Yext, Inc. - YEXT

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History Reduced 15,176,303 122,321 0.0% 0.0% 1 -134,594 -0.88% Q4 2025 Jan 29, 2026
Lynrock Lake LP History Added to 15,132,384 121,967 23962.08% 8.44% 2 +2,861,653 23.32% Q4 2025 Feb 18, 2026
Lead Edge Capital Management, LLC History No change 12,792,078 103,104 26.44% 28.8% 3 0 0.0% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 8,579,358 69,149 0.0% 0.0% 4 +67,150 0.79% Q4 2025 Feb 12, 2026
Hudson Bay Capital Management LP History Added to 2,952,453 23,796 0.08% 0.04% 5 +1,647,174 126.19% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 2,749,543 22,161 0.0% 0.0% 6 -91,373 -3.22% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,602,559 20,980 0.0% 0.0% 7 +23,914 0.93% Q4 2025 Feb 09, 2026
FEDERATED HERMES, INC. History Added to 1,871,845 15,087 0.03% 0.02% 8 +417,896 28.74% Q4 2025 Feb 12, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,757,683 14,167 0.0% 0.0% 9 +219,500 14.27% Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 1,747,171 14,082 0.01% 10 +1,747,171 New Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 1,303,270 10,504 0.01% 0.01% 11 -51,565 -3.81% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 1,174,647 9,467 0.02% 0.05% 12 -633,610 -35.04% Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Added to 1,010,444 8,144 0.0% 0.0% 13 +56,732 5.95% Q4 2025 Mar 25, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 983,585 7,927 0.0% 0.0% 14 +56,982 6.15% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Reduced 961,484 7,749 0.01% 0.01% 15 -368,649 -27.72% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 927,644 7,476 0.0% 0.0% 16 -49,002 -5.02% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 841,360 6,781 0.03% 17 +841,360 New Q4 2025 Feb 13, 2026
Hillsdale Investment Management Inc. History Added to 826,430 6,661 0.18% 0.2% 18 +35,300 4.46% Q4 2025 Feb 10, 2026
Circumference Group LLC History Added to 740,600 5,969 6.43% 5.69% 19 +142,800 23.89% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History New 698,979 5,633 0.0% 20 +698,979 New Q4 2025 Feb 13, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 671,291 5,410 0.02% 0.02% 21 0 0.0% Q4 2025 Feb 09, 2026
Rangeley Capital, LLC History Added to 585,360 4,718 3.92% 4.02% 22 +40,360 7.41% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 546,801 4,407 0.0% 0.0% 23 -163,320 -23.0% Q4 2025 Feb 13, 2026
FMR LLC History Added to 512,085 4,127 0.0% 0.0% 24 +97,206 23.43% Q4 2025 Feb 17, 2026
Boston Partners History Added to 505,639 4,075 0.0% 0.0% 25 +55,873 12.42% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 499,975 4,029 0.0% 0.0% 26 -80,483 -13.87% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 494,239 3,983 0.0% 0.0% 27 +30,359 6.54% Q4 2025 Feb 12, 2026
UBS Group AG History Reduced 479,214 3,862 0.0% 0.0% 28 -186,049 -27.97% Q4 2025 Jan 29, 2026
GROUP ONE TRADING LLC History Added to 429,816 3,464 0.01% 0.01% 29 +5,306 1.25% Q4 2025 Feb 12, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 427,867 3,448 0.01% 0.0% 30 +354,143 480.36% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 426,392 3,436 0.0% 0.0% 31 -299,165 -41.23% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 409,200 3,298 0.01% 0.01% 32 -433,900 -51.46% Q4 2025 Feb 12, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 405,000 3,264 0.05% 0.05% 33 0 0.0% Q4 2025 Feb 12, 2026
Maltin Wealth Management, Inc. History No change 391,439 3,154 1.25% 1.38% 34 0 0.0% Q4 2025 Jan 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 345,715 2,786 0.0% 0.01% 35 -37,518 -9.79% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 339,010 2,732 0.0% 0.0% 36 +4,172 1.25% Q4 2025 Feb 10, 2026
