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Legacy Wealth Management (Idaho)’s Yext YEXT Stock Holding History

Legacy Wealth Management (Idaho)’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
2025
Q2 		– Sell
-75
Closed -$462 – 874
2025
Q1 		$462 Hold
75
– – ﹤0.01% 709
2024
Q4 		$486 Hold
75
– – ﹤0.01% 666
2024
Q3 		$600 Buy
+75
New +$417 ﹤0.01% 593

Other funds holding YEXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s YEXT Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Yext (YEXT) in Q2 2025, closing a stake of 75 shares — an estimated $462 sold.

Legacy Wealth Management (Idaho) first reported a position in YEXT in Q3 2024 and held it in 3 quarters. The position peaked at $600 in Q3 2024. 193 funds tracked by Wall St. Rank hold YEXT as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Yext position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 75 Yext shares in Q2 2025, an estimated $462.
  • Legacy Wealth Management (Idaho) first reported a position in Yext in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Yext position peaked at $600 in Q3 2024.
  • 193 funds tracked by Wall St. Rank held Yext as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.