HB Wealth Management’s Yext YEXT Stock Holding History

HB Wealth Management’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	$97.2K	Sell	25,309 -20,001	-44%	-$120K	﹤0.01%	1503
2025 Q4	$365K	Sell	45,310 -4	-0%	-$34	﹤0.01%	1045
2025 Q3	$386K	Buy	45,314 +170	+0.4%	+$1.44K	﹤0.01%	963
2025 Q2	$384K	Buy	45,144 +19,991	+79%	+$140K	﹤0.01%	841
2025 Q1	$155K	Buy	25,153 +83	+0.3%	+$536	﹤0.01%	1156
2024 Q4	$156K	Hold	25,070	–	–	﹤0.01%	1000
2024 Q3	$173K	Sell	25,070 -5,000	-17%	-$27.8K	﹤0.01%	909
2024 Q2	$161K	Hold	30,070	–	–	﹤0.01%	860
2024 Q1	$181K	Hold	30,070	–	–	﹤0.01%	804
2023 Q4	$177K	Buy	30,070 +5,000	+20%	+$30.8K	﹤0.01%	752
2023 Q3	$159K	Hold	25,070	–	–	﹤0.01%	728
2023 Q2	$284K	Buy	25,070 +5,000	+25%	+$47.5K	﹤0.01%	562
2023 Q1	$193K	Hold	20,070	–	–	﹤0.01%	678
2022 Q4	$131K	Buy	+20,070	New	+$109K	﹤0.01%	659

Other funds holding YEXT

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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