Capital Management, LLC | 2,215,856 | 2.24% | $10.35M | −177,706 | 0.00% |
| FMR LLC | 2,069,411 | 2.09% | $9.66M | +1,243,279 | 0.00% |
| Dimensional Fund Advisors LP | 2,042,319 | 2.06% | $9.54M | −89,317 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 1,454,150 | 1.47% | $6.79M | +144,485 | 0.00% |
| Goldman Sachs Group Inc | 1,426,604 | 1.44% | $6.66M | +217,946 | 0.00% |
| Pathstone Holdings, LLC | 841,100 | 0.85% | $3.93M | – | 0.01% |
| Northern Trust Corp | 779,688 | 0.79% | $3.64M | −35,596 | 0.00% |
| Citadel Advisors LLC | 758,579 | 0.77% | $3.54M | +339,199 | 0.00% |
| Bank Of America Corp /De/ | 719,233 | 0.73% | $3.36M | +220,669 | 0.00% |
| Charles Schwab Investment Management Inc | 600,855 | 0.61% | $2.81M | −131,538 | 0.00% |
| Vanguard Fiduciary Trust Co | 571,241 | 0.58% | $2.67M | −23,226 | 0.00% |
| Hrt Financial LP | 558,367 | 0.56% | $2.61K | +469,967 | 0.00% |
| Morgan Stanley | 506,889 | 0.51% | $2.37M | −174,479 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 174 | 73M | 74.2% | 28 / 52 | 64 / 50 | 10M | 17M |
| Q1 2026 | 200 | 81M | 82.2% | 51 / 57 | 65 / 45 | 27M | 21M |
| Q4 2025 | 196 | 90M | 91.1% | 31 / 57 | 71 / 30 | 9M | 10M |
| Q3 2025 | 199 | 92M | 92.6% | 37 / 72 | 59 / 30 | 8M | 8M |
| Q2 2025 | 193 | 92M | 92.8% | 35 / 70 | 61 / 24 | 8M | 10M |
| Q1 2025 | 184 | 94M | 94.9% | 31 / 51 | 66 / 27 | 7M | 9M |
| Q4 2024 | 182 | 96M | 97.1% | 34 / 57 | 59 / 28 | 10M | 7M |
| Q3 2024 | 179 | 94M | 94.6% | 25 / 59 | 61 / 15 | 19M | 7M |
| Q2 2024 | 170 | 92M | 92.7% | 27 / 70 | 45 / 32 | 12M | 10M |
| Q1 2024 | 178 | 91M | 91.7% | 20 / 57 | 67 / 29 | 8M | 7M |
| Q4 2023 | 188 | 90M | 90.5% | 29 / 54 | 74 / 34 | 11M | 8M |
| Q3 2023 | 194 | 87M | 87.8% | 21 / 76 | 67 / 28 | 10M | 14M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of YEXT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,621,347 | 2.65% | $12.24M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,224,449 | 2.25% | $10.39M | 0.01% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 2,035,505 | 2.06% | $8.51M | 0.00% | May 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 1,837,842 | 1.86% | $8.58M | 0.15% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,009,315 | 1.02% | $4.71M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 947,611 | 0.96% | $5.17M | 0.02% | Jul 31, 2026 |
| Vanguard Strategic Equity Fund | 789,914 | 0.80% | $3.69M | 0.03% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Software & Services ETF | 773,002 | 0.78% | $3.61M | 0.90% | Jun 30, 2026 |
| Vanguard Explorer Fund | 688,091 | 0.70% | $3.76M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 628,469 | 0.63% | $2.93M | 0.02% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 520,440 | 0.53% | $2.18M | 0.01% | May 31, 2026 |
| U.S. Small Cap Portfolio | 469,165 | 0.47% | $2.56M | 0.01% | Jul 31, 2026 |
| Pacer US Small Cap Cash Cows 100 ETF | 449,954 | 0.45% | $2.46M | 0.07% | Jul 31, 2026 |
| Schwab U.S. Small-Cap ETF | 398,891 | 0.40% | $1.67M | 0.01% | May 31, 2026 |
