YEXT at a glance
Yext, Inc. (YEXT, SEC CIK 1614178) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on September 1, 2026, an 8-K current report on September 1, 2026 and Form 4 insider filings as recently as September 22, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), Yext, Inc. (YEXT) reported revenue of $446.6 million (up 6.1% from FY2025) and net income of $37.9 million. Diluted EPS was $0.07.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding Yext, Inc. (YEXT) shares worth $134.9 million in 13F-HR filings.
- In the last 90 days, YEXT insiders reported 1 open-market purchase ($398K) and 1 open-market sale ($192K) on Form 4, a net purchase of $206K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $446.6M
- +6.1% vs prior year
- Insiders · 90 days
- 1 buy · 1 sell
- Net +$206K
- 13F holders
- 30 funds
- $134.9M · −1 vs prior quarter
- Latest 8-K
- Sep 1, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Revenue $111.1M, down 2% YoY from $113.1M, driven primarily by customer attrition
- Gross margin 75.5% vs 75.2% YoY; operating margin 16% vs 26%; net income $13.1M vs $26.8M
- Total ARR $440.8M, down 1% YoY; sub-$50,000 customers worst at $34.9M, down 22%
- Tender offer repurchased 24,347,825 shares for $140.0M; $50.0M term-loan borrowing funded the transaction
- Headwinds: macroeconomic uncertainty, foreign-exchange fluctuations, reduced technology spending, contract concessions, and non-renewals
Risk Factors
- Revenue contraction: six-month revenue decreased 2% through July 31, 2026, following Hearsay-driven growth in prior periods
- Acquisition integration: GoShine AI acquired June 14, 2026, adding integration, retention, impairment, and execution risk
- AI regulation: evolving legislation could restrict generative AI use in products, services, and business operations
- Competitive demand: reduced technology spending could lengthen sales cycles, lower platform demand, and constrain subscriptions
- Profitability and liquidity: accumulated deficit $653.5 million despite $15.8 million net income for six months ended July 31, 2026
AI summary of the YEXT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 FY2026 results for quarter ended July 31, 2026, released September 1, 2026
- Earnings Release and Stockholder Letter contain financial results and GAAP-to-non-GAAP reconciliations
Item EX-99.1: Item EX-99.1
- Q2 FY2027 revenue $111.1M, down from $113.1M; GAAP net income $13.1M, or $0.13 per basic share
- Adjusted EBITDA $34.0M, margin 30.6%, up from 23.3%; non-GAAP EPS $0.21 versus $0.13
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Board expanded from 7 to 8 directors, adding investor and SaaS board experience through Cynthia Paul
- Paul’s Class I term runs through the 2027 annual meeting
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Stockholders approved the amended, restated, and extended 2016 Equity Incentive Plan on June 10, 2026
- Approval preserves Yext’s ability to issue equity-based compensation under the Plan
Item 5.07: Submission of Matters to a Vote of Security Holders
- Daniel Englander and Andrew Sheehan elected as Class III directors through the 2029 annual meeting
- Ernst & Young LLP ratified as independent auditor for fiscal year ending January 31, 2027
AI summaries of YEXT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for YEXT
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- Fund moves. Which tracked funds opened, added or cut YEXT, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Shin Ho | M | Sep 20, 2026 | 23,125 | - |
| Bond Darryl | M | Sep 20, 2026 | 37,500 | - |
| Bond Darryl | M | Sep 20, 2026 | 3,437 | - |
| Bond Darryl | M | Sep 20, 2026 | 37,500 | - |
| Tang Allan | M | Sep 20, 2026 | 6,075 | - |
