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Rothschild Investment LLC’s Yext YEXT Stock Holding History

Rothschild Investment LLC’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
Q2 		$140 Sell
30
-125
-81% -$485 ﹤0.01% 3486
2026
Q1 		$595 Sell
155
-126
-45% -$758 ﹤0.01% 3063
2025
Q4 		$2.27K Buy
281
+6
+2% +$51 ﹤0.01% 2302
2025
Q3 		$2.34K Sell
275
-20
-7% -$170 ﹤0.01% 2128
2025
Q2 		$2.51K Buy
295
+100
+51% +$701 ﹤0.01% 1912
2025
Q1 		$1.2K Buy
195
+20
+11% +$129 ﹤0.01% 2230
2024
Q4 		$1.11K Buy
175
+20
+13% +$145 ﹤0.01% 2156
2024
Q3 		$1.07K Buy
155
+110
+244% +$611 ﹤0.01% 2121
2024
Q2 		$241 Buy
45
+25
+125% +$135 ﹤0.01% 2415
2024
Q1 		$121 Buy
+20
New +$118 ﹤0.01% 2098

Other funds holding YEXT

LLL
Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rothschild Investment LLC's YEXT Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Yext (YEXT) stake by 81% in Q2 2026, selling an estimated $485 and leaving 30 shares worth $140. The position accounts for ﹤0.01% of the portfolio, ranked #3486.

Rothschild Investment LLC first reported a position in YEXT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.51K in Q2 2025. 174 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

  • Rothschild Investment LLC held 30 shares of Yext worth $140 as of Q2 2026.
  • Rothschild Investment LLC sold 125 Yext shares in Q2 2026, an estimated $485.
  • Yext made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3486 holding.
  • Rothschild Investment LLC first reported a position in Yext in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Yext position peaked at $2.51K in Q2 2025.
  • 174 funds tracked by Wall St. Rank held Yext as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.