Zacks Investment ResearchT3·9d ago
YEXT Yext, Inc.
XNYS
7.67
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
YEXT
$7.67
—
What changed
Recent filings, trades and movesKey stats
$7.67
- 52-Week Range
- $3.27 – $9.03
- YTD
- -2.29%
- IV Rank (30D)
- 34.29
- Straddle Price
- $1.30
- P/C Vol Ratio
- 0.52
- Market Cap
- $0.8B
- Open
- $7.67
- Day Range
- $7.57 – $7.73
- Volume
- 22,555
- Prev Close
- $7.67
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.84% |
| Beta vs SPY | 1.07 |
| Cost of Equity (CAPM) | 10.72% (VRP-adj) |
| WACC | 10.13% |
| Volatility Risk Premium | +88.8pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 7.0% |
| Rev. Growth (YoY, DCF input) | -0.8% |
| DCF Horizon | 10 years explicit + fade |
| Free Cash Flow (TTM) | $0.1B |
| Return on Equity (TTM) | 73.2% |
| Book / Price | 4.6% |
| Gross Margin (TTM) | 74.0% |
| FCF Margin (TTM) | 12.0% |
| Debt / Equity | 4.14 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | +5.5% (reverse-DCF on current price) |
| SMA 50 | $6.81 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $7.30 |
| Bollinger Width / SMA20 | 13.6% (drives anchor stability) |
| Net Debt | $0.1B |
| Market Cap | $1B |
Peers used for multiples: BOX, DDOG, PAYC, PCOR, QLYS, SNOW, WDAY, ZS
60-Day Conviction
66%
20-Day Fair Value
≈ by Dec 9, 2026
$7.58
α -1.2%
rank 58%
conviction
76%
40-Day Fair Value
≈ by Jan 7, 2027
$7.58
α -1.1%
rank 60%
conviction
40%
60-Day Fair Value
≈ by Feb 5, 2027
$7.88
α +2.7%
rank 63%
conviction
66%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $5.12 | 25% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $9.41 | 11% | median 37.2× · 5 peers |
| Peer EV/EBITDA | $19.16 | 11% | median 32.5× · 7 peers |
| Peer P/B | $4.52 | 2% | median 13.1× · 8 peers |
| Peer P/S | $36.67 | 8% | median 8.5× · 8 peers |
| Market Anchor (SMA50) | $6.81 | 43% | stability 85% (BB-width) |
| Options Expected (B-L 30d) | $7.14 | 0% | 5 strikes · skew +0.94 |
As of 2026-11-10 · updated
Related
About
- Industry (SIC)
- SERVICES-COMPUTER PROCESSING & DATA PREPARATION (7374) · industry map
- Exchange
- XNYS
- Market Cap
- $0.8B
- Employees
- 1,120
- List Date
- 2017-04-13
- CIK
- 0001614178
- Next Earnings
- 2026-12-14 (After-Close)
- EPS Forecast
- $0.12 (1 est.)
- Headquarters
- New York, NY
- Homepage
- https://www.yext.com
Yext Inc provides a knowledge engine platform that lets businesses manage their digital knowledge in the cloud and sync it to approximately 200 services including Apple Maps, Bing, Cortana, Facebook, Google, Google Maps, Instagram, Siri and Yelp. Digital knowledge is the structured information that a business wants to make publicly accessible. The company also makes search intelligent by helping to provide precise, accurate and current answers to location-based queries that are conducted across the web and mobile applications and voice and artificial intelligence, or AI, engines. The company d…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 5.83% | -19.00% | 9.79% | 2.07% | 0.61% | -8.79% | -1.58% |
| Feb | -1.46% | -10.28% | -1.48% | -2.95% | 3.82% | 3.84% | -1.42% |
| Mar | -19.60% | -4.31% | 21.19% | 0.84% | -6.67% | -31.55% | -6.68% |
| Apr | -5.87% | -15.23% | -5.49% | -7.58% | 9.15% | -1.78% | -4.47% |
| May | 6.16% | -13.90% | 4.20% | -8.35% | 1.21% | 1.70% | -1.50% |
| Jun | 4.46% | -7.54% | 29.55% | 7.21% | 27.06% | 1.74% | 10.41% |
| Jul | -9.89% | -8.75% | -13.91% | 9.92% | -2.99% | 12.46% | -2.19% |
| Aug | 4.56% | 3.49% | -10.70% | -8.29% | 17.59% | 19.19% | 4.31% |
| Sep | -13.20% | 7.21% | -30.36% | 43.87% | -5.02% | -0.92% | 0.26% |
| Oct | 4.31% | 20.09% | -3.52% | 7.10% | 0.47% | 8.61% | 6.18% |
| Nov | -25.52% | -1.48% | 10.87% | 14.72% | -0.47% | 3.23%* | 0.23% |
| Dec | 8.42% | 2.67% | -14.01% | -24.82% | -4.84% | -- | -6.52% |
| Total | -39.71% | -42.29% | -17.64% | 21.52% | 41.08% | -1.89% | -6.49% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $7.36
SMA 50: $6.86
SMA 200: $5.34
Current: $7.69
EMA 12: $7.51
EMA 26: $7.27
MACD: 0.2430 | Signal: 0.0049
BULLISH
ADX (14): 46.70
STRONG TREND
+DI: 24.70
−DI: 8.68
Momentum Oscillators
RSI (14): 65.10
NEUTRAL
Stoch %K: 60.27
Stoch %D: 58.42
Williams %R: -35.68
Volume & Volatility
BB Upper: $7.86
BB Lower: $6.87
NEUTRAL
OBV: -33,281,275
Vol SMA 20: 755,463
Vol ROC: -97.87%
ATR: $0.29
True Range: $0.16
HV 20: 33.9%
HV 30: 30.4%
HV 60: 32.9%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-12T00:00:00 – 2026-11-10T00:00:00
AI Analysis
Written before YEXT’s Sep 1 earnings report, so it doesn’t reflect the results.
