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 Q2	$123K	Buy	26,254 +945	+4%	+$3.67K	﹤0.01%	1649
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

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 $3.38T AUM 44.17% 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

HB Wealth Management's YEXT Position: Q2 2026 in Review

HB Wealth Management increased its Yext (YEXT) stake by 3.7% in Q2 2026, buying an estimated $3.67K and bringing the position to 26,254 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

HB Wealth Management first reported a position in YEXT in Q4 2022 and has held it in 15 quarters since. The position peaked at $386K in Q3 2025. 174 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

HB Wealth Management held 26,254 shares of Yext worth $123K as of Q2 2026.
HB Wealth Management bought 945 Yext shares in Q2 2026, an estimated $3.67K.
Yext made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1649 holding.
HB Wealth Management first reported a position in Yext in Q4 2022 and has held it in 15 quarters since.
HB Wealth Management's Yext position peaked at $386K in Q3 2025.
174 funds tracked by Wall St. Rank held Yext as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.