Cetera Investment Advisers
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Cetera Investment Advisers’s Yext YEXT Stock Holding History

Cetera Investment Advisers’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
Q3 		– Sell
-166,269
Closed -$1.41M – 4686
2025
Q2 		$1.41M Buy
+166,269
New +$1.17M ﹤0.01% 2103
2021
Q3 		– Sell
-23,630
Closed -$338K – 1884
2021
Q2 		$338K Sell
23,630
-1,620
-6% -$22.5K 0.01% 1343
2021
Q1 		$366K Sell
25,250
-6,153
-20% -$103K 0.01% 1151
2020
Q4 		$494K Buy
+31,403
New +$537K 0.01% 967

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Cetera Investment Advisers's YEXT Position: Q3 2025 in Review

Cetera Investment Advisers sold out of Yext (YEXT) in Q3 2025, closing a stake of 166,269 shares — an estimated $1.41M sold.

Cetera Investment Advisers first reported a position in YEXT in Q4 2020 and held it in 4 quarters. The position peaked at $1.41M in Q2 2025. 199 funds tracked by Wall St. Rank hold YEXT as of Q3 2025.

  • Cetera Investment Advisers reported no remaining Yext position as of Q3 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 166,269 Yext shares in Q3 2025, an estimated $1.41M.
  • Cetera Investment Advisers first reported a position in Yext in Q4 2020 and held it in 4 quarters.
  • Cetera Investment Advisers's Yext position peaked at $1.41M in Q2 2025.
  • 199 funds tracked by Wall St. Rank held Yext as of Q3 2025.

Based on Cetera Investment Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.