DEUTSCHE BANK AG\ History Reduced 311,223 2,508 0.0% 0.0% 37 -198,254 -38.91% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Added to 284,972 2,296 0.0% 0.0% 38 +101,909 55.67% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 258,197 2,081 0.0% 0.0% 39 -17,951 -6.5% Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History Added to 249,696 2,012 0.05% 0.01% 40 +188,540 308.29% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 238,445 1,921 0.0% 0.0% 41 -42,731 -15.2% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Added to 234,579 1,890 0.0% 0.0% 42 +12,338 5.55% Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Reduced 226,972 1,829 0.0% 0.0% 43 -237,184 -51.1% Q4 2025 Feb 12, 2026
NANO CAP NEW MILLENNIUM GROWTH FUND L P History New 225,000 1,813 1.55% 44 +225,000 New Q4 2025 Feb 06, 2026
D. E. Shaw & Co., Inc. History Reduced 223,995 1,805 0.0% 0.0% 45 -203,056 -47.55% Q4 2025 Feb 17, 2026
SEGALL BRYANT & HAMILL, LLC History New 210,482 1,696 0.02% 46 +210,482 New Q4 2025 Feb 13, 2026
Nuveen, LLC History Reduced 208,816 1,683 0.0% 0.0% 47 -12,909 -5.82% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 207,864 1,675 0.0% 0.0% 48 -3,467 -1.64% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 206,500 1,664 0.0% 0.0% 49 +4,900 2.43% Q4 2025 Feb 12, 2026
BARCLAYS PLC History Added to 201,955 1,627 0.0% 0.0% 50 +21,390 11.85% Q4 2025 Feb 13, 2026
HARVEST MANAGEMENT LLC History Reduced 200,889 1,619 0.52% 0.88% 51 -39,111 -16.3% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 187,106 1,508 0.0% 0.0% 52 +22,471 13.65% Q4 2025 Feb 19, 2026
NewEdge Wealth, LLC History New 180,948 1,458 0.02% 54 +180,948 New Q4 2025 Feb 03, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 180,987 1,458 0.0% 0.0% 53 -24,100 -11.75% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 166,736 1,343 0.0% 0.0% 55 +99,272 147.15% Q4 2025 Feb 13, 2026
XTX Topco Ltd History Added to 165,189 1,331 0.03% 0.06% 56 +32,010 24.04% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 155,167 1,250 0.0% 0.0% 57 +88,157 131.56% Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History Added to 150,000 1,209 0.0% 0.0% 58 +126,500 538.3% Q4 2025 Jan 28, 2026
BANK OF AMERICA CORP /DE/ History Reduced 144,069 1,161 0.0% 0.0% 59 -300,591 -67.6% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 135,697 1,093 0.0% 0.0% 60 +41,896 44.66% Q4 2025 Feb 02, 2026
RHUMBLINE ADVISERS History Reduced 128,774 1,037 0.0% 0.0% 61 -24,171 -15.8% Q4 2025 Feb 13, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 117,724 948 0.0% 0.0% 62 -375 -0.32% Q4 2025 Feb 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 114,232 920 0.0% 0.0% 63 +30,515 36.45% Q4 2025 Jan 28, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 109,401 881 0.02% 0.02% 64 +9,080 9.05% Q4 2025 Feb 13, 2026
AlphaQuest LLC History Added to 107,082 863 0.05% 0.05% 65 +18,755 21.23% Q4 2025 Feb 09, 2026
FRANKLIN RESOURCES INC History Reduced 106,828 861 0.0% 0.0% 66 -12,839 -10.73% Q4 2025 Feb 11, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History No change 105,000 846 0.2% 0.19% 67 0 0.0% Q4 2025 Feb 02, 2026
Legal & General Group Plc History Reduced 100,587 810 0.0% 0.0% 68 -19,635 -16.33% Q4 2025 Feb 09, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 99,981 805 0.0% 0.0% 69 -203 -0.2% Q4 2025 Feb 17, 2026
