Mackenzie Financial
YEXT icon

Mackenzie Financial’s Yext YEXT Stock Holding History

Mackenzie 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
2026
Q3 		$2.53M Buy
390,563
+93,529
+31% +$553K ﹤0.01% 987
2026
Q2 		$1.39M Buy
297,034
+234,768
+377% +$911K ﹤0.01% 1132
2026
Q1 		$239K Sell
62,266
-10,395
-14% -$62.5K ﹤0.01% 1339
2025
Q4 		$590K Sell
72,661
-3,631
-5% -$30.6K ﹤0.01% 1186
2025
Q3 		$650K Sell
76,292
-116,359
-60% -$988K ﹤0.01% 1181
2025
Q2 		$1.64M Sell
192,651
-21,419
-10% -$150K ﹤0.01% 863
2025
Q1 		$1.32M Buy
214,070
+140,513
+191% +$908K ﹤0.01% 898
2024
Q4 		$468K Sell
73,557
-102,562
-58% -$745K ﹤0.01% 1205
2024
Q3 		$1.22M Buy
176,119
+149,387
+559% +$830K ﹤0.01% 832
2024
Q2 		$143K Buy
26,732
+2,493
+10% +$13.4K ﹤0.01% 1397
2024
Q1 		$146K Buy
24,239
+4,937
+26% +$29.2K ﹤0.01% 1390
2023
Q4 		$114K Sell
19,302
-77,532
-80% -$477K ﹤0.01% 1396
2023
Q3 		$596K Buy
96,834
+55,879
+136% +$478K ﹤0.01% 959
2023
Q2 		$462K Sell
40,955
-52,081
-56% -$495K ﹤0.01% 1044
2023
Q1 		$894K Buy
93,036
+50,621
+119% +$390K ﹤0.01% 883
2022
Q4 		$277K Buy
42,415
+20,730
+96% +$113K ﹤0.01% 1116
2022
Q3 		$97K Buy
21,685
+10,992
+103% +$51K ﹤0.01% 1312
2022
Q2 		$51K Buy
+10,693
New +$59.4K ﹤0.01% 1396

Other funds holding YEXT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return

Mackenzie Financial's YEXT Position: Q3 2026 in Review

Mackenzie Financial increased its Yext (YEXT) stake by 31% in Q3 2026, buying an estimated $553K and bringing the position to 390,563 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Mackenzie Financial first reported a position in YEXT in Q2 2022 and has held it in 18 quarters since. 48 funds tracked by Wall St. Rank hold YEXT as of Q3 2026.

  • Mackenzie Financial held 390,563 shares of Yext worth $2.53M as of Q3 2026.
  • Mackenzie Financial bought 93,529 Yext shares in Q3 2026, an estimated $553K.
  • Yext made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #987 holding.
  • Mackenzie Financial first reported a position in Yext in Q2 2022 and has held it in 18 quarters since.
  • 48 funds tracked by Wall St. Rank held Yext as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.