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Farther Finance Advisors’s Yext YEXT Stock Holding History

Farther Finance 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
Q3 		$7.45K Sell
1,152
-20
-2% -$118 ﹤0.01% 4797
2026
Q2 		$5.47K Buy
1,172
+778
+197% +$3.02K ﹤0.01% 4759
2026
Q1 		$1.55K Buy
394
+329
+506% +$1.98K ﹤0.01% 4987
2025
Q4 		$524 Hold
65
– – ﹤0.01% 5047
2025
Q3 		$554 Buy
65
+20
+44% +$170 ﹤0.01% 4518
2025
Q2 		$383 Hold
45
– – ﹤0.01% 4094
2025
Q1 		$280 Hold
45
– – ﹤0.01% 3887
2024
Q4 		$286 Hold
45
– – ﹤0.01% 3569
2024
Q3 		$311 Hold
45
– – ﹤0.01% 3548
2024
Q2 		$236 Buy
+45
New +$242 ﹤0.01% 3465
2023
Q1 		– Sell
-100
Closed -$653 – 2432
2022
Q4 		$653 Buy
+100
New +$545 ﹤0.01% 1773

Other funds holding YEXT

MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Farther Finance Advisors's YEXT Position: Q3 2026 in Review

Farther Finance Advisors reduced its Yext (YEXT) stake by 1.7% in Q3 2026, selling an estimated $118 and leaving 1,152 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #4797.

Farther Finance Advisors first reported a position in YEXT in Q4 2022 and has held it in 11 quarters since. 5 funds tracked by Wall St. Rank hold YEXT as of Q3 2026.

  • Farther Finance Advisors held 1,152 shares of Yext worth $7.45K as of Q3 2026.
  • Farther Finance Advisors sold 20 Yext shares in Q3 2026, an estimated $118.
  • Yext made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4797 holding.
  • Farther Finance Advisors first reported a position in Yext in Q4 2022 and has held it in 11 quarters since.
  • 5 funds tracked by Wall St. Rank held Yext as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.