YEXT Yext, Inc. Common Stock
NYSE · Technology · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Sep 1, 2026
$6.51
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$3.2752w low
$9.0352w high
Market Cap (MRQ)
$646M
P/E (TTM)
36.2
EPS (TTM)
$0.18
Revenue (TTM)
$443M
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52W Range
$3–$9
Analyst Rating
BUY
Price Target
$7
P/E
36.2
ROE
27.8%
Net Profit Margin
5.9%
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YEXT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$6.51
Market Cap (MRQ)
$646M
P/E (TTM)
36.2
EPS (TTM)
$0.18
Revenue (TTM)
$443M
ROE (TTM)
27.8%
Debt/Equity (MRQ)
4.1
52W Range
$3–$9
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About Yext, Inc. Common Stock Company overview from Wikipedia
Yext is a New York-based enterprise agentic marketing platform. It enables brands to deliver consistent, accurate information to customers anywhere in the digital world from one central platform. Yext's platform is organizer around the Knowledge Graph, a structured, machine-readable repository of brand data.
The company was founded in 2006 by Howard Lerman, Brian Distelburger, and Brent Metz. Yext`s market capitalization was approximately $930 million at the end of January 2026.
Yext is headquartered in New York City and maintains worldwide office location: North America, Europe, and Asia, including offices in cities such as London, Berlin, Paris, Tokyo, and Shanghai.
History
Yext was founded in 2006 as a local advertising business. Its 2009 revenue was $20 million after it switched to generating customer leads and charging per lead.
In August 2012, the company sold its pay-per-call business to IAC's CityGrid Media in order to focus on listings. By that time, Yext had raised $65.8 million in funding and handled 950,000 updates for 50,000 businesses.
Investors included Sutter Hill Ventures, Institutional Venture Partners, and WGI investments. By 2016, the company had $89 million in revenue and had expanded its offices at One Madison Avenue to 95,000 square feet.
In 2016, the company was ranked #60 on the Deloitte Fast 500 North America list.
In 2017, Yext was listed on the New York Stock Exchange.
In 2019, Yext announced that it was moving its headquarters to 61 Ninth Ave in New York City, dubbed "The Yext Building". The distinctive building was designed by famed architect Rafael Viñoly. The move was originally planned for March 2020 but was delayed due to the onset of the COVID-19 Pandemic.
In March 2022, the company's founder Howard Lerman, announced that he was stepping down as CEO. He was succeeded as CEO by Michael Walrath, founder of Right Media, who had been the Chairman of the Board since 2011.
Restructuring and corporate developments (2023–2026)
Yext cut its workforce by about 8% in January 2023 and by a further 12% in June 2024 as cost-reduction measures. In June 2024, it agreed to acquire Hearsay Systems for up to $220 million.
Yext reported fiscal Q1 2027 revenue of $107.9 million in June 2026, alongside a $140 million share buyback. Later that month, it opened its platform to external AI tools via API and MCP.
Products
Scout, launched in 2025, is a visibility-intelligence tool that tracks brand and competitor performance across AI-driven and traditional search, providing location-level analysis. Action Center is an execution layer that allows brands to manage AI agents that act on Scout's recommendations, such as updating listings, responding to reviews, or publishing social content.
In May 2026, Yext acquired GoShine, an AI-search visibility optimization startup, for an undisclosed amount. Yext integrated GoShine's technology into its platform as "Brand Scout," expanding its capabilities for brand-level visibility optimization in AI-generated search results.
In June 2026, Yext opened its Knowledge Graph, Scout, and distribution infrastructure to external developers and enterprise workflows through an API and Model Context Protocol (MCP) interface, allowing the platform's data and intelligence to be accessed outside of Yext's own applications.
In September 2026, the company introduced Corvo AI, a free, text-message-based marketing assistant aimed at small business owners, built on the same underlying visibility and execution infrastructure as its enterprise products.
Global presence
Yext is headquartered in New York City. The company operates five offices across Europe, in London, Berlin, Milan, Munich, and Paris. In 2022, Yext opened an office in Hyderabad, India.
The company's business presence extends across North America, Europe, and Asia, with additional U.S. locations reported in Washington, D.C., and Chicago.
== References ==
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorTechnology
industryTechnology
employees1,120
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$447M2017-01-31 → 2026-01-31
