Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Yext YEXT Stock Holding History

Carson Wealth (CWM LLC)’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 		$9.31K Sell
2,425
-12,897
-84% -$77.6K ﹤0.01% 4800
2025
Q4 		$123K Sell
15,322
-340
-2% -$2.86K ﹤0.01% 2915
2025
Q3 		$133K Buy
15,662
+1,088
+7% +$9.23K ﹤0.01% 2760
2025
Q2 		$124K Buy
14,574
+4,893
+51% +$34.3K ﹤0.01% 2544
2025
Q1 		$60K Buy
9,681
+898
+10% +$5.8K ﹤0.01% 2831
2024
Q4 		$56K Buy
8,783
+1,706
+24% +$12.4K ﹤0.01% 2722
2024
Q3 		$49K Buy
7,077
+6,173
+683% +$34.3K ﹤0.01% 2711
2024
Q2 		$5K Buy
904
+650
+256% +$3.5K ﹤0.01% 3916
2024
Q1 		$2K Sell
254
-216
-46% -$1.28K ﹤0.01% 4045
2023
Q4 		$3K Sell
470
-188
-29% -$1.16K ﹤0.01% 3753
2023
Q3 		$4K Buy
658
+226
+52% +$1.93K ﹤0.01% 3615
2023
Q2 		$5K Hold
432
– – ﹤0.01% 3484
2023
Q1 		$4K Hold
432
– – ﹤0.01% 3441
2022
Q4 		$3K Sell
432
-68
-14% -$371 ﹤0.01% 3471
2022
Q3 		$2K Sell
500
-2,436
-83% -$11.3K ﹤0.01% 3562
2022
Q2 		$14K Buy
2,936
+2,711
+1,205% +$15.1K ﹤0.01% 2395
2022
Q1 		$2K Buy
225
+175
+350% +$1.34K ﹤0.01% 3252
2021
Q4 		$0 Buy
+50
New +$562 ﹤0.01% 3667
2021
Q2 		$1K Hold
50
– – ﹤0.01% 2876
2021
Q1 		$1K Hold
50
– – ﹤0.01% 2875
2020
Q4 		$1K Hold
50
– – ﹤0.01% 2875
2020
Q3 		$1K Hold
50
– – ﹤0.01% 2872
2020
Q2 		$1K Hold
50
– – ﹤0.01% 2872
2020
Q1 		$1K Hold
50
– – ﹤0.01% 2869
2019
Q4 		$1K Hold
50
– – ﹤0.01% 2869
2019
Q3 		$1K Hold
50
– – ﹤0.01% 2869
2019
Q2 		$1K Hold
50
– – ﹤0.01% 2869
2019
Q1 		$1K Buy
50
+8
+19% +$145 ﹤0.01% 2867
2018
Q4 		$1K Buy
+42
New +$741 ﹤0.01% 2018

Other funds holding YEXT

LLL
Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Carson Wealth (CWM LLC)'s YEXT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Yext (YEXT) stake by 84% in Q1 2026, selling an estimated $77.6K and leaving 2,425 shares worth $9.31K. The position accounts for ﹤0.01% of the portfolio, ranked #4800.

Carson Wealth (CWM LLC) first reported a position in YEXT in Q4 2018 and has held it in 29 quarters since. The position peaked at $133K in Q3 2025. 200 funds tracked by Wall St. Rank hold YEXT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,425 shares of Yext worth $9.31K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 12,897 Yext shares in Q1 2026, an estimated $77.6K.
  • Yext made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4800 holding.
  • Carson Wealth (CWM LLC) first reported a position in Yext in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Yext position peaked at $133K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Yext as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.