Maltin Wealth Management’s Yext YEXT Stock Holding History

Maltin Wealth Management’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	$1.84M	Hold	393,439	–	–	0.61%	46
2026 Q1	$1.51M	Buy	393,439 +2,000	+0.5%	+$12K	0.58%	46
2025 Q4	$3.15M	Hold	391,439	–	–	1.26%	28
2025 Q3	$3.34M	Hold	391,439	–	–	1.38%	26
2025 Q2	$3.33M	Hold	391,439	–	–	1.5%	23
2025 Q1	$2.41M	Hold	391,439	–	–	1.13%	31
2024 Q4	$2.49M	Hold	391,439	–	–	1.22%	28
2024 Q3	$2.71M	Hold	391,439	–	–	1.32%	24
2024 Q2	$2.09M	Sell	391,439 -2,115	-0.5%	-$11.4K	1.12%	30
2024 Q1	$2.37M	Hold	393,554	–	–	1.33%	23
2023 Q4	$2.32M	Hold	393,554	–	–	1.48%	18
2023 Q3	$2.49M	Sell	393,554 -17,128	-4%	-$146K	1.74%	14
2023 Q2	$4.64M	Hold	410,682	–	–	3.28%	4
2023 Q1	$3.95M	Hold	410,682	–	–	2.85%	7
2022 Q4	$2.68M	Hold	410,682	–	–	1.95%	12
2022 Q3	$1.83M	Hold	410,682	–	–	1.45%	20
2022 Q2	$1.96M	Hold	410,682	–	–	1.42%	18
2022 Q1	$2.83M	Sell	410,682 -155,000	-27%	-$1.18M	1.87%	11
2021 Q4	$5.61M	Hold	565,682	–	–	3.37%	4
2021 Q3	$6.8M	Hold	565,682	–	–	4.18%	5
2021 Q2	$8.08M	Hold	565,682	–	–	4.91%	3
2021 Q1	$8.19M	Hold	565,682	–	–	5.31%	3
2020 Q4	$8.89M	Hold	565,682	–	–	6.24%	3
2020 Q3	$8.59M	Hold	565,682	–	–	6.11%	3
2020 Q2	$9.4M	Hold	565,682	–	–	7.09%	3
2020 Q1	$5.76M	Sell	565,682 -84,682	-13%	-$1.21M	4.9%	4
2019 Q4	$9.38M	Buy	+650,364	New	+$10.1M	6.06%	4

Other funds holding YEXT

LLL

Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Maltin Wealth Management's YEXT Position: Q2 2026 in Review

Maltin Wealth Management held its Yext (YEXT) position steady in Q2 2026 at 393,439 shares worth $1.84M. The position accounts for 0.61% of the portfolio, ranked #46.

Maltin Wealth Management first reported a position in YEXT in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.4M in Q2 2020. 174 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

Maltin Wealth Management held 393,439 shares of Yext worth $1.84M as of Q2 2026.
Maltin Wealth Management left its Yext share count unchanged in Q2 2026.
Yext made up 0.61% of Maltin Wealth Management's portfolio in Q2 2026, its #46 holding.
Maltin Wealth Management first reported a position in Yext in Q4 2019 and has held it in 27 quarters since.
Maltin Wealth Management's Yext position peaked at $9.4M in Q2 2020.
174 funds tracked by Wall St. Rank held Yext as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.