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Summit Securities Group’s Yext YEXT Stock Holding History

Summit Securities Group’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
2024
Q4 		– Sell
-4,700
Closed -$33K – 939
2024
Q3 		$33K Hold
4,700
– – 0.01% 271
2024
Q2 		$25K Buy
+4,700
New +$25.3K ﹤0.01% 365

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Summit Securities Group's YEXT Position: Q3 2025 in Review

Summit Securities Group sold out of Yext (YEXT) in Q3 2025, closing a stake of 3,172 shares — an estimated $27K sold.

Summit Securities Group first reported a position in YEXT in Q4 2023 and held it in 3 quarters. The position peaked at $105K in Q1 2025. 199 funds tracked by Wall St. Rank hold YEXT as of Q3 2025.

  • Summit Securities Group reported no remaining Yext position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 3,172 Yext shares in Q3 2025, an estimated $27K.
  • Summit Securities Group first reported a position in Yext in Q4 2023 and held it in 3 quarters.
  • Summit Securities Group's Yext position peaked at $105K in Q1 2025.
  • 199 funds tracked by Wall St. Rank held Yext as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.