Bank of Montreal
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Bank of Montreal’s Yext YEXT Stock Holding History

Bank of Montreal’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
2024
Q2 		– Sell
-507,847
Closed -$3.08M – 4297
2024
Q1 		$3.08M Sell
507,847
-1,491,333
-75% -$8.82M ﹤0.01% 1423
2023
Q4 		$12M Buy
1,999,180
+1,200,556
+150% +$7.39M ﹤0.01% 960
2023
Q3 		$5.19M Sell
798,624
-1
-0% -$9 ﹤0.01% 1256
2023
Q2 		$10.4M Buy
798,625
+757,138
+1,825% +$7.2M ﹤0.01% 996
2023
Q1 		$404K Buy
+41,487
New +$319K ﹤0.01% 2582
2022
Q3 		– Sell
-12,638
Closed -$73 – 4463
2022
Q2 		$73 Buy
12,638
+2,047
+19% +$11.4K ﹤0.01% 3531
2022
Q1 		$75K Buy
+10,591
New +$80.8K ﹤0.01% 3713
2021
Q4 		– Sell
-106,712
Closed -$1.3M – 3931
2021
Q3 		$1.3M Buy
+106,712
New +$1.38M ﹤0.01% 2327
2021
Q2 		– Sell
-3,847
Closed -$58K – 4988
2021
Q1 		$58K Sell
3,847
-12,678
-77% -$212K ﹤0.01% 3636
2020
Q4 		$275K Buy
16,525
+11,283
+215% +$193K ﹤0.01% 3042
2020
Q3 		$82K Sell
5,242
-3,388
-39% -$57.2K ﹤0.01% 3187
2020
Q2 		$157K Buy
8,630
+7,427
+617% +$104K ﹤0.01% 2856
2020
Q1 		$11K Sell
1,203
-11,604
-91% -$166K ﹤0.01% 3458
2019
Q4 		$184K Buy
12,807
+3,800
+42% +$59K ﹤0.01% 3207
2019
Q3 		$144K Buy
9,007
+406
+5% +$7.73K ﹤0.01% 3107
2019
Q2 		$173K Buy
8,601
+7,748
+908% +$160K ﹤0.01% 3009
2019
Q1 		$19K Sell
853
-1,176
-58% -$21.3K ﹤0.01% 3694
2018
Q4 		$30K Buy
2,029
+616
+44% +$10.9K ﹤0.01% 3485
2018
Q3 		$33K Sell
1,413
-18
-1% -$412 ﹤0.01% 3551
2018
Q2 		$27K Buy
1,431
+578
+68% +$8.87K ﹤0.01% 3648
2018
Q1 		$11K Buy
+853
New +$10.4K ﹤0.01% 3743

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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

Bank of Montreal's YEXT Position: Q2 2024 in Review

Bank of Montreal sold out of Yext (YEXT) in Q2 2024, closing a stake of 507,847 shares — an estimated $3.08M sold.

Bank of Montreal first reported a position in YEXT in Q1 2018 and held it in 21 quarters. The position peaked at $12M in Q4 2023. 169 funds tracked by Wall St. Rank hold YEXT as of Q2 2024.

  • Bank of Montreal reported no remaining Yext position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 507,847 Yext shares in Q2 2024, an estimated $3.08M.
  • Bank of Montreal first reported a position in Yext in Q1 2018 and held it in 21 quarters.
  • Bank of Montreal's Yext position peaked at $12M in Q4 2023.
  • 169 funds tracked by Wall St. Rank held Yext as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.