| Bond Darryl | M | Sep 20, 2026 | 3,437 | - |
| Bond Darryl | F | Sep 20, 2026 | 20,899 | $6.14 |
| Tang Allan | F | Sep 20, 2026 | 3,011 | $6.14 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $421.0M | $446.6M |
| Gross Profit | - | $324.6M | $332.5M |
| Operating Income | - | -$32.4M | $44.5M |
| Net Income | - | -$27.9M | $37.9M |
| Gross Margin | - | 77.1% | 74.5% |
| Op. Margin | - | -7.7% | 10.0% |
| Net Margin | - | -6.6% | 8.5% |
| Balance Sheet | |||
| Total Assets | $508.8M | $610.1M | $621.8M |
| Equity | - | $153.2M | $159.4M |
| ROE | - | -18.2% | 23.8% |
| Per Share | |||
| EPS | - | $-0.22 | $0.07 |
| Cash Flow | |||
| Operating CF | - | $50.2M | $55.8M |
| CapEx | $2.7M | $2.1M | $2.6M |
Source: XBRL data in Yext, Inc. (YEXT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate YEXT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $134.9M |
| Q1 2026 | 31 | $114.3M |
| Q4 2025 | 25 | $274.7M |
| Q3 2025 | 27 | $304.1M |
| Q2 2025 | 27 | $301.9M |
| Q1 2025 | 25 | $173.3M |
| Q4 2024 | 20 | $169.5M |
| Q3 2024 | 17 | $71.9M |
- FMR LLC (Fidelity)+1.24M (+150%)
- Citadel Advisors LLC+339.2K (+81%)
- Prudential Financial+325.6K (+2048%)
- Bank of America Corp+220.7K (+44%)
- Goldman Sachs Group+217.9K (+18%)
- Vanguard Portfolio Management LLC−1.50M (-25%)
- BlackRock−773.4K (-9%)
- JPMorgan Chase & Co−289.3K (-89%)
- Morgan Stanley−174.5K (-26%)
- Ameriprise Financial−96.4K (-81%)
- Allstate+68.1K
- Millennium Management−631.3K
- U.S. Bancorp−37
Source: 13F-HR filings on SEC EDGAR (aggregated from 202 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
YEXT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 8-K | Sep 1, 2026 | - | Analysis | - |
| 10-Q | Sep 1, 2026 | Jul 31, 2026 | Analysis | |
| 4 | Jul 13, 2026 | - | - | - |
| SC 13D | Jul 9, 2026 | - | - | |
| 4 | Jul 9, 2026 | - | - | - |
| 8-K | Jul 7, 2026 | - | Analysis | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 8-K | Jun 11, 2026 | - | Analysis | - |
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YEXT SEC filings: frequently asked questions
Are YEXT insiders buying or selling?
In the last 90 days, Yext, Inc. (YEXT) officers, directors and 10% owners reported 1 open-market purchase worth $397,910 by 1 insider and 1 open-market sale worth $191,661 by 1 insider on Form 4, a net purchase of $206,249. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold YEXT stock?
As of June 30, 2026, the largest Yext, Inc. (YEXT) holders among the 13F filers tracked by SignalX were BlackRock ($34.5 million), Vanguard Portfolio Management LLC ($21.5 million), Vanguard Capital Management LLC ($17.4 million), State Street Corp ($13.4 million), FMR LLC (Fidelity) ($9.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was YEXT's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), Yext, Inc. (YEXT) reported revenue of $446.6 million (up 6.1% from FY2025) and net income of $37.9 million. Diluted EPS was $0.07. The figures come from the XBRL data in the 10-K.
What did YEXT report in its latest 8-K?
Yext, Inc. (YEXT) filed an 8-K on September 1, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 FY2026 results for quarter ended July 31, 2026, released September 1, 2026.
What are the latest YEXT SEC filings?
Yext, Inc. (YEXT) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on September 1, 2026, an 8-K current report on September 1, 2026 and a Form 4 insider filing on September 22, 2026.
What is YEXT's SEC CIK number?
Yext, Inc. (YEXT)'s SEC Central Index Key (CIK) is 1614178. EDGAR lists every YEXT filing under that number.
Ask anything about YEXT
The research agent reads YEXT's filings, financials, insider trades and 13F holders, then answers with sources.