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
Q2 		$192K Sell
41,132
-36,977
-47% -$144K 0.11% 134
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 $1.58B AUM 20.25% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Covestor's YEXT Position: Q2 2026 in Review

Covestor reduced its Yext (YEXT) stake by 47% in Q2 2026, selling an estimated $144K and leaving 41,132 shares worth $192K. The position accounts for 0.11% of the portfolio, ranked #134.

Covestor first reported a position in YEXT in Q4 2021 and has held it in 17 quarters since. The position peaked at $663K in Q4 2025. 173 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

  • Covestor held 41,132 shares of Yext worth $192K as of Q2 2026.
  • Covestor sold 36,977 Yext shares in Q2 2026, an estimated $144K.
  • Yext made up 0.11% of Covestor's portfolio in Q2 2026, its #134 holding.
  • Covestor first reported a position in Yext in Q4 2021 and has held it in 17 quarters since.
  • Covestor's Yext position peaked at $663K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Yext as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.