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IFP Advisors’s Yext YEXT Stock Holding History

IFP Advisors’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
-374
Closed -$1.44K – 5303
2026
Q1 		$1.44K Sell
374
-9
-2% -$54 ﹤0.01% 4072
2025
Q4 		$3.09K Sell
383
-2
-0.5% -$17 ﹤0.01% 3662
2025
Q3 		$3.28K Buy
385
+153
+66% +$1.3K ﹤0.01% 3471
2025
Q2 		$4.3K Sell
232
-137
-37% -$961 ﹤0.01% 3489
2025
Q1 		$2.27K Sell
369
-20
-5% -$129 ﹤0.01% 3103
2024
Q4 		$2.47K Sell
389
-1,980
-84% -$14.4K ﹤0.01% 3019
2024
Q3 		$16.4K Hold
2,369
– – ﹤0.01% 2229
2024
Q2 		$12.7K Hold
2,369
– – ﹤0.01% 2264
2024
Q1 		$14.3K Hold
2,369
– – ﹤0.01% 2116
2023
Q4 		$14K Hold
2,369
– – ﹤0.01% 2062
2023
Q3 		$15K Buy
2,369
+2,000
+542% +$17.1K ﹤0.01% 2081
2023
Q2 		$4.17K Hold
369
– – ﹤0.01% 2606
2023
Q1 		$6.27K Sell
369
-203
-35% -$1.56K ﹤0.01% 2484
2022
Q4 		$9K Buy
572
+93
+19% +$507 ﹤0.01% 3473
2022
Q3 		$8K Hold
479
– – ﹤0.01% 3814
2022
Q2 		$8K Hold
479
– – ﹤0.01% 3562
2022
Q1 		$8K Buy
+479
New +$3.66K ﹤0.01% 3561
2020
Q4 		– Sell
-100
Closed -$1.71K – 3122
2020
Q3 		$2K Hold
100
– – ﹤0.01% 2533
2020
Q2 		$2K Hold
100
– – ﹤0.01% 2437
2020
Q1 		$1K Buy
+100
New +$1.43K ﹤0.01% 2645
2019
Q1 		– Sell
-100
Closed -$1K – 3502
2018
Q4 		$1K Hold
100
– – ﹤0.01% 3410
2018
Q3 		$2K Buy
+100
New +$2.29K ﹤0.01% 3593

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 $3.37T AUM 44.26% 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

IFP Advisors's YEXT Position: Q2 2026 in Review

IFP Advisors sold out of Yext (YEXT) in Q2 2026, closing a stake of 374 shares — an estimated $1.44K sold.

IFP Advisors first reported a position in YEXT in Q3 2018 and held it in 22 quarters. The position peaked at $16.4K in Q3 2024. 173 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

  • IFP Advisors reported no remaining Yext position as of Q2 2026 after selling out during the quarter.
  • IFP Advisors sold 374 Yext shares in Q2 2026, an estimated $1.44K.
  • IFP Advisors first reported a position in Yext in Q3 2018 and held it in 22 quarters.
  • IFP Advisors's Yext position peaked at $16.4K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held Yext as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.