Able Wealth Management’s Yext YEXT Stock Holding History

Able Wealth Management’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 Q2	–	Sell	-12,577	Closed	-$48.3K	–	205
2026 Q1	$48.3K	Buy	+12,577	New	+$75.7K	0.01%	137

Other funds holding YEXT

LLL

Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Able Wealth Management's YEXT Position: Q2 2026 in Review

Able Wealth Management sold out of Yext (YEXT) in Q2 2026, closing a stake of 12,577 shares — an estimated $48.3K sold.

Able Wealth Management first reported a position in YEXT in Q1 2026 and held it in 1 quarter. The position peaked at $48.3K in Q1 2026. 173 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

Able Wealth Management reported no remaining Yext position as of Q2 2026 after selling out during the quarter.
Able Wealth Management sold 12,577 Yext shares in Q2 2026, an estimated $48.3K.
Able Wealth Management first reported a position in Yext in Q1 2026 and held it in 1 quarter.
Able Wealth Management's Yext position peaked at $48.3K in Q1 2026.
173 funds tracked by Wall St. Rank held Yext as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.