Principal Financial Group
YEXT icon

Principal Financial Group’s Yext YEXT Stock Holding History

Principal Financial Group’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 		$983K Buy
255,920
+120,223
+89% +$723K ﹤0.01% 1944
2025
Q4 		$1.09M Buy
135,697
+41,896
+45% +$353K ﹤0.01% 1944
2025
Q3 		$799K Buy
93,801
+47,108
+101% +$400K ﹤0.01% 1964
2025
Q2 		$397K Sell
46,693
-12,765
-21% -$89.5K ﹤0.01% 2027
2025
Q1 		$366K Buy
59,458
+20
+0% +$129 ﹤0.01% 1968
2024
Q4 		$378K Buy
59,438
+5,191
+10% +$37.7K ﹤0.01% 2006
2024
Q3 		$375K Sell
54,247
-39,269
-42% -$218K ﹤0.01% 2000
2024
Q2 		$500K Buy
93,516
+9,849
+12% +$53K ﹤0.01% 1955
2024
Q1 		$505K Buy
83,667
+71,196
+571% +$421K ﹤0.01% 1982
2023
Q4 		$73.5K Buy
12,471
+1,177
+10% +$7.24K ﹤0.01% 2303
2023
Q3 		$71.5K Sell
11,294
-1,345
-11% -$11.5K ﹤0.01% 2323
2023
Q2 		$143K Buy
12,639
+262
+2% +$2.49K ﹤0.01% 2230
2023
Q1 		$119K Sell
12,377
-1,409
-10% -$10.8K ﹤0.01% 2274
2022
Q4 		$90K Sell
13,786
-2,575
-16% -$14K ﹤0.01% 2309
2022
Q3 		$73K Sell
16,361
-2,284
-12% -$10.6K ﹤0.01% 2378
2022
Q2 		$89K Sell
18,645
-1,991
-10% -$11.1K ﹤0.01% 2406
2022
Q1 		$142K Buy
20,636
+1,468
+8% +$11.2K ﹤0.01% 2390
2021
Q4 		$190K Sell
19,168
-4,127
-18% -$46.4K ﹤0.01% 2378
2021
Q3 		$280K Buy
23,295
+5,534
+31% +$71.3K ﹤0.01% 2329
2021
Q2 		$254K Sell
17,761
-4,767
-21% -$66.3K ﹤0.01% 2411
2021
Q1 		$326K Sell
22,528
-3,558
-14% -$59.4K ﹤0.01% 2254
2020
Q4 		$410K Buy
26,086
+10,826
+71% +$185K ﹤0.01% 2164
2020
Q3 		$232K Sell
15,260
-1,440
-9% -$24.3K ﹤0.01% 2172
2020
Q2 		$277K Buy
+16,700
New +$234K ﹤0.01% 2102
2019
Q4 		– Sell
-10,761
Closed -$171K – 2291
2019
Q3 		$171K Buy
+10,761
New +$205K ﹤0.01% 2154
2018
Q4 		– Sell
-11,755
Closed -$279K – 2315
2018
Q3 		$279K Sell
11,755
-649
-5% -$14.8K ﹤0.01% 2088
2018
Q2 		$240K Buy
+12,404
New +$190K ﹤0.01% 2122

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

Principal Financial Group's YEXT Position: Q1 2026 in Review

Principal Financial Group increased its Yext (YEXT) stake by 89% in Q1 2026, buying an estimated $723K and bringing the position to 255,920 shares worth $983K. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Principal Financial Group first reported a position in YEXT in Q2 2018 and has held it in 27 quarters since. The position peaked at $1.09M in Q4 2025. 200 funds tracked by Wall St. Rank hold YEXT as of Q1 2026.

  • Principal Financial Group held 255,920 shares of Yext worth $983K as of Q1 2026.
  • Principal Financial Group bought 120,223 Yext shares in Q1 2026, an estimated $723K.
  • Yext made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1944 holding.
  • Principal Financial Group first reported a position in Yext in Q2 2018 and has held it in 27 quarters since.
  • Principal Financial Group's Yext position peaked at $1.09M in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Yext as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.