National Philanthropic Trust’s Yext YEXT Stock Holding History

National Philanthropic Trust’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 Q1	–	Sell	-59,312	Closed	-$478K	–	421
2025 Q4	$478K	Buy	+59,312	New	+$500K	﹤0.01%	281

Other funds holding YEXT

LLL

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

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

LECM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

National Philanthropic Trust's YEXT Position: Q1 2026 in Review

National Philanthropic Trust sold out of Yext (YEXT) in Q1 2026, closing a stake of 59,312 shares — an estimated $478K sold.

National Philanthropic Trust first reported a position in YEXT in Q4 2025 and held it in 1 quarter. The position peaked at $478K in Q4 2025. 200 funds tracked by Wall St. Rank hold YEXT as of Q1 2026.

National Philanthropic Trust reported no remaining Yext position as of Q1 2026 after selling out during the quarter.
National Philanthropic Trust sold 59,312 Yext shares in Q1 2026, an estimated $478K.
National Philanthropic Trust first reported a position in Yext in Q4 2025 and held it in 1 quarter.
National Philanthropic Trust's Yext position peaked at $478K in Q4 2025.
200 funds tracked by Wall St. Rank held Yext as of Q1 2026.

Based on National Philanthropic Trust's 13F filing for Q1 2026, filed 15 May 2026.