Pathstone Holdings’s Yext YEXT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.6M Sell
1,242,270
-342,116
-22% -$2.91M 0.04% 311
2025
Q1
$9.76M Sell
1,584,386
-473,478
-23% -$2.92M 0.04% 347
2024
Q4
$13M Buy
+2,057,864
New +$13M 0.06% 235