EPS$0.072021-01-31 → 2026-01-31
Free Cash Flow$53M2018-01-31 → 2026-01-31
Net margin5.9%2018-01-31 → 2026-01-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | YEXT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 36.25Y avg ≈-49.7 | ≈-49.7 | 58.3 | Undervalued | |
| P/S (TTM) | 1.55Y avg ≈2.1 | ≈2.1 | 7.6 | Undervalued | |
| P/B (MRQ) | 18.15Y avg ≈5.5 | ≈5.5 | 4.3 | Overvalued | |
| Price / FCF (TTM) | 12.25Y avg ≈50.0 | ≈50.0 | · | · | |
| Price / Cash Flow (TTM) | 11.75Y avg ≈28.9 | ≈28.9 | 15.8 | Fair value | |
| Price / Tangible Book (MRQ) | -15.45Y avg ≈5.7 | ≈5.7 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | YEXT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 74.0%5Y avg ≈75.8% | ≈75.8% | 66.4% | In line | |
| Operating Margin (TTM) | 8.3%5Y avg ≈-7.7% | ≈-7.7% | -1.9% | Top tier | |
| EBITDA Margin | 10.0%5Y avg ≈-7.7% | ≈-7.7% | 1.3% | Top tier | |
| Pretax Margin (TTM) | 6.3%5Y avg ≈-7.4% | ≈-7.4% | 4.1% | Top tier | |
| Net Profit Margin (TTM) | 5.9%5Y avg ≈-7.8% | ≈-7.8% | 2.9% | Top tier | |
| ROA (TTM) | 4.7%5Y avg ≈-5.2% | ≈-5.2% | 2.0% | Top tier | |
| ROE (TTM) | 27.8%5Y avg ≈-18.1% | ≈-18.1% | -6.2% | Top tier | |
| ROIC | 26.4%5Y avg ≈-24.6% | ≈-24.6% | -0.56% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | YEXT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 4.1 | · | 0.0 | High debt | |
| Current Ratio (MRQ) | 0.85Y avg ≈1.2 | ≈1.2 | 1.1 | Low liquidity | |
| Quick Ratio | 0.95Y avg ≈1.0 | ≈1.0 | 0.8 | Low liquidity | |
| Long-Term Debt / Equity (MRQ) | 4.1 | · | 0.2 | High debt |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | YEXT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 6.1%5Y avg ≈4.8% | ≈4.8% | · | · | |
| Revenue CAGR 3Y | 3.7%5Y avg ≈3.6% | ≈3.6% | · | · | |
| Revenue CAGR 5Y | 4.7% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | YEXT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.75Y avg ≈0.7 | ≈0.7 | 0.5 | Top tier | |
| Receivables Turnover | 3.85Y avg ≈3.8 | ≈3.8 | 5.9 | Weak | |
| Revenue / Employee | ≈$398.7K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Beat Rate
25.0%
Avg Surprise
6.4%
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2027 | Sep 1, 2026 | $0.21 | $0.17 | 21.1% |
| March 31, 2027 | Jun 2, 2026 | $0.14 | $0.13 | 5.6% |
| Sept. 30, 2026 | $0.21 | $0.17 | 21.1% | |
| June 30, 2026 | $0.14 | $0.13 | 5.6% | |
| March 31, 2026 | $0.14 | $0.15 | -4.2% | |
| Dec. 31, 2025 | $0.14 | $0.14 | -0.21% | |
| Sept. 30, 2025 | $0.12 | $0.12 | -2.0% | |
| June 30, 2025 | $0.12 | $0.11 | 4.5% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $447M | $421M | $404M | $401M | $391M | $355M | $299M | $228M | $170M | $124M | $90M | |
| Cost of Revenue | $114M | $96M | $87M | $104M | $98M | $86M | $77M | $57M | $44M | $37M | $31M | |
| Gross Profit | $333M | $325M | $317M | $297M | $292M | $268M | $222M | $171M | $126M | $87M | $59M | |
| R&D Expense | $90M | $77M | $72M | $71M | $68M | $58M | $49M | $36M | $26M | $19M | $16M | |
| SG&A Expense | $63M | $105M | $72M | $79M | $83M | $76M | $77M | $52M | $40M | $29M | $19M | |
| Operating Expenses | $288M | $357M | $323M | $362M | $382M | $363M | $345M | $247M | $193M | $130M | $85M | |
| Operating Income | $45M | $-32M | $-6M | $-65M | $-90M | $-94M | $-123M | $-76M | $-67M | $-43M | $-26M | |
| Interest Expense | · | · | · | · | · | · | · | · | $359.0K | $150.0K | $0 | |
| Interest Income | · | · | · | · | · | · | · | $1M | $1M | $34.0K | $34.0K | |
| Other Non-op | $-704.0K | $-745.0K | $-761.0K | $-125.0K | $-2M | · | · | $-527.0K | $-539.0K | $-266.0K | $-418.0K | |
| Pretax Income | $40M | $-28M | $-338.0K | $-64M | $-92M | $-95M | $-120M | $-75M | $-66M | $-43M | $-27M | |
| Income Tax | $2M | $-110.0K | $2M | $2M | $1M | $97.0K | $1M | $222.0K | $162.0K | $68.0K | $-55.0K | |
| Net Income | $38M | $-28M | $-3M | $-66M | $-93M | $-95M | $-122M | $-75M | $-67M | $-43M | $-26M | |
| EPS (Basic) | $0.31 | $-0.22 | $-0.02 | $-0.53 | $-0.73 | $-0.79 | · | · | · | · | · | |
| EPS (Diluted) | $0.07 | $-0.22 | $-0.02 | $-0.53 | $-0.73 | $-0.79 | · | · | · | · | · | |
| Shares (Basic) | 123,563,958 | 126,850,809 | 124,056,949 | 125,250,723 | 127,814,447 | 119,690,378 | · | · | · | · | · | |
| Shares (Diluted) | 129,912,882 | 126,850,809 | 124,056,949 | 125,250,723 | 127,814,447 | 119,690,378 | · | · | · | · | · | |
| EBITDA | $45M | $-32M | $-6M | $-65M | $-90M | $-94M | $-123M | $-76M | $-67M | · | · |
Balance Sheet
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $154M | $123M | $210M | $190M | $261M | $230M | $256M | $92M | $34M | $24M | $30M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $84M | $0 | · | |
| Receivables | $121M | $113M | $108M | $110M | $102M | $97M | $81M | $55M | $45M | $28M | · | |
| Prepaid Expense | $21M | $18M | $15M | $16M | $14M | $18M | $13M | $14M | $8M | $4M | · | |
