Clearstead Advisors’s Yext YEXT Stock Holding History

Clearstead Advisors’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	–	Sell	-4,677	Closed	-$37.7K	–	2865
2025 Q4	$37.7K	Buy	4,677 +2,784	+147%	+$23.5K	﹤0.01%	1509
2025 Q3	$16.1K	Buy	1,893 +12	+0.6%	+$102	﹤0.01%	1737
2025 Q2	$16K	Buy	+1,881	New	+$13.2K	﹤0.01%	1720
2024 Q1	–	Sell	-175	Closed	-$1.03K	–	1640
2023 Q4	$1.03K	Sell	175 -175	-50%	-$1.08K	﹤0.01%	1395
2023 Q3	$2.22K	Buy	350 +175	+100%	+$1.5K	﹤0.01%	1390
2023 Q2	$1.98K	Hold	175	–	–	﹤0.01%	1156
2023 Q1	$1.68K	Hold	175	–	–	﹤0.01%	1164
2022 Q4	$1.14K	Hold	175	–	–	﹤0.01%	1154
2022 Q3	$1K	Hold	175	–	–	﹤0.01%	1217
2022 Q2	$1K	Hold	175	–	–	﹤0.01%	1243
2022 Q1	$1K	Buy	175 +100	+133%	+$763	﹤0.01%	1340
2021 Q4	$1K	Hold	75	–	–	﹤0.01%	1233
2021 Q3	$1K	Hold	75	–	–	﹤0.01%	1258
2021 Q2	$1K	Buy	75 +25	+50%	+$348	﹤0.01%	1217
2021 Q1	$1K	Buy	+50	New	+$835	﹤0.01%	1087

Other funds holding YEXT

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Clearstead Advisors's YEXT Position: Q1 2026 in Review

Clearstead Advisors sold out of Yext (YEXT) in Q1 2026, closing a stake of 4,677 shares — an estimated $37.7K sold.

Clearstead Advisors first reported a position in YEXT in Q1 2021 and held it in 15 quarters. The position peaked at $37.7K in Q4 2025. 200 funds tracked by Wall St. Rank hold YEXT as of Q1 2026.

Clearstead Advisors reported no remaining Yext position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 4,677 Yext shares in Q1 2026, an estimated $37.7K.
Clearstead Advisors first reported a position in Yext in Q1 2021 and held it in 15 quarters.
Clearstead Advisors's Yext position peaked at $37.7K in Q4 2025.
200 funds tracked by Wall St. Rank held Yext as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.