Yext Inc (YEXT) — Smart Money Tracker (13F, Q2 2026)

YEXT ranks #3321 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

YEXT is a top-conviction position for Lead Edge Capital Management, LLC — at 6.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in YEXT belongs to Lynrock Lake LP, but the position matters far more to Lead Edge Capital Management, LLC, who has 6.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Acadian Asset Management LLC has added to its YEXT position for two straight quarters, increasing it by $11.9M to reach $12.0M today.

Hudson Bay Capital Management LP has trimmed its YEXT position for two straight quarters, cutting it by $23.5M while still holding $264.4K.

YEXT is up 0.3% today, but institutions show net selling of $16.2M this quarter — a divergence between today's price move and the underlying institutional flow.

YEXT posted net income of $39.7M over the trailing twelve months, and currently trades at a P/E of 21.4.

• Profitable — net income of $39.7M over the trailing twelve months
• Revenue grew 2.4% year over year
• Net income improved year over year, from -$23.4M to $39.7M
• Generated $55.8M in positive operating cash flow
• Current ratio of 1.07x — below the conventional 1.5x liquidity buffer
• Liabilities run 2.90x equity — a highly leveraged balance sheet worth noting