LLM Stock Analysis Report
SYMBOL: YEXT CURRENT PRICE: $4.15
Executive Summary:
BULLISH (Confidence Level: 6/10) Key drivers: Bullish MACD signal, positive momentum signals from RSI and Stochastic indicators. Primary risks include negative news sentiment and moderate volatility.
2-3 sentence investment thesis: YEXT is poised for a potential rebound driven by improving technical momentum and recent positive earnings reports. However, investors should be cautious of lingering negative news sentiment and moderate volatility risks.
Recent news sentiment impact: The stock has been impacted by mixed news sentiment, with some articles highlighting the company's strong earnings performance while others discuss ongoing fraud investigations.
Technical Analysis:
Trend Direction: Short-term (1-4 weeks): Bullish; Medium-term (1-3 months): Neutral; Long-term (3-12 months): Bearish
Support/Resistance Levels: * SMA 20: $4.00 * SMA 50: $3.89 * Bollinger Bands Upper/Middle/Lower: $4.38/$4.00/$3.63, respectively
Momentum Signals: * RSI (14): 56.65 (neutral) * MACD: Bullish signal with a crossover above the signal line * Stochastic %K/D: Neutral with both indicators near midrange values
News & Sentiment Analysis:
Recent Headlines Summary: Mixed news sentiment, with some articles highlighting positive earnings performance and others discussing ongoing fraud investigations.
Sentiment Assessment: Negative (2/5) due to the recent negative news headlines.
Catalyst Identification: Upcoming earnings reports could provide a catalyst for stock price movement. The company's efforts to address regulatory concerns may also impact investor sentiment.
Risk & Volatility Assessment:
Beta Interpretation: Moderate risk relative to market (beta 0.86).
Volatility Regime: Current volatility is moderate, with an IV premium vs HV30 of 226.1%.
Options Market Signals: High IV rank (37.3%) and put/call ratio of 1.39 suggest bearish sentiment.
Market Context & Positioning:
Sector Performance: The stock's sector (Technology) has been performing relatively strong, with a R-squared value of 0.72.
Institutional Activity: Institutional trading volume suggests moderate interest in the stock.
Correlation Analysis: YEXT has a moderate correlation with the broader market (R-squared: 0.41).
Key Levels & Action Items:
Critical Price Levels: $4.00 (SMA 20 support), $3.89 (SMA 50 support), and $4.38 (Bollinger Bands upper resistance)
Breakout/Breakdown Levels: A breakout above the Bollinger Bands upper level could trigger a significant move.
Time-Sensitive Catalysts: Upcoming earnings reports and regulatory updates may impact investor sentiment and stock price movement.
Risk Management: Investors should consider setting stop-loss levels at $3.89 (SMA 50 support) and position sizing considerations based on their risk tolerance.
