LRI Investments’s Yext YEXT Stock Holding History

LRI Investments’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	$1.31K	Hold	280	–	–	﹤0.01%	1318
2026 Q1	$1.07K	Hold	280	–	–	﹤0.01%	1313
2025 Q4	$2.26K	Hold	280	–	–	﹤0.01%	1190
2025 Q3	$2.39K	Hold	280	–	–	﹤0.01%	1177
2025 Q2	$2.38K	Hold	280	–	–	﹤0.01%	1148
2025 Q1	$1.73K	Hold	280	–	–	﹤0.01%	1118
2024 Q4	$1.78K	Hold	280	–	–	﹤0.01%	1083
2024 Q3	$2.21K	Hold	280	–	–	﹤0.01%	1067
2024 Q2	$1.5K	Hold	280	–	–	﹤0.01%	1073
2024 Q1	$1.69K	Buy	+280	New	+$1.66K	﹤0.01%	761

Other funds holding YEXT

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

PAWC

P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

EPM

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

LRI Investments's YEXT Position: Q2 2026 in Review

LRI Investments held its Yext (YEXT) position steady in Q2 2026 at 280 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

LRI Investments first reported a position in YEXT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.39K in Q3 2025. 33 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

LRI Investments held 280 shares of Yext worth $1.31K as of Q2 2026.
LRI Investments left its Yext share count unchanged in Q2 2026.
Yext made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1318 holding.
LRI Investments first reported a position in Yext in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Yext position peaked at $2.39K in Q3 2025.
33 funds tracked by Wall St. Rank held Yext as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.