SGAM
YEXT icon

Smith Group Asset Management’s Yext YEXT Stock Holding History

Smith Group Asset Management’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
2025
Q1 		– Sell
-82,104
Closed -$522K – 204
2024
Q4 		$522K Buy
82,104
+807
+1% +$5.86K 0.04% 143
2024
Q3 		$563K Buy
81,297
+41,241
+103% +$229K 0.05% 98
2024
Q2 		$214K Buy
40,056
+256
+0.6% +$1.38K 0.02% 131
2024
Q1 		$240K Buy
39,800
+19,000
+91% +$112K 0.01% 172
2023
Q4 		$123K Buy
+20,800
New +$128K 0.01% 174

Other funds holding YEXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return

Smith Group Asset Management's YEXT Position: Q1 2025 in Review

Smith Group Asset Management sold out of Yext (YEXT) in Q1 2025, closing a stake of 82,104 shares — an estimated $522K sold.

Smith Group Asset Management first reported a position in YEXT in Q4 2023 and held it in 5 quarters. The position peaked at $563K in Q3 2024. 184 funds tracked by Wall St. Rank hold YEXT as of Q1 2025.

  • Smith Group Asset Management reported no remaining Yext position as of Q1 2025 after selling out during the quarter.
  • Smith Group Asset Management sold 82,104 Yext shares in Q1 2025, an estimated $522K.
  • Smith Group Asset Management first reported a position in Yext in Q4 2023 and held it in 5 quarters.
  • Smith Group Asset Management's Yext position peaked at $563K in Q3 2024.
  • 184 funds tracked by Wall St. Rank held Yext as of Q1 2025.

Based on Smith Group Asset Management's 13F filing for Q1 2025, filed 28 Apr 2025.