| Current Assets | $318M | $286M | $360M | $347M | $410M | $376M | $378M | $230M | $180M | $62M | · | |
| PP&E (Net) | $30M | $40M | $49M | $62M | $75M | $80M | $26M | $11M | $11M | $12M | · | |
| PP&E (Gross) | $117M | $116M | $114M | $115M | $111M | $101M | $51M | $29M | $23M | $19M | · | |
| Accum. Depreciation | $86M | $76M | $65M | $53M | $36M | $21M | $25M | $18M | $12M | $7M | · | |
| Goodwill | $111M | $97M | $4M | $4M | $5M | $5M | $5M | $5M | $5M | $4M | $4M | |
| Intangibles | $85M | $94M | $168.0K | $193.0K | $200.0K | $767.0K | $1M | $2M | $3M | $3M | · | |
| Other Non-current Assets | $3M | $9M | $3M | $4M | $6M | $6M | $4M | $996.0K | $919.0K | $5M | · | |
| Total Assets | $622M | $610M | $509M | $524M | $620M | $596M | $564M | $267M | $203M | $86M | · | |
| Accounts Payable | $6M | $5M | $7M | $7M | $9M | $13M | $10M | $8M | $4M | $5M | · | |
| Current Liabilities | $297M | $345M | $268M | $291M | $291M | $260M | $245M | $180M | $118M | $84M | · | |
| Capital Leases | $62M | $77M | $90M | $101M | $114M | $124M | $115M | $0 | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | $168.0K | · | |
| Other Non-current Liabilities | $6M | $17M | $4M | $4M | $4M | $5M | $2M | $3M | $645.0K | $576.0K | · | |
| Total Liabilities | $462M | $457M | $362M | $396M | $408M | $389M | $362M | $183M | $122M | $94M | · | |
| Long-term Debt | $98M | $0 | · | · | · | · | · | · | $0 | · | · | |
| Total Debt | · | · | · | · | · | · | · | · | $0 | · | · | |
| Common Stock | $158.0K | $153.0K | $148.0K | $142.0K | $137.0K | $130.0K | $122.0K | $109.0K | $100.0K | $38.0K | · | |
| Paid-in Capital | $1.03B | $996M | $943M | $897M | $834M | $734M | $636M | $399M | $328M | $53M | · | |
| Retained Earnings | $-669M | $-707M | $-679M | $-677M | $-611M | $-517M | $-423M | $-301M | $-233M | $-167M | · | |
| Treasury Stock | $198M | $130M | $112M | $89M | $12M | $12M | $12M | $12M | $12M | $12M | · | |
| AOCI | $-2M | $-6M | $-4M | $-4M | $-187.0K | $2M | $-360.0K | $-1M | $-2M | $-2M | · | |
| Stockholders' Equity | $159M | $153M | $147M | $128M | $212M | $207M | $201M | $85M | $81M | $-128M | $-95M | |
| Liabilities + Equity | $622M | $610M | $509M | $524M | $620M | $596M | $564M | $267M | $203M | $86M | · | |
| Shares Outstanding | 122,933,027 | 126,999,000 | 124,867,000 | 122,335,000 | 131,157,000 | 123,989,000 | 115,830,000 | 102,172,900 | 93,976,930 | 31,394,717 | · |
Cash Flow
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $49M | $52M | $45M | $63M | $73M | $72M | $68M | $44M | $22M | $10M | $5M | |
| Deferred Tax | $-106.0K | $-3M | $75.0K | $815.0K | $200.0K | $-858.0K | $-93.0K | $-43.0K | $-129.0K | $31.0K | $-1M | |
| Amort. of Intangibles | $16M | $7M | $100.0K | $100.0K | $600.0K | $600.0K | $600.0K | $600.0K | $700.0K | $700.0K | $800.0K | |
| Operating Cash Flow | $56M | $50M | $46M | $18M | $22M | $1M | $-31M | $5M | $-32M | $-14M | $-11M | |
| CapEx | $3M | $2M | $3M | $6M | $13M | $65M | $12M | $5M | $4M | $4M | $10M | |
| Investing Cash Flow | $-21M | $-91M | $-3M | $-6M | $-13M | $-65M | $39M | $28M | $-88M | $-4M | $-10M | |
| Stock Issued | · | · | · | · | $0 | $0 | $147M | $0 | $0 | $0 | $29M | |
| Stock Repurchased | $67M | $18M | $23M | $77M | $0 | $0 | · | · | · | · | · | |
| Net Stock Activity | $-67M | $-18M | $-23M | $-77M | $0 | $0 | $147M | · | $0 | · | · | |
| Financing Cash Flow | $-10M | $-29M | $-23M | $-79M | $25M | $23M | $168M | $24M | $130M | $6M | $2M | |
| Net Change in Cash | $31M | $-72M | $20M | $-71M | $31M | $-38M | $176M | $57M | $9M | $-11M | $-19M | |
| Taxes Paid | $4M | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $53M | $48M | $43M | $12M | $8M | $-64M | $-43M | $-30.0K | $-36M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | $-36M | · | · |
Profitability
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 74.5% | 77.1% | 78.4% | 74.1% | 74.8% | 75.6% | 74.2% | 74.9% | 74.1% | · | · | |
| Operating Margin | 10.0% | -7.7% | -1.5% | -16.2% | -23.0% | -26.6% | -41.1% | -33.1% | -39.1% | · | · | |
| Net Margin | 8.5% | -6.6% | -0.65% | -16.4% | -23.9% | -26.7% | -40.7% | -32.8% | -39.1% | · | · | |
| Pretax Margin | 9.0% | -6.7% | -0.08% | -15.9% | -23.5% | -26.7% | -40.3% | -32.7% | -39.0% | · | · | |
| EBITDA Margin | 10.0% | -7.7% | -1.5% | -16.2% | -23.0% | -26.6% | -41.1% | -33.1% | -39.1% | · | · | |
| ROA | 6.2% | -5.0% | -0.51% | -11.5% | -15.3% | -16.3% | -29.3% | -31.8% | -45.9% | · | · | |
| ROE | 24.3% | -17.8% | -1.9% | -51.1% | -43.7% | -46.4% | -58.8% | -89.0% | -80.4% | · | · | |
| ROIC | 26.4% | -21.1% | -32.8% | -52.3% | -43.0% | -45.6% | -61.7% | -89.7% | -82.0% | · | · |
Liquidity & Solvency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 0.8 | 1.3 | 1.2 | 1.4 | 1.4 | 1.5 | 1.3 | 1.5 | · | · | |
| Quick Ratio | 0.9 | 0.7 | 1.2 | 1.0 | 1.2 | 1.3 | 1.4 | 0.8 | 1.4 | · | · | |
