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.
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. reported that it has released financial results for its third fiscal quarter ended October 31, 2025, via a press release furnished as Exhibit 99.1 to this report. The company notes that the release includes both GAAP and non-GAAP financial information, with reconciliations between the two provided in the same document. Yext also highlights that it uses its Investor Relations website to share material information consistent with Regulation FD, and clarifies that the earnings information in this report is being furnished rather than filed for securities law purposes.
Lynrock Lake LP, Lynrock Lake Partners LLC, and Cynthia Paul filed an amended Schedule 13G/A on Yext (YEXT), disclosing passive beneficial ownership of Yext common stock.
As of October 31, 2025, the reporting persons beneficially owned 13,218,396 shares, representing 10.7% of the class, with sole voting and dispositive power over the same number of shares. As of September 30, 2025, they reported 12,270,731 shares or 9.96%, indicating a higher stake by month-end. The percentages are based on 123,236,797 shares outstanding as of August 20, 2025, as reported by Yext.
The filing states the securities are held in the ordinary course and not for the purpose of changing or influencing control. Shares are held directly by Lynrock Lake Master Fund LP, with investment and voting authority delegated to Lynrock Lake LP.
Yext director Evan Skorpen received 20,790 restricted stock units (RSUs) on 09/30/2025, each converting to one share of common stock upon vesting. After the grant, the reporting person is shown as having beneficial ownership of 159,575 shares, which includes 6,541 restricted shares vesting 03/20/2026 and 27,131 restricted shares vesting 06/11/2026. The RSU award vests in annual installments with one-third having vested on 09/30/2023 and the remainder fully vesting on 09/30/2025, subject to continued service. The reporting person is a director and a partner at Lead Edge Capital and states an obligation to remit proceeds from any sale of shares issued on vesting to Lead Edge Capital, disclaiming beneficial ownership except to the extent of any pecuniary interest.
Darryl Bond, Chief Financial Officer of Yext, Inc. (YEXT), reported vesting and related withholding of restricted stock units on Form 4 filed for transactions dated 09/20/2025. The filing shows multiple restricted stock unit awards converting to common stock: 2,500; 37,500; 3,437; and 33,428 units were reported as acquired (vesting) on 09/20/2025. The filing also reports 39,241 shares withheld to satisfy tax liability at a price of $8.81 per share. Following the reported transactions, the amounts of common stock beneficially owned after each transaction line are reported as 608,326; 645,826; 649,263; 682,691; and a final reported total of 643,450 shares after withholding.
Yext, Inc. (YEXT) insider activity by General Counsel Ho Shin shows restricted stock unit (RSU) vesting and tax-withholding-related share dispositions. The reporting shows three related transactions on 09/20/2025: two grants of RSUs were treated as acquisitions totaling 31,490 RSUs (14,062 and 17,428), and a separate disposition of 15,778 shares at $8.81 per share reflecting shares withheld to satisfy tax obligations upon vesting. After these events, the reporting person beneficially owned 254,796 and 270,574 shares on different reported lines, and holds 42,188 and 17,429 shares attributable to outstanding RSUs. Vesting schedules are disclosed for the awards, with remaining vesting dates through December 20, 2025.
Michael Walrath, CEO and director of Yext, Inc. (YEXT), reported restricted stock unit vesting and related share transactions on September 20, 2025. A grant of 78,125 RSUs vested in part, triggering issuance of 78,125 shares; 39,883 shares were withheld to satisfy tax obligations, leaving the reporting person with 3,376,875 shares directly owned after the transactions. The filing also discloses 32,485, 16,265 and 16,237 shares held indirectly in three family trusts. The RSU award vests in installments with one-eighth vested June 20, 2025 and remaining quarterly vesting through March 20, 2027.
Yext, Inc. reported interim results highlighting continued subscription-led revenue with inorganic growth from acquisitions and new financing to support operations. The company completed the acquisitions of Hearsay (Aug 1, 2024) and Places Scout (Feb 7, 2025) and finalized acquisition accounting adjustments during the period. Yext entered a May 15, 2025 credit agreement with BlackRock and borrowed $100.0 million of initial term loans; the facility includes up to $100.0 million available in delayed/d discretionary draws and matures May 15, 2030. As of July 31, 2025, remaining performance obligations were $445.0 million, current unearned revenue $185.6 million, and escrow balances related to acquisitions totaled $15.5 million (Hearsay) and $1.5 million (Places Scout). For the three months ended July 31, 2025, cost of revenue was $28.1 million and gross margin was 75.2%. The company reported net income of $27.5 million for the six months ended July 31, 2025, but an accumulated deficit of $679.6 million remains. On August 18, 2025, CEO Michael Walrath submitted a non-binding $9.00 per share proposal to acquire outstanding shares; the board formed a Special Committee to evaluate it.
Yext, Inc. disclosed that on Sept 8, 2025 it issued a press release reporting financial results for its second fiscal quarter ended July 31, 2025. The filing states the press release is attached as Exhibit 99.1 and that the release includes non‑GAAP financial information with a reconciliation to GAAP included. The company says it uses its Investor Relations webpage for disclosure and notes that the Item 2.02 information (including Exhibit 99.1) is not deemed "filed" under the Exchange Act for Section 18 liability or incorporation by reference except as expressly stated elsewhere.
Yext, Inc. disclosed that Chief Executive Officer and Chairman Michael Walrath has submitted a non-binding proposal to acquire all outstanding Yext shares he does not already own for $9.00 per share in cash.
The company furnished a press release that also provides updates to its anticipated financial results for the second fiscal quarter ended July 31, 2025 and guidance for the full fiscal year ending January 31, 2026. The release is attached as Exhibit 99.1 and is made available through Yext’s investor relations website.
The proposal is subject to approvals and may face risks such as required board, stockholder and regulatory approvals, potential litigation and possible business disruption, as highlighted in Yext’s forward-looking statements and referenced risk factors.
Yext General Counsel Ho Shin reported significant stock transactions on June 20, 2025, involving multiple Restricted Stock Unit (RSU) vestings and subsequent share dispositions:
- Acquired 254,331 shares through the vesting of four separate RSU grants: - 3,125 shares from a fully vested 2021 grant - 14,063 shares from an ongoing grant vesting through 2026 - 150,000 shares from a single-tranche vesting - 87,143 shares from a grant vesting through December 2025
- Disposed of 127,421 shares at $8.08 per share to satisfy tax obligations
- Following these transactions, Shin directly owns 239,084 shares and retains 91,107 unvested RSUs
These transactions represent a significant equity event for the General Counsel, with the majority of shares being immediately sold for tax purposes, suggesting a planned liquidation strategy aligned with vesting schedules.