Creative Planning’s Yext YEXT Stock Holding History

Creative Planning’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	$977K	Buy	209,222 +164,559	+368%	+$639K	﹤0.01%	2658
2026 Q1	$172K	Buy	44,663 +31,507	+239%	+$190K	﹤0.01%	3788
2025 Q4	$106K	Sell	13,156 -3,495	-21%	-$29.4K	﹤0.01%	3703
2025 Q3	$142K	Buy	16,651 +3,789	+29%	+$32.2K	﹤0.01%	3593
2025 Q2	$109K	Buy	+12,862	New	+$90.2K	﹤0.01%	3406
2021 Q2	–	Sell	-11,628	Closed	-$168K	–	2627
2021 Q1	$168K	Buy	+11,628	New	+$194K	﹤0.01%	2140

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning's YEXT Position: Q2 2026 in Review

Creative Planning increased its Yext (YEXT) stake by 368% in Q2 2026, buying an estimated $639K and bringing the position to 209,222 shares worth $977K. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

Creative Planning first reported a position in YEXT in Q1 2021 and has held it in 6 quarters since. 174 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

Creative Planning held 209,222 shares of Yext worth $977K as of Q2 2026.
Creative Planning bought 164,559 Yext shares in Q2 2026, an estimated $639K.
Yext made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2658 holding.
Creative Planning first reported a position in Yext in Q1 2021 and has held it in 6 quarters since.
174 funds tracked by Wall St. Rank held Yext as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.