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Essential Partners’s Yext YEXT Stock Holding History

Essential Partners’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
Q2 		– Sell
-139
Closed -$534 – 2978
2026
Q1 		$534 Sell
139
-119
-46% -$716 ﹤0.01% 2420
2025
Q4 		$2.08K Buy
258
+9
+4% +$76 ﹤0.01% 1783
2025
Q3 		$2.12K Buy
249
+49
+25% +$416 ﹤0.01% 1774
2025
Q2 		$1.7K Buy
+200
New +$1.4K ﹤0.01% 1360

Other funds holding YEXT

LLL
Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Essential Partners's YEXT Position: Q2 2026 in Review

Essential Partners sold out of Yext (YEXT) in Q2 2026, closing a stake of 139 shares — an estimated $534 sold.

Essential Partners first reported a position in YEXT in Q2 2025 and held it in 4 quarters. The position peaked at $2.12K in Q3 2025. 174 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

  • Essential Partners reported no remaining Yext position as of Q2 2026 after selling out during the quarter.
  • Essential Partners sold 139 Yext shares in Q2 2026, an estimated $534.
  • Essential Partners first reported a position in Yext in Q2 2025 and held it in 4 quarters.
  • Essential Partners's Yext position peaked at $2.12K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Yext as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.