NewEdge Advisors’s Yext YEXT Stock Holding History

NewEdge 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
2025 Q4	–	Sell	-4	Closed	-$34	–	4399
2025 Q3	$34	Hold	4	–	–	﹤0.01%	4063
2025 Q2	$34	Hold	4	–	–	﹤0.01%	3946
2025 Q1	$25	Hold	4	–	–	﹤0.01%	3884
2024 Q4	$25	Hold	4	–	–	﹤0.01%	3844
2024 Q3	$28	Hold	4	–	–	﹤0.01%	3763
2024 Q2	$21	Hold	4	–	–	﹤0.01%	3740
2024 Q1	$24	Hold	4	–	–	﹤0.01%	3761
2023 Q4	$24	Hold	4	–	–	﹤0.01%	3693
2023 Q3	$25	Sell	4 -430	-99%	-$3.68K	﹤0.01%	3422
2023 Q2	$4.91K	Sell	434 -9,688	-96%	-$92.1K	﹤0.01%	2824
2023 Q1	$97.3K	Buy	10,122 +10,118	+252,950%	+$77.9K	﹤0.01%	1758
2022 Q4	$0	Buy	+4	New	+$22	﹤0.01%	4223

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

NewEdge Advisors's YEXT Position: Q4 2025 in Review

NewEdge Advisors sold out of Yext (YEXT) in Q4 2025, closing a stake of 4 shares — an estimated $34 sold.

NewEdge Advisors first reported a position in YEXT in Q4 2022 and held it in 12 quarters. The position peaked at $97.3K in Q1 2023. 196 funds tracked by Wall St. Rank hold YEXT as of Q4 2025.

NewEdge Advisors reported no remaining Yext position as of Q4 2025 after selling out during the quarter.
NewEdge Advisors sold 4 Yext shares in Q4 2025, an estimated $34.
NewEdge Advisors first reported a position in Yext in Q4 2022 and held it in 12 quarters.
NewEdge Advisors's Yext position peaked at $97.3K in Q1 2023.
196 funds tracked by Wall St. Rank held Yext as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.