EverSource Wealth Advisors’s Yext YEXT Stock Holding History

EverSource Wealth 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 Q1	$3.67K	Sell	956 -303	-24%	-$1.82K	﹤0.01%	3406
2025 Q4	$10.1K	Sell	1,259 -4	-0.3%	-$34	﹤0.01%	2791
2025 Q3	$10.8K	Buy	1,263 +135	+12%	+$1.15K	﹤0.01%	2783
2025 Q2	$9.59K	Buy	1,128 +48	+4%	+$337	﹤0.01%	2833
2025 Q1	$6.65K	Buy	1,080 +66	+7%	+$427	﹤0.01%	2352
2024 Q4	$6.45K	Buy	1,014 +58	+6%	+$421	﹤0.01%	2232
2024 Q3	$6.62K	Hold	956	–	–	﹤0.01%	2098
2024 Q2	$5.51K	Hold	956	–	–	﹤0.01%	2189
2024 Q1	$5.25K	Hold	956	–	–	﹤0.01%	2034
2023 Q4	$5.63K	Hold	956	–	–	﹤0.01%	1810
2023 Q3	$6.05K	Hold	956	–	–	﹤0.01%	1629
2023 Q2	$10.8K	Hold	956	–	–	﹤0.01%	1401
2023 Q1	$9.19K	Hold	956	–	–	﹤0.01%	1407
2022 Q4	$6.24K	Buy	956 +600	+169%	+$3.27K	﹤0.01%	1517
2022 Q3	$2K	Hold	356	–	–	﹤0.01%	1747
2022 Q2	$2K	Buy	+356	New	+$1.98K	﹤0.01%	1592

Other funds holding YEXT

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

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

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EverSource Wealth Advisors's YEXT Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Yext (YEXT) stake by 24% in Q1 2026, selling an estimated $1.82K and leaving 956 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #3406.

EverSource Wealth Advisors first reported a position in YEXT in Q2 2022 and has held it in 16 quarters since. The position peaked at $10.8K in Q2 2023. 200 funds tracked by Wall St. Rank hold YEXT as of Q1 2026.

EverSource Wealth Advisors held 956 shares of Yext worth $3.67K as of Q1 2026.
EverSource Wealth Advisors sold 303 Yext shares in Q1 2026, an estimated $1.82K.
Yext made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3406 holding.
EverSource Wealth Advisors first reported a position in Yext in Q2 2022 and has held it in 16 quarters since.
EverSource Wealth Advisors's Yext position peaked at $10.8K in Q2 2023.
200 funds tracked by Wall St. Rank held Yext as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.