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Private Wealth Management Group’s Yext YEXT Stock Holding History

Private Wealth Management 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 		$323 Hold
84
– – ﹤0.01% 1388
2025
Q4 		$678 Hold
84
– – ﹤0.01% 1344
2025
Q3 		$716 Hold
84
– – ﹤0.01% 1363
2025
Q2 		$714 Hold
84
– – ﹤0.01% 1351
2025
Q1 		$518 Hold
84
– – ﹤0.01% 1402
2024
Q4 		$535 Hold
84
– – ﹤0.01% 1437
2024
Q3 		$582 Hold
84
– – ﹤0.01% 1403
2024
Q2 		$450 Hold
84
– – ﹤0.01% 1463
2024
Q1 		$507 Sell
84
-379
-82% -$2.24K ﹤0.01% 1443
2023
Q4 		$2.73K Buy
+463
New +$2.85K ﹤0.01% 839

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

Private Wealth Management Group's YEXT Position: Q1 2026 in Review

Private Wealth Management Group held its Yext (YEXT) position steady in Q1 2026 at 84 shares worth $323. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Private Wealth Management Group first reported a position in YEXT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.73K in Q4 2023. 200 funds tracked by Wall St. Rank hold YEXT as of Q1 2026.

  • Private Wealth Management Group held 84 shares of Yext worth $323 as of Q1 2026.
  • Private Wealth Management Group left its Yext share count unchanged in Q1 2026.
  • Yext made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1388 holding.
  • Private Wealth Management Group first reported a position in Yext in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Yext position peaked at $2.73K in Q4 2023.
  • 200 funds tracked by Wall St. Rank held Yext as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.