Stephens Consulting’s Yext YEXT Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-60	Closed	-$370	–	2038
2025 Q1	$370	Buy	+60	New	+$388	﹤0.01%	1203

Other funds holding YEXT

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Stephens Consulting's YEXT Position: Q2 2025 in Review

Stephens Consulting sold out of Yext (YEXT) in Q2 2025, closing a stake of 60 shares — an estimated $370 sold.

Stephens Consulting first reported a position in YEXT in Q1 2025 and held it in 1 quarter. The position peaked at $370 in Q1 2025. 193 funds tracked by Wall St. Rank hold YEXT as of Q2 2025.

Stephens Consulting reported no remaining Yext position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 60 Yext shares in Q2 2025, an estimated $370.
Stephens Consulting first reported a position in Yext in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Yext position peaked at $370 in Q1 2025.
193 funds tracked by Wall St. Rank held Yext as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.