Yext, Inc. filings document the regulatory record for a public software company whose common stock trades on the New York Stock Exchange under YEXT. The company’s 8-K reports furnish quarterly and fiscal-year results, stockholder letters, GAAP-to-non-GAAP reconciliations, and material-event disclosures tied to capital actions involving its common stock.
Yext’s proxy and governance filings cover director elections, executive compensation, stockholder voting matters, and amendments to its bylaws. Recent governance disclosures include majority voting for uncontested director elections, updated advance-notice provisions, forum-selection language, and related corporate-governance updates.
Yext, Inc. (symbol: YEXT) is the issuer of record for a Form 4 filing submitted to the SEC. Englander Daniel J reported acquisition or exercise transactions in this Form 4 filing.
Yext, Inc. (YEXT) reported that director Daniel J. Englander received a grant of 5,284 Restricted Stock Units, each representing one share of common stock. According to the award terms, 100% of these units vest on March 20, 2027, subject to his continued service with the company. No Rule 10b5-1 trading plan is reported for this award.
Yext, Inc. (YEXT) reported lower profitability for the quarter ended July 31, 2026 while remaining solidly cash‑generative. Quarterly revenue was $111.1 million, down 2% from $113.1 million a year earlier, as North America and international revenue both declined modestly. Net income fell to $13.1 million from $26.8 million, with net margin dropping from 24% to 12%, driven by higher general and administrative costs and increased interest expense on new term debt.
For the first six months of fiscal 2027, revenue was $219.0 million versus $222.6 million, and net income was $15.8 million versus $27.5 million. Operating cash flow remained strong at $45.4 million. Yext executed a large capital return, completing a $140.0 million self‑tender at $5.75 per share and additional repurchases, reducing outstanding shares to 99.3 million and stockholders’ equity to $35.7 million. This was funded partly with a $50.0 million draw under its term loan, bringing total principal to $150.0 million. ARR was $440.8 million, down 1% year over year, with customers over $50,000 in ARR growing slightly and net retention for that cohort at 98%.
Yext, Inc. (YEXT) reported results for the three months ended July 31, 2026 (fiscal Q2 2027), with revenue of $111.1 million, down modestly year over year, but profitability and cash generation remained strong. GAAP net income was $13.1 million, or $0.13 per basic and diluted share, while non-GAAP EPS was $0.21.
Adjusted EBITDA rose to $34.0 million, a 30.6% margin, versus $26.4 million a year ago, reflecting lower sales and marketing and R&D spending as a percentage of revenue. Free cash flow for the first six months was $44.7 million, with trailing 12‑month free cash flow of $53.0 million. Total ARR was $440.8 million, down 1% year over year, but ARR from customers with ≥$50,000 of ARR increased 2% to $405.9 million and now represents 92% of total ARR. Dollar-based net retention was 96% overall and 98% for the ≥$50,000 cohort.
Yext ended the quarter with $100.4 million in cash, cash equivalents and restricted cash and $147.7 million of debt, or about 0.5x trailing 12‑month Adjusted EBITDA. The company repurchased 1.8 million shares in Q2 and completed a prior tender offer, reducing shares outstanding to 99.3 million, about 24% lower since fiscal 2023. Strategically, Yext completed the GoShine acquisition and expanded its AI-driven platform with Scout enhancements, Action Center general availability, and the launch of Corvo AI for small businesses.
Yext, Inc. director Daniel J. Englander reported an open-market purchase of 76,190 shares of Common Stock on July 13, 2026 at a weighted average price of $5.2226 per share, with individual trades between $5.205 and $5.23. Following these purchases, he directly owns 141,190 shares.
Paul Cynthia reported acquisition or exercise transactions in this Form 4 filing.
Yext, Inc. director and ten percent owner Cynthia Paul reported receiving a grant of 89,058 restricted stock units. Each unit represents a contingent right to one share of Yext common stock as equity compensation, not an open-market purchase.
According to the award terms, one-third of the RSUs will vest on July 7, 2027, with additional one-third portions vesting annually each July 7, subject to her continued service, until the grant is fully vested on July 7, 2029. Following this grant, she holds 89,058 RSUs directly from this award.
Lynrock Lake LP and related entities have filed a Schedule 13D reporting a large investment in Yext, Inc. They beneficially own 19,015,087 shares of Yext common stock, representing 19.0% of outstanding shares, all purchased for about $122,020,350 between March 2022 and June 2026.
The stake is held directly by Lynrock Lake Master Fund LP, with investment management authority delegated to Lynrock Lake LP and oversight links to Cynthia Paul. On July 7, 2026, Yext’s board approved Paul’s appointment as a director, with a term running until the 2027 annual stockholder meeting.
Yext, Inc. director and 10% owner Cynthia Paul, together with Lynrock Lake LP and Lynrock Lake Partners LLC, filed an initial statement of beneficial ownership of Yext common stock. The filing reports indirect ownership of 19,015,087 shares of common stock held by Lynrock Lake Master Fund LP.
The footnote explains that Lynrock Lake LP serves as investment manager to Lynrock Lake Master Fund LP with delegated voting and investment power, and that Cynthia Paul may be deemed to exercise voting and investment power through her roles at the Lynrock Lake entities. Each reporting person disclaims beneficial ownership beyond any pecuniary interest.
Yext, Inc. expanded its board of directors from seven to eight members and elected Cynthia Paul as a Class I director, with her term expiring at the 2027 annual stockholders’ meeting. Paul is an experienced investment manager and former director at several technology companies.
Under Yext’s outside director compensation policy, she received an initial grant of 89,058 restricted stock units valued at $350,000, vesting in equal annual installments over three years, and will be eligible for ongoing cash and equity compensation and expense reimbursement like other non-employee directors.
Yext, Inc. officer Darryl Bond reported routine equity compensation activity involving restricted stock units and related tax withholding. On June 20, 2026, 40,938 restricted stock units converted into the same number of common shares, while 20,900 common shares were withheld at $3.80 per share to satisfy tax liabilities. Following these transactions, Bond directly owns 755,532 shares of Yext common stock, reflecting equity he continues to hold.
Yext, Inc. director and CEO Michael Walrath reported equity award vesting and related share movements. He exercised performance-based restricted stock units and restricted stock units into common stock, with no open-market purchases or sales disclosed.
The filing shows 566,437 performance-based RSUs converting into common stock after the company achieved 90.63% of 625,000 target PSUs for the second performance period. An additional 78,125 time-based RSUs vested, while 329,050 shares of common stock were withheld at $3.80 per share to cover tax obligations on the vesting. Separate trust entries reflect indirect holdings for family members.