Yext, Inc.
MX ˙ BMV ˙ US98585N1063
SecurityMX:YEXT / Yext, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership255,920 shares
Latest Disclosed Value $ 982,733
Principal Financial Group Inc reports 88.60% increase in ownership of YEXT / Yext, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 255,920 shares of Yext, Inc. (MX:YEXT) valued at $982,733 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 135,697 shares of Yext, Inc.. This represents a change in shares of 88.60% 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)
2026-05-04 2026-03-31 13F YEXT COM 98585N106 255,920 120,223 88.60 983 -10.16 0.0005
2026-02-02 2025-12-31 13F YEXT COM 98585N106 135,697 41,896 44.66 1,094 36.80 0.0006
2025-11-04 2025-09-30 13F YEXT COM 98585N106 93,801 47,108 100.89 799 101.77 0.0004
2025-08-08 2025-06-30 13F YEXT COM 98585N106 46,693 -12,765 -21.47 397 8.20 0.0002
2025-04-28 2025-03-31 13F YEXT COM 98585N106 59,458 20 0.03 366 -3.17 0.0002
2025-01-31 2024-12-31 13F YEXT COM 98585N106 59,438 5,191 9.57 378 0.80 0.0002
2024-10-31 2024-09-30 13F YEXT COM 98585N106 54,247 -39,269 -41.99 375 -25.00 0.0002
2024-07-29 2024-06-30 13F YEXT COM 98585N106 93,516 9,849 11.77 500 -0.79 0.0003
2024-04-29 2024-03-31 13F YEXT COM 98585N106 83,667 71,196 570.89 505 590.41 0.0003
2024-02-07 2023-12-31 13F YEXT COM 98585N106 12,471 1,177 10.42 73 2.82 0.0000
2023-11-02 2023-09-30 13F YEXT COM 98585N106 11,294 -1,345 -10.64 71 -50.00 0.0001
2023-08-07 2023-06-30 13F YEXT COM 98585N106 12,639 262 2.12 143 20.34 0.0001
2023-05-09 2023-03-31 13F YEXT COM 98585N106 12,377 -1,409 -10.22 119 31.11 0.0001
2023-02-09 2022-12-31 13F YEXT COM 98585N106 13,786 -2,575 -15.74 90 23.29 0.0001
2022-11-09 2022-09-30 13F YEXT COM 98585N106 16,361 -2,284 -12.25 73 -17.98 0.0001
2022-08-10 2022-06-30 13F YEXT COM 98585N106 18,645 -1,991 -9.65 89 -37.32 0.0001
2022-05-09 2022-03-31 13F YEXT COM 98585N106 20,636 1,468 7.66 142 -25.26 0.0001
2022-02-09 2021-12-31 13F YEXT COM 98585N106 19,168 -4,127 -17.72 190 -32.14 0.0001
2021-11-09 2021-09-30 13F YEXT COM 98585N106 23,295 5,534 31.16 280 10.24 0.0002
2021-08-10 2021-06-30 13F YEXT COM 98585N106 17,761 -4,767 -21.16 254 -22.09 0.0002
2021-05-10 2021-03-31 13F YEXT COM 98585N106 22,528 -3,558 -13.64 326 -20.49 0.0002
2021-02-23 2020-12-31 13F/A-1 YEXT COM 98585N106 26,086 10,826 70.94 410 76.72 0.0003
2021-02-08 2020-12-31 13F YEXT COM 98585N106 26,086 10,826 410 161.3003
2020-11-06 2020-09-30 13F YEXT COM 98585N106 15,260 -1,440 -8.62 232 -16.25 0.0002
2020-08-05 2020-06-30 13F YEXT COM 98585N106 16,700 16,700 277 0.0002
2020-02-04 2019-12-31 13F YEXT COM 98585N106 0 -10,761 -100.00 0 -100.00
2019-11-13 2019-09-30 13F YEXT COM 98585N106 10,761 10,761 171 0.0002
2019-02-14 2018-12-31 13F YEXT COM 98585N106 0 -11,755 -100.00 0 -100.00
2018-11-14 2018-09-30 13F YEXT COM 98585N106 11,755 -649 -5.23 279 16.25 0.0002
2018-08-13 2018-06-30 13F YEXT COM 98585N106 12,404 12,404 240 0.0002
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.