Generated
News
All YEXT news →
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Showing 1–10 of 50
Page 1 of 5
Earnings History
17 of 23 under expected move
Avg Expected Move
21.07%
Avg Actual Move
11.69%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-03-03 | After-Close | 14.92% | 11.96% | 0.80x | Within |
| 2021-05-27 | After-Close | 14.46% | 17.55% | 1.21x | Exceeded |
| 2021-09-02 | After-Close | 14.74% | 6.33% | 0.43x | Within |
| 2021-12-02 | After-Close | 17.29% | 8.59% | 0.50x | Within |
| 2022-03-08 | After-Close | 23.14% | 9.29% | 0.40x | Within |
| 2022-06-08 | After-Close | 16.79% | 4.61% | 0.27x | Within |
| 2022-09-07 | After-Close | 20.79% | 4.16% | 0.20x | Within |
| 2022-11-30 | After-Close | 14.63% | 19.32% | 1.32x | Exceeded |
| 2023-03-07 | After-Close | 17.08% | 10.48% | 0.61x | Within |
| 2023-06-06 | After-Close | 15.83% | 38.44% | 2.43x | Exceeded |
| 2023-09-06 | After-Close | 19.38% | 27.86% | 1.44x | Exceeded |
| 2023-12-05 | After-Close | 18.26% | 21.11% | 1.16x | Exceeded |
| 2024-03-06 | After-Close | 23.99% | 8.22% | 0.34x | Within |
| 2024-06-10 | After-Close | 26.79% | 0.20% | 0.01x | Within |
| 2024-09-04 | After-Close | 14.23% | 13.01% | 0.91x | Within |
| 2024-12-09 | After-Close | 19.95% | 17.14% | 0.86x | Within |
| 2025-02-10 | After-Close | 8.40% | 0.46% | 0.05x | Within |
| 2025-06-03 | After-Close | 15.40% | 31.52% | 2.05x | Exceeded |
| 2025-09-08 | After-Close | 6.25% | 1.82% | 0.29x | Within |
| 2025-12-08 | After-Close | 97.22% | 4.54% | 0.05x | Within |
| 2026-03-09 | After-Close | 19.06% | 2.84% | 0.15x | Within |
| 2026-06-02 | After-Close | 28.50% | 9.03% | 0.32x | Within |
| 2026-09-01 | After-Close | 17.61% | 0.31% | 0.02x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
YEXT Options Activity & IV Rank
YEXT IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 67.7%
7-DTE IV: —
Expected Move: $1.30
7-DTE Move: $0.75
Days to Exp: 37 (2026-12-18)
Options Flow · All expiries
Call Volume: 532
Put Volume: 279
P/C Volume: 0.524
BULLISH
Call OI: 7,013
Put OI: 1,184
P/C OI: 0.169
Total OI: 8,197
ATM Options Pricing
ATM Call: $0.53
ATM Put: $0.78
Call %: 6.8%
Put %: 10.1%
Chain Summary
Chain Volume: 811
Chain OI: 8,197
Last Updated: 11/11/2026
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 67th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
67%
vs own history
GEX tilt
+0.83
OI-weighted, today
Vanna tilt
-0.25
δ-sensitivity to IV
Charm tilt
-0.21
δ-decay vs time
? What is this?
· 10 ATM contracts, 3k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
No data
30 DTE / 10d
—
—
pts
EXTREME
No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)
IV Rank (30 DTE)34.3MediumNov 11
Straddle Price (30 DTE)$1.30Nov 11
Beta Analysis
Risk Metrics
Beta: 0.6879
Alpha: -2.86%
Correlation: 0.1748
R-Squared: 3.1%
Stock Volatility: 53.8%
Market Volatility: 13.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own YEXT
2 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $3.5M | #2369 of 6285 | +80.9% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $84K | #2998 of 3138 | -57.9% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
YEXT Institutional Ownership (13F)
Filings for 2026-06-30 · 48 already for 2026-09-30
? 13F Guide
Diluted shares outstanding: 118,411,599 (as of 2026-07-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
8 filers$2.02M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | GROUP ONE TRADING LLC Custodian | $673.41K | 33.30% | 2026-06-30 |
| 2 | Walleye Trading LLC | $363.33K | 17.97% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $362.86K | 17.94% | 2026-06-30 |
| 4 | Jane Street Group, LLC Custodian | $226.50K | 11.20% | 2026-06-30 |
| 5 | Simplex Trading, LLC Custodian | $217.39K | 10.75% | 2026-09-30 |
| 6 | Susquehanna International Group, LLP Custodian | $97.14K | 4.80% | 2026-06-30 |
| 7 | Walleye Capital LLC | $75.65K | 3.74% | 2026-06-30 |
| 8 | T3 Companies, LLC | $6.03K | 0.30% | 2026-09-30 |
8 filers$906.21K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Walleye Trading LLC | $281.60K | 31.07% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $199.41K | 22.00% | 2026-06-30 |
