C
YEXT icon

Covestor’s Yext YEXT Stock Holding History

Covestor’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 		$300K Sell
78,109
-3,968
-5% -$23.9K 0.21% 73
2025
Q4 		$663K Buy
82,077
+31,389
+62% +$264K 0.35% 30
2025
Q3 		$432K Buy
50,688
+45,611
+898% +$387K 0.24% 43
2025
Q2 		$43K Buy
5,077
+230
+5% +$1.61K 0.03% 956
2025
Q1 		$30K Sell
4,847
-9
-0.2% -$58 0.02% 1049
2024
Q4 		$31K Sell
4,856
-2,854
-37% -$20.7K 0.02% 1031
2024
Q3 		$53K Sell
7,710
-299
-4% -$1.66K 0.03% 859
2024
Q2 		$43K Buy
8,009
+115
+1% +$619 0.03% 928
2024
Q1 		$47K Buy
7,894
+1,204
+18% +$7.12K 0.03% 910
2023
Q4 		$40K Buy
6,690
+1,315
+24% +$8.09K 0.03% 955
2023
Q3 		$34K Buy
5,375
+5,344
+17,239% +$45.7K 0.03% 929
2023
Q2 		$0 Buy
+31
New +$295 ﹤0.01% 2728
2023
Q1 		– Sell
-22
Closed – – 2659
2022
Q4 		$0 Buy
22
+15
+214% +$82 ﹤0.01% 2679
2022
Q3 		$0 Buy
+7
New +$32 ﹤0.01% 2692
2022
Q2 		– Sell
-27
Closed – – 2425
2022
Q1 		$0 Sell
27
-7
-21% -$53 ﹤0.01% 2477
2021
Q4 		$0 Buy
+34
New +$382 ﹤0.01% 2322

Other funds holding YEXT

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
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
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Covestor's YEXT Position: Q1 2026 in Review

Covestor reduced its Yext (YEXT) stake by 4.8% in Q1 2026, selling an estimated $23.9K and leaving 78,109 shares worth $300K. The position accounts for 0.21% of the portfolio, ranked #73.

Covestor first reported a position in YEXT in Q4 2021 and has held it in 16 quarters since. The position peaked at $663K in Q4 2025. 200 funds tracked by Wall St. Rank hold YEXT as of Q1 2026.

  • Covestor held 78,109 shares of Yext worth $300K as of Q1 2026.
  • Covestor sold 3,968 Yext shares in Q1 2026, an estimated $23.9K.
  • Yext made up 0.21% of Covestor's portfolio in Q1 2026, its #73 holding.
  • Covestor first reported a position in Yext in Q4 2021 and has held it in 16 quarters since.
  • Covestor's Yext position peaked at $663K in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Yext as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.