SummitTX Capital, L.P. History New 89,788 723 0.02% 70 +89,788 New Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History Reduced 89,667 722 0.0% 0.01% 71 -111,932 -55.52% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 86,900 700 0.0% 0.0% 72 -5,500 -5.95% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 83,431 673 0.0% 0.0% 73 +6,877 8.98% Q4 2025 Feb 17, 2026
Covestor Ltd History Added to 82,077 663 0.35% 0.24% 74 +31,389 61.93% Q4 2025 Feb 06, 2026
T3 Companies, LLC History New 77,400 623 0.77% 75 +77,400 New Q4 2025 Feb 11, 2026
STRS OHIO History No change 77,200 622 0.0% 0.0% 76 0 0.0% Q4 2025 Feb 02, 2026
Quantinno Capital Management LP History Added to 76,747 618 0.0% 0.0% 77 +25,728 50.43% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Added to 76,137 613 0.01% 0.0% 78 +44,836 143.24% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Reduced 72,661 589 0.0% 0.0% 79 -3,631 -4.76% Q4 2025 Feb 18, 2026
Gotham Asset Management, LLC History Reduced 72,044 580 0.0% 0.0% 80 -14,380 -16.64% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 71,251 574 0.0% 0.0% 81 +31,327 78.47% Q4 2025 Jan 09, 2026
TWO SIGMA ADVISERS, LP History Reduced 70,500 568 0.0% 0.0% 82 -197,500 -73.69% Q4 2025 Feb 17, 2026
Integrated Quantitative Investments LLC History Added to 69,562 560 0.12% 0.1% 83 +27,369 64.87% Q4 2025 Feb 12, 2026
OXFORD ASSET MANAGEMENT LLP History New 68,983 556 0.23% 84 +68,983 New Q4 2025 Feb 17, 2026
FOX RUN MANAGEMENT, L.L.C. History New 67,095 540 0.08% 85 +67,095 New Q4 2025 Feb 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 63,828 514 0.0% 0.0% 86 +8,201 14.74% Q4 2025 Feb 10, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 61,238 493 0.0% 0.0% 87 -500 -0.81% Q4 2025 Feb 04, 2026
Centiva Capital, LP History Added to 60,000 483 0.0% 0.0% 88 +10,000 20.0% Q4 2025 Feb 13, 2026
Campbell & CO Investment Adviser LLC History New 59,476 479 0.02% 89 +59,476 New Q4 2025 Feb 12, 2026
Haven Private, LLC History Added to 59,248 477 0.21% 0.22% 90 +1,886 3.29% Q4 2025 Feb 12, 2026
Vestcor Inc History No change 58,620 472 0.01% 0.01% 91 0 0.0% Q4 2025 Feb 11, 2026
Quadrature Capital Ltd History Added to 54,362 438 0.0% 0.0% 92 +41,768 331.65% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 50,632 408 0.0% 0.0% 93 -9,252 -15.45% Q4 2025 Feb 12, 2026
MILLENNIUM MANAGEMENT LLC History Added to 49,807 401 0.0% 0.0% 94 +18,345 58.31% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 48,885 394 0.0% 0.0% 95 -144,509 -74.72% Q4 2025 Feb 18, 2026
CREDIT AGRICOLE S A History No change 46,103 371 0.0% 0.0% 96 0 0.0% Q4 2025 Feb 17, 2026
HB Wealth Management, LLC History Reduced 45,310 365 0.0% 0.0% 97 -4 -0.01% Q4 2025 Jan 28, 2026
JANUS HENDERSON GROUP PLC History No change 43,861 353 0.0% 0.0% 98 0 0.0% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 42,567 343 0.0% 0.0% 99 -721 -1.67% Q4 2025 Feb 11, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 41,156 331 0.0% 0.0% 100 -12,241 -22.92% Q4 2025 Feb 10, 2026
Amundi History Reduced 39,676 319 0.0% 0.0% 101 -9,530 -19.37% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Added to 38,896 313 0.0% 0.0% 102 +8,245 26.9% Q4 2025 Feb 13, 2026
Clear Harbor Asset Management, LLC History New 37,050 298 0.02% 103 +37,050 New Q4 2025 Feb 10, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 36,498 294 0.0% 0.0% 104 0 0.0% Q4 2025 Feb 12, 2026
GABELLI FUNDS LLC History New 36,000 290 0.0% 105 +36,000 New Q4 2025 Feb 05, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 33,700 271 0.0% 106 +33,700 New Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 31,232 251 0.0% 0.0% 107 0 0.0% Q4 2025 Jan 27, 2026
