Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$69.8M Buy
18,188,607
+3,056,223
+20% +$18.4M 4.78% 8
2025
Q4
$122M Buy
15,132,384
+2,861,653
+23% +$24.1M 8.04% 5
2025
Q3
$105M Buy
12,270,731
+259,838
+2% +$2.21M 8.44% 5
2025
Q2
$102M Buy
12,010,893
+330,530
+3% +$2.32M 9.01% 3
2025
Q1
$72M Buy
11,680,363
+1,009,285
+9% +$6.52M 6.92% 5
2024
Q4
$67.9M Buy
10,671,078
+2,324,823
+28% +$16.9M 4.68% 8
2024
Q3
$57.8M Buy
8,346,255
+78,768
+1% +$438K 4.46% 8
2024
Q2
$44.2M Buy
8,267,487
+1,591,791
+24% +$8.57M 2.9% 11
2024
Q1
$40.3M Buy
6,675,696
+208,708
+3% +$1.23M 2.15% 13
2023
Q4
$38.1M Buy
6,466,988
+2,993,863
+86% +$18.4M 2.07% 12
2023
Q3
$22M Buy
3,473,125
+2,907,574
+514% +$24.9M 0.95% 23
2023
Q2
$6.4M Sell
565,551
-124,628
-18% -$1.19M 0.27% 31
2023
Q1
$6.63M Buy
690,179
+33,268
+5% +$256K 0.31% 32
2022
Q4
$4.29M Buy
656,911
+175,344
+36% +$956K 0.2% 36
2022
Q3
$2.15M Buy
481,567
+275,478
+134% +$1.28M 0.1% 37
2022
Q2
$985K Hold
206,089
0.05% 37
2022
Q1
$1.42M Buy
+206,089
New +$1.57M 0.08% 35

Other funds holding YEXT