Yext, Inc.
YEXTFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Yext, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 11 annual periods. The latest annual period ends Jan 31, 2026. The latest insider filing shown is dated Jun 22, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | 2026-03-31 | 26,893 | $103K | SEC filing |
| PRINCIPAL FINANCIAL GROUP INC | 2026-03-31 | 255,920 | $983K | SEC filing |
| OSAIC HOLDINGS, INC. | 2026-03-31 | 352 | $1.35K | SEC filing |
| Ground Swell Capital, LLC | 2026-03-31 | 16,604 | $63.8K | SEC filing |
| Hudson Bay Capital Management LP | 2026-03-31 | 902,270 | $3.46M | SEC filing |
| AMERIPRISE FINANCIAL INC | 2026-03-31 | 119,287 | $458K | SEC filing |
| LRI Investments, LLC | 2026-03-31 | 280 | $1.08K | SEC filing |
| CIBC Bancorp USA Inc. | 2026-03-31 | 15,091 | $57.9K | SEC filing |
| AQR CAPITAL MANAGEMENT LLC | 2026-03-31 | 63,855 | $245K | SEC filing |
| DIMENSIONAL FUND ADVISORS LP | 2026-03-31 | 2,131,636 | $8.18M | SEC filing |
| Atlantic Edge Private Wealth Management, LLC | 2026-03-31 | 25 | $96 | SEC filing |
| Legal & General Group Plc | 2026-03-31 | 74,102 | $285K | SEC filing |
| Clear Harbor Asset Management, LLC | 2026-03-31 | 164,910 | $633K | SEC filing |
| Summit Trail Advisors, LLC | 2026-03-31 | 32,331 | $124K | SEC filing |
| D. E. Shaw & Co., Inc. | 2026-03-31 | 133,379 | $512K | SEC filing |
| STRS OHIO | 2026-03-31 | 77,200 | $296K | SEC filing |
| Lynrock Lake LP | 2026-03-31 | 18,188,607 | $69.8M | SEC filing |
| Kilter Group LLC | 2026-03-31 | 105 | $404 | SEC filing |
| NEUBERGER BERMAN GROUP LLC | 2026-03-31 | 22,779 | $87.5K | SEC filing |
| State of Alaska, Department of Revenue | 2026-03-31 | 5,715 | Not shown | SEC filing |
- Each value is checked against Yext, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Yext, Inc.'s share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Yext, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-03-23 · Lead Edge Capital Management, LLC: Larger than 12 of the 13 other insider sales of Common Stock on file. SEC filing
- 2026-03-23 · Lead Edge Capital Management, LLC: Larger than all 13 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-11 | Waugh Seth H. · Director | Common Stock | P — Open market or private purchase | +133,000 | 3.75 | SEC filing |
| 2026-04-15 | Tang Allan · Chief Accounting Officer | Common Stock | S — Open market or private sale | −10,000 | 3.62 | SEC filing |
| 2026-03-23 | Lead Edge Capital Management, LLC · 10% owner | Common Stock | S — Open market or private sale | −1,824,660 | 5.75 | SEC filing |
| 2026-03-23 | Lead Edge Capital Management, LLC · 10% owner | Common Stock | S — Open market or private sale | −1,535,117 | 5.75 | SEC filing |
| 2026-03-23 | Lead Edge Capital Management, LLC · 10% owner | Common Stock | S — Open market or private sale | −1,589,005 | 5.75 | SEC filing |
| 2025-06-10 | Bond Darryl · Chief Financial Officer | Common Stock | S — Open market or private sale | −11,000 | 8.74 | SEC filing |
| 2025-06-10 | Shin Ho · General Counsel | Common Stock | S — Open market or private sale | −30,000 | 8.63 | SEC filing |
| 2024-12-17 | Walrath Michael · Chief Executive Officer | Common Stock | S — Open market or private sale | −29,431 | 6.47 | SEC filing |
Showing 8 of 12 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-20 | Tang Allan · Chief Accounting Officer | Restricted Stock Unit | M — Exercise or conversion of derivative security | −6,075 | SEC filing |
| 2026-06-20 | Walrath Michael · Chief Executive Officer | Performance-Based Restricted Stock Unit | M — Exercise or conversion of derivative security | −566,437 | SEC filing |
| 2026-06-20 | Walrath Michael · Chief Executive Officer | Common Stock | M — Exercise or conversion of derivative security | +566,437 | SEC filing |
| 2026-06-20 | Bond Darryl · See Remarks | Restricted Stock Unit | M — Exercise or conversion of derivative security | −37,500 | SEC filing |
| 2026-06-20 | Walrath Michael · Chief Executive Officer | Restricted Stock Unit | M — Exercise or conversion of derivative security | −78,125 | SEC filing |
| 2026-06-20 | Shin Ho · General Counsel | Common Stock | M — Exercise or conversion of derivative security | +23,125 | SEC filing |
| 2026-06-20 | Walrath Michael · Chief Executive Officer | Common Stock | M — Exercise or conversion of derivative security | +78,125 | SEC filing |
| 2026-06-20 | Bond Darryl · See Remarks | Common Stock | M — Exercise or conversion of derivative security | +3,438 | SEC filing |
Showing 8 of 30 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.