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 Q2	$4.46K	Hold	956	–	–	﹤0.01%	3340
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 $1.58B AUM 20.25% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EverSource Wealth Advisors's YEXT Position: Q2 2026 in Review

EverSource Wealth Advisors held its Yext (YEXT) position steady in Q2 2026 at 956 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #3340.

EverSource Wealth Advisors first reported a position in YEXT in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.8K in Q2 2023. 174 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

EverSource Wealth Advisors held 956 shares of Yext worth $4.46K as of Q2 2026.
EverSource Wealth Advisors left its Yext share count unchanged in Q2 2026.
Yext made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3340 holding.
EverSource Wealth Advisors first reported a position in Yext in Q2 2022 and has held it in 17 quarters since.
EverSource Wealth Advisors's Yext position peaked at $10.8K in Q2 2023.
174 funds tracked by Wall St. Rank held Yext as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.