Root Financial Partners’s Yext YEXT Stock Holding History

Root Financial Partners’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	–	Sell	-170	Closed	-$1.37K	–	3554
2025 Q4	$1.37K	Buy	+170	New	+$1.43K	﹤0.01%	2053

Other funds holding YEXT

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

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 London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Root Financial Partners's YEXT Position: Q1 2026 in Review

Root Financial Partners sold out of Yext (YEXT) in Q1 2026, closing a stake of 170 shares — an estimated $1.37K sold.

Root Financial Partners first reported a position in YEXT in Q4 2025 and held it in 1 quarter. The position peaked at $1.37K in Q4 2025. 200 funds tracked by Wall St. Rank hold YEXT as of Q1 2026.

Root Financial Partners reported no remaining Yext position as of Q1 2026 after selling out during the quarter.
Root Financial Partners sold 170 Yext shares in Q1 2026, an estimated $1.37K.
Root Financial Partners first reported a position in Yext in Q4 2025 and held it in 1 quarter.
Root Financial Partners's Yext position peaked at $1.37K in Q4 2025.
200 funds tracked by Wall St. Rank held Yext as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.