| VictoryShares Small Cap Free Cash Flow ETF | 354,116 | 0.36% | $1.65M | 0.27% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael Walrath | Chief Executive Officer, Director | 4,074,706 | 4.12% | Sep 22, 2026 |
| Allan Tang | Chief Accounting Officer | 13,986 | 0.01% | Sep 22, 2026 |
| Darryl Bond | See Remarks | 758,969 | 0.77% | Sep 22, 2026 |
| Ho Shin | General Counsel | 312,394 | 0.32% | Sep 22, 2026 |
| Daniel J. Englander | Director | 141,190 | 0.14% | Sep 10, 2026 |
| Cynthia Paul | Director, 10% owner | 19,015,087 | 19.21% | Jul 9, 2026 |
| Jesse Lipson | Director | 460,219 | 0.46% | Jun 12, 2026 |
| Seth H. Waugh | Director | 319,411 | 0.32% | Jun 12, 2026 |
| Andrew T. Sheehan | Director | 1,953,375 | 1.97% | Jun 12, 2026 |
| Hillary B. Smith | Director | 137,349 | 0.14% | Jun 12, 2026 |
| Evan Skorpen | Director | 159,575 | 0.16% | Jun 12, 2026 |
| Mark Steven Davis | Director | 89,631 | 0.09% | Jun 12, 2026 |
| Julie Richardson | Director | 152,055 | 0.15% | Feb 3, 2025 |
| Lake LP Lynrock | 10% owner | – | – | Jul 9, 2026 |
| Lake Partners Llc Lynrock | 10% owner | – | – | Jul 9, 2026 |
| Lead Edge Capital Partners VI, LLC | 10% owner | 12,792,078 | 12.92% | Apr 6, 2026 |
| Lead Edge Capital Partners V, LLC | 10% owner | – | – | Apr 6, 2026 |
| Lead Edge Capital V, LP | 10% owner | – | – | Apr 6, 2026 |
| Lead Edge Capital Management, LLC | 10% owner | – | – | Apr 6, 2026 |
| Mitchell H. Green | 10% owner | – | – | Apr 6, 2026 |
| Lead Edge Public Fund GP, LLC | 10% owner | – | – | Apr 6, 2026 |
| Brian Neider | 10% owner | – | – | Apr 6, 2026 |
| Nimay Mehta | 10% owner | – | – | Apr 6, 2026 |
| Lead Edge Public Fund, LP | 10% owner | 7,843,296 | 7.92% | Apr 6, 2026 |
| Lead Edge Capital VI, LP | 10% owner | – | – | Apr 6, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael Walrath Chief Executive Officer, Director | Sep 20, 2026 | Option exercise | +78,125 | – | – | 4,042,221 |
| Michael Walrath Chief Executive Officer, Director | Sep 20, 2026 | Tax withholding | −39,572 | $6.14 | $242.97K | 4,002,649 |
| Darryl Bond See Remarks | Sep 20, 2026 | Option exercise | +3,437 | – | – | 758,969 |
| Darryl Bond See Remarks | Sep 20, 2026 | Tax withholding | −20,899 | $6.14 | $128.32K | 775,570 |
| Darryl Bond See Remarks | Sep 20, 2026 | Option exercise | +37,500 | – | – | 796,469 |
| Allan Tang Chief Accounting Officer | Sep 20, 2026 | Tax withholding | −3,011 | $6.14 | $18.49K | 13,986 |
| Allan Tang Chief Accounting Officer | Sep 20, 2026 | Option exercise | +6,075 | – | – | 16,997 |
| Ho Shin General Counsel | Sep 20, 2026 | Option exercise | +23,125 | – | – | 312,394 |
| Ho Shin General Counsel | Sep 20, 2026 | Tax withholding | −11,604 | $6.14 | $71.25K | 300,790 |
| Ho Shin General Counsel | Sep 11, 2026 | Sale | −30,000 | $6.39 | $191.70K | 289,269 |
| Daniel J. Englander Director | Jul 13, 2026 | Buy | +76,190 | $5.22 | $397.71K | 141,190 |
| Allan Tang Chief Accounting Officer | Jun 20, 2026 | Option exercise | +6,075 | – | – | 13,923 |
