Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$142 Buy
+37
New +$223 ﹤0.01% 4119
2025
Q3
Sell
-125
Closed -$1.06K 4312
2025
Q2
$1.06K Sell
125
-14,969
-99% -$105K ﹤0.01% 3948
2025
Q1
$93K Hold
15,094
﹤0.01% 2431
2024
Q4
$96K Sell
15,094
-8,200
-35% -$59.6K ﹤0.01% 2411
2024
Q3
$161K Buy
23,294
+17,894
+331% +$99.5K ﹤0.01% 2142
2024
Q2
$28.9K Buy
+5,400
New +$29.1K ﹤0.01% 2910
2024
Q1
Sell
-622
Closed -$3.66K 4116
2023
Q4
$3.66K Buy
622
+81
+15% +$498 ﹤0.01% 3598
2023
Q3
$3.42K Sell
541
-1,686
-76% -$14.4K ﹤0.01% 3540
2023
Q2
$25.2K Buy
2,227
+1,686
+312% +$16K ﹤0.01% 2865
2023
Q1
$5.2K Sell
541
-134
-20% -$1.03K ﹤0.01% 3508
2022
Q4
$4.41K Sell
675
-1,227
-65% -$6.69K ﹤0.01% 3559
2022
Q3
$8K Sell
1,902
-2,551
-57% -$11.8K ﹤0.01% 3463
2022
Q2
$21K Buy
4,453
+4,296
+2,736% +$23.9K ﹤0.01% 3033
2022
Q1
$1K Sell
157
-5,356
-97% -$40.9K ﹤0.01% 4017
2021
Q4
$54K Buy
5,513
+2,674
+94% +$30K ﹤0.01% 2610
2021
Q3
$34K Buy
2,839
+718
+34% +$9.25K ﹤0.01% 2858
2021
Q2
$30K Buy
+2,121
New +$29.5K ﹤0.01% 2934
2021
Q1
Sