Yext, Inc.
MX ˙ BMV ˙ US98585N1063
SecurityMX:YEXT / Yext, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership374 shares
Latest Disclosed Value $ 1,436
IFP Advisors, Inc reports 2.35% decrease in ownership of YEXT / Yext, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 374 shares of Yext, Inc. (MX:YEXT) valued at $1,436 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 383 shares of Yext, Inc.. This represents a change in shares of -2.35% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F YEXT cs 98585N106 374 -9 -2.35 1 -66.67 0.0000
2026-02-06 2025-12-31 13F YEXT cs 98585N106 383 -2 -0.52 3 0.00 0.0001
2026-02-06 2025-09-30 13F/A-1 YEXT cs 98585N106 385 153 65.95 3 -25.00 0.0001
2025-12-02 2025-09-30 13F YEXT cs 98585N106 359 127 4 0.0001
2025-07-24 2025-06-30 13F YEXT cs 98585N106 232 -137 -37.13 4 100.00 0.0001
2025-05-05 2025-03-31 13F YEXT cs 98585N106 369 -20 -5.14 2 0.00 0.0001
2025-02-04 2024-12-31 13F YEXT cs 98585N106 389 -1,980 -83.58 2 -87.50 0.0001
2025-02-04 2024-09-30 13F YEXT cs 98585N106 2,369 0 0.00 16 33.33 0.0006
2024-07-30 2024-06-30 13F YEXT cs 98585N106 2,369 0 0.00 13 -14.29 0.0005
2024-07-30 2024-03-31 13F YEXT cs 98585N106 2,369 0 0.00 14 7.69 0.0006
2024-01-09 2023-12-31 13F YEXT cs 98585N106 2,369 0 0.00 14 -7.14 0.0007
2023-10-12 2023-09-30 13F YEXT cs 98585N106 2,369 2,000 542.01 15 250.00 0.0007
2023-08-14 2023-06-30 13F/A-1 YEXT cs 98585N106 369 0 0.00 4 -33.33 0.0002
2023-08-04 2023-06-30 13F YEXT cs 98585N106 369 0 6 0.0003
2023-04-18 2023-03-31 13F YEXT cs 98585N106 369 -203 -35.49 6 0.0003
2023-02-07 2022-12-31 13F YEXT cs 98585N106 572 93 19.42 0 -100.00 0.0002
2022-11-08 2022-09-30 13F YEXT cs 98585N106 479 0 0.00 8 0.00 0.0002
2022-09-06 2022-06-30 13F/A-1 YEXT cs 98585N106 479 0 0.00 8 0.00 0.0003
2022-09-06 2022-03-31 13F/A-1 YEXT cs 98585N106 479 479 8 0.0003
2022-08-08 2022-03-31 13F YEXT INC COM Stock 98585N106 369 369 6 0.0001
2021-07-13 2021-06-30 13F YEXT INC COM Stock 98585N106 0 0 0 0.0000
2021-04-30 2021-03-31 13F YEXT INC COM Stock 98585N106 0 0 0 0.0000
2021-01-25 2020-12-31 13F YEXT INC COM Stock 98585N106 0 -100 -100.00 0 -100.00
2020-10-29 2020-09-30 13F YEXT INC COM Stock 98585N106 100 0 0.00 2 0.00 0.0001
2020-08-05 2020-06-30 13F YEXT INC COM Stock 98585N106 100 0 0.00 2 100.00 0.0002
2020-05-12 2020-03-31 13F YEXT INC COM Stock 98585N106 100 100 0.00 1 -50.00 0.0001
2019-05-15 2019-03-31 13F YEXT INC COM Stock 98585N106 0 -100 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 YEXT INC COM Stock 98585N106 100 0 0.00 1 -50.00 0.0001
2019-01-23 2018-12-31 13F YEXT INC COM Stock 98585N106 100 0 1 0.0001
2019-06-03 2018-09-30 13F/A-9 YEXT INC COM Stock 98585N106 100 100 2 0.0001
2018-10-25 2018-09-30 13F YEXT INC COM Stock 98585N106 100 100 2 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.