DC Investments Management’s Yext YEXT Stock Holding History

DC Investments Management’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
2025 Q1	–	Sell	-63,420	Closed	-$403K	–	137
2024 Q4	$403K	Hold	63,420	–	–	0.26%	68
2024 Q3	$439K	Hold	63,420	–	–	0.31%	59
2024 Q2	$339K	Hold	63,420	–	–	0.29%	64
2024 Q1	$382K	Hold	63,420	–	–	0.31%	66
2023 Q4	$374K	Hold	63,420	–	–	0.38%	59
2023 Q3	$401K	Hold	63,420	–	–	0.5%	49
2023 Q2	$717K	Hold	63,420	–	–	0.83%	29
2023 Q1	$609K	Hold	63,420	–	–	0.73%	31
2022 Q4	$414K	Buy	+63,420	New	+$346K	0.52%	35
2022 Q3	–	Sell	-63,420	Closed	-$303K	–	45
2022 Q2	$303K	Buy	+63,420	New	+$352K	0.69%	24

Other funds holding YEXT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCR

Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

TGM

Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return

DC Investments Management's YEXT Position: Q1 2025 in Review

DC Investments Management sold out of Yext (YEXT) in Q1 2025, closing a stake of 63,420 shares — an estimated $403K sold.

DC Investments Management first reported a position in YEXT in Q2 2022 and held it in 10 quarters. The position peaked at $717K in Q2 2023. 184 funds tracked by Wall St. Rank hold YEXT as of Q1 2025.

DC Investments Management reported no remaining Yext position as of Q1 2025 after selling out during the quarter.
DC Investments Management sold 63,420 Yext shares in Q1 2025, an estimated $403K.
DC Investments Management first reported a position in Yext in Q2 2022 and held it in 10 quarters.
DC Investments Management's Yext position peaked at $717K in Q2 2023.
184 funds tracked by Wall St. Rank held Yext as of Q1 2025.

Based on DC Investments Management's 13F filing for Q1 2025, filed 14 May 2025.