Jones Financial Companies
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Jones Financial Companies’s Yext YEXT Stock Holding History

Jones Financial Companies’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
-376
Closed -$1.49K – 5181
2026
Q1 		$1.49K Buy
376
+352
+1,467% +$2.12K ﹤0.01% 4237
2025
Q4 		$193 Buy
+24
New +$202 ﹤0.01% 4272

Other funds holding YEXT

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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

Jones Financial Companies's YEXT Position: Q2 2026 in Review

Jones Financial Companies sold out of Yext (YEXT) in Q2 2026, closing a stake of 376 shares — an estimated $1.49K sold.

Jones Financial Companies first reported a position in YEXT in Q4 2025 and held it in 2 quarters. The position peaked at $1.49K in Q1 2026. 174 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

  • Jones Financial Companies reported no remaining Yext position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 376 Yext shares in Q2 2026, an estimated $1.49K.
  • Jones Financial Companies first reported a position in Yext in Q4 2025 and held it in 2 quarters.
  • Jones Financial Companies's Yext position peaked at $1.49K in Q1 2026.
  • 174 funds tracked by Wall St. Rank held Yext as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.