Filing Research | YEXT - YEXT INC Institutional Holdings

Snapshot holdings

22 / 22 loaded

#		Instrument	quantity
1	Maltin Wealth Management, Inc.	Shares	393.4KSH	$1.8M
2	Y-Intercept (Hong Kong) Ltd	Shares	51.7KSH	$241.4K
3	EQUITEC PROPRIETARY MARKETS, LLC	PUT	28.1KSH	$131.2K
4	EQUITEC PROPRIETARY MARKETS, LLC	Shares	28.1KSH	$131.2K
5	Police & Firemen's Retirement System of New Jersey	Shares	25.4KSH	$118.6K
6	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	18.3KSH	$85.6K
7	DRIVE WEALTH MANAGEMENT, LLC	Shares	12.4KSH	$57.7K
8	Mirae Asset Global Investments Co., Ltd.	Shares	7.2KSH	$33.7K
9	Versant Capital Management, Inc	Shares	3.5KSH	$16.3K
10	SBI Securities Co., Ltd.	Shares	2.7KSH	$12.4K
11	GAMMA Investing LLC	Shares	1.3KSH	$6.1K
12	SIGNATUREFD, LLC	Shares	1.2KSH	$5.5K
13	Farther Finance Advisors, LLC	Shares	1.2KSH	$5.5K
14	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.0KSH	$5.1K
15	EverSource Wealth Advisors, LLC	Shares	956SH	$4.5K
16	LRI Investments, LLC	Shares	280SH	$1.3K
17	Marquette Asset Management, LLC	Shares	175SH	$818
18	Torren Management, LLC	Shares	49SH	$229
19	Blue Trust, Inc.	Shares	40SH	$187
20	Atlantic Edge Private Wealth Management, LLC	Shares	25SH	$117
21	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	9.2KSH	$43
22	State of Alaska, Department of Revenue	Shares	5.7KSH	$26

Manager changes2026-06-30 vs 2026-03-31

29 / 29 loaded

#		Instrument
1	Maltin Wealth Management, Inc. unchanged	Shares	0	+$326.6K	$1.8M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+51.7K	+$241.4K	$241.4K
3	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+18.3K	+$85.6K	$85.6K
4	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+12.4K	+$57.7K	$57.7K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$21.1K	$118.6K
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+1.0K	+$4.9K	$5.1K
7	Farther Finance Advisors, LLC added	Shares	+778	+$3.9K	$5.5K
8	SIGNATUREFD, LLC added	Shares	+707	+$3.7K	$5.5K
9	SBI Securities Co., Ltd. added	Shares	+294	+$3.3K	$12.4K
10	Marquette Asset Management, LLC new	Shares	+175	+$818	$818
11	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$794	$4.5K
12	LRI Investments, LLC unchanged	Shares	0	+$233	$1.3K
13	Blue Trust, Inc. unchanged	Shares	0	+$33	$187
14	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$21	$117
15	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-114	+$7	$43
16	State of Alaska, Department of Revenue unchanged	Shares	0	+$5	$26
17	Torren Management, LLC trimmed	Shares	-33	-$86	$229
18	True Wealth Design, LLC exited	Shares	-93	-$358	$0
19	MassMutual Private Wealth & Trust, FSB exited	Shares	-102	-$392	$0
20	Fortitude Family Office, LLC exited	Shares	-163	-$626	$0
21	IFP Advisors, Inc exited	Shares	-374	-$1.4K	$0
22	GAMMA Investing LLC trimmed	Shares	-1.1K	-$3.0K	$6.1K
23	Versant Capital Management, Inc trimmed	Shares	-2.4K	-$6.2K	$16.3K
24	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-3.6K	-$7.9K	$33.7K
25	Sequoia Financial Advisors, LLC exited	Shares	-12.6K	-$48.5K	$0
26	Tactive Advisors, LLC exited	Shares	-29.0K	-$111.3K	$0
27	Counterpoint Mutual Funds LLC exited	Shares	-56.9K	-$218.6K	$0
28	EQUITEC PROPRIETARY MARKETS, LLC trimmed	Shares	-200.5K	-$746.6K	$131.2K
29	EQUITEC PROPRIETARY MARKETS, LLC trimmed	PUT	-205.5K	-$765.8K	$131.2K