CIM Investment Management’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Sell |
19,632
-327
| -2% | -$2.78K | 0.03% | 244 |
|
|
2025
Q1 | $123K | Sell |
19,959
-475
| -2% | -$2.93K | 0.03% | 225 |
|
|
2024
Q4 | $130K | Hold |
20,434
| – | – | 0.04% | 237 |
|
|
2024
Q3 | $141K | Hold |
20,434
| – | – | 0.04% | 241 |
|
|
2024
Q2 | $109K | Sell |
20,434
-4,856
| -19% | -$26K | 0.03% | 242 |
|
|
2024
Q1 | $152K | Hold |
25,290
| – | – | 0.05% | 269 |
|
|
2023
Q4 | $149K | Hold |
25,290
| – | – | 0.05% | 275 |
|
|
2023
Q3 | $160K | Hold |
25,290
| – | – | 0.06% | 260 |
|
|
2023
Q2 | $286K | Hold |
25,290
| – | – | 0.1% | 198 |
|
|
2023
Q1 | $243K | Sell |
25,290
-23,558
| -48% | -$226K | 0.09% | 216 |
|
|
2022
Q4 | $319K | Buy |
48,848
+16,216
| +50% | +$106K | 0.13% | 166 |
|
|
2022
Q3 | $146K | Hold |
32,632
| – | – | 0.06% | 208 |
|
|
2022
Q2 | $156K | Hold |
32,632
| – | – | 0.06% | 217 |
|
|
2022
Q1 | $225K | Sell |
32,632
-3,793
| -10% | -$26.2K | 0.08% | 213 |
|
|
2021
Q4 | $361K | Hold |
36,425
| – | – | 0.11% | 189 |
|
|
2021
Q3 | $438K | Hold |
36,425
| – | – | 0.14% | 150 |
|
|
2021
Q2 | $521K | Buy |
36,425
+12,836
| +54% | +$184K | 0.16% | 135 |
|
|
2021
Q1 | $342K | Buy |
23,589
+9,837
| +72% | +$143K | 0.11% | 183 |
|
|
2020
Q4 | $216K | Hold |
13,752
| – | – | 0.07% | 263 |
|
|
2020
Q3 | $209K | Buy |
13,752
+199
| +1% | +$3.02K | 0.08% | 232 |
|
|
2020
Q2 | $225K | Buy |
13,553
+2,305
| +20% | +$38.3K | 0.09% | 212 |
|
|
2020
Q1 | $115K | Hold |
11,248
| – | – | 0.06% | 179 |
|
|
2019
Q4 | $162K | Sell |
11,248
-8,789
| -44% | -$127K | 0.06% | 225 |
|
|
2019
Q3 | $318K | Hold |
20,037
| – | – | 0.12% | 217 |
|
|
2019
Q2 | $403K | Sell |
20,037
-400
| -2% | -$8.05K | 0.15% | 165 |
|
|
2019
Q1 | $447K | Buy |
20,437
+9,308
| +84% | +$204K | 0.17% | 153 |
|
|
2018
Q4 | $165K | Buy |
+11,129
| New | +$165K | 0.07% | 290 |
|