| Allan Tang Chief Accounting Officer | Jun 20, 2026 | Tax withholding | −3,001 | $3.80 | $11.40K | 10,922 |
| Ho Shin General Counsel | Jun 20, 2026 | Option exercise | +14,063 | – | – | 314,805 |
| Ho Shin General Counsel | Jun 20, 2026 | Tax withholding | −18,661 | $3.80 | $70.91K | 319,269 |
| Ho Shin General Counsel | Jun 20, 2026 | Option exercise | +23,125 | – | – | 337,930 |
| Michael Walrath Chief Executive Officer, Director | Jun 20, 2026 | Tax withholding | −329,050 | $3.80 | $1.25M | 3,964,096 |
| Michael Walrath Chief Executive Officer, Director | Jun 20, 2026 | Option exercise | +566,437 | – | – | 4,293,146 |
| Michael Walrath Chief Executive Officer, Director | Jun 20, 2026 | Option exercise | +78,125 | – | – | 3,726,709 |
| Darryl Bond See Remarks | Jun 20, 2026 | Option exercise | +3,438 | – | – | 738,932 |
| Darryl Bond See Remarks | Jun 20, 2026 | Tax withholding | −20,900 | $3.80 | $79.42K | 755,532 |
| Darryl Bond See Remarks | Jun 20, 2026 | Option exercise | +37,500 | – | – | 776,432 |
| Mark Steven Davis Director | Jun 11, 2026 | Option exercise | +27,131 | – | – | 89,631 |
| Hillary B. Smith Director | Jun 11, 2026 | Option exercise | +27,131 | – | – | 133,849 |
| Seth H. Waugh Director | Jun 11, 2026 | Buy | +133,000 | $3.75 | $498.75K | 319,411 |
| Andrew T. Sheehan Director | Jun 10, 2026 | Award | +43,209 | – | – | 199,583 |
| Jesse Lipson Director | Jun 10, 2026 | Option exercise | +27,131 | – | – | 460,219 |
| Allan Tang Chief Accounting Officer | Apr 15, 2026 | Sale | −10,000 | $3.62 | $36.20K | 7,848 |
| Lead Edge Public Fund, LP 10% owner | Mar 23, 2026 | Sale | −1,824,660 | $5.75 | $10.49M | 2,891,892 |
| Lead Edge Public Fund, LP 10% owner | Mar 23, 2026 | Sale | −1,535,117 | $5.75 | $8.83M | 2,432,999 |
| Lead Edge Public Fund, LP 10% owner | Mar 23, 2026 | Sale | −1,589,005 | $5.75 | $9.14M | 2,518,405 |
| Ho Shin General Counsel | Mar 20, 2026 | Tax withholding | −30,448 | $4.79 | $145.85K | 300,742 |
| Ho Shin General Counsel | Mar 20, 2026 | Award | +3,493 | – | – | 331,190 |
| Ho Shin General Counsel | Mar 20, 2026 | Tax withholding | −34,180 | $4.79 | $163.72K | 297,010 |
| Ho Shin General Counsel | Mar 20, 2026 | Option exercise | +14,062 | – | – | 284,572 |
| Ho Shin General Counsel | Mar 20, 2026 | Option exercise | +23,125 | – | – | 307,697 |
| Ho Shin General Counsel | Mar 20, 2026 | Option exercise | +20,000 | – | – | 327,697 |
| Darryl Bond Chief Financial Officer | Mar 20, 2026 | Option exercise | +37,500 | – | – | 758,288 |
| Darryl Bond Chief Financial Officer | Mar 20, 2026 | Option exercise | +37,500 | – | – | 717,351 |
| Darryl Bond Chief Financial Officer | Mar 20, 2026 | Option exercise | +3,437 | – | – | 720,788 |
| Darryl Bond Chief Financial Officer | Mar 20, 2026 | Option exercise | +30,000 | – | – | 788,288 |
| Darryl Bond Chief Financial Officer | Mar 20, 2026 | Tax withholding | −58,033 | $4.79 | $277.98K | 735,494 |
| Darryl Bond Chief Financial Officer | Mar 20, 2026 | Award | +5,239 | – | – | 793,527 |
| Allan Tang Chief Accounting Officer | Mar 20, 2026 | Tax withholding | −13,310 | $4.79 | $63.75K | 17,848 |
| Allan Tang Chief Accounting Officer | Mar 20, 2026 | Option exercise | +27,100 | – | – | 31,158 |
| Michael Walrath Chief Executive Officer, Director | Mar 20, 2026 | Option exercise | +78,125 | – | – | 3,493,242 |
| Michael Walrath Chief Executive Officer, Director | Mar 20, 2026 | Option exercise | +312,500 | – | – | 3,805,742 |
| Michael Walrath Chief Executive Officer, Director | Mar 20, 2026 | Award | +54,571 | – | – | 3,860,313 |
| Michael Walrath Chief Executive Officer, Director | Mar 20, 2026 | Tax withholding | −211,729 | $4.79 | $1.01M | 3,648,584 |
| Michael Walrath Chief Executive Officer, Director | Dec 20, 2025 | Tax withholding | −39,883 | $8.33 | $332.23K | 3,415,117 |
| Michael Walrath Chief Executive Officer, Director | Dec 20, 2025 | Option exercise | +78,125 | – | – | 3,455,000 |
| Darryl Bond Chief Financial Officer | Dec 20, 2025 | Option exercise | +33,429 | – | – | 717,817 |
| Darryl Bond Chief Financial Officer | Dec 20, 2025 | Option exercise | +37,500 | – | – | 680,950 |
| Darryl Bond Chief Financial Officer | Dec 20, 2025 | Option exercise | +3,438 | – | – | 684,388 |
| Darryl Bond Chief Financial Officer | Dec 20, 2025 | Tax withholding | −37,966 | $8.33 | $316.26K | 679,851 |
| Ho Shin General Counsel | Dec 20, 2025 | Option exercise | +17,429 | – | – | 286,288 |
| Ho Shin General Counsel | Dec 20, 2025 | Tax withholding | −15,778 | $8.33 | $131.43K | 270,510 |
| Ho Shin General Counsel | Dec 20, 2025 | Option exercise | +14,063 | – | – | 268,859 |
| Evan Skorpen Director | Sep 30, 2025 | Option exercise | +20,790 | – | – | 159,575 |
| Ho Shin General Counsel | Sep 20, 2025 | Option exercise | +14,062 | – | – | 253,146 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Shin Ho Officer | Sep 11, 2026 | 30,000 | $191.66K | Sep 11, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Shin Ho Officer | Jun 10, 2025 | 30,000 | $258.83K | Jun 10, 2025 | Restricted stock vesting under a registered plan |
| Bond Darryl Officer | Jun 10, 2025 | 11,000 | $96.09K | Jun 10, 2025 | Restricted stock vesting under a registered plan |
| Richardson Julie Former Director | Mar 25, 2025 | 13,500 | $88.26K | Mar 25, 2025 | Exercise of options under a registered plan |
| Bond Darryl Officer | Dec 12, 2024 | 22,000 | $152.15K | Dec 12, 2024 | Restricted stock vesting under a registered plan |
| Shin Ho Officer | Dec 12, 2024 | 20,000 | $136.52K | Dec 12, 2024 | Restricted stock vesting under a registered plan |
| Walrath Michael Officer, Director | Dec 11, 2024 | 300,000 | $2.12M | Dec 11, 2024 | Open Market Purchase |
| Shin Ho Officer | Jun 21, 2024 | 35,000 | $176.45K | Jun 21, 2024 | Restricted stock vesting under a registered plan |
| Shin Ho Officer | Sep 22, 2023 | 15,000 | $93.01K | Sep 22, 2023 | Restricted stock vesting under a registered plan |
| Shin Ho Officer | Jul 7, 2023 | 6,000 | $61.65K | Jul 7, 2023 | Restricted stock vesting under a registered plan |