| Debt / Equity | · | · | · | · | · | · | · | · | 0.0 | · | · | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | 0.0 | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | -185.6 | · | · |
Efficiency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.8 | 0.8 | 0.7 | 0.6 | 0.6 | 0.7 | 1.0 | 1.2 | · | · | |
| Receivables Turnover | 3.8 | 3.8 | 3.7 | 3.8 | 3.9 | 4.0 | 4.4 | 4.6 | 4.7 | · | · |
Per Share
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $1.30 | $1.21 | $1.18 | $1.05 | $1.62 | $1.67 | $1.74 | $0.83 | $0.87 | · | · | |
| Revenue / Share | $3.44 | $3.32 | $3.26 | $3.20 | · | · | · | · | · | · | · | |
| Cash Flow / Share | $0.43 | $0.40 | $0.37 | $0.14 | · | · | · | · | · | · | · | |
| Cash / Share | $1.25 | $0.97 | $1.68 | $1.55 | $1.99 | $1.86 | $2.21 | $0.90 | $0.37 | · | · | |
| EPS (TTM) | $0.07 | $-0.22 | $-0.02 | $-0.53 | $-0.73 | $-0.79 | · | · | · | · | · |
Growth Rates
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.1% | 4.1% | 0.87% | 2.6% | 10.1% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 3.7% | 2.5% | 4.5% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.7% | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $447M | $421M | $404M | $401M | $391M | $355M | $299M | $228M | $170M | · | · | |
| Net Income TTM | $38M | $-28M | $-3M | $-66M | $-93M | $-95M | $-122M | $-75M | $-67M | · | · | |
| Market Cap | $880M | $836M | $740M | $850M | $1.06B | $2.09B | $1.73B | $1.59B | $1.13B | · | · | |
| Enterprise Value | · | · | · | · | · | · | · | · | $1.01B | · | · | |
| P/E | 102.3 | -29.9 | -296.5 | -13.1 | -11.1 | -21.4 | · | · | · | · | · | |
| P/S | 2.0 | 2.0 | 1.8 | 2.1 | 2.7 | 5.9 | 5.8 | 7.0 | 6.7 | · | · | |
| P/B | 5.5 | 5.5 | 5.0 | 6.6 | 5.0 | 10.1 | 8.6 | 18.8 | 13.9 | · | · | |
| P / Tangible Book | · | · | 5.2 | 6.9 | 5.1 | 10.4 | · | · | · | · | · | |
| P / Cash Flow | 15.8 | 16.6 | 16.0 | 47.6 | 48.6 | 1737.3 | -56.2 | 304.0 | -35.5 | · | · | |
| P / FCF | 16.5 | 17.4 | 17.0 | 72.9 | 126.0 | -32.7 | -40.6 | -53095.9 | -31.8 | · | · | |
| EV / EBITDA | · | · | · | · | · | · | · | · | -15.2 | · | · | |
| EV / FCF | · | · | · | · | · | · | · | · | -28.5 | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | · | 6.0 | · | · | |
| Earnings Yield | 0.98% | -3.3% | -0.34% | -7.6% | -9.0% | -4.7% | · | · | · | · | · |
Income Statement
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $111M | $108M | $112M | $112M | $113M | $109M | $113M | $114M | $98M | $96M | $101M | $101M | $103M | $99M | $102M | $99M | |
| Cost of Revenue | $27M | $29M | $30M | $29M | $28M | $27M | $26M | $26M | $22M | $22M | $22M | $22M | $22M | $21M | $26M | $26M | |
| Gross Profit | $84M | $79M | $82M | $83M | $85M | $82M | $87M | $88M | $76M | $74M | $79M | $79M | $80M | $78M | $75M | $74M | |
| R&D Expense | $19M | $21M | $22M | $23M | $23M | $22M | $20M | $21M | $19M | $17M | $18M | $18M | $19M | $17M | $17M | $18M | |
| SG&A Expense | · | $22M | · | · | · | $23M | $30M | $33M | $23M | $20M | $18M | $17M | $18M | $19M | $19M | $19M | |
| Operating Expenses | $66M | $73M | $76M | $75M | $55M | $81M | $96M | $98M | $83M | $80M | $78M | $81M | $84M | $79M | $83M | $86M | |
| Operating Income | $18M | $6M | $6M | $8M | $30M | $1M | $-9M | $-10M | $-8M | $-5M | $1M | $-2M | $-4M | $-1M | $-8M | $-12M | |
| Other Non-op | $-230.0K | $-165.0K | $-398.0K | $94.0K | $-45.0K | $-355.0K | $-348.0K | $-55.0K | $-204.0K | $-138.0K | $-74.0K | $-70.0K | $-297.0K | $-320.0K | $-236.0K | $-156.0K | |
| Pretax Income | $14M | $3M | $4M | $7M | $29M | $753.0K | $-9M | $-10M | $-5M | $-4M | $3M | $-102.0K | $-3M | $-91.0K | $-7M | $-12M | |
| Income Tax | $1M | $433.0K | $-44.0K | $536.0K | $2M | $-17.0K | $-2M | $3M | $-1M | $221.0K | $944.0K | $366.0K | $661.0K | $321.0K | $670.0K | $398.0K | |
| Net Income | $13M | $3M | $4M | $6M | $27M | $770.0K | $-7M | $-13M | $-4M | $-4M | $2M | $-468.0K | $-3M | $-412.0K | $-8M | $-12M | |
| EPS (Basic) | $0.13 | $0.02 | $0.03 | $0.05 | $0.22 | $0.01 | $-0.06 | $-0.10 | $-0.03 | $-0.03 | $0.01 | $0.00 | $-0.03 | $0.00 | $-0.07 | $-0.10 | |
| EPS (Diluted) | $0.13 | $0.02 | $0.02 | $0.01 | $0.03 | $0.01 | $-0.06 | $-0.10 | $-0.03 | $-0.03 | $0.01 | $0.00 | $-0.03 | $0.00 | $-0.07 | $-0.10 | |
| Shares (Basic) | 100,094,307 | 111,725,486 | · | 123,151,525 | 122,854,629 | 125,651,595 | · | 128,036,993 | 126,535,481 | 125,387,162 | · | 124,239,180 | 124,358,526 | 123,266,684 | · | 123,500,961 | |
| Shares (Diluted) | 103,110,326 | 112,957,469 | · | 128,888,811 | 130,800,808 | 131,272,117 | · | 128,036,993 | 126,535,481 | 125,387,162 | · | 124,239,180 | 124,358,526 | 123,266,684 | · | 123,500,961 | |
| EBITDA | $18M | $6M | · | $8M | $30M | $1M | · | $-10M | $-8M | $-5M | · | $-2M | $-4M | $-1M | · | $-12M |
Balance Sheet
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $87M | $92M | $154M | $140M | $179M | $115M | $123M | $100M | $235M | $246M | $210M | $182M | $201M | $217M | $190M | $162M | |
