Pathstone Holdings
YEXT icon

Pathstone Holdings’s Yext YEXT Stock Holding History

Pathstone Holdings’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 		$3.23M Sell
841,100
-260
-0% -$1.56K 0.01% 774
2025
Q4 		$6.78M Sell
841,360
-1,306
-0.2% -$11K 0.03% 450
2025
Q3 		$7.18M Sell
842,666
-399,604
-32% -$3.39M 0.03% 450
2025
Q2 		$10.6M Sell
1,242,270
-342,116
-22% -$2.4M 0.04% 311
2025
Q1 		$9.76M Sell
1,584,386
-473,478
-23% -$3.06M 0.04% 347
2024
Q4 		$13M Buy
+2,057,864
New +$15M 0.06% 235

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

Pathstone Holdings's YEXT Position: Q1 2026 in Review

Pathstone Holdings reduced its Yext (YEXT) stake by 0.03% in Q1 2026, selling an estimated $1.56K and leaving 841,100 shares worth $3.23M. The position accounts for 0.01% of the portfolio, ranked #774.

Pathstone Holdings first reported a position in YEXT in Q4 2024 and has held it in 6 quarters since. The position peaked at $13M in Q4 2024. 200 funds tracked by Wall St. Rank hold YEXT as of Q1 2026.

  • Pathstone Holdings held 841,100 shares of Yext worth $3.23M as of Q1 2026.
  • Pathstone Holdings sold 260 Yext shares in Q1 2026, an estimated $1.56K.
  • Yext made up 0.01% of Pathstone Holdings's portfolio in Q1 2026, its #774 holding.
  • Pathstone Holdings first reported a position in Yext in Q4 2024 and has held it in 6 quarters since.
  • Pathstone Holdings's Yext position peaked at $13M in Q4 2024.
  • 200 funds tracked by Wall St. Rank held Yext as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.