Allworth Financial’s Yext YEXT Stock Holding History

Allworth Financial’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 Q1	$1.28K	Buy	334 +71	+27%	+$427	﹤0.01%	4499
2025 Q4	$2.12K	Buy	263 +1	+0.4%	+$8	﹤0.01%	4103
2025 Q3	$2.23K	Buy	262 +104	+66%	+$883	﹤0.01%	3950
2025 Q2	$1.34K	Buy	158 +2	+1%	+$14	﹤0.01%	3866
2025 Q1	$979	Sell	156 -107	-41%	-$692	﹤0.01%	3474
2024 Q4	$1.66K	Sell	263 -230	-47%	-$1.67K	﹤0.01%	3218
2024 Q3	$3.41K	Buy	493 +130	+36%	+$723	﹤0.01%	2736
2024 Q2	$1.93K	Hold	363	–	–	﹤0.01%	2939
2024 Q1	$2.19K	Sell	363 -25	-6%	-$148	﹤0.01%	2770
2023 Q4	$2.29K	Hold	388	–	–	﹤0.01%	2626
2023 Q3	$2.46K	Hold	388	–	–	﹤0.01%	2442
2023 Q2	$4.39K	Hold	388	–	–	﹤0.01%	2168
2023 Q1	$3.73K	Hold	388	–	–	﹤0.01%	2150
2022 Q4	$2.53K	Buy	388 +65	+20%	+$354	﹤0.01%	2155
2022 Q3	$1K	Buy	323 +295	+1,054%	+$1.37K	﹤0.01%	2553
2022 Q2	$0	Buy	+28	New	+$156	﹤0.01%	2873
2021 Q1	–	Sell	-100	Closed	-$2K	–	1632
2020 Q4	$2K	Buy	+100	New	+$1.71K	﹤0.01%	1212

Other funds holding YEXT

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Allworth Financial's YEXT Position: Q1 2026 in Review

Allworth Financial increased its Yext (YEXT) stake by 27% in Q1 2026, buying an estimated $427 and bringing the position to 334 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #4499.

Allworth Financial first reported a position in YEXT in Q4 2020 and has held it in 17 quarters since. The position peaked at $4.39K in Q2 2023. 200 funds tracked by Wall St. Rank hold YEXT as of Q1 2026.

Allworth Financial held 334 shares of Yext worth $1.28K as of Q1 2026.
Allworth Financial bought 71 Yext shares in Q1 2026, an estimated $427.
Yext made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4499 holding.
Allworth Financial first reported a position in Yext in Q4 2020 and has held it in 17 quarters since.
Allworth Financial's Yext position peaked at $4.39K in Q2 2023.
200 funds tracked by Wall St. Rank held Yext as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.