| Receivables | $69M | $70M | $121M | $63M | $66M | $71M | $113M | $58M | $46M | $54M | · | $51M | $55M | $58M | · | $68M | |
| Prepaid Expense | $26M | $27M | $21M | $18M | $20M | $23M | $18M | $17M | $18M | $15M | · | $18M | $16M | $17M | · | $15M | |
| Current Assets | $199M | $208M | $318M | $243M | $300M | $247M | $286M | $209M | $322M | $340M | · | $279M | $301M | $323M | · | $276M | |
| PP&E (Net) | $26M | $27M | $30M | $33M | $36M | $38M | $40M | $42M | $44M | $46M | · | $51M | $54M | $58M | · | $65M | |
| PP&E (Gross) | $117M | $117M | $117M | $118M | $118M | $117M | $116M | $116M | $115M | $114M | · | $113M | $116M | $115M | · | $114M | |
| Accum. Depreciation | $91M | $89M | $86M | $85M | $82M | $79M | $76M | $74M | $71M | $68M | · | $62M | $62M | $57M | · | $48M | |
| Goodwill | $111M | $111M | $111M | $111M | $111M | $111M | $97M | $105M | $4M | $4M | · | $4M | $5M | $5M | · | $4M | |
| Intangibles | $78M | $81M | $85M | $89M | $93M | $97M | $94M | $88M | $156.0K | $162.0K | · | $175.0K | $181.0K | $187.0K | · | $199.0K | |
| Other Non-current Assets | $4M | $4M | $3M | $3M | $3M | $4M | $9M | $9M | $3M | $3M | · | $3M | $3M | $3M | · | $4M | |
| Total Assets | $484M | $499M | $622M | $556M | $626M | $572M | $610M | $540M | $458M | $482M | · | $432M | $459M | $489M | · | $456M | |
| Accounts Payable | $5M | $5M | $6M | $4M | $7M | $7M | $5M | $8M | $6M | $5M | · | $8M | $5M | $4M | · | $5M | |
| Current Liabilities | $240M | $264M | $297M | $222M | $286M | $327M | $345M | $241M | $208M | $236M | · | $199M | $222M | $248M | · | $219M | |
| Capital Leases | $55M | $58M | $62M | $65M | $69M | $74M | $77M | $80M | $83M | $86M | · | $92M | $94M | $97M | · | $103M | |
| Other Non-current Liabilities | $6M | $6M | $6M | $6M | $7M | $7M | $17M | $19M | $5M | $4M | · | $4M | $4M | $4M | · | $4M | |
| Total Liabilities | $448M | $475M | $462M | $401M | $474M | $430M | $457M | $380M | $295M | $326M | · | $295M | $320M | $348M | · | $326M | |
| Long-term Debt | $148M | $148M | $98M | $98M | $98M | · | $0 | · | · | · | · | · | · | · | · | · | |
| Total Debt | $148M | $148M | · | $98M | $98M | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $137.0K | $136.0K | $158.0K | $158.0K | $156.0K | $154.0K | $153.0K | $152.0K | $150.0K | $149.0K | · | $147.0K | $146.0K | $145.0K | · | $141.0K | |
| Paid-in Capital | $898M | $891M | $1.03B | $1.02B | $1.01B | $1.01B | $996M | $983M | $967M | $955M | · | $934M | $923M | $915M | · | $886M | |
| Retained Earnings | $-653M | $-667M | $-669M | $-673M | $-680M | $-706M | $-707M | $-700M | $-687M | $-683M | · | $-681M | $-680M | $-677M | · | $-669M | |
| Treasury Stock | $207M | $198M | $198M | $190M | $176M | $158M | $130M | $119M | $112M | $112M | · | $112M | $100M | $94M | · | $81M | |
| AOCI | $-2M | $-2M | $-2M | $-2M | $-3M | $-3M | $-6M | $-5M | $-4M | $-5M | · | $-4M | $-3M | $-3M | · | $-7M | |
| Stockholders' Equity | $36M | $24M | $159M | $155M | $153M | $142M | $153M | $160M | $163M | $156M | $147M | $136M | $139M | $141M | $128M | $130M | |
| Liabilities + Equity | $484M | $499M | $622M | $556M | $626M | $572M | $610M | $540M | $458M | $482M | · | $432M | $459M | $489M | · | $456M | |
| Shares Outstanding | 99,283,687 | 100,133,930 | 122,933,027 | 123,005,705 | 123,125,709 | 123,466,124 | 126,999,461 | 128,010,487 | 127,144,940 | 126,129,075 | 124,867,000 | 124,070,118 | 124,653,845 | 124,214,252 | 122,335,000 | 122,747,392 |
Cash Flow
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $10M | $10M | $11M | $12M | $13M | $13M | $15M | $13M | $12M | $12M | $11M | $12M | $12M | $11M | $14M | $15M | |
| Amort. of Intangibles | $4M | $4M | $4M | $4M | $4M | $4M | $3M | $4M | $100.0K | $100.0K | $0 | $100.0K | · | · | · | · | |
| Operating Cash Flow | $8M | $37M | $30M | $-20M | $8M | $38M | $38M | $-16M | $-11M | $38M | $28M | $-2M | $-7M | $27M | $36M | $-11M | |
| CapEx | $259.0K | $429.0K | $907.0K | $515.0K | $573.0K | $562.0K | $316.0K | $577.0K | $545.0K | $647.0K | $408.0K | $753.0K | $623.0K | $944.0K | $793.0K | $2M | |
| Investing Cash Flow | $-1M | $-429.0K | $-907.0K | $-515.0K | $-573.0K | $-19M | $-316.0K | $-90M | $-545.0K | $-647.0K | $-408.0K | $-753.0K | $-623.0K | $-944.0K | $-793.0K | $-2M | |
| Stock Repurchased | $9M | $142M | $8M | $14M | $18M | $28M | $11M | $7M | $201.0K | $0 | $0 | $12M | $6M | $5M | $9M | $10M | |
| Net Stock Activity | · | $-142M | · | · | · | $-28M | · | · | · | $0 | · | · | · | $-5M | · | · | |
| Financing Cash Flow | $-11M | $-100M | $-20M | $-31M | $70M | $-29M | $-15M | $-11M | $-834.0K | $-1M | $-372.0K | $-15M | $-9M | $312.0K | $-11M | $-12M | |
| Net Change in Cash | $-5M | $-64M | $10M | $-51M | $78M | $-7M | $21M | $-117M | $-11M | $36M | $28M | $-18M | $-16M | $27M | $28M | $-26M | |
| Free Cash Flow | · | $37M | · | · | · | $37M | · | · | · | $38M | · | · | · | $26M | · | · |
Profitability
