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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Tom Malinowski · $15.0K–$50.0K

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-08-26Tom Malinowski D–NJ-7PurchaseTraded 2020-12-08 LATE·261d$1K–$15K
2021-08-26Tom Malinowski D–NJ-7PurchaseTraded 2019-11-14 LATE·651d$1K–$15K
2021-08-26Tom Malinowski D–NJ-7PurchaseTraded 2019-06-04 LATE·814d$1K–$15K
2021-08-26Tom Malinowski D–NJ-7PurchaseTraded 2019-02-19 LATE·919d$15K–$50K
2021-03-05Tom Malinowski D–NJ-7PurchaseTraded 2020-12-05 LATE·90d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
162AMERICAN CENTURY COMPANIES INC$01
163Clearstead Advisors, LLC$01
164AMALGAMATED BANK$01
165VIRGINIA RETIREMENT SYSTEMS ET Al$01
166SEGALL BRYANT & HAMILL, LLC$01
167LSV ASSET MANAGEMENT$01
168FEDERATED HERMES, INC.$01
169HARVEST MANAGEMENT LLC$01
170HUSSMAN STRATEGIC ADVISORS, INC.$01
171NANO CAP NEW MILLENNIUM GROWTH FUND L P$01
172Advisors Asset Management, Inc.$01
173CIBC Private Wealth Group LLC$01
174Hillsdale Investment Management Inc.$01
175Mariner, LLC$01
176Marquette Asset Management, LLC$01
177OXFORD ASSET MANAGEMENT LLP$01
178TWO SIGMA ADVISERS, LP$01
179FOX RUN MANAGEMENT, L.L.C.$01
180LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
181Trexquant Investment LP$01
182Quadrature Capital Ltd$01
183Schonfeld Strategic Advisors LLC$01
184Centiva Capital, LP$01
185Founders Capital Management$01
186Shay Capital LLC$01
187Qube Research & Technologies Ltd$01
188Larson Financial Group LLC$01
189Circumference Group LLC$01
190MQS Management LLC$01
191Y-Intercept (Hong Kong) Ltd$01
192Optas, LLC$01
193Aaron Wealth Advisors LLC$01
194NewEdge Wealth, LLC$01
195AlphaQuest LLC$01
196Dunhill Financial, LLC$01
197American Capital Advisory, LLC$01
198Aster Capital Management (DIFC) Ltd$01
199Integrated Quantitative Investments LLC$01
200SummitTX Capital, L.P.$01
201T3 Companies, LLC$01
202OPTIMA CAPITAL LLC$01
Truncated by Public Filings. The published aggregate ranks the top 202 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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