| 3 | Simplex Trading, LLC Custodian | $138.46K | 15.28% | 2026-09-30 |
| 4 | Citadel Advisors LLC Custodian | $125.62K | 13.86% | 2026-06-30 |
| 5 | Jane Street Group, LLC Custodian | $106.94K | 11.80% | 2026-06-30 |
| 6 | CSS LLC/IL | $47.17K | 5.20% | 2026-06-30 |
| 7 | GROUP ONE TRADING LLC Custodian | $4.67K | 0.52% | 2026-06-30 |
| 8 | Walleye Capital LLC | $2.33K | 0.26% | 2026-06-30 |
YEXT Insider Trading (Form 4)
Latest: 2026-10-14Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-14 | Michael Walrath | Chief Executive Officer | Grant (A) | +11,000,000 opt | — | EDGAR | |
| 2026-09-22 | Ho Shin | General Counsel | Mixed Tax −11,604 · Exer +23,125 |
+11,521 | $6.14 | -$71.2K | EDGAR |
| 2026-09-22 | Michael Walrath | Chief Executive Officer | Mixed Tax −39,572 · Exer +78,125 |
+38,553 | $6.14 | -$243.0K | EDGAR |
| 2026-09-22 | Darryl Bond | See Remarks | Mixed Tax −20,899 · Exer +40,937 |
+20,038 | $6.14 | -$128.3K | EDGAR |
| 2026-09-22 | Allan Tang | Chief Accounting Officer | Mixed Exer +6,075 · Tax −3,011 |
+3,064 | $6.14 | -$18.5K | EDGAR |
| 2026-09-11 | Ho Shin | General Counsel | Sell (S) | −30,000 | $6.39 | -$191.7K | EDGAR |
| 2026-09-10 | Daniel J Englander | Director | Grant (A) | +5,284 RSU | — | EDGAR | |
| 2026-07-13 | Daniel J Englander | Director | Buy (P) | +76,190 | $5.22 | $397.9K | EDGAR |
| 2026-07-09 | Cynthia Paul | Director | Grant (A) | +89,058 RSU | — | EDGAR | |
| 2026-06-22 | Ho Shin | General Counsel | Tax (F) | −30,448 | $4.79 | -$145.8K | EDGAR |
| 2026-06-22 | Allan Tang | Chief Accounting Officer | Mixed Tax −3,001 · Exer +6,075 |
+3,074 | $3.80 | -$11.4K | EDGAR |
| 2026-06-22 | Ho Shin | General Counsel | Mixed Tax −18,661 · Exer +37,188 |
+18,527 | $3.80 | -$70.9K | EDGAR |
| 2026-06-22 | Michael Walrath | Chief Executive Officer | Mixed Exer +644,562 · Tax −329,050 |
+315,512 | $3.80 | -$1.25M | EDGAR |
| 2026-06-22 | Darryl Bond | See Remarks | Mixed Exer +40,938 · Tax −20,900 |
+20,038 | $3.80 | -$79.4K | EDGAR |
| 2026-06-12 | Evan Skorpen | Director | Grant (A) | +43,209 RSU | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
YEXT Insider Holdings
13 insiders · @ $7.67
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Michael Walrath | Chief Executive Officer | 4,058,458 | $31.13M | -$7.09M | 32 | 2026-10-14 |
| 2 | Lead Edge Public Fund, LP | 10%+ Owner | 2,432,999 | $18.66M | -$28.46M | 1 | 2026-04-06 |
| 3 | Andrew T Sheehan | Director | 1,199,583 | $9.20M | $10.79M | 15 | 2026-06-12 |
| 4 | Darryl Bond | See Remarks | 758,969 | $5.82M | -$1.57M | 59 | 2026-09-22 |
| 5 | Jesse Lipson | Director | 460,219 | $3.53M | $0 | 14 | 2026-06-12 |
| 6 | Seth H. Waugh | Director | 319,411 | $2.45M | $714.9K | 14 | 2026-06-12 |
| 7 | Ho Shin | General Counsel | 312,394 | $2.40M | -$1.85M | 43 | 2026-09-22 |
| 8 | Evan Skorpen | Director | 159,575 | $1.22M | $0 | 11 | 2026-06-12 |
| 9 | Julie Richardson | Director | 152,055 | $1.17M | -$2.79M | 26 | 2025-02-03 |
| 10 | Daniel J Englander | Director | 141,190 | $1.08M | $397.9K | 3 | 2026-09-10 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
YEXT Board & Officers
As of SEC filings through Oct 14, 2026Directors 8
- Andrew T Sheehan · since Apr 12, 2017
- Michael Walrath · since Apr 12, 2017
- Seth H. Waugh · since Mar 3, 2020
- Hillary B Smith · since Oct 21, 2020
- Evan Skorpen · since Sep 30, 2022
- Mark Steven Davis · since Jun 12, 2024
- Daniel J Englander · since Jun 10, 2026
- Cynthia Paul · since Jul 1, 2026
Officers 4
- Michael Walrath · Chief Executive Officer · listed since Jan 2024
- Darryl Bond · Chief Financial Officer · listed since Jun 2022
- Allan Tang · Chief Accounting Officer · since Apr 25, 2025
- Ho Shin · General Counsel · since Sep 3, 2020
10% owners 3
- Cynthia Paul · since Jul 1, 2026
- Lynrock Lake LP (entity) · since Jul 1, 2026
- Lynrock Lake Partners LLC (entity) · since Jul 1, 2026
Changes in the last 10 years (117)
| Jul 1, 2026 | Lynrock Lake Partners LLC became a 10% owner |
| Jul 1, 2026 | Lynrock Lake LP became a 10% owner |
