Dimensional Fund Advisors
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Dimensional Fund Advisors’s Yext YEXT Stock Holding History

Dimensional Fund Advisors’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 		$12.8M Sell
1,971,544
-70,775
-3% -$418K ﹤0.01% 2196
2026
Q2 		$9.5M Sell
2,042,319
-89,317
-4% -$347K ﹤0.01% 2325
2026
Q1 		$8.18M Buy
2,131,636
+373,953
+21% +$2.25M ﹤0.01% 2324
2025
Q4 		$14.2M Buy
1,757,683
+219,500
+14% +$1.85M ﹤0.01% 2147
2025
Q3 		$13.1M Sell
1,538,183
-52,308
-3% -$444K ﹤0.01% 2197
2025
Q2 		$13.5M Sell
1,590,491
-76,857
-5% -$539K ﹤0.01% 2149
2025
Q1 		$10.3M Buy
1,667,348
+197,743
+13% +$1.28M ﹤0.01% 2244
2024
Q4 		$9.35M Buy
1,469,605
+273,498
+23% +$1.99M ﹤0.01% 2335
2024
Q3 		$8.28M Sell
1,196,107
-5,957
-0.5% -$33.1K ﹤0.01% 2372
2024
Q2 		$6.43M Buy
1,202,064
+22,989
+2% +$124K ﹤0.01% 2401
2024
Q1 		$7.11M Buy
1,179,075
+73,496
+7% +$435K ﹤0.01% 2450
2023
Q4 		$6.51M Buy
1,105,579
+61,070
+6% +$376K ﹤0.01% 2483
2023
Q3 		$6.61M Buy
1,044,509
+411,822
+65% +$3.52M ﹤0.01% 2432
2023
Q2 		$7.15M Hold
632,687
– – ﹤0.01% 2396
2023
Q1 		$6.08M Buy
+632,687
New +$4.87M ﹤0.01% 2421
2022
Q3 		$3.19M Sell
715,572
-250,002
-26% -$1.16M ﹤0.01% 2568
2022
Q2 		$4.62M Buy
965,574
+237,371
+33% +$1.32M ﹤0.01% 2472
2022
Q1 		$5.02M Buy
728,203
+545,455
+298% +$4.16M ﹤0.01% 2532
2021
Q4 		$1.81M Buy
+182,748
New +$2.05M ﹤0.01% 2871

Other funds holding YEXT

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors's YEXT Position: Q3 2026 in Review

Dimensional Fund Advisors reduced its Yext (YEXT) stake by 3.5% in Q3 2026, selling an estimated $418K and leaving 1,971,544 shares worth $12.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2196.

Dimensional Fund Advisors first reported a position in YEXT in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.2M in Q4 2025. 53 funds tracked by Wall St. Rank hold YEXT as of Q3 2026.

  • Dimensional Fund Advisors held 1,971,544 shares of Yext worth $12.8M as of Q3 2026.
  • Dimensional Fund Advisors sold 70,775 Yext shares in Q3 2026, an estimated $418K.
  • Yext made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2196 holding.
  • Dimensional Fund Advisors first reported a position in Yext in Q4 2021 and has held it in 19 quarters since.
  • Dimensional Fund Advisors's Yext position peaked at $14.2M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Yext as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.