LPL Financial’s Yext YEXT Stock Holding History

LPL Financial’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 Q4	–	Sell	-10,080	Closed	-$85.9K	–	6089
2025 Q3	$85.9K	Buy	+10,080	New	+$85.5K	﹤0.01%	5544

Other funds holding YEXT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial's YEXT Position: Q4 2025 in Review

LPL Financial sold out of Yext (YEXT) in Q4 2025, closing a stake of 10,080 shares — an estimated $85.9K sold.

LPL Financial first reported a position in YEXT in Q3 2025 and held it in 1 quarter. The position peaked at $85.9K in Q3 2025. 196 funds tracked by Wall St. Rank hold YEXT as of Q4 2025.

LPL Financial reported no remaining Yext position as of Q4 2025 after selling out during the quarter.
LPL Financial sold 10,080 Yext shares in Q4 2025, an estimated $85.9K.
LPL Financial first reported a position in Yext in Q3 2025 and held it in 1 quarter.
LPL Financial's Yext position peaked at $85.9K in Q3 2025.
196 funds tracked by Wall St. Rank held Yext as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.