| Jul 1, 2026 | Cynthia Paul became a director |
| Jul 1, 2026 | Cynthia Paul became a 10% owner |
| Jun 12, 2026 | Jesse Lipson reported in an SEC filing no longer being a director |
| Jun 10, 2026 | Daniel J Englander became a director |
| Apr 6, 2026 | Nimay Mehta reported in an SEC filing no longer being a 10% owner |
| Apr 6, 2026 | Mitchell H. Green reported in an SEC filing no longer being a 10% owner |
| Apr 6, 2026 | Lead Edge Public Fund, LP reported in an SEC filing no longer being a 10% owner |
| Apr 6, 2026 | Lead Edge Public Fund GP, LLC reported in an SEC filing no longer being a 10% owner |
| Apr 6, 2026 | Lead Edge Capital VI, LP reported in an SEC filing no longer being a 10% owner |
| Apr 6, 2026 | Lead Edge Capital V, LP reported in an SEC filing no longer being a 10% owner |
| Apr 6, 2026 | Lead Edge Capital Partners VI, LLC reported in an SEC filing no longer being a 10% owner |
| Apr 6, 2026 | Lead Edge Capital Partners V, LLC reported in an SEC filing no longer being a 10% owner |
| Apr 6, 2026 | Lead Edge Capital Management, LLC reported in an SEC filing no longer being a 10% owner |
| Apr 6, 2026 | Brian Neider reported in an SEC filing no longer being a 10% owner |
| Apr 25, 2025 | Allan Tang became Chief Accounting Officer |
| Feb 3, 2025 | Julie Richardson reported in an SEC filing no longer being a director |
| Sep 24, 2024 | Nimay Mehta became a 10% owner |
| Sep 24, 2024 | Mitchell H. Green became a 10% owner |
| Sep 24, 2024 | Lead Edge Public Fund, LP became a 10% owner |
| Sep 24, 2024 | Lead Edge Public Fund GP, LLC became a 10% owner |
| Sep 24, 2024 | Lead Edge Capital VI, LP became a 10% owner |
| Sep 24, 2024 | Lead Edge Capital V, LP became a 10% owner |
| Sep 24, 2024 | Lead Edge Capital Partners VI, LLC became a 10% owner |
| Sep 24, 2024 | Lead Edge Capital Partners V, LLC became a 10% owner |
| Sep 24, 2024 | Lead Edge Capital Management, LLC became a 10% owner |
| Sep 24, 2024 | Brian Neider became a 10% owner |
| Sep 16, 2024 | Tamar Yehoshua reported in an SEC filing no longer being a director |
| Jun 13, 2024 | Shane Battier reported in an SEC filing no longer being a director |
| Jun 13, 2024 | Brian Distelburger reported in an SEC filing no longer being a director |
| Jun 12, 2024 | Mark Steven Davis became a director |
| Jan 16, 2024 | Michael Walrath first listed as Chief Executive Officer in an SEC filing |
| Sep 17, 2023 | The company announced the departure of Marc Ferrentino as President and COO in an SEC filing |
| Dec 21, 2022 | Brian Distelburger first listed as a director in an SEC filing |
| Oct 7, 2022 | The company announced the departure of Brian Distelburger as Chief Revenue Officer in an SEC filing |
| Oct 5, 2022 | The company announced the departure of Faheem Bawa as Chief Accounting Officer in an SEC filing |
| Sep 30, 2022 | Evan Skorpen became a director |
| Jun 29, 2022 | Faheem Bawa became Chief Accounting Officer |
| Jun 22, 2022 | Darryl Bond listed as Chief Financial Officer (previously Chief Accounting Officer) in SEC filings |
| Jun 22, 2022 | Brian Distelburger no longer listed as a director in SEC filings |
| Mar 22, 2022 | Brian Distelburger listed as Chief Revenue Officer (previously President & COO) in SEC filings |
| Mar 9, 2022 | Marc Ferrentino listed as President and COO (previously Chief Strategy Officer) in SEC filings |
| Mar 7, 2022 | The company announced the departure of Steven Cakebread as Chief Financial Officer in an SEC filing |
| Mar 7, 2022 | The company announced the departure of Howard Lerman from the board in an SEC filing |
| Mar 7, 2022 | The company announced the departure of Howard Lerman as Chief Executive Officer in an SEC filing |
| Jun 30, 2021 | Shane Battier became a director |
| Feb 8, 2021 | David Rudnitsky became President & CRO |
| Oct 21, 2020 | Hillary B Smith became a director |
| Sep 9, 2020 | Brian Distelburger listed as President & COO (previously President) in SEC filings |
| Sep 3, 2020 | Marc Ferrentino became Chief Strategy Officer |
| Sep 3, 2020 | Ho Shin became General Counsel |
