LFG
YEXT icon

Larson Financial Group’s Yext YEXT Stock Holding History

Larson Financial Group’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 		$3.98K Buy
+852
New +$3.31K ﹤0.01% 2867
2026
Q1 		– Sell
-86
Closed -$693 – 3806
2025
Q4 		$693 Buy
86
+6
+8% +$51 ﹤0.01% 3041
2025
Q3 		$682 Buy
80
+43
+116% +$365 ﹤0.01% 3024
2025
Q2 		$315 Buy
+37
New +$259 ﹤0.01% 2962

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

Larson Financial Group's YEXT Position: Q2 2026 in Review

Larson Financial Group opened a new position in Yext (YEXT) in Q2 2026: 852 shares worth $3.98K. The stake represents ﹤0.01% of the portfolio and ranks #2867 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in YEXT as recently as Q4 2025.

Larson Financial Group first reported a position in YEXT in Q2 2025 and has held it in 4 quarters since. 173 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

  • Larson Financial Group held 852 shares of Yext worth $3.98K as of Q2 2026.
  • Yext was a new Larson Financial Group position in Q2 2026.
  • Yext made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2867 holding.
  • Larson Financial Group first reported a position in Yext in Q2 2025 and has held it in 4 quarters since.
  • 173 funds tracked by Wall St. Rank held Yext as of Q2 2026.

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