Ergoteles’s Yext YEXT Stock Holding History

Ergoteles’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
2023 Q1	–	Sell	-45,069	Closed	-$294K	–	1813
2022 Q4	$294K	Sell	45,069 -28,164	-38%	-$154K	0.01%	916
2022 Q3	$327K	Sell	73,233 -9,381	-11%	-$43.5K	0.01%	940
2022 Q2	$395K	Sell	82,614 -8,467	-9%	-$47K	0.01%	961
2022 Q1	$628K	Buy	+91,081	New	+$695K	0.02%	587

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Ergoteles's YEXT Position: Q1 2023 in Review

Ergoteles sold out of Yext (YEXT) in Q1 2023, closing a stake of 45,069 shares — an estimated $294K sold.

Ergoteles first reported a position in YEXT in Q1 2022 and held it in 4 quarters. The position peaked at $628K in Q1 2022. 191 funds tracked by Wall St. Rank hold YEXT as of Q1 2023.

Ergoteles reported no remaining Yext position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 45,069 Yext shares in Q1 2023, an estimated $294K.
Ergoteles first reported a position in Yext in Q1 2022 and held it in 4 quarters.
Ergoteles's Yext position peaked at $628K in Q1 2022.
191 funds tracked by Wall St. Rank held Yext as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.