Public record / Tickers / YEXT

YEXT — Yext, Inc.†

Both disclosure regimes on one name: who in Congress filed about YEXT, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
14
all PTR rows naming YEXT
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-26
filed 2021-08-26
13F holders
202
top-202 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Tom Malinowski · $15.0K–$50.0K

BUY · traded 2019-02-19 → filed 2021-08-26. Ranked over every YEXT row by the provable lower bound, never a point estimate.

No member disclosed YEXT in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

14 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated YEXT rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING YEXT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning YEXT
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-08-26Tom Malinowski D–NJ-7BUYTraded 2020-12-08 LATE·261d$1K–$15K
2021-08-26Tom Malinowski D–NJ-7BUYTraded 2019-11-14 LATE·651d$1K–$15K
2021-08-26Tom Malinowski D–NJ-7BUYTraded 2019-06-04 LATE·814d$1K–$15K
2021-08-26Tom Malinowski D–NJ-7BUYTraded 2019-02-19 LATE·919d$15K–$50K
2021-03-05Tom Malinowski D–NJ-7BUYTraded 2020-12-05 LATE·90d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 14 ↗

Members active in YEXT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed YEXT in the trailing 12 months.

Congress ↔ notable managers · YEXT

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
1 Gotham Asset Management $189K held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · YEXT INC

