| Due Diligence for Asset Managers |
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| Yext Inc | |
|---|---|
| Ticker | YEXT |
| CIK # | 0001614178 |
| CUSIP | 98585N106 |
| Sector | Technology - Services-Computer Processing & Data Preparation |
| Address | 1 Madison Avenue, 5th Floor, New York, NY 10010 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Yext Inc | 2016-02-26 | 0.4 M | Exemption: 506(b) · Duration: One year or less · Revenue: Decline to Disclose |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001614178] | 10-K | |
| [0001614178] | 10-Q | |
| [0001614178] | 3 | |
| [0001614178] | 4 | |
| [0001614178] | 8-K | |
| [0001614178] | D | |
| [0001614178] | SC 13D | |
| [0001614178] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Lynrock Lake LP | Yext Inc | [2026-07-09] | 0.0 |
| Vanguard Portfolio Management LLC | Yext Inc | [2026-04-29] | 0.0 |
| Millennium Management LLC | Yext Inc | [2026-03-16] | 0.0 |
| Lynrock Lake LP | Yext Inc | [2024-02-14] | 5.2 |
| Lead Edge Capital Management LLC | Yext Inc | [2022-10-04] | 3.3 |
| Janus Henderson Group PLC | Yext Inc | [2022-02-11] | 5.1 |
| FMR LLC | Yext Inc | [2020-11-10] | 0.0 |
| Champlain Investment Partners LLC | Yext Inc | [2020-02-13] | 6.84 |
| Baillie Gifford & Co | Yext Inc | [2020-01-17] | 0.22 |
| Capital World Investors | Yext Inc | [2019-02-14] | 6.3 |
| Vanguard Group Inc | Yext Inc | [2019-02-12] | 5.18 |
| BlackRock Inc | Yext Inc | [2019-02-08] | 5.8 |
| Insight Venture Partners VIII LP | Yext Inc | [2018-02-12] | 5.2 |
| Lerman Howard | Yext Inc | [2018-02-09] | 8.3 |
| Distelburger Brian | Yext Inc | [2018-02-09] | 5.6 |
| Walrath Michael | Yext Inc | [2018-02-09] | 3.8 |
| Metz Brent | Yext Inc | [2018-01-10] | 7.1 |
| FMR LLC | Yext Inc | [2017-11-09] | 0.0 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Bond Darryl
Restricted Stock Unit · derivative
|
2026-03-20 | Option exercise | 3,437 | $0.00 | |
|
Walrath Michael
Common Stock
|
2026-03-20 | Tax withheld | 211,729 | $4.79 | 1,014,182 |
|
Bond Darryl
Common Stock
|
2026-03-20 | Option exercise | 37,500 | ||
|
Walrath Michael
Common Stock
|
2026-03-20 | Option exercise | 312,500 | ||
|
Shin Ho
Common Stock
|
2026-03-20 | Grant | 3,493 | ||
|
Bond Darryl
Restricted Stock Unit · derivative
|
2026-03-20 | Option exercise | 37,500 | $0.00 | |
|
Bond Darryl
Common Stock
|
2026-03-20 | Option exercise | 30,000 | ||
|
Bond Darryl
Restricted Stock Unit · derivative
|
2026-03-20 | Option exercise | 37,500 | $0.00 | |
|
Tang Allan
Common Stock
|
2026-03-20 | Tax withheld | 13,310 | $4.79 | 63,755 |
|
Walrath Michael
Common Stock
|
2026-03-20 | Option exercise | 78,125 | ||
|
Walrath Michael
Common Stock
|
2026-03-20 | Grant | 54,571 | ||
|
Bond Darryl
Common Stock
|
2026-03-20 | Option exercise | 3,437 | ||
|
Shin Ho
Common Stock
|
2026-03-20 | Option exercise | 20,000 | ||
|
Shin Ho
Common Stock
|
2026-03-20 | Option exercise | 14,062 | ||
|
Walrath Michael
Performance-Based Restricted Stock Unit · derivative
|
2026-03-20 | Option exercise | 312,500 | $0.00 | |
|
Bond Darryl
Common Stock
|
2026-03-20 | Option exercise | 37,500 | ||
|
Shin Ho
Restricted Stock Unit · derivative
|
2026-03-20 | Option exercise | 23,125 | $0.00 | |
|
Bond Darryl
Performance-Based Restricted Stock Unit · derivative
|
2026-03-20 | Option exercise | 30,000 | $0.00 | |
|
Shin Ho
Performance-Based Restricted Stock Unit · derivative
|
2026-03-20 | Option exercise | 20,000 | $0.00 | |
|
Shin Ho
Common Stock
|
2026-03-20 | Tax withheld | 34,180 | $4.79 | 163,722 |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 201 | 81,874,394 |
| 2025-12-31 | 197 | 90,620,709 |
| 2025-09-30 | 202 | 92,243,420 |
| 2025-06-30 | 193 | 91,106,708 |
| 2025-03-31 | 188 | 95,953,770 |
| 2024-12-31 | 184 | 94,680,355 |
| 2024-09-30 | 182 | 92,311,490 |
| 2024-06-30 | 173 | 89,382,598 |
| 2024-03-31 | 179 | 88,190,461 |
| 2023-12-31 | 189 | 87,445,748 |
| 2023-09-30 | 198 | 85,159,095 |
| 2023-06-30 | 205 | 89,922,869 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Equitec Proprietary Markets LLC | [2026-06-30] | SOLE | 28,100 | 56,200 |
| Y-Intercept Hong Kong Ltd | [2026-06-30] | SOLE | 51,700 | 51,700 |
| Alaska Retirement Management Board | [2026-06-30] | SOLE | 5,715 | 5,715 |
| Versant Capital Management Inc | [2026-06-30] | SOLE | 3,492 | 3,492 |
| Gamma Investing LLC | [2026-06-30] | DFND | 1,296 | 1,296 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 1,172 |
| LRI Investments LLC | [2026-06-30] | SOLE | 280 | 280 |
| Marquette Asset Management LLC | [2026-06-30] | SOLE | 0 | 175 |
| Torren Management LLC | [2026-06-30] | SOLE | 0 | 49 | Prev | Page 1 | Next |