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NewEdge Wealth’s Yext YEXT Stock Holding History

NewEdge Wealth’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
-180,948
Closed -$1.46M – 1293
2025
Q4 		$1.46M Buy
+180,948
New +$1.52M 0.02% 534

Other funds holding YEXT

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
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

NewEdge Wealth's YEXT Position: Q1 2026 in Review

NewEdge Wealth sold out of Yext (YEXT) in Q1 2026, closing a stake of 180,948 shares — an estimated $1.46M sold.

NewEdge Wealth first reported a position in YEXT in Q4 2025 and held it in 1 quarter. The position peaked at $1.46M in Q4 2025. 200 funds tracked by Wall St. Rank hold YEXT as of Q1 2026.

  • NewEdge Wealth reported no remaining Yext position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 180,948 Yext shares in Q1 2026, an estimated $1.46M.
  • NewEdge Wealth first reported a position in Yext in Q4 2025 and held it in 1 quarter.
  • NewEdge Wealth's Yext position peaked at $1.46M in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Yext as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.