Creative Planning
YEXT icon

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
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 $1.46B 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

Creative Planning's YEXT Position: Q1 2026 in Review

Creative Planning increased its Yext (YEXT) stake by 239% in Q1 2026, buying an estimated $190K and bringing the position to 44,663 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #3788.

Creative Planning first reported a position in YEXT in Q1 2021 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold YEXT as of Q1 2026.

  • Creative Planning held 44,663 shares of Yext worth $172K as of Q1 2026.
  • Creative Planning bought 31,507 Yext shares in Q1 2026, an estimated $190K.
  • Yext made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3788 holding.
  • Creative Planning first reported a position in Yext in Q1 2021 and has held it in 5 quarters since.
  • 200 funds tracked by Wall St. Rank held Yext as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.