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 75.5% | 73.0% | · | 73.9% | 75.2% | 75.2% | · | 77.0% | 77.2% | 77.5% | · | 78.2% | 78.2% | 78.5% | · | 74.2% | |
| Operating Margin | 15.8% | 5.2% | · | 7.0% | 26.2% | 1.0% | · | -9.1% | -7.7% | -5.7% | · | -1.8% | -4.1% | -1.2% | · | -12.2% | |
| Net Margin | 11.8% | 2.4% | · | 5.5% | 23.6% | 0.70% | · | -11.2% | -4.1% | -4.0% | · | -0.46% | -3.4% | -0.41% | · | -12.4% | |
| Pretax Margin | 12.8% | 2.8% | · | 6.0% | 25.2% | 0.69% | · | -8.6% | -5.6% | -3.8% | · | -0.10% | -2.7% | -0.09% | · | -12.0% | |
| EBITDA Margin | 15.8% | 5.2% | · | 7.0% | 26.2% | 1.0% | · | -9.1% | -7.7% | -5.7% | · | -1.8% | -4.1% | -1.2% | · | -12.2% | |
| ROA | 2.4% | 0.49% | · | 1.1% | 4.9% | 0.15% | · | -2.6% | -0.88% | -0.79% | · | -0.11% | -0.73% | -0.08% | · | -2.4% | |
| ROE | 14.0% | 3.1% | · | 3.9% | 17.0% | 0.52% | · | -8.6% | -2.7% | -2.6% | · | -0.35% | -2.5% | -0.26% | · | -7.1% | |
| ROIC | 8.9% | 2.8% | · | 2.8% | 11.1% | 0.80% | · | -8.5% | -3.4% | -3.7% | · | -6.0% | -3.8% | -4.0% | · | -9.7% |
Liquidity & Solvency
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 0.8 | · | 1.1 | 1.0 | 0.8 | · | 0.9 | 1.6 | 1.4 | · | 1.4 | 1.4 | 1.3 | · | 1.3 | |
| Quick Ratio | 0.6 | 0.6 | · | 0.9 | 0.9 | 0.6 | · | 0.7 | 1.4 | 1.3 | · | 1.2 | 1.1 | 1.1 | · | 1.0 | |
| Debt / Equity | 4.1 | 6.0 | · | 0.6 | 0.6 | · | · | · | · | · | · | · | · | · | · | · | |
| LT Debt / Equity | 4.1 | 6.0 | · | 0.6 | 0.6 | · | · | · | · | · | · | · | · | · | · | · |
Efficiency
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 1.6 | 1.5 | · | 1.9 | 2.0 | 1.8 | · | 2.1 | 2.0 | 1.7 | · | 1.7 | 1.9 | 1.7 | · | 1.5 |
Per Share
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $0.36 | $0.24 | · | $1.26 | $1.24 | $1.15 | · | $1.25 | $1.28 | $1.23 | · | $1.10 | $1.12 | $1.13 | · | $1.06 | |
| Revenue / Share | $1.08 | $0.96 | · | $0.87 | $0.86 | $0.83 | · | $0.89 | $0.77 | $0.77 | · | $0.81 | $0.82 | $0.81 | · | $0.80 | |
| Cash Flow / Share | · | $0.33 | · | · | · | $0.29 | · | · | · | $0.31 | · | · | · | $0.22 | · | · | |
| Cash / Share | $0.87 | $0.92 | · | $1.14 | $1.45 | $0.93 | · | $0.79 | $1.85 | $1.95 | · | $1.47 | $1.61 | $1.75 | · | $1.32 | |
| EPS (TTM) | $0.18 | $0.08 | · | $-0.01 | $-0.12 | $-0.18 | · | $-0.15 | $-0.05 | $-0.05 | · | $-0.10 | $-0.20 | $-0.33 | · | $-0.64 |
Valuation (TTM)
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $443M | $445M | · | $448M | $450M | $434M | · | $409M | $396M | $401M | · | $405M | $403M | $402M | · | $400M | |
| Net Income TTM | $26M | $40M | · | $26M | $7M | $-23M | · | $-19M | $-7M | $-6M | · | $-12M | $-24M | $-41M | · | $-81M | |
| Market Cap | $542M | $387M | · | $1.04B | $1000M | $840M | · | $927M | $732M | $692M | · | $748M | $1.21B | $1.09B | · | $653M | |
| Enterprise Value | $603M | $442M | · | $1.00B | $919M | · | · | · | · | · | · | · | · | · | · | · | |
| P/E | 30.3 | 48.2 | · | -847.0 | -67.7 | -37.8 | · | -48.3 | -115.2 | -109.8 | · | -60.3 | -48.6 | -26.6 | · | -8.3 | |
| P/S | 1.2 | 0.9 | · | 2.3 | 2.2 | 1.9 | · | 2.3 | 1.8 | 1.7 | · | 1.8 | 3.0 | 2.7 | · | 1.6 | |
| P/B | 15.2 | 15.8 | · | 6.7 | 6.6 | 5.9 | · | 5.8 | 4.5 | 4.4 | · | 5.5 | 8.7 | 7.8 | · | 5.0 | |
| P / Tangible Book | · | · | · | · | · | · | · | · | 4.6 | 4.6 | · | 5.7 | 9.0 | 8.0 | · | 5.2 | |
| P / Cash Flow | · | 10.3 | · | · | · | 22.3 | · | · | · | 18.1 | · | · | · | 40.8 | · | · | |
| EV / Revenue | 1.4 | 1.0 | · | 2.2 | 2.0 | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 3.3% | 2.1% | · | -0.12% | -1.5% | -2.6% | · | -2.1% | -0.87% | -0.91% | · | -1.7% | -2.1% | -3.8% | · | -12.0% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Revenue | $447M | $421M | $404M | $401M | $391M |
| Gross Margin % | 74.5% | 77.1% | 78.4% | 74.1% | 74.8% |
| Operating Margin % | 10.0% | -7.7% | -1.5% | -16.2% | -23.0% |
| Net Income | $38M | $-28M | $-3M | $-66M | $-93M |
| Diluted EPS | $0.07 | $-0.22 | $-0.02 | $-0.53 | $-0.73 |
| Metric | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Current Ratio | 1.1 | 0.8 | 1.3 | 1.2 | 1.4 |
| Quick Ratio | 0.9 | 0.7 | 1.2 | 1.0 | 1.2 |
| Metric | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $53M | $48M | $43M | $12M | $8M |
Institutional owners (13F) 199 filers · $453.7M total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
199
Value held
$453.7M
New positions
33
Exited positions
48
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 33 (-22 vs prior Q) | 48 (+6 vs prior Q) | 54 (-5 vs prior Q) | 66 (+2 vs prior Q) | -7.9M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $122,321,002 | 15,176,303 | 26.96% | Shares |
| Lynrock Lake LP | $88,800,456 | 19,015,087 | 19.57% | Shares |
| Lead Edge Capital Management, LLC | $36,628,192 | 7,843,296 | 8.07% | Shares |
| BlackRock, Inc. | $34,535,602 | 7,395,204 | 7.61% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $21,523,283 | 4,608,840 | 4.74% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $17,371,573 | 3,719,823 | 3.83% | Shares |