MARSHALL WACE, LLP History Reduced 30,920 249 0.0% 0.0% 109 -352,984 -91.95% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 30,903 249 0.0% 0.0% 108 0 0.0% Q4 2025 Feb 12, 2026
LSV ASSET MANAGEMENT History No change 29,900 241 0.0% 0.0% 110 0 0.0% Q4 2025 Feb 06, 2026
Arizona State Retirement System History Reduced 29,357 236 0.0% 0.0% 111 -1,430 -4.64% Q4 2025 Jan 28, 2026
Engineers Gate Manager LP History Added to 28,500 229 0.0% 0.0% 112 +13,028 84.2% Q4 2025 Feb 17, 2026
Trexquant Investment LP History Reduced 27,745 223 0.0% 0.03% 113 -302,015 -91.59% Q4 2025 Feb 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 26,214 220 0.0% 0.0% 114 0 0.0% Q4 2025 Feb 11, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 25,386 204 0.0% 0.0% 115 -4,222 -14.26% Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Reduced 24,375 196 0.0% 0.0% 116 -395 -1.59% Q4 2025 Feb 13, 2026
Mariner, LLC History Reduced 24,222 195 0.0% 0.0% 117 -21,916 -47.5% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 19,870 160 0.0% 0.0% 118 -6,897 -25.77% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 19,778 159 0.0% 0.0% 119 -999 -4.81% Q4 2025 Feb 12, 2026
CIM INVESTMENT MANAGEMENT INC History No change 19,291 155 0.04% 0.04% 120 0 0.0% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Added to 18,531 149 0.0% 0.0% 121 +1,176 6.78% Q4 2025 Feb 06, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 17,624 142 0.0% 0.0% 122 -107,708 -85.94% Q4 2025 Feb 17, 2026
FLOW TRADERS U.S. LLC History New 17,555 141 0.0% 123 +17,555 New Q4 2025 Feb 13, 2026
Jain Global LLC History New 17,484 140 0.0% 124 +17,484 New Q4 2025 Feb 17, 2026
CWM, LLC History Reduced 15,322 123 0.0% 0.0% 125 -340 -2.17% Q4 2025 Jan 26, 2026
Aaron Wealth Advisors LLC History New 14,111 113 0.01% 126 +14,111 New Q4 2025 Jan 21, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 13,936 112 0.0% 0.0% 127 -2,434 -14.87% Q4 2025 Jan 26, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 13,876 111 0.0% 0.0% 128 0 0.0% Q4 2025 Feb 12, 2026
Creative Planning History Reduced 13,156 106 0.0% 0.0% 129 -3,495 -20.99% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 12,569 101 0.0% 0.0% 130 0 0.0% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 11,427 92 0.0% 0.0% 131 -81,308 -87.68% Q4 2025 Feb 13, 2026
Shay Capital LLC History Reduced 11,000 88 0.01% 0.01% 132 -9,000 -45.0% Q4 2025 Feb 17, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 10,854 87 0.0% 0.0% 133 -20,446 -65.32% Q4 2025 Feb 10, 2026
Optas, LLC History New 10,864 87 0.01% 135 +10,864 New Q4 2025 Jan 27, 2026
CANADA LIFE ASSURANCE Co History No change 10,805 87 0.0% 0.0% 134 0 0.0% Q4 2025 Feb 13, 2026
MQS Management LLC History New 10,697 86 0.05% 136 +10,697 New Q4 2025 Feb 09, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 10,508 84 0.0% 0.0% 137 -103 -0.97% Q4 2025 Feb 18, 2026
Tower Research Capital LLC (TRC) History Added to 10,381 83 0.0% 0.0% 138 +4,278 70.1% Q4 2025 Feb 17, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 10,192 82 0.01% 139 +10,192 New Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History No change 9,981 80 0.0% 0.0% 140 0 0.0% Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Added to 9,741 78 0.0% 0.0% 141 +746 8.29% Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History No change 8,479 68 0.0% 0.0% 142 0 0.0% Q4 2025 Feb 11, 2026
State of Alaska, Department of Revenue History No change 5,715 46 0.0% 0.0% 143 0 0.0% Q4 2025 Jan 23, 2026
Wilmington Savings Fund Society, FSB History No change 5,535 44 0.0% 0.0% 144 0 0.0% Q4 2025 Feb 12, 2026
