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Moneta Group Investment Advisors’s Yext YEXT Stock Holding History

Moneta Group Investment Advisors’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 		$64.8K Hold
13,876
– – ﹤0.01% 868
2026
Q1 		$53.3K Hold
13,876
– – ﹤0.01% 793
2025
Q4 		$112K Hold
13,876
– – ﹤0.01% 789
2025
Q3 		$118K Hold
13,876
– – ﹤0.01% 773
2025
Q2 		$118K Sell
13,876
-6,411
-32% -$45K ﹤0.01% 686
2025
Q1 		$125K Buy
20,287
+145
+0.7% +$937 ﹤0.01% 646
2024
Q4 		$128K Hold
20,142
– – ﹤0.01% 646
2024
Q3 		$139K Buy
20,142
+2,627
+15% +$14.6K ﹤0.01% 628
2024
Q2 		$93.7K Buy
17,515
+178
+1% +$959 ﹤0.01% 592
2024
Q1 		$105K Hold
17,337
– – ﹤0.01% 586
2023
Q4 		$102K Buy
17,337
+2,656
+18% +$16.3K ﹤0.01% 543
2023
Q3 		$92.9K Sell
14,681
-12
-0.1% -$103 ﹤0.01% 505
2023
Q2 		$166K Buy
14,693
+706
+5% +$6.71K ﹤0.01% 522
2023
Q1 		$134K Buy
+13,987
New +$108K ﹤0.01% 508

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Moneta Group Investment Advisors's YEXT Position: Q2 2026 in Review

Moneta Group Investment Advisors held its Yext (YEXT) position steady in Q2 2026 at 13,876 shares worth $64.8K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Moneta Group Investment Advisors first reported a position in YEXT in Q1 2023 and has held it in 14 quarters since. The position peaked at $166K in Q2 2023. 173 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

  • Moneta Group Investment Advisors held 13,876 shares of Yext worth $64.8K as of Q2 2026.
  • Moneta Group Investment Advisors left its Yext share count unchanged in Q2 2026.
  • Yext made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #868 holding.
  • Moneta Group Investment Advisors first reported a position in Yext in Q1 2023 and has held it in 14 quarters since.
  • Moneta Group Investment Advisors's Yext position peaked at $166K in Q2 2023.
  • 173 funds tracked by Wall St. Rank held Yext as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.