| STATE STREET CORP | $13,375,324 | 2,864,095 | 2.95% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $10,350,843 | 2,215,856 | 2.28% | Shares |
| FMR LLC | $9,664,149 | 2,069,411 | 2.13% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $9,537,629 | 2,042,319 | 2.10% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6,790,881 | 1,454,150 | 1.50% | Shares |
| GOLDMAN SACHS GROUP INC | $6,662,240 | 1,426,604 | 1.47% | Shares |
| Pathstone Holdings, LLC | $3,927,937 | 841,100 | 0.87% | Shares |
| NORTHERN TRUST CORP | $3,641,143 | 779,688 | 0.80% | Shares |
| CITADEL ADVISORS LLC | $3,542,564 | 758,579 | 0.78% | Shares |
| BANK OF AMERICA CORP /DE/ | $3,358,818 | 719,233 | 0.74% | Shares |
| Cubist Systematic Strategies, LLC | $2,823,490 | 331,395 | 0.62% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2,805,993 | 600,855 | 0.62% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $2,667,695 | 571,241 | 0.59% | Shares |
| MORGAN STANLEY | $2,367,172 | 506,889 | 0.52% | Shares |
| UBS Group AG | $2,265,314 | 485,078 | 0.50% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $2,236,664 | 478,943 | 0.49% | Shares |
| Vanguard Global Advisers, LLC | $2,105,941 | 450,951 | 0.46% | Shares |
| Maltin Wealth Management, Inc. | $1,837,360 | 393,439 | 0.40% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $1,700,151 | 364,058 | 0.37% | Shares |
| Bank of New York Mellon Corp | $1,610,020 | 344,758 | 0.35% | Shares |
| PRUDENTIAL FINANCIAL INC | $1,594,852 | 341,510 | 0.35% | Shares |
| MACKENZIE FINANCIAL CORP | $1,387,149 | 297,034 | 0.31% | Shares |
| KLP KAPITALFORVALTNING AS | $1,373,447 | 294,100 | 0.30% | Shares |
| Balyasny Asset Management L.P. | $1,341,672 | 287,296 | 0.30% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $1,273,789 | 272,760 | 0.28% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1,202,511 | 257,497 | 0.27% | Shares |
| OP Asset Management Ltd | $1,150,716 | 246,406 | 0.25% | Shares |
| TUDOR INVESTMENT CORP ET AL | $1,078,588 | 230,961 | 0.24% | Shares |
| Nuveen, LLC | $1,064,054 | 227,849 | 0.23% | Shares |
| Creative Planning | $977,067 | 209,222 | 0.22% | Shares |
| Invesco Ltd. | $898,307 | 192,357 | 0.20% | Shares |
| AlphaQuest LLC | $863,081 | 107,082 | 0.19% | Shares |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $859,565 | 184,061 | 0.19% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $812,894 | 211,691 | 0.18% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $796,721 | 170,604 | 0.18% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $779,330 | 166,880 | 0.17% | Shares |
| Squarepoint Ops LLC | $699,496 | 149,785 | 0.15% | Shares |
| CREDIT AGRICOLE S A | $695,830 | 149,000 | 0.15% | Shares |
| PANAGORA ASSET MANAGEMENT INC | $689,063 | 147,551 | 0.15% | Shares |
| Russell Investments Group, Ltd. | $679,017 | 145,400 | 0.15% | Shares |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $630,450 | 135,000 | 0.14% | Shares |
| Rangeley Capital, LLC | $608,632 | 130,328 | 0.13% | Shares |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $589,830 | 126,302 | 0.13% | Shares |
| Engineers Gate Manager LP | $585,833 | 125,446 | 0.13% | Shares |
Activists & 5%+ owners 3 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Lynrock Lake LP, Lynrock Lake Partners LLC, Cynthia Paul | July 9, 2026 | 19.00% | Initial filing | Passive investment | SEC |
| Lead Edge Capital V, LP, Lead Edge Capital Partners V, LLC, Lead Edge Capital VI, LP, Lead Edge Capital Partners VI, LLC, Lead Edge Public Fund, LP, Lead Edge Public Fund GP, LLC, Lead Edge Capital Management, LLC, Mitchell Green, Brian Neider, Nimay Mehta | March 25, 2026 | 7.90% | Amendment | · | SEC |
| Lead Edge Capital V, LP (2), Lead Edge Capital Partners V, LLC (2), Lead Edge Capital VI, LP (2), Lead Edge Capital Partners VI, LLC (2), Lead Edge Public Fund, LP (2), Lead Edge Public Fund GP, LLC (2), Lead Edge Capital Management, LLC (2), Mitchell Green (2), Brian Neider (2), Nimay Mehta (2) | Oct. 4, 2022 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 31 insiders · 11 officers · 15 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Michael Walrath | Chief Executive Officer | Sept. 20, 2026 M | 4,002,649 | 0 | 0 | $0 |
| Howard Lerman | Chief Executive Officer | March 20, 2022 M | 3,256,457 | 0 | 0 | $0 |
| Steven Cakebread | Chief Financial Officer | March 20, 2022 M | 154,012 | 0 | 0 | $0 |
| Marc Ferrentino | President and COO | Sept. 20, 2023 M | 360,958 | 0 | 0 | $0 |
| David Rudnitsky | President & CRO | March 20, 2022 M | 161,239 | 0 | 0 | $0 |
| Jim Steele | President & CRO | Sept. 28, 2020 S | 7,966 | 0 | 0 | $0 |
| Allan Tang | Chief Accounting Officer | Sept. 20, 2026 M | 13,986 | 0 | 1 | $-36,200 |
| Darryl Bond | Officer | Sept. 20, 2026 M | 775,570 | 0 | 0 | $0 |
