AssetMark Inc
YEXT icon

AssetMark Inc’s Yext YEXT Stock Holding History

AssetMark Inc’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 		$3.23K Hold
692
– – ﹤0.01% 2838
2026
Q1 		$2.66K Hold
692
– – ﹤0.01% 2774
2025
Q4 		$5.58K Hold
692
– – ﹤0.01% 2435
2025
Q3 		$5.9K Buy
+692
New +$5.87K ﹤0.01% 2292
2021
Q1 		– Sell
-15
Closed – – 1559
2020
Q4 		$0 Buy
+15
New +$257 ﹤0.01% 1504

Other funds holding YEXT

MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

AssetMark Inc's YEXT Position: Q2 2026 in Review

AssetMark Inc held its Yext (YEXT) position steady in Q2 2026 at 692 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2838.

AssetMark Inc first reported a position in YEXT in Q4 2020 and has held it in 5 quarters since. The position peaked at $5.9K in Q3 2025. 41 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

  • AssetMark Inc held 692 shares of Yext worth $3.23K as of Q2 2026.
  • AssetMark Inc left its Yext share count unchanged in Q2 2026.
  • Yext made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2838 holding.
  • AssetMark Inc first reported a position in Yext in Q4 2020 and has held it in 5 quarters since.
  • AssetMark Inc's Yext position peaked at $5.9K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Yext as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.