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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
Q2 		$53K Sell
11,347
-33,690
-75% -$131K 0.02% 169
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 $1.58B 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

Haven Private's YEXT Position: Q2 2026 in Review

Haven Private reduced its Yext (YEXT) stake by 75% in Q2 2026, selling an estimated $131K and leaving 11,347 shares worth $53K. The position accounts for 0.02% of the portfolio, ranked #169.

Haven Private first reported a position in YEXT in Q4 2024 and has held it in 7 quarters since. The position peaked at $489K in Q3 2025. 174 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

  • Haven Private held 11,347 shares of Yext worth $53K as of Q2 2026.
  • Haven Private sold 33,690 Yext shares in Q2 2026, an estimated $131K.
  • Yext made up 0.02% of Haven Private's portfolio in Q2 2026, its #169 holding.
  • Haven Private first reported a position in Yext in Q4 2024 and has held it in 7 quarters since.
  • Haven Private's Yext position peaked at $489K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Yext as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.