Needham Investment Management’s Yext YEXT Stock Holding History

Needham Investment 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
2025 Q4	–	Sell	-30,000	Closed	-$256K	–	169
2025 Q3	$256K	Hold	30,000	–	–	0.02%	160
2025 Q2	$255K	Sell	30,000 -135,000	-82%	-$947K	0.02%	149
2025 Q1	$1.02M	Hold	165,000	–	–	0.1%	124
2024 Q4	$1.05M	Sell	165,000 -30,000	-15%	-$218K	0.08%	130
2024 Q3	$1.35M	Sell	195,000 -75,000	-28%	-$417K	0.1%	117
2024 Q2	$1.44M	Sell	270,000 -45,000	-14%	-$242K	0.12%	118
2024 Q1	$1.9M	Buy	315,000 +15,000	+5%	+$88.7K	0.18%	103
2023 Q4	$1.77M	Buy	300,000 +200,000	+200%	+$1.23M	0.22%	96
2023 Q3	$633K	Buy	+100,000	New	+$855K	0.11%	98
2023 Q2	–	Sell	-600,000	Closed	-$5.77M	–	126
2023 Q1	$5.77M	Sell	600,000 -500,612	-45%	-$3.85M	0.99%	29
2022 Q4	$7.19M	Sell	1,100,612 -371,500	-25%	-$2.03M	1.3%	25
2022 Q3	$6.57M	Buy	1,472,112 +272,112	+23%	+$1.26M	1.29%	27
2022 Q2	$5.74M	Buy	1,200,000 +280,000	+30%	+$1.56M	1.07%	34
2022 Q1	$6.34M	Buy	920,000 +220,000	+31%	+$1.68M	0.92%	36
2021 Q4	$6.94M	Buy	700,000 +190,000	+37%	+$2.13M	0.87%	43
2021 Q3	$6.13M	Buy	510,000 +290,000	+132%	+$3.74M	0.82%	44
2021 Q2	$3.14M	Sell	220,000 -355,000	-62%	-$4.94M	0.46%	54
2021 Q1	$8.33M	Buy	575,000 +125,000	+28%	+$2.09M	1.14%	35
2020 Q4	$7.07M	Buy	+450,000	New	+$7.7M	1.19%	32

Other funds holding YEXT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Needham Investment Management's YEXT Position: Q4 2025 in Review

Needham Investment Management sold out of Yext (YEXT) in Q4 2025, closing a stake of 30,000 shares — an estimated $256K sold.

Needham Investment Management first reported a position in YEXT in Q4 2020 and held it in 19 quarters. The position peaked at $8.33M in Q1 2021. 196 funds tracked by Wall St. Rank hold YEXT as of Q4 2025.

Needham Investment Management reported no remaining Yext position as of Q4 2025 after selling out during the quarter.
Needham Investment Management sold 30,000 Yext shares in Q4 2025, an estimated $256K.
Needham Investment Management first reported a position in Yext in Q4 2020 and held it in 19 quarters.
Needham Investment Management's Yext position peaked at $8.33M in Q1 2021.
196 funds tracked by Wall St. Rank held Yext as of Q4 2025.

Based on Needham Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.