Equitec Proprietary Markets
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Equitec Proprietary Markets’s Yext YEXT Stock Holding History

Equitec Proprietary Markets’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 		– Sell
-28,100
Closed -$131K – 116
2026
Q2 		$131K Sell
28,100
-200,500
-88% -$778K 0.02% 58
2026
Q1 		$878K Buy
+228,600
New +$1.38M 0.47% 26

Other funds holding YEXT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Equitec Proprietary Markets's YEXT Position: Q3 2026 in Review

Equitec Proprietary Markets sold out of Yext (YEXT) in Q3 2026, closing a stake of 28,100 shares — an estimated $131K sold.

Equitec Proprietary Markets first reported a position in YEXT in Q1 2026 and held it in 2 quarters. The position peaked at $878K in Q1 2026. 48 funds tracked by Wall St. Rank hold YEXT as of Q3 2026.

  • Equitec Proprietary Markets reported no remaining Yext position as of Q3 2026 after selling out during the quarter.
  • Equitec Proprietary Markets sold 28,100 Yext shares in Q3 2026, an estimated $131K.
  • Equitec Proprietary Markets first reported a position in Yext in Q1 2026 and held it in 2 quarters.
  • Equitec Proprietary Markets's Yext position peaked at $878K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Yext as of Q3 2026.

Based on Equitec Proprietary Markets's 13F filing for Q3 2026, filed 4 Nov 2026.