Merged timeline of congressional filings and notable-manager moves on YEXT
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FTRIM−22,844 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of YEXT for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1Lynrock Lake LP$69.8M1
2BlackRock, Inc.$31.4M1
3Lead Edge Capital Management, LLC$30.1M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$23.5M1
5BARCLAYS PLC$15.4M1
6VANGUARD CAPITAL MANAGEMENT LLC$13.6M1
7STATE STREET CORP$11.0M1
8GEODE CAPITAL MANAGEMENT, LLC$9.2M1
9DIMENSIONAL FUND ADVISORS LP$8.2M1
10ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$5.0M1
11OP Asset Management Ltd$3.9M1
12JANE STREET GROUP, LLC$3.6M1
13Hudson Bay Capital Management LP$3.5M1
14Pathstone Holdings, LLC$3.2M1
15FMR LLC$3.2M1
16UBS Group AG$3.2M1
17NORTHERN TRUST CORP$3.1M1
18FIRST TRUST ADVISORS LP$2.9M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2.8M1
20MORGAN STANLEY$2.6M1
21VOYA INVESTMENT MANAGEMENT LLC$2.6M1
22MILLENNIUM MANAGEMENT LLC$2.4M1
23VANGUARD FIDUCIARY TRUST CO$2.3M1
24Boston Partners$2.0M1
25BANK OF AMERICA CORP /DE/$1.9M1
26Point72 Asset Management, L.P.$1.8M1
27KING LUTHER CAPITAL MANAGEMENT CORP$1.6M1
28CITADEL ADVISORS LLC$1.6M1
29Connor, Clark & Lunn Investment Management Ltd.$1.5M1
30Vanguard Global Advisers, LLC$1.5M1
31Maltin Wealth Management, Inc.$1.5M1
32Bank of New York Mellon Corp$1.3M1
33MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.2M1
34ALLIANCEBERNSTEIN L.P.$1.1M1
35STATE OF WISCONSIN INVESTMENT BOARD$1.1M1
36PRINCIPAL FINANCIAL GROUP INC$983K1
37EQUITEC PROPRIETARY MARKETS, LLC$878K1
38Nuveen, LLC$875K1
39OCCUDO QUANTITATIVE STRATEGIES LP$872K1
40UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$813K1
41Quantinno Capital Management LP$807K1
42XTX Topco Ltd$762K1
43TOCQUEVILLE ASSET MANAGEMENT L.P.$710K1
44Invesco Ltd.$701K1
45Clear Harbor Asset Management, LLC$633K1
46Swiss National Bank$617K1
47VICTORY CAPITAL MANAGEMENT INC$612K1
48Engineers Gate Manager LP$599K1
49KLP KAPITALFORVALTNING AS$576K1
50CREDIT AGRICOLE S A$572K1
51Brevan Howard Capital Management LP$561K1
52Alberta Investment Management Corp$532K1
53SUSQUEHANNA INTERNATIONAL GROUP, LLP$519K1
54D. E. Shaw & Co., Inc.$512K1
55RHUMBLINE ADVISERS$482K1
56AMERIPRISE FINANCIAL INC$458K1
57Quantbot Technologies LP$455K1
58CSS LLC/IL$418K1
59DEUTSCHE BANK AG\$390K1
60Rangeley Capital, LLC$381K1
61TEACHER RETIREMENT SYSTEM OF TEXAS$379K1
62FRANKLIN RESOURCES INC$373K1
63MANGROVE PARTNERS IM, LLC$357K1
64Zurcher Kantonalbank (Zurich Cantonalbank)$335K1
65SIMPLEX TRADING, LLC$295K1
66Brooklyn Investment Group$288K1
67Legal & General Group Plc$285K1
68VANGUARD ASSET MANAGEMENT, Ltd$281K1
69PANAGORA ASSET MANAGEMENT INC$278K1
70AQR CAPITAL MANAGEMENT LLC$245K1
71MACKENZIE FINANCIAL CORP$239K1
72State of Wyoming$232K1
73Counterpoint Mutual Funds LLC$219K1
74MARTINGALE ASSET MANAGEMENT L P$215K1
75Quinn Opportunity Partners LLC$211K1
76MetLife Investment Management, LLC$207K1
77AXQ CAPITAL, LP$206K1
78Amundi$195K1
79Gotham Asset Management, LLC$189K1
80SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$183K1
81Haven Private, LLC$173K1
82Creative Planning$172K1
83RENAISSANCE TECHNOLOGIES LLC$164K1
84WELLS FARGO & COMPANY/MN$146K1
85STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$140K1
86AIGEN INVESTMENT MANAGEMENT, LP$140K1
87Summit Trail Advisors, LLC$124K1
88CANADA PENSION PLAN INVESTMENT BOARD$120K1
89NEW YORK STATE COMMON RETIREMENT FUND$119K1
90TWO SIGMA INVESTMENTS, LP$113K1
91Arizona State Retirement System$112K1
92Tactive Advisors, LLC$111K1
93Scientech Research LLC$111K1
94RAYMOND JAMES FINANCIAL INC$109K1
95MANUFACTURERS LIFE INSURANCE COMPANY, THE$108K1
96INTECH INVESTMENT MANAGEMENT LLC$108K1
97COMMONWEALTH EQUITY SERVICES, LLC$106K1
98Janus Henderson Group Ltd.$103K1
99HB Wealth Management, LLC$97.2K1
100PRELUDE CAPITAL MANAGEMENT, LLC$89.1K1
101Verition Fund Management LLC$87.8K1
102MERCER GLOBAL ADVISORS INC /ADV$85.4K1
103Vanguard Investments Australia, Ltd.$84.3K1
104CITIGROUP INC$80.0K1
105SEI INVESTMENTS CO$78.8K1
106Jain Global LLC$74.3K1
107CIM INVESTMENT MANAGEMENT INC$74.1K1
108Ground Swell Capital, LLC$63.8K1
109JBF Capital, Inc.$63.0K1
110PRUDENTIAL FINANCIAL INC$61.1K1
111Pictet Asset Management Holding SA$58.9K1
112CIBC Bancorp USA Inc.$57.9K1
113ProShare Advisors LLC$56.5K1
