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. received an updated Schedule 13G/A showing that investment manager Lynrock Lake LP, Lynrock Lake Partners LLC and Cynthia Paul collectively reported beneficial ownership of 15,132,384 shares of Yext common stock, or 12.3% of the class as of December 31, 2025.
The percentage is based on 122,626,997 shares of common stock outstanding as of November 24, 2025. The shares are held directly by Lynrock Lake Master Fund LP, with Lynrock Lake LP as investment manager. The filing states the position is held in the ordinary course and not for the purpose of changing or influencing control.
Yext, Inc. has launched an issuer tender offer to buy back up to $180 million of its common stock for cash. Shareholders may tender their shares at prices between $5.75 and $6.50 per share, subject to the offer’s terms and conditions.
As of January 31, 2026, Yext had 122,933,027 common shares outstanding, providing context for the potential size of the repurchase. The company states it will fund the offer without borrowing and has no alternative financing arrangements or plans tied to this transaction.
Yext, Inc. announced that CEO and Chairman Michael Walrath has withdrawn his previously announced non-binding proposal to acquire all outstanding shares he does not already own for $9.00 per share in cash. At the same time, the company stated its intention to repurchase $150 million of common stock through a self-tender offer. The communication emphasizes that the tender offer has not yet commenced and may not occur on the terms described or at all, with full details to be provided in a future offer to purchase and related SEC filings.
Yext, Inc. disclosed that CEO and Chair Michael Walrath has withdrawn his previously announced non-binding proposal to acquire all outstanding shares of the company that he does not already own at a cash price of $9.00 per share.
At the same time, Yext announced its intention to repurchase $150 million of its common stock through a self-tender offer. The company emphasized that the tender offer has not yet commenced and may not proceed on the terms described or at all, and that any offer will be made only through formal tender documents filed with the SEC and sent to shareholders.
Yext, Inc.'s Chief Executive Officer and director reported an equity transaction involving restricted stock units. On December 20, 2025, 78,125 restricted stock units were converted into an equal number of shares of common stock. To cover tax liabilities from this vesting, 39,883 shares were withheld at a price of $8.33 per share.
After these transactions, the reporting person beneficially owns 3,415,117 shares of Yext common stock directly, plus additional shares held indirectly through several family trusts. The reporting person also holds 390,625 unvested restricted stock units. According to the vesting schedule, one-eighth of the award vests on June 20, 2025 and then quarterly on September 20, December 20, March 20 and June 20 until the award is fully vested on March 20, 2027, subject to continued service.
Yext, Inc. disclosed that its Chief Financial Officer reported routine equity compensation activity involving restricted stock units (RSUs) on December 20, 2025. Several RSU awards converted into shares of common stock through transactions coded "M," including blocks of 37,500, 3,438, and 33,429 shares, each representing one share of common stock per unit. A separate transaction coded "F" shows 37,966 shares of common stock withheld at $8.33 per share to cover tax obligations upon vesting. Following these transactions, the CFO continued to hold a substantial number of common shares directly, along with remaining RSUs that vest over time, subject to continued service on specified vesting dates through June 20, 2027.
Yext, Inc. reported an insider equity transaction by its General Counsel, who is an officer of the company. On December 20, 2025, restricted stock units (RSUs) converted into common stock, with 14,063 and 17,429 shares of common stock underlying two RSU awards becoming shares.
To cover tax obligations on this vesting, 15,778 shares of common stock were withheld at a price of $8.33 per share. After these transactions, the reporting person directly held 270,510 shares of Yext common stock and 28,125 RSUs, which continue to vest over time based on the service-based schedules described.
Yext, Inc. reported a profitable quarter while navigating major acquisitions and new debt financing. For the three months ended October 31, 2025, revenue was $111.998 million, slightly below the prior year, but the company generated net income of $6.136 million versus a loss of $12.799 million a year earlier. For the nine-month period, revenue rose to $334.575 million from $307.866 million and net income improved sharply to $33.657 million from a loss of $20.673 million, driven by lower operating expenses and acquisition-related fair value adjustments.
Operating cash flow strengthened to $26.312 million for the nine months, compared with $11.865 million in the prior-year period, despite lower unearned revenue as billings normalized. Yext closed and integrated its Hearsay acquisition, finalized purchase accounting, and recorded $101.85 million of acquired intangibles and $92.24 million of goodwill. It also acquired Places Scout for about $20.3 million, adding technology and customer relationship intangibles.
To support its strategy, Yext entered a $100 million senior secured term loan with BlackRock, maturing in 2030, and ended the quarter with $158.931 million in cash, cash equivalents and restricted cash. The fair value of contingent consideration tied to Hearsay’s earnout declined from $45.0 million to $19.4 million, reflecting lower expected achievement of ARR milestones. The company also recorded a $3.807 million impairment related to subleasing part of its headquarters but maintained total stockholders’ equity around $155.2 million.
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.