SPL
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Superior Planning, LLC’s Yext YEXT Stock Holding History

Superior Planning, LLC’s Portfolio YEXT Stock Details YEXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$246 Buy
+38
New +$225 ﹤0.01% 2014

Other funds holding YEXT

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Superior Planning, LLC's YEXT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Yext (YEXT) in Q3 2026: 38 shares worth $246. The stake represents ﹤0.01% of the portfolio and ranks #2014 among its holdings.

82 funds tracked by Wall St. Rank hold YEXT as of Q3 2026.

  • Superior Planning, LLC held 38 shares of Yext worth $246 as of Q3 2026.
  • Yext was a new Superior Planning, LLC position in Q3 2026.
  • Yext made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2014 holding.
  • 82 funds tracked by Wall St. Rank held Yext as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.