Atlantic Edge Private Wealth Management’s Yext YEXT Stock Holding History

Atlantic Edge Private 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 Q1	$96	Hold	25	–	–	﹤0.01%	594
2025 Q4	$202	Hold	25	–	–	﹤0.01%	570
2025 Q3	$213	Hold	25	–	–	﹤0.01%	535
2025 Q2	$213	Hold	25	–	–	﹤0.01%	502
2025 Q1	$154	Hold	25	–	–	﹤0.01%	494
2024 Q4	$159	Hold	25	–	–	﹤0.01%	478
2024 Q3	$173	Hold	25	–	–	﹤0.01%	488
2024 Q2	$134	Hold	25	–	–	﹤0.01%	476
2024 Q1	$151	Hold	25	–	–	﹤0.01%	483
2023 Q4	$148	Buy	+25	New	+$154	﹤0.01%	461

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

Atlantic Edge Private Wealth Management's YEXT Position: Q1 2026 in Review

Atlantic Edge Private Wealth Management held its Yext (YEXT) position steady in Q1 2026 at 25 shares worth $96. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Atlantic Edge Private Wealth Management first reported a position in YEXT in Q4 2023 and has held it in 10 quarters since. The position peaked at $213 in Q3 2025. 200 funds tracked by Wall St. Rank hold YEXT as of Q1 2026.

Atlantic Edge Private Wealth Management held 25 shares of Yext worth $96 as of Q1 2026.
Atlantic Edge Private Wealth Management left its Yext share count unchanged in Q1 2026.
Yext made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q1 2026, its #594 holding.
Atlantic Edge Private Wealth Management first reported a position in Yext in Q4 2023 and has held it in 10 quarters since.
Atlantic Edge Private Wealth Management's Yext position peaked at $213 in Q3 2025.
200 funds tracked by Wall St. Rank held Yext as of Q1 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.