NIM
Needham Investment Management’s Yext YEXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
30,000
-135,000
| -82% | -$1.15M | 0.02% | 149 |
|
|
2025
Q1 | $1.02M | Hold |
165,000
| – | – | 0.1% | 124 |
|
|
2024
Q4 | $1.05M | Sell |
165,000
-30,000
| -15% | -$191K | 0.08% | 130 |
|
|
2024
Q3 | $1.35M | Sell |
195,000
-75,000
| -28% | -$519K | 0.1% | 117 |
|
|
2024
Q2 | $1.44M | Sell |
270,000
-45,000
| -14% | -$241K | 0.12% | 118 |
|
|
2024
Q1 | $1.9M | Buy |
315,000
+15,000
| +5% | +$90.5K | 0.18% | 103 |
|
|
2023
Q4 | $1.77M | Buy |
300,000
+200,000
| +200% | +$1.18M | 0.22% | 96 |
|
|
2023
Q3 | $633K | Buy |
+100,000
| New | +$633K | 0.11% | 98 |
|
|
2023
Q2 | – | Sell |
-600,000
| Closed | -$5.77M | – | 126 |
|
|
2023
Q1 | $5.77M | Sell |
600,000
-500,612
| -45% | -$4.81M | 0.99% | 29 |
|
|
2022
Q4 | $7.19M | Sell |
1,100,612
-371,500
| -25% | -$2.43M | 1.3% | 25 |
|
|
2022
Q3 | $6.57M | Buy |
1,472,112
+272,112
| +23% | +$1.21M | 1.29% | 27 |
|
|
2022
Q2 | $5.74M | Buy |
1,200,000
+280,000
| +30% | +$1.34M | 1.07% | 34 |
|
|
2022
Q1 | $6.34M | Buy |
920,000
+220,000
| +31% | +$1.52M | 0.92% | 36 |
|
|
2021
Q4 | $6.94M | Buy |
700,000
+190,000
| +37% | +$1.88M | 0.87% | 43 |
|
|
2021
Q3 | $6.14M | Buy |
510,000
+290,000
| +132% | +$3.49M | 0.82% | 44 |
|
|
2021
Q2 | $3.14M | Sell |
220,000
-355,000
| -62% | -$5.07M | 0.46% | 54 |
|
|
2021
Q1 | $8.33M | Buy |
575,000
+125,000
| +28% | +$1.81M | 1.14% | 35 |
|
|
2020
Q4 | $7.07M | Buy |
+450,000
| New | +$7.07M | 1.19% | 32 |
|