Continuum Advisory’s Yext YEXT Stock Holding History

Continuum Advisory’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
2024 Q4	–	Sell	-447	Closed	-$3.53K	–	1971
2024 Q3	$3.53K	Buy	+447	New	+$2.48K	﹤0.01%	1257

Other funds holding YEXT

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

PCR

Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return

TGM

Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return

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

Continuum Advisory's YEXT Position: Q4 2024 in Review

Continuum Advisory sold out of Yext (YEXT) in Q4 2024, closing a stake of 447 shares — an estimated $3.53K sold.

Continuum Advisory first reported a position in YEXT in Q3 2024 and held it in 1 quarter. The position peaked at $3.53K in Q3 2024. 182 funds tracked by Wall St. Rank hold YEXT as of Q4 2024.

Continuum Advisory reported no remaining Yext position as of Q4 2024 after selling out during the quarter.
Continuum Advisory sold 447 Yext shares in Q4 2024, an estimated $3.53K.
Continuum Advisory first reported a position in Yext in Q3 2024 and held it in 1 quarter.
Continuum Advisory's Yext position peaked at $3.53K in Q3 2024.
182 funds tracked by Wall St. Rank held Yext as of Q4 2024.

Based on Continuum Advisory's 13F filing for Q4 2024, filed 18 Feb 2025.