Potrero Capital Research’s Yext YEXT Stock Holding History

Potrero Capital Research’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
2025 Q2	–	Sell	-2,734,865	Closed	-$16.8M	–	34
2025 Q1	$16.8M	Buy	2,734,865 +154,525	+6%	+$999K	8.28%	2
2024 Q4	$16.4M	Sell	2,580,340 -824,197	-24%	-$5.99M	5.49%	6
2024 Q3	$23.6M	Buy	3,404,537 +900,975	+36%	+$5.01M	7.45%	3
2024 Q2	$13.4M	Buy	2,503,562 +1,638,001	+189%	+$8.82M	5.71%	8
2024 Q1	$5.22M	Buy	865,561 +36,268	+4%	+$214K	2.98%	14
2023 Q4	$4.88M	Hold	829,293	–	–	2.59%	14
2023 Q3	$5.25M	Hold	829,293	–	–	3.48%	12
2023 Q2	$9.38M	Sell	829,293 -330,942	-29%	-$3.15M	5.83%	7
2023 Q1	$11.1M	Sell	1,160,235 -598,804	-34%	-$4.61M	6.65%	7
2022 Q4	$11.5M	Buy	+1,759,039	New	+$9.59M	7.59%	4

Other funds holding YEXT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Potrero Capital Research's YEXT Position: Q2 2025 in Review

Potrero Capital Research sold out of Yext (YEXT) in Q2 2025, closing a stake of 2,734,865 shares — an estimated $16.8M sold.

Potrero Capital Research first reported a position in YEXT in Q4 2022 and held it in 10 quarters. The position peaked at $23.6M in Q3 2024. 193 funds tracked by Wall St. Rank hold YEXT as of Q2 2025.

Potrero Capital Research reported no remaining Yext position as of Q2 2025 after selling out during the quarter.
Potrero Capital Research sold 2,734,865 Yext shares in Q2 2025, an estimated $16.8M.
Potrero Capital Research first reported a position in Yext in Q4 2022 and held it in 10 quarters.
Potrero Capital Research's Yext position peaked at $23.6M in Q3 2024.
193 funds tracked by Wall St. Rank held Yext as of Q2 2025.

Based on Potrero Capital Research's 13F filing for Q2 2025, filed 14 Aug 2025.