Charles Schwab’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.81M | Sell |
732,393
-251,192
| -26% | -$1.51M | ﹤0.01% | 2620 |
|
|
2025
Q4 | $7.93M | Buy |
983,585
+56,982
| +6% | +$480K | ﹤0.01% | 2242 |
|
|
2025
Q3 | $7.89M | Buy |
926,603
+62,957
| +7% | +$534K | ﹤0.01% | 2221 |
|
|
2025
Q2 | $7.34M | Sell |
863,646
-12,105
| -1% | -$84.9K | ﹤0.01% | 2156 |
|
|
2025
Q1 | $5.39M | Sell |
875,751
-167,757
| -16% | -$1.08M | ﹤0.01% | 2239 |
|
|
2024
Q4 | $6.64M | Sell |
1,043,508
-149,311
| -13% | -$1.08M | ﹤0.01% | 2200 |
|
|
2024
Q3 | $8.25M | Buy |
1,192,819
+47,983
| +4% | +$267K | ﹤0.01% | 2123 |
|
|
2024
Q2 | $6.12M | Buy |
1,144,836
+11,961
| +1% | +$64.4K | ﹤0.01% | 2266 |
|
|
2024
Q1 | $6.83M | Buy |
1,132,875
+24,452
| +2% | +$145K | ﹤0.01% | 2177 |
|
|
2023
Q4 | $6.53M | Buy |
1,108,423
+186,838
| +20% | +$1.15M | ﹤0.01% | 2199 |
|
|
2023
Q3 | $5.83M | Buy |
921,585
+61,136
| +7% | +$523K | ﹤0.01% | 2184 |
|
|
2023
Q2 | $9.73M | Buy |
860,449
+73,189
| +9% | +$696K | ﹤0.01% | 1925 |
|
|
2023
Q1 | $7.57M | Sell |
787,260
-16,460
| -2% | -$127K | ﹤0.01% | 2004 |
|
|
2022
Q4 | $5.25M | Buy |
803,720
+10,236
| +1% | +$55.8K | ﹤0.01% | 2192 |
|
|
2022
Q3 | $3.54M | Sell |
793,484
-43,918
| -5% | -$204K | ﹤0.01% | 2396 |
|
|
2022
Q2 | $4M | Sell |
837,402
-3,226
| -0.4% | -$17.9K | ﹤0.01% | 2288 |
|
|
2022
Q1 | $5.79M | Buy |
840,628
+35,193
| +4% | +$269K | ﹤0.01% | 2209 |
|
|
2021
Q4 | $7.99M | Buy |
805,435
+17,774
| +2% | +$200K | ﹤0.01% | 2118 |
|
|
2021
Q3 | $9.48M | Buy |
787,661
+76,592
| +11% | +$987K | ﹤0.01% | 2044 |
|
|
2021
Q2 | $10.2M | Buy |
711,069
+35,399
| +5% | +$493K | ﹤0.01% | 1993 |
|
|
2021
Q1 | $9.78M | Buy |
675,670
+27,263
| +4% | +$455K | ﹤0.01% | 1975 |
|
|
2020
Q4 | $10.2M | Buy |
648,407
+21,134
| +3% | +$361K | ﹤0.01% | 1858 |
|
|
2020
Q3 | $9.52M | Sell |
627,273
-30,621
| -5% | -$517K | ﹤0.01% | 1733 |
|
|
2020
Q2 | $10.9M | Buy |
657,894
+64,893
| +11% | +$910K | 0.01% | 1595 |
|
|
2020
Q1 | $6.04M | Buy |
593,001
+15,282
| +3% | +$219K | ﹤0.01% | 1742 |
|
|
2019
Q4 | $8.33M | Buy |
577,719
+14,864
| +3% | +$231K | ﹤0.01% | 1745 |
|
|
2019
Q3 | $8.94M | Buy |
562,855
+54,664
| +11% | +$1.04M | 0.01% | 1663 |
|
|
2019
Q2 | $10.2M | Buy |
508,191
+32,918
| +7% | +$678K | 0.01% | 1584 |
|
|
2019
Q1 | $10.4M | Buy |
475,273
+96,940
| +26% | +$1.76M | 0.01% | 1562 |
|
|
2018
Q4 | $5.62M | Buy |
378,333
+9,151
| +2% | +$161K | ﹤0.01% | 1844 |
|
|
2018
Q3 | $8.75M | Sell |
369,182
-5,304
| -1% | -$121K | 0.01% | 1730 |
|
|
2018
Q2 | $7.24M | Buy |
374,486
+307,619
| +460% | +$4.72M | 0.01% | 1805 |
|
|
2018
Q1 | $846K | Buy |
66,867
+1,521
| +2% | +$18.5K | ﹤0.01% | 2570 |
|
|
2017
Q4 | $787K | Buy |
65,346
+21,628
| +49% | +$271K | ﹤0.01% | 2592 |
|
|
2017
Q3 | $581K | Buy |
43,718
+2,262
| +5% | +$30K | ﹤0.01% | 2677 |
|
|
2017
Q2 | $553K | Buy |
+41,456
| New | +$559K | ﹤0.01% | 2656 |
|
Other funds holding YEXT
LLL
LECM
VPM
VCM
Charles Schwab's YEXT Position: Q1 2026 in Review
Charles Schwab reduced its Yext (YEXT) stake by 26% in Q1 2026, selling an estimated $1.51M and leaving 732,393 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2620.
Charles Schwab first reported a position in YEXT in Q2 2017 and has held it in 36 quarters since. The position peaked at $10.9M in Q2 2020. 200 funds tracked by Wall St. Rank hold YEXT as of Q1 2026.
- Charles Schwab held 732,393 shares of Yext worth $2.81M as of Q1 2026.
- Charles Schwab sold 251,192 Yext shares in Q1 2026, an estimated $1.51M.
- Yext made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2620 holding.
- Charles Schwab first reported a position in Yext in Q2 2017 and has held it in 36 quarters since.
- Charles Schwab's Yext position peaked at $10.9M in Q2 2020.
- 200 funds tracked by Wall St. Rank held Yext as of Q1 2026.
Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.