Pinnacle Wealth Planning Services, Inc. History New 5,097 41 0.0% 145 +5,097 New Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Added to 4,677 37 0.0% 0.0% 146 +2,784 147.07% Q4 2025 Feb 09, 2026
ROYAL BANK OF CANADA History New 3,972 32 0.0% 147 +3,972 New Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Reduced 3,370 27 0.0% 0.0% 148 -165 -4.67% Q4 2025 Feb 12, 2026
AMALGAMATED BANK History Reduced 3,189 26 0.0% 0.0% 149 -661 -17.17% Q4 2025 Feb 05, 2026
Founders Capital Management History No change 3,000 24 0.01% 0.01% 150 0 0.0% Q4 2025 Jan 15, 2026
Caitong International Asset Management Co., Ltd History Added to 2,458 19 0.0% 0.0% 151 +1,725 235.33% Q4 2025 Mar 03, 2026
Versant Capital Management, Inc History Added to 2,233 17 0.0% 0.0% 152 +209 10.33% Q4 2025 Jan 08, 2026
SBI Securities Co., Ltd. History Reduced 1,988 16 0.0% 0.0% 153 -527 -20.95% Q4 2025 Feb 03, 2026
Torren Management, LLC History New 1,885 15 0.01% 154 +1,885 New Q4 2025 Jan 30, 2026
Aster Capital Management (DIFC) Ltd History New 1,829 14 0.01% 156 +1,829 New Q4 2025 Feb 17, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,818 14 0.0% 0.0% 155 0 0.0% Q4 2025 Jan 15, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,508 12 0.0% 0.0% 157 +313 26.19% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History No change 1,413 11 0.0% 0.0% 158 0 0.0% Q4 2025 Jan 20, 2026
EverSource Wealth Advisors, LLC History Reduced 1,259 10 0.0% 0.0% 159 -4 -0.32% Q4 2025 Feb 06, 2026
MAI Capital Management History No change 1,000 8 0.0% 0.0% 160 0 0.0% Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Added to 674 5 0.0% 0.0% 161 +428 173.98% Q4 2025 Feb 13, 2026
ASSETMARK, INC History No change 692 5 0.0% 0.0% 162 0 0.0% Q4 2025 Jan 23, 2026
Strive Financial Group ,LLC History New 585 4 0.0% 163 +585 New Q4 2025 Feb 18, 2026
OSAIC HOLDINGS, INC. History Reduced 383 3 0.0% 0.0% 166 -835 -68.56% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 493 3 0.0% 0.0% 164 -22 -4.27% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Reduced 383 3 0.0% 0.0% 165 -2 -0.52% Q4 2025 Feb 06, 2026
Smartleaf Asset Management LLC History No change 441 3 0.0% 0.0% 167 0 0.0% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 263 2 0.0% 169 +263 New Q4 2025 Feb 05, 2026
GAMMA Investing LLC History Added to 291 2 0.0% 0.0% 171 +122 72.19% Q4 2025 Jan 05, 2026
True Wealth Design, LLC History Added to 271 2 0.0% 0.0% 170 +34 14.35% Q4 2025 Jan 08, 2026
ROTHSCHILD INVESTMENT LLC History Added to 281 2 0.0% 0.0% 168 +6 2.18% Q4 2025 Feb 10, 2026
LRI Investments, LLC History No change 280 2 0.0% 0.0% 172 0 0.0% Q4 2025 Feb 04, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 145 1 0.0% 0.0% 175 -904 -86.18% Q4 2025 Feb 06, 2026
Optiver Holding B.V. History Reduced 148 1 0.0% 0.0% 176 -418 -73.85% Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History New 196 1 0.0% 173 +196 New Q4 2025 Feb 12, 2026
Root Financial Partners, LLC History New 170 1 0.0% 178 +170 New Q4 2025 Feb 10, 2026
Fortitude Family Office, LLC History Reduced 166 1 0.0% 0.0% 177 -113 -40.5% Q4 2025 Jan 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History New 100 1 0.0% 174 +100 New Q4 2025 Jan 30, 2026
Tenzing Global Management, LLC History Closed out 0 0 5.39% -1,150,000 -100.0% Q3 2025 Nov 14, 2025
Emmett Investment Management, LP History Closed out 0 0 2.47% -373,663 -100.0% Q3 2025 Nov 14, 2025
Informed Momentum Co LLC History Closed out 0 0 0.32% -335,421 -100.0% Q3 2025 Nov 14, 2025
PRUDENTIAL FINANCIAL INC History Closed out 0 0 0.0% -212,645 -100.0% Q3 2025 Nov 13, 2025
