First Trust Advisors’s Yext YEXT Stock Holding History

First Trust 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	$185K	Sell	39,657 -722,264	-95%	-$2.8M	﹤0.01%	2607
2026 Q1	$2.93M	Buy	761,921 +62,942	+9%	+$379K	﹤0.01%	1747
2025 Q4	$5.63M	Buy	+698,979	New	+$5.89M	﹤0.01%	1341
2024 Q1	–	Sell	-51,185	Closed	-$301K	–	2422
2023 Q4	$301K	Buy	+51,185	New	+$315K	﹤0.01%	2237
2022 Q2	–	Sell	-40,569	Closed	-$280K	–	2621
2022 Q1	$280K	Sell	40,569 -1,191	-3%	-$9.09K	﹤0.01%	2386
2021 Q4	$414K	Buy	41,760 +5,793	+16%	+$65.1K	﹤0.01%	2336
2021 Q3	$433K	Sell	35,967 -3,283	-8%	-$42.3K	﹤0.01%	2317
2021 Q2	$561K	Buy	39,250 +4,702	+14%	+$65.4K	﹤0.01%	2245
2021 Q1	$500K	Sell	34,548 -40,127	-54%	-$670K	﹤0.01%	2214
2020 Q4	$1.17M	Sell	74,675 -35,791	-32%	-$612K	﹤0.01%	1826
2020 Q3	$1.68M	Buy	110,466 +75,672	+217%	+$1.28M	﹤0.01%	1453
2020 Q2	$578K	Buy	+34,794	New	+$488K	﹤0.01%	1968
2019 Q4	–	Sell	-74,500	Closed	-$1.18M	–	2473
2019 Q3	$1.18M	Sell	74,500 -71,055	-49%	-$1.35M	﹤0.01%	1796
2019 Q2	$2.92M	Buy	145,555 +49,346	+51%	+$1.02M	0.01%	1352
2019 Q1	$2.1M	Sell	96,209 -107,293	-53%	-$1.95M	﹤0.01%	1530
2018 Q4	$3.02M	Sell	203,502 -80,010	-28%	-$1.41M	0.01%	1241
2018 Q3	$6.72M	Buy	+283,512	New	+$6.48M	0.01%	988

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 $3.37T AUM 44.26% 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

First Trust Advisors's YEXT Position: Q2 2026 in Review

First Trust Advisors reduced its Yext (YEXT) stake by 95% in Q2 2026, selling an estimated $2.8M and leaving 39,657 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #2607.

First Trust Advisors first reported a position in YEXT in Q3 2018 and has held it in 17 quarters since. The position peaked at $6.72M in Q3 2018. 174 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

First Trust Advisors held 39,657 shares of Yext worth $185K as of Q2 2026.
First Trust Advisors sold 722,264 Yext shares in Q2 2026, an estimated $2.8M.
Yext made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2607 holding.
First Trust Advisors first reported a position in Yext in Q3 2018 and has held it in 17 quarters since.
First Trust Advisors's Yext position peaked at $6.72M in Q3 2018.
174 funds tracked by Wall St. Rank held Yext as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.