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Haven Private’s Yext YEXT Stock Holding History

Haven Private’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 		$173K Sell
45,037
-14,211
-24% -$85.5K 0.08% 163
2025
Q4 		$478K Buy
59,248
+1,886
+3% +$15.9K 0.21% 107
2025
Q3 		$489K Buy
57,362
+1,507
+3% +$12.8K 0.22% 100
2025
Q2 		$475K Sell
55,855
-2,207
-4% -$15.5K 0.21% 102
2025
Q1 		$358K Sell
58,062
-2,121
-4% -$13.7K 0.2% 97
2024
Q4 		$383K Buy
+60,183
New +$437K 0.21% 111

Other funds holding YEXT

LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
BlackRock
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
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Haven Private's YEXT Position: Q1 2026 in Review

Haven Private reduced its Yext (YEXT) stake by 24% in Q1 2026, selling an estimated $85.5K and leaving 45,037 shares worth $173K. The position accounts for 0.08% of the portfolio, ranked #163.

Haven Private first reported a position in YEXT in Q4 2024 and has held it in 6 quarters since. The position peaked at $489K in Q3 2025. 200 funds tracked by Wall St. Rank hold YEXT as of Q1 2026.

  • Haven Private held 45,037 shares of Yext worth $173K as of Q1 2026.
  • Haven Private sold 14,211 Yext shares in Q1 2026, an estimated $85.5K.
  • Yext made up 0.08% of Haven Private's portfolio in Q1 2026, its #163 holding.
  • Haven Private first reported a position in Yext in Q4 2024 and has held it in 6 quarters since.
  • Haven Private's Yext position peaked at $489K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Yext as of Q1 2026.

Based on Haven Private's 13F filing for Q1 2026, filed 5 May 2026.