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Aperio Group’s Yext YEXT Stock Holding History

Aperio Group’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
2020
Q4 		$190K Buy
+12,088
New +$207K ﹤0.01% 2315
2019
Q3 		– Sell
-1,512
Closed -$30K – 2774
2019
Q2 		$30K Buy
+1,512
New +$31.1K ﹤0.01% 2626

Other funds holding YEXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's YEXT Position: Q4 2020 in Review

Aperio Group opened a new position in Yext (YEXT) in Q4 2020: 12,088 shares worth $190K. The stake represents ﹤0.01% of the portfolio and ranks #2315 among its holdings. This is a return to the name: Aperio Group previously reported a position in YEXT as recently as Q2 2019.

Aperio Group first reported a position in YEXT in Q2 2019 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold YEXT as of Q4 2020.

  • Aperio Group held 12,088 shares of Yext worth $190K as of Q4 2020.
  • Yext was a new Aperio Group position in Q4 2020.
  • Yext made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2315 holding.
  • Aperio Group first reported a position in Yext in Q2 2019 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held Yext as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.