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 Q2	$574	Sell	123 -4,974	-98%	-$19.3K	﹤0.01%	2641
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 $1.58B AUM 20.25% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's YEXT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Yext (YEXT) stake by 98% in Q2 2026, selling an estimated $19.3K and leaving 123 shares worth $574. The position accounts for ﹤0.01% of the portfolio, ranked #2641.

Pinnacle Wealth Planning Services first reported a position in YEXT in Q1 2022 and has held it in 13 quarters since. The position peaked at $213K in Q2 2023. 174 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

Pinnacle Wealth Planning Services held 123 shares of Yext worth $574 as of Q2 2026.
Pinnacle Wealth Planning Services sold 4,974 Yext shares in Q2 2026, an estimated $19.3K.
Yext made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2641 holding.
Pinnacle Wealth Planning Services first reported a position in Yext in Q1 2022 and has held it in 13 quarters since.
Pinnacle Wealth Planning Services's Yext position peaked at $213K in Q2 2023.
174 funds tracked by Wall St. Rank held Yext as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.