Summit Trail Advisors, LLC History Closed out 0 0 0.02% -191,500 -100.0% Q3 2025 Nov 14, 2025
Alberta Investment Management Corp History Closed out 0 0 0.01% -100,000 -100.0% Q3 2025 Feb 17, 2026
Palogic Value Management, L.P. History Closed out 0 0 0.34% -100,000 -100.0% Q3 2025 Nov 14, 2025
Divisadero Street Capital Management, LP History Closed out 0 0 0.03% -69,130 -100.0% Q3 2025 Nov 14, 2025
DRW Securities, LLC History Closed out 0 0 0.01% -69,022 -100.0% Q3 2025 Nov 14, 2025
Versor Investments LP History Closed out 0 0 0.09% -58,020 -100.0% Q3 2025 Nov 06, 2025
Union Square Park Capital Management, LLC History Closed out 0 0 0.15% -50,000 -100.0% Q3 2025 Nov 14, 2025
Acuitas Investments, LLC History Closed out 0 0 0.2% -36,350 -100.0% Q3 2025 Nov 18, 2025
SEI INVESTMENTS CO History Closed out 0 0 0.0% -34,135 -100.0% Q3 2025 Nov 13, 2025
NATIXIS ADVISORS, LLC History Closed out 0 0 0.0% -30,421 -100.0% Q3 2025 Nov 13, 2025
NEEDHAM INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.02% -30,000 -100.0% Q3 2025 Nov 14, 2025
Polymer Capital Management (US) LLC History Closed out 0 0 0.03% -29,900 -100.0% Q3 2025 Nov 14, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -21,446 -100.0% Q3 2025 Nov 14, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.0% -20,019 -100.0% Q3 2025 Nov 14, 2025
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.0% -16,636 -100.0% Q3 2025 Nov 05, 2025
One68 Global Capital, LLC History Closed out 0 0 2.06% -15,000 -100.0% Q3 2025 Nov 14, 2025
IEQ CAPITAL, LLC History Closed out 0 0 0.0% -14,500 -100.0% Q3 2025 Nov 14, 2025
Point72 Asset Management, L.P. History Closed out 0 0 0.0% -14,374 -100.0% Q3 2025 Nov 14, 2025
Tidal Investments LLC History Closed out 0 0 0.0% -10,778 -100.0% Q3 2025 Nov 14, 2025
LPL Financial LLC History Closed out 0 0 0.0% -10,080 -100.0% Q3 2025 Nov 12, 2025
Arax Advisory Partners History Reduced 15 0 0.0% -3,613 -99.59% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Closed out 0 0 0.0% -1,313 -100.0% Q3 2025 Nov 14, 2025
Parallel Advisors, LLC History Closed out 0 0 0.0% -295 -100.0% Q3 2025 Nov 13, 2025
BESSEMER GROUP INC History Closed out 0 0 0.0% -167 -100.0% Q3 2025 Nov 05, 2025
FNY Investment Advisers, LLC History Closed out 0 0 0.0% -136 -100.0% Q3 2025 Dec 15, 2025
Marquette Asset Management, LLC History Reduced 62 0 0.0% -99 -61.49% Q4 2025 Jan 16, 2026
OPTIMA CAPITAL LLC History New 81 0 +81 New Q4 2025 Jan 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 49 0 +49 New Q4 2025 Feb 03, 2026
JONES FINANCIAL COMPANIES LLLP History New 24 0 +24 New Q4 2025 Feb 17, 2026
Quarry LP History Closed out 0 0 -14 -100.0% Q3 2025 Nov 14, 2025
Larson Financial Group LLC History Added to 86 0 +6 7.5% Q4 2025 Feb 06, 2026
American Capital Advisory, LLC History New 6 0 +6 New Q4 2025 Jan 30, 2026
NewEdge Advisors, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 17, 2025
Dunhill Financial, LLC History New 2 0 +2 New Q4 2025 Jan 29, 2026
Hughes Financial Services, LLC History New 1 0 +1 New Q4 2025 Feb 11, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q4 2025 Feb 09, 2026
Advisors Asset Management, Inc. History No change 45 0 0 0.0% Q4 2025 Feb 12, 2026
Sunbelt Securities, Inc. History No change 67 0 0 0.0% Q4 2025 Feb 20, 2026
Blue Trust, Inc. History No change 40 0 0 0.0% Q4 2025 Jan 16, 2026
Farther Finance Advisors, LLC History No change 65 0 0 0.0% Q4 2025 Jan 23, 2026
Atlantic Edge Private Wealth Management, LLC History No change 25 0 0 0.0% Q4 2025 Jan 27, 2026
Private Wealth Management Group, LLC History No change 84 0 0 0.0% Q4 2025 Jan 23, 2026