FFO
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Fortitude Family Office’s Yext YEXT Stock Holding History

Fortitude Family Office’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
-163
Closed -$626 – 2389
2026
Q1 		$626 Sell
163
-3
-2% -$18 ﹤0.01% 1642
2025
Q4 		$1.34K Sell
166
-113
-41% -$952 ﹤0.01% 1339
2025
Q3 		$2.38K Hold
279
– – ﹤0.01% 1139
2025
Q2 		$2.37K Hold
279
– – ﹤0.01% 1109
2025
Q1 		$1.72K Hold
279
– – ﹤0.01% 942
2024
Q4 		$1.77K Hold
279
– – ﹤0.01% 1052
2024
Q3 		$1.93K Hold
279
– – ﹤0.01% 1010
2024
Q2 		$1.49K Hold
279
– – ﹤0.01% 834
2024
Q1 		$1.68K Hold
279
– – ﹤0.01% 848
2023
Q4 		$1.64K Buy
+279
New +$1.72K ﹤0.01% 894

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

Fortitude Family Office's YEXT Position: Q2 2026 in Review

Fortitude Family Office sold out of Yext (YEXT) in Q2 2026, closing a stake of 163 shares — an estimated $626 sold.

Fortitude Family Office first reported a position in YEXT in Q4 2023 and held it in 10 quarters. The position peaked at $2.38K in Q3 2025. 175 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

  • Fortitude Family Office reported no remaining Yext position as of Q2 2026 after selling out during the quarter.
  • Fortitude Family Office sold 163 Yext shares in Q2 2026, an estimated $626.
  • Fortitude Family Office first reported a position in Yext in Q4 2023 and held it in 10 quarters.
  • Fortitude Family Office's Yext position peaked at $2.38K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Yext as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.