Pinnacle Wealth Planning Services’s Yext YEXT Stock Holding History

Pinnacle Wealth Planning Services’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	$19.6K	Hold	5,097	–	–	﹤0.01%	1706
2025 Q4	$41.1K	Buy	+5,097	New	+$42.9K	﹤0.01%	1337
2024 Q4	–	Sell	-18,799	Closed	-$130K	–	571
2024 Q3	$130K	Hold	18,799	–	–	0.02%	491
2024 Q2	$101K	Hold	18,799	–	–	0.01%	485
2024 Q1	$113K	Hold	18,799	–	–	0.02%	478
2023 Q4	$111K	Hold	18,799	–	–	0.02%	453
2023 Q3	$119K	Sell	18,799 -28	-0.1%	-$239	0.02%	403
2023 Q2	$213K	Buy	18,827 +28	+0.1%	+$266	0.03%	364
2023 Q1	$181K	Hold	18,799	–	–	0.03%	409
2022 Q4	$123K	Buy	18,799 +547	+3%	+$2.98K	0.02%	390
2022 Q3	$81K	Buy	+18,252	New	+$84.7K	0.02%	378
2022 Q2	–	Sell	-12,291	Closed	-$85K	–	487
2022 Q1	$85K	Buy	+12,291	New	+$93.8K	0.02%	414

Other funds holding YEXT

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

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 London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's YEXT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Yext (YEXT) position steady in Q1 2026 at 5,097 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Pinnacle Wealth Planning Services first reported a position in YEXT in Q1 2022 and has held it in 12 quarters since. The position peaked at $213K in Q2 2023. 200 funds tracked by Wall St. Rank hold YEXT as of Q1 2026.

Pinnacle Wealth Planning Services held 5,097 shares of Yext worth $19.6K as of Q1 2026.
Pinnacle Wealth Planning Services left its Yext share count unchanged in Q1 2026.
Yext made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1706 holding.
Pinnacle Wealth Planning Services first reported a position in Yext in Q1 2022 and has held it in 12 quarters since.
Pinnacle Wealth Planning Services's Yext position peaked at $213K in Q2 2023.
200 funds tracked by Wall St. Rank held Yext as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.