Raymond James Financial
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Raymond James Financial’s Yext YEXT Stock Holding History

Raymond James Financial’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 		$109K Sell
28,332
-20,553
-42% -$124K ﹤0.01% 5017
2025
Q4 		$394K Sell
48,885
-144,509
-75% -$1.22M ﹤0.01% 4418
2025
Q3 		$1.65M Sell
193,394
-46,795
-19% -$397K ﹤0.01% 3319
2025
Q2 		$2.04M Sell
240,189
-102,045
-30% -$716K ﹤0.01% 3067
2025
Q1 		$2.11M Sell
342,234
-6,710
-2% -$43.4K ﹤0.01% 2950
2024
Q4 		$2.22M Buy
+348,944
New +$2.54M ﹤0.01% 2891

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Raymond James Financial's YEXT Position: Q1 2026 in Review

Raymond James Financial reduced its Yext (YEXT) stake by 42% in Q1 2026, selling an estimated $124K and leaving 28,332 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #5017.

Raymond James Financial first reported a position in YEXT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.22M in Q4 2024. 200 funds tracked by Wall St. Rank hold YEXT as of Q1 2026.

  • Raymond James Financial held 28,332 shares of Yext worth $109K as of Q1 2026.
  • Raymond James Financial sold 20,553 Yext shares in Q1 2026, an estimated $124K.
  • Yext made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #5017 holding.
  • Raymond James Financial first reported a position in Yext in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Yext position peaked at $2.22M in Q4 2024.
  • 200 funds tracked by Wall St. Rank held Yext as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.