114MONETA GROUP INVESTMENT ADVISORS LLC$53.3K1
115LAZARD ASSET MANAGEMENT LLC$52.4K1
116Vanguard Personalized Indexing Management, LLC$51.0K1
117WINTON GROUP Ltd$49.5K1
118Sequoia Financial Advisors, LLC$48.5K1
119Able Wealth Management LLC$48.3K1
120Mirae Asset Global Investments Co., Ltd.$41.6K1
121IEQ CAPITAL, LLC$39.2K1
122GROUP ONE TRADING LLC$38.0K1
123Ameritas Investment Partners, Inc.$32.6K1
124Caitong International Asset Management Co., Ltd$30.0K1
125Tower Research Capital LLC (TRC)$26.7K1
126Wilmington Savings Fund Society, FSB$21.3K1
127Pinnacle Wealth Planning Services, Inc.$19.6K1
128Federation des caisses Desjardins du Quebec$12.9K1
129CWM, LLC$9.3K1
130SBI Securities Co., Ltd.$9.1K1
131ROYAL BANK OF CANADA$9.0K1
132BNP Paribas Asset Management Holding S.A.$8.3K1
133NISA INVESTMENT ADVISORS, LLC$7.0K1
134MAI Capital Management$3.8K1
135Optiver Holding B.V.$2.9K1
136ASSETMARK, INC$2.7K1
137Sterling Capital Management LLC$2.5K1
138NATIONAL BANK OF CANADA /FI/$1.9K1
139SIGNATUREFD, LLC$1.8K1
140Smartleaf Asset Management LLC$1.7K1
141OSAIC HOLDINGS, INC.$1.4K1
142Allworth Financial LP$1.3K1
143Caption Management, LLC$1.2K1
144ACADIAN ASSET MANAGEMENT LLC$9111
145Kilter Group LLC$4041
146True Wealth Design, LLC$3581
147HRT FINANCIAL LP$3391
148Private Wealth Management Group, LLC$3231
149Vestcor Inc$2251
150ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1961
151INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1931
152Blue Trust, Inc.$1541
153US BANCORP \DE\$1421
154FIFTH THIRD BANCORP$1191
155HARBOR CAPITAL ADVISORS, INC.$1011
156Atlantic Edge Private Wealth Management, LLC$961
157PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$481
158CANADA LIFE ASSURANCE Co$421
159NEW YORK STATE TEACHERS RETIREMENT SYSTEM$361
160State of Alaska, Department of Revenue$211
161VANGUARD GROUP INC— value not disclosed1
162AMERICAN CENTURY COMPANIES INC— value not disclosed1
163Clearstead Advisors, LLC— value not disclosed1
164AMALGAMATED BANK— value not disclosed1
165VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
166SEGALL BRYANT & HAMILL, LLC— value not disclosed1
167LSV ASSET MANAGEMENT— value not disclosed1
168FEDERATED HERMES, INC.— value not disclosed1
169HARVEST MANAGEMENT LLC— value not disclosed1
170HUSSMAN STRATEGIC ADVISORS, INC.— value not disclosed1
171NANO CAP NEW MILLENNIUM GROWTH FUND L P— value not disclosed1
172Advisors Asset Management, Inc.— value not disclosed1
173CIBC Private Wealth Group LLC— value not disclosed1
174Hillsdale Investment Management Inc.— value not disclosed1
175Mariner, LLC— value not disclosed1
176Marquette Asset Management, LLC— value not disclosed1
177OXFORD ASSET MANAGEMENT LLP— value not disclosed1
178TWO SIGMA ADVISERS, LP— value not disclosed1
179FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
180LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
181Trexquant Investment LP— value not disclosed1
182Quadrature Capital Ltd— value not disclosed1
183Schonfeld Strategic Advisors LLC— value not disclosed1
184Centiva Capital, LP— value not disclosed1
185Founders Capital Management— value not disclosed1
186Shay Capital LLC— value not disclosed1
187Qube Research & Technologies Ltd— value not disclosed1
188Larson Financial Group LLC— value not disclosed1
189Circumference Group LLC— value not disclosed1
190MQS Management LLC— value not disclosed1
191Y-Intercept (Hong Kong) Ltd— value not disclosed1
192Optas, LLC— value not disclosed1
193Aaron Wealth Advisors LLC— value not disclosed1
194NewEdge Wealth, LLC— value not disclosed1
195AlphaQuest LLC— value not disclosed1
196Dunhill Financial, LLC— value not disclosed1
197American Capital Advisory, LLC— value not disclosed1
198Aster Capital Management (DIFC) Ltd— value not disclosed1
199Integrated Quantitative Investments LLC— value not disclosed1
200SummitTX Capital, L.P.— value not disclosed1
201T3 Companies, LLC— value not disclosed1
202OPTIMA CAPITAL LLC— value not disclosed1
Truncated by Public Filings. Every one of the 160 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on YEXT

RETAINED WINDOW · ACTIVE HITS

Zero hits on YEXT in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for YEXT · financials and macro

Financials — as filed PLANNED

YEXT's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: YEXT on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing