Yext, Inc. (YEXT) shareholders
YEXTNYSEServices-Computer Processing & Data PreparationFiscal year ends January 31
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 1, 2026Score 5/3047% above fair value
$7.67+0.02 (+0.26%)
Close on Nov 13, 2026Market cap $759.17MP/E 45.1Yield –
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 |
|---|---|---|---|---|
| Lynrock Lake LP Joint filing with Lynrock Lake Partners LLC (19.00%), Cynthia Paul (19.00%) | 19,015,087 | 19.00% | 13D (active) | Jul 1, 2026 |
| Lynrock Lake Partners LLC Joint filing with Lynrock Lake LP (18.40%), Paul Cynthia (18.40%) | 18,188,607 | 18.40% | 13G (passive) amendment | Mar 31, 2026 |
| Paul Cynthia Joint filing with Lynrock Lake LP (12.30%), Lynrock Lake Partners LLC (12.30%) | 15,132,384 | 12.30% | 13G (passive) amendment | Dec 31, 2025 |
| BlackRock, Inc. | 8,435,752 | 6.90% | 13G (passive) amendment | Jun 30, 2025 |
| Nimay Mehta Joint filing with Lead Edge Capital Management, LLC (7.90%), Mitchell Green (7.90%) and 1 more | 7,843,296 | 7.90% | 13D (active) amendment | Mar 23, 2026 |
| Millennium Group Management LLC Joint filing with Millennium Management LLC (5.80%), Israel A. Englander (5.80%) | 7,175,420 | 5.80% | 13G (passive) | Mar 10, 2026 |
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% | $12.01M | +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% | $2.61M | +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)
171 funds held YEXT in Q2 2026, 70% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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% | Oct 14, 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
10.22%
6M shares short
Days to cover
8.2
At 1M shares a day
Change since last report
-4.2%
From 7M shares
Short volume, 20 days
58.7%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Yext's stock actually held short. Settlement fails (shares not delivered on time) peaked at 13,927 shares on Sep 2, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Ho Shin Officer | Sep 11, 2026 | 30,000 | $191.66K | Sep 11, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Ho Shin Officer | Jun 10, 2025 | 30,000 | $258.83K | Jun 10, 2025 | Restricted stock vesting under a registered plan |
| Darryl Bond Officer | Jun 10, 2025 | 11,000 | $96.09K | Jun 10, 2025 | Restricted stock vesting under a registered plan |
| Julie Richardson Former Director | Mar 25, 2025 | 13,500 | $88.26K | Mar 25, 2025 | Exercise of options under a registered plan |
| Darryl Bond Officer | Dec 12, 2024 | 22,000 | $152.15K | Dec 12, 2024 | Restricted stock vesting under a registered plan |
| Ho Shin Officer | Dec 12, 2024 | 20,000 | $136.52K | Dec 12, 2024 | Restricted stock vesting under a registered plan |
| Michael Walrath Officer, Director | Dec 11, 2024 | 300,000 | $2.12M | Dec 11, 2024 | Open Market Purchase |
| Ho Shin Officer | Jun 21, 2024 | 35,000 | $176.45K | Jun 21, 2024 | Restricted stock vesting under a registered plan |
| Ho Shin Officer | Sep 22, 2023 | 15,000 | $93.01K | Sep 22, 2023 | Restricted stock vesting under a registered plan |
| Ho Shin Officer | Jul 7, 2023 | 6,000 | $61.65K | Jul 7, 2023 | Restricted stock vesting under a registered plan |
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