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Newbridge Financial Services Group’s Yext YEXT Stock Holding History

Newbridge Financial Services Group’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
Q3 		– Sell
-115
Closed -$978 – 1398
2025
Q2 		$978 Hold
115
– – ﹤0.01% 1200
2025
Q1 		$708 Hold
115
– – ﹤0.01% 963
2024
Q4 		$731 Buy
+115
New +$836 ﹤0.01% 1042
2021
Q4 		– Sell
-250
Closed -$3K – 1557
2021
Q3 		$3K Hold
250
– – ﹤0.01% 1146
2021
Q2 		$4K Hold
250
– – ﹤0.01% 1187
2021
Q1 		$4K Buy
+250
New +$4.17K ﹤0.01% 1092

Other funds holding YEXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Newbridge Financial Services Group's YEXT Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of Yext (YEXT) in Q3 2025, closing a stake of 115 shares — an estimated $978 sold.

Newbridge Financial Services Group first reported a position in YEXT in Q1 2021 and held it in 6 quarters. The position peaked at $4K in Q2 2021. 199 funds tracked by Wall St. Rank hold YEXT as of Q3 2025.

  • Newbridge Financial Services Group reported no remaining Yext position as of Q3 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 115 Yext shares in Q3 2025, an estimated $978.
  • Newbridge Financial Services Group first reported a position in Yext in Q1 2021 and held it in 6 quarters.
  • Newbridge Financial Services Group's Yext position peaked at $4K in Q2 2021.
  • 199 funds tracked by Wall St. Rank held Yext as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.