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Yext SEC Filings

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Welcome to our dedicated page for Yext SEC filings (Ticker: YEXT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

The Yext, Inc. (NYSE: YEXT) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Yext operates as a software publisher in the information sector and describes its offering as a brand visibility and digital presence platform for multi-location brands. Its filings give investors a structured view of financial performance, operating metrics, and material events.

Yext regularly files Current Reports on Form 8-K to announce quarterly financial results and other significant developments. Recent 8-K filings reference earnings releases for fiscal 2026 quarters, including details on revenue, annual recurring revenue (ARR), non-GAAP gross profit, non-GAAP net income, and Adjusted EBITDA. These filings also explain how Yext calculates non-GAAP measures, why it uses them alongside GAAP results, and what items are excluded, such as stock-based compensation, certain acquisition-related costs, amortization of acquired intangibles, asset impairments, and strategic transaction costs.

Form 8-K filings further document material corporate events, including a non-binding proposal from the Chief Executive Officer and Chairman to acquire all outstanding shares not already owned by him, as well as updates to anticipated financial results and guidance. They also note that Yext uses its investor relations website to comply with Regulation FD and to share material information.

On Stock Titan, these SEC filings are paired with AI-powered summaries that highlight key points from lengthy documents, helping users quickly understand what changed in each period. Investors can review earnings-related 8-Ks, track how non-GAAP metrics are defined and updated, and monitor transaction-related disclosures and other regulatory communications in one place.

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Yext Inc: The Vanguard Group filed Amendment No. 7 to a Schedule 13G/A reporting that, after an internal realignment, certain subsidiaries will report disaggregated holdings and that The Vanguard Group beneficially owns 0 shares of Yext common stock, representing 0%. The amendment cites an internal realignment on January 12, 2026 and is signed on 03/27/2026.

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Lead Edge Capital filed an amended Schedule 13D updating its ownership in Yext, Inc. after the company’s recent tender offer. The filing shows Lead Edge funds now hold a combined 7,843,296 shares of Yext common stock, representing 7.9% of the 98,997,302 shares outstanding.

Fund V directly holds 2,518,405 shares (about 2.5%), Fund VI holds 2,432,999 shares (about 2.5%), and Lead Edge Public Fund holds 2,891,892 shares (about 2.9%). The amendment reflects sales into Yext’s modified Dutch auction tender, where Fund V, Fund VI and the Public Fund sold 1,589,005, 1,535,117 and 1,824,660 shares, respectively, at $5.75 per share back to the company.

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Yext, Inc. Chief Financial Officer Darryl Bond reported multiple equity compensation transactions tied to restricted stock units and performance-based awards on March 20, 2026. Several RSU and PSU awards were exercised or converted into a total of 108,437 shares of common stock at a conversion price of $0.0000 per share, reflecting scheduled vesting rather than open-market purchases.

The filing shows a grant of 5,239 additional shares of common stock as a compensation award, and 58,033 shares withheld at $4.79 per share to satisfy tax liabilities upon vesting. After these transactions, Bond directly owned 735,494 shares of Yext common stock.

Footnotes describe a performance-based award covering a target of 60,000 PSUs over fiscal 2026 and 2027, measured on ARR growth and a Rule of 40 metric combining ARR growth and Adjusted EBITDA margins. For the first performance period, approximately 117.46% performance on a 30,000-target PSU tranche led to 35,239 PSUs vesting on March 20, 2026.

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Yext, Inc. General Counsel Shin Ho reported equity compensation activity involving restricted stock units and performance-based units. On March 20, 2026, Ho exercised or converted derivative awards into 57,187 shares of common stock, reflecting vesting of time-based RSUs and performance-based RSUs tied to company metrics.

Footnotes state that 23,493 performance-based RSUs vested for the first performance period based on approximately 117.46% achievement against a 20,000 target. Yext withheld 34,180 shares at $4.79 per share to cover tax obligations upon vesting. After these transactions, Ho directly owned 297,010 shares of Yext common stock.

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Yext, Inc. Chief Executive Officer Michael Walrath reported multiple stock-based compensation events on March 20, 2026. He exercised restricted stock units and performance-based restricted stock units to acquire a total of 390,625 shares of common stock at an exercise price of $0.00 per share. He also received a separate grant of 54,571 shares of common stock as compensation. To cover related tax obligations, 211,729 shares of common stock were withheld at $4.79 per share. Following these transactions, Walrath directly held 3,648,584 shares of Yext common stock, in addition to indirect holdings through family trusts.

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Yext, Inc. chief accounting officer Allan Tang reported the vesting and conversion of 27,100 restricted stock units into common stock on March 20, 2026. A portion of the resulting shares was then withheld to satisfy tax obligations tied to the vesting event.

Following the tax-withholding disposition of 13,310 shares, Tang reported owning 17,848 shares of common stock directly. The filing also notes that the underlying RSU award continues to vest quarterly through March 20, 2029, contingent on his continued service.

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Yext, Inc. filed Amendment No. 4 to its Schedule TO to report the final results of its cash tender offer to purchase up to $140,000,000 in value of common stock at a price not less than $5.75 and not greater than $6.50 per share.

The Offer expired at 5:00 p.m., New York City time, on March 18, 2026. The company attached a press release dated March 20, 2026 as Exhibit (a)(5)(E) reporting the final results.

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Rhea-AI Summary

Yext, Inc. amended its Schedule TO to report the preliminary results of its cash tender offer to purchase up to $140 million of common stock at a purchase price between $5.75 and $6.50 per share. The Offer expired at 5:00 p.m., New York City time, on March 18, 2026, and the company issued a press release with preliminary results on March 19, 2026.

The Amendment No. 3 adds the March 19, 2026 press release as Exhibit (a)(5)(D) and otherwise leaves the original Offer to Purchase and Letter of Transmittal unchanged.

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Yext, Inc. schedule 13G discloses that Millennium Management LLC, Millennium Group Management LLC and Israel A. Englander report shared voting and dispositive power over 7,175,420 shares, representing 5.8% of common stock as of 03/10/2026.

The filing is a joint filing under a Joint Filing Agreement dated 03/13/2026 and notes the shares are held by entities subject to voting control and investment discretion by Millennium-related managers.

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Yext, Inc. files its annual report describing a cloud-based digital presence and AI search platform that helps businesses manage structured data across more than 200 publishers, including Amazon Alexa, Apple, Google, OpenAI and Yelp. Key products span Listings, Pages, Reviews, Search, Social, Relate, Scout analytics and a central Knowledge Graph.

The company reports slower underlying growth, noting headline revenue rose 6% in the year ended January 31, 2026, but would have declined 2% without the Hearsay acquisition, following similarly weak trends in prior years. Yext generated net income of $37.9 million but still has an accumulated deficit of $669.2 million.

Yext is executing a capital allocation shift, launching a "modified Dutch auction" self‑tender offer initially for up to $180.0 million of stock, later reduced to $140.0 million, and expects long‑term debt to rise from approximately $98.0 million to about $147.5 million. As of February 23, 2026, it had 123,345,128 common shares outstanding and about 1,120 full‑time employees, after workforce reductions of roughly 8% in early 2023 and 12% in 2024.

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FAQ

How many Yext (YEXT) SEC filings are available on StockTitan?

StockTitan tracks 37 SEC filings for Yext (YEXT), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Yext (YEXT)?

The most recent SEC filing for Yext (YEXT) was filed on March 27, 2026.

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YEXT Stock Data

463.78M
107.80M
Software - Infrastructure
Services-computer Processing & Data Preparation
Link
United States
NEW YORK

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