Covestor
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
Q3 		$76K Sell
11,784
-29,348
-71% -$173K 0.05% 508
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Covestor's YEXT Position: Q3 2026 in Review

Covestor reduced its Yext (YEXT) stake by 71% in Q3 2026, selling an estimated $173K and leaving 11,784 shares worth $76K. The position accounts for 0.05% of the portfolio, ranked #508.

Covestor first reported a position in YEXT in Q4 2021 and has held it in 18 quarters since. The position peaked at $663K in Q4 2025. 113 funds tracked by Wall St. Rank hold YEXT as of Q3 2026.

  • Covestor held 11,784 shares of Yext worth $76K as of Q3 2026.
  • Covestor sold 29,348 Yext shares in Q3 2026, an estimated $173K.
  • Yext made up 0.05% of Covestor's portfolio in Q3 2026, its #508 holding.
  • Covestor first reported a position in Yext in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Yext position peaked at $663K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Yext as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.