| Mar 3, 2020 | Seth H. Waugh became a director |
| Jun 14, 2019 | Phillip M Fernandez reported in an SEC filing no longer being a director |
| Dec 5, 2017 | Tench Coxe reported in an SEC filing no longer being a 10% owner |
| Dec 5, 2017 | Sutter Hill Ventures reported in an SEC filing no longer being a 10% owner |
| Dec 5, 2017 | Stefan A Dyckerhoff reported in an SEC filing no longer being a 10% owner |
| Dec 5, 2017 | Samuel J Pullara III reported in an SEC filing no longer being a 10% owner |
| Dec 5, 2017 | Michael L Speiser reported in an SEC filing no longer being a 10% owner |
| Dec 5, 2017 | Jeffrey W Bird reported in an SEC filing no longer being a 10% owner |
| Dec 5, 2017 | James N White reported in an SEC filing no longer being a 10% owner |
| Nov 22, 2017 | Marker Yext I-A, L.P. reported in an SEC filing no longer being a 10% owner |
| Nov 22, 2017 | Marker Yext I, L.P. reported in an SEC filing no longer being a 10% owner |
| Oct 12, 2017 | Institutional Venture Partners Xi Gmbh & Co Beteiligungs Kg reported in an SEC filing no longer being a 10% owner |
| Oct 12, 2017 | Institutional Venture Partners XII LP reported in an SEC filing no longer being a 10% owner |
| Oct 12, 2017 | Institutional Venture Partners XI LP reported in an SEC filing no longer being a 10% owner |
| Oct 2, 2017 | Tamar Yehoshua became a director |
| Apr 20, 2017 | Insight Venture Partners(Delaware) VIII, L.P. reported in an SEC filing no longer being a 10% owner |
| Apr 20, 2017 | Insight Venture Partners VIII, L.P. reported in an SEC filing no longer being a 10% owner |
| Apr 20, 2017 | Insight Venture Partners VIII (Co-Investors), L.P. reported in an SEC filing no longer being a 10% owner |
| Apr 20, 2017 | Insight Venture Partners (Cayman) VIII, L.P. reported in an SEC filing no longer being a 10% owner |
| Apr 20, 2017 | Insight Venture Associates VIII, Ltd. reported in an SEC filing no longer being a 10% owner |
| Apr 20, 2017 | Insight Venture Associates VIII, L.P. reported in an SEC filing no longer being a 10% owner |
| Apr 20, 2017 | Insight Holdings Group, LLC reported in an SEC filing no longer being a 10% owner |
| Apr 12, 2017 | Tom Christopher Dixon became Chief Technology Officer |
| Apr 12, 2017 | Todd C Chaffee became a 10% owner |
| Apr 12, 2017 | Tench Coxe became a 10% owner |
| Apr 12, 2017 | Sutter Hill Ventures became a 10% owner |
| Apr 12, 2017 | Steven Cakebread became Chief Financial Officer |
| Apr 12, 2017 | Stephen J Harrick became a 10% owner |
| Apr 12, 2017 | Stefan A Dyckerhoff became a 10% owner |
| Apr 12, 2017 | Samuel J Pullara III became a 10% owner |
| Apr 12, 2017 | Phillip M Fernandez became a director |
| Apr 12, 2017 | Norman A Fogelsong became a 10% owner |
| Apr 12, 2017 | Michael Walrath became a director |
| Apr 12, 2017 | Michael L Speiser became a 10% owner |
| Apr 12, 2017 | Marker Yext I-A, L.P. became a 10% owner |
| Apr 12, 2017 | Marker Yext I, L.P. became a 10% owner |
| Apr 12, 2017 | Marker Yext I Manager Ltd. became a 10% owner |
| Apr 12, 2017 | Marker Yext GP, LLC became a 10% owner |
| Apr 12, 2017 | Marker II LP became a 10% owner |
| Apr 12, 2017 | Marker II GP, Ltd. became a 10% owner |
| Apr 12, 2017 | Julie Richardson became a director |
| Apr 12, 2017 | Jim Steele became President & CRO |
| Apr 12, 2017 | Jesse Lipson became a director |
| Apr 12, 2017 | Jeffrey W Bird became a 10% owner |
| Apr 12, 2017 | James N White became a 10% owner |
| Apr 12, 2017 | J Sanford Miller became a 10% owner |
| Apr 12, 2017 | Institutional Venture Partners Xi Gmbh & Co Beteiligungs Kg became a 10% owner |
| Apr 12, 2017 | Institutional Venture Partners XII LP became a 10% owner |
| Apr 12, 2017 | Institutional Venture Partners XI LP became a 10% owner |
| Apr 12, 2017 | Institutional Venture Management XII, LLC became a 10% owner |
| Apr 12, 2017 | Institutional Venture Management XI, LLC became a 10% owner |
| Apr 12, 2017 | Insight Venture Partners(Delaware) VIII, L.P. became a 10% owner |
| Apr 12, 2017 | Insight Venture Partners VIII, L.P. became a 10% owner |