| Ho Shin | General Counsel | Sept. 20, 2026 M | 300,790 | 0 | 1 | $-191,700 |
| Faheem Bawa | Chief Accounting Officer | Sept. 20, 2022 M | 29,250 | 0 | 0 | $0 |
| Tom Christopher Dixon | Chief Technology Officer | Sept. 30, 2020 S | 94,908 | 0 | 0 | $0 |
| Daniel J Englander | Director | Sept. 9, 2026 A | 141,190 | 1 | 0 | $397,712 |
| Paul Cynthia | Director | July 7, 2026 A | · | 0 | 0 | $0 |
| Mark Steven Davis | Director | June 11, 2026 M | 89,631 | 0 | 0 | $0 |
| Hillary B Smith | Director | June 11, 2026 M | 133,849 | 0 | 0 | $0 |
| Evan Skorpen | Director | June 10, 2026 A | 159,575 | 0 | 0 | $0 |
| Jesse Lipson | Director | June 10, 2026 M | 460,219 | 0 | 0 | $0 |
| Seth H. Waugh | Director | June 10, 2026 A | 319,411 | 1 | 0 | $498,750 |
| Andrew T Sheehan | Director | June 10, 2026 A | 199,583 | 0 | 0 | $0 |
| Julie Richardson | Director | Jan. 31, 2025 M | 157,130 | 0 | 0 | $0 |
| Tamar Yehoshua | Director | Sept. 13, 2024 M | 131,889 | 0 | 0 | $0 |
| Shane Battier | Director | June 12, 2024 M | 80,491 | 0 | 0 | $0 |
| Brian Distelburger | Director | June 12, 2024 M | 3,166,975 | 0 | 0 | $0 |
| Phillip M Fernandez | Director | June 13, 2019 M | 28,078 | 0 | 0 | $0 |
| Samuel J Pullara III | · | Dec. 1, 2017 J | 0 | 0 | 0 | $0 |
| Stefan A Dyckerhoff | · | Dec. 1, 2017 J | 0 | 0 | 0 | $0 |
| Michael L Speiser | · | Dec. 1, 2017 J | 0 | 0 | 0 | $0 |
| Jeffrey W Bird | · | Dec. 1, 2017 J | 0 | 0 | 0 | $0 |
| James N White | · | Dec. 1, 2017 J | 0 | 0 | 0 | $0 |
| Tench Coxe | · | Dec. 1, 2017 J | 618,267 | 0 | 0 | $0 |
| SUTTER HILL VENTURES | · | Dec. 1, 2017 J | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 30 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| IWC · iShares Trust | 0.13% | 295,077 SH | Sept. 11, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.12% | 219,880 SH | Aug. 19, 2026 | Daily |
| VFMV · VANGUARD WELLINGTON FUND | 0.10% | 92,403 SH | Aug. 19, 2026 | Daily |
| HAPS · Harbor ETF Trust | 0.09% | 29,465 NS | July 31, 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0.07% | 449,954 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.04% | 154,266 SH | Sept. 30, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.03% | 45,235 SH | Aug. 19, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 57,457 SH | Aug. 19, 2026 | Daily |
| PKW · Invesco Exchange-Traded Fund Trust | 0.02% | 50,551 SH | Oct. 1, 2026 | Daily |
| IWM · iShares Trust | 0.02% | 2,222,018 SH | Sept. 11, 2026 | Daily |
| RSSL · Global X Funds | 0.02% | 41,227 NS | July 31, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.01% | 497,835 SH | Aug. 19, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.01% | 22,022 SH | Aug. 19, 2026 | Daily |
| VGT · VANGUARD WORLD FUND | 0.01% | 2,043,460 SH | Aug. 19, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.01% | 242,668 NS | July 31, 2026 | N-PORT |
| IWO · iShares Trust | 0.01% | 192,997 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.00% | 228,837 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.00% | 6,120 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 7,772 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 143,948 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 25,926 SH | Sept. 3, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.00% | 19,245 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 26,084 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 1,009,315 SH | Aug. 19, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 2,621,347 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 8,697 SH | Aug. 19, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.00% | 948 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.00% | 8 NS | July 31, 2026 | N-PORT |
| IWN · iShares Trust | · | 624,637 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 280,413 SH | Sept. 11, 2026 | Daily |
YEXT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 8 analysts
BUY
Median target
$7.00
+7.5%
2 25.0%
Strong Buy
4 50.0%
Buy
2 25.0%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
1 analysts · 2026-09-27Mean target $7.00 +7.5%
Low$7.00
Mean$7.00
High$7.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| YEXT | $880M | 102.3 | 6.1% | 8.5% | 24.3% | 74.5% |
| SPT | · | -15.2 | 12.7% | -9.5% | -22.3% | 77.6% |
| PAR | $1.47B | -17.4 | 30.2% | -18.5% | -10.0% | 43.5% |
| BTBT | $613M | -6.1 | 5.1% | -70.7% | -14.1% | · |
| OOMA | $322M | 51.1 | 6.5% | 2.4% | 7.1% | 61.1% |
| ALOY | · | · | -5.3% | -182.1% | -95.8% | 48.0% |
| WEAV | $595M | -20.5 | 17.0% | -11.7% | -34.8% | 72.1% |
| RMNI | $355M | 9.9 | -1.7% | 8.8% | -132.3% | 60.4% |
| API | $1.42B | 203.5 | · | 6.8% | 1.7% | 66.4% |
| GLOO | $0 | -0.8 | 307.7% | -166.0% | 150.0% | · |
| IIIV | · | 45.1 | 16.5% | · | 4.7% | · |
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Source: SEC 10-Q filed Sep 1, 2026