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Balboa Wealth Partners’s Yext YEXT Stock Holding History

Balboa Wealth Partners’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
2025
Q1 		– Sell
-17,072
Closed -$109K – 377
2024
Q4 		$109K Buy
17,072
+650
+4% +$4.72K 0.02% 287
2024
Q3 		$114K Buy
+16,422
New +$91.3K 0.03% 275

Other funds holding YEXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return

Balboa Wealth Partners's YEXT Position: Q1 2025 in Review

Balboa Wealth Partners sold out of Yext (YEXT) in Q1 2025, closing a stake of 17,072 shares — an estimated $109K sold.

Balboa Wealth Partners first reported a position in YEXT in Q3 2024 and held it in 2 quarters. The position peaked at $114K in Q3 2024. 184 funds tracked by Wall St. Rank hold YEXT as of Q1 2025.

  • Balboa Wealth Partners reported no remaining Yext position as of Q1 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 17,072 Yext shares in Q1 2025, an estimated $109K.
  • Balboa Wealth Partners first reported a position in Yext in Q3 2024 and held it in 2 quarters.
  • Balboa Wealth Partners's Yext position peaked at $114K in Q3 2024.
  • 184 funds tracked by Wall St. Rank held Yext as of Q1 2025.

Based on Balboa Wealth Partners's 13F filing for Q1 2025, filed 23 Apr 2025.