| Apr 12, 2017 | Insight Venture Partners VIII (Co-Investors), L.P. became a 10% owner |
| Apr 12, 2017 | Insight Venture Partners (Cayman) VIII, L.P. became a 10% owner |
| Apr 12, 2017 | Insight Venture Associates VIII, Ltd. became a 10% owner |
| Apr 12, 2017 | Insight Venture Associates VIII, L.P. became a 10% owner |
| Apr 12, 2017 | Insight Holdings Group, LLC became a 10% owner |
| Apr 12, 2017 | Howard Lerman became a director |
| Apr 12, 2017 | Howard Lerman became Chief Executive Officer |
| Apr 12, 2017 | Dennis B Phelps became a 10% owner |
| Apr 12, 2017 | Darryl Bond became Chief Accounting Officer |
| Apr 12, 2017 | Brian Distelburger became a director |
| Apr 12, 2017 | Brian Distelburger became President |
| Apr 12, 2017 | Andrew T Sheehan became a director |
Not reported recently (14)
- David Rudnitsky · Last reported as President & CRO in an SEC filing dated Mar 22, 2022
- Tom Christopher Dixon · Last reported as Chief Technology Officer in an SEC filing dated Oct 2, 2020
- Jim Steele · Last reported as President & CRO in an SEC filing dated Sep 29, 2020
- Marker Yext GP, LLC · Last reported as a 10% owner in an SEC filing dated Apr 21, 2017
- Marker Yext I Manager Ltd. · Last reported as a 10% owner in an SEC filing dated Apr 21, 2017
- Marker II GP, Ltd. · Last reported as a 10% owner in an SEC filing dated Apr 21, 2017
- Marker II LP · Last reported as a 10% owner in an SEC filing dated Apr 21, 2017
- Dennis B Phelps · Last reported as a 10% owner in an SEC filing dated Apr 21, 2017
- Norman A Fogelsong · Last reported as a 10% owner in an SEC filing dated Apr 21, 2017
- Todd C Chaffee · Last reported as a 10% owner in an SEC filing dated Apr 21, 2017
- Institutional Venture Management XI, LLC · Last reported as a 10% owner in an SEC filing dated Apr 21, 2017
- Stephen J Harrick · Last reported as a 10% owner in an SEC filing dated Apr 21, 2017
- J Sanford Miller · Last reported as a 10% owner in an SEC filing dated Apr 21, 2017
- Institutional Venture Management XII, LLC · Last reported as a 10% owner in an SEC filing dated Apr 21, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
YEXT Proposed Insider Sales (Form 144)
Latest: 2026-09-11
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $192K notice value
· 1 unique filer
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
HO SHIN (1, $192K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-11 | HO SHIN | Officer | 30,000 | $191.7K | 2026-09-11 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-06-10 | DARRYL BOND | Officer | 11,000 | $96.1K | 2025-06-10 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-06-10 | HO SHIN | Officer | 30,000 | $258.8K | 2025-06-10 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-03-25 | JULIE RICHARDSON | Former Director | 13,500 | $88.3K | 2025-03-25 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-12-12 | HO SHIN | Officer | 20,000 | $136.5K | 2024-12-12 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-12-12 | DARRYL BOND | Officer | 22,000 | $152.2K | 2024-12-12 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-12-11 | MICHAEL WALRATH | Officer, Director | 300,000 | $2.12M | 2024-12-11 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-06-21 | HO SHIN | Officer | 35,000 | $176.4K | 2024-06-21 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2023-09-22 | HO SHIN | Officer | 15,000 | $93.0K | 2023-09-22 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2023-07-07 | HO SHIN | Officer | 6,000 | $61.6K | 2023-07-07 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-10-14
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|
ETF Holders
56 ETFs hold YEXT
25 shown · $113.15M total exposure · 0.02% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $17.5M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.02% | $17.1M | $77.9B | 2026-11-06 |
| 3 | FESM Fidelity Enhanced Small Cap Core ETF | Fidelity | 0.22% | $14.9M | $6.6B | 2026-11-06 |
| 4 | VGT Vanguard Information Technology ETF | Vanguard | 0.01% | $11.1M | — | 2026-09-30 |
| 5 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $6.2M | — | 2026-09-30 |
| 6 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.02% | $5.6M | — | 2026-11-06 |
| 7 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.03% | $4.8M | $14.2B | 2026-11-06 |
| 8 | XSW State Street® SPDR® S&P® Software & Services ETF | SPDR (State Street) | 0.88% | $4.4M | $497.3M | 2026-11-06 |
| 9 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.02% | $3.3M | — | 2026-09-30 |
| 10 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.01% | $2.8M | — | 2026-08-31 |
| 11 | CALF Pacer US Small Cap Cash Cows 100 ETF | Nport | 0.07% | $2.5M | — | 2026-07-31 |
| 12 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $2.4M | — | 2026-11-06 |
| 13 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.03% | $2.3M | — | 2026-11-06 |
| 14 | CLOU Global X Cloud Computing ETF | Global X | 0.62% | $2.3M | — | 2026-11-09 |
| 15 | SMLF iShares U.S. Small-Cap Equity Factor ETF | iShares (BlackRock) | 0.05% | $2.2M | $4.3B | 2026-11-06 |
| 16 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.17% | $2.0M | $1.2B | 2026-11-06 |
| 17 | JSML Janus Henderson Small Cap Growth Alpha ETF | Janus | 0.54% | $2.0M | $378.8M | 2026-11-06 |
| 18 | SFLO VictoryShares Small Cap Free Cash Flow ETF | Nport | 0.27% | $1.7M | — | 2026-06-30 |
| 19 | VFVA Vanguard U.S. Value Factor ETF | Vanguard | 0.17% | $1.6M | — | 2026-11-06 |
| 20 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.01% | $1.5M | $14.2B | 2026-11-06 |
| 21 | PSC Principal U.S. Small-Cap ETF | Nport | 0.05% | $1.2M | — | 2026-06-30 |
| 22 | GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | Goldman | 0.11% | $1.2M | $1.0B | 2026-11-06 |
| 23 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $1.1M | $95.6B | 2026-11-06 |
| 24 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.03% | $795,658 | — | 2026-07-31 |
| 25 | VFMF Vanguard U.S. Multifactor ETF | Vanguard | 0.07% | $760,217 | — | 2026-11-06 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
40.37
TTM Diluted EPS
$0.19
TTM Revenue
$443.02M
TTM Net Income
$26.12M
TTM Op. Cash Flow
—
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '27 | 2026-07-31 | $111.10M | $13.15M | $0.13 | $7.95M |
| Q1 '27 | 2026-04-30 | $107.92M | $2.62M | $0.02 | $37.43M |
| Q4 '26 | 2026-01-31 | $112.00M | $4.21M | $0.01 | $29.54M |
| Q3 '26 | 2025-10-31 | $112.00M | $6.14M | $0.01 | $-19.82M |
| Q2 '26 | 2025-07-31 | $113.09M | $26.75M | $0.03 | $8.41M |
| Q1 '26 | 2025-04-30 | $109.48M | $770.00K | $0.01 | $37.73M |
| Q4 '25 | 2025-01-31 | $113.09M | $-7.28M | $-0.06 | $38.35M |
| Q3 '25 | 2024-10-31 | $113.99M | $-12.80M | $-0.10 | $-15.79M |
| Q2 '25 | 2024-07-31 | $97.89M | $-4.06M | $-0.03 | $-10.65M |
| Q1 '25 | 2024-04-30 | $95.99M | $-3.82M | $-0.03 | $38.31M |
| Q4 '24 | 2024-01-31 | $101.11M | $1.69M | $0.01 | $28.02M |
| Q3 '24 | 2023-10-31 | $101.16M | $-468.00K | — | $-1.57M |
Q2 2027 • period ending 2026-07-31 • filed 2026-09-01
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
40.37
P/B
25.47
P/S
2.05
EV/EBITDA
15.47
EV/Sales
2.19
ROE
73.3%
ROA
5.4%
Div Yield
0.00%
FCF Yield
—
Debt/Equity
4.14
Current Ratio
—
Market Cap
$908.22M
as of 2026-11-10
YEXT vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| SNOW Snowflake Inc. | $102.7B | — | +32.0% | +40.6% | 81 |
| DDOG Datadog, Inc. Class A Common Stock | $64.9B | 370.8 | +31.5% | +38.6% | 30 |
| WDAY Workday, Inc. Class A Common Stock | $45.8B | 38.5 | +13.3% | −7.7% | 39 |
| ZS Zscaler, Inc. Common Stock | $32.5B | — | +25.4% | −10.1% | 87 |
| PCOR Procore Technologies, Inc. | $11.4B | — | +16.5% | +9.8% | 1 |
| PAYC PAYCOM SOFTWARE, INC. | $10.6B | 25.3 | +9.2% | +56.1% | 8 |
| QLYS Qualys, Inc. Common Stock | $7.0B | 31.4 | +10.4% | +38.6% | 53 |
| BOX BOX, INC. | $5.7B | 62.0 | +9.6% | +48.4% | 93 |
| YEXT Yext, Inc. | $750M | 40.5 | −1.5% | −2.0% | 34 |
| Peer median | $21.9B | 38.5 | +14.9% | +38.6% | 46 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
6.77M
SI % of Float
8.13%
Days to Cover
9.85
Short Vol Ratio
70.1%
Free Float
83.33M
Float %
84.2%
Short interest 2026-10-15 • Short volume 2026-11-10 • Float 2026-09-22