Envestnet Asset Management
YEXT icon

Envestnet Asset Management’s Yext YEXT Stock Holding History

Envestnet Asset 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
Q4 		– Sell
-16,636
Closed -$142K – 4691
2025
Q3 		$142K Sell
16,636
-6,314
-28% -$53.6K ﹤0.01% 4381
2025
Q2 		$195K Sell
22,950
-2,207
-9% -$15.5K ﹤0.01% 4242
2025
Q1 		$155K Sell
25,157
-1,892
-7% -$12.2K ﹤0.01% 4184
2024
Q4 		$172K Sell
27,049
-3,540
-12% -$25.7K ﹤0.01% 4128
2024
Q3 		$212K Buy
30,589
+11,607
+61% +$64.5K ﹤0.01% 3995
2024
Q2 		$102K Buy
18,982
+8,655
+84% +$46.6K ﹤0.01% 4052
2024
Q1 		$62.3K Buy
+10,327
New +$61.1K ﹤0.01% 4097

Other funds holding YEXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management's YEXT Position: Q4 2025 in Review

Envestnet Asset Management sold out of Yext (YEXT) in Q4 2025, closing a stake of 16,636 shares — an estimated $142K sold.

Envestnet Asset Management first reported a position in YEXT in Q1 2024 and held it in 7 quarters. The position peaked at $212K in Q3 2024. 196 funds tracked by Wall St. Rank hold YEXT as of Q4 2025.

  • Envestnet Asset Management reported no remaining Yext position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 16,636 Yext shares in Q4 2025, an estimated $142K.
  • Envestnet Asset Management first reported a position in Yext in Q1 2024 and held it in 7 quarters.
  • Envestnet Asset Management's Yext position peaked at $212K in Q3 2024.
  • 196 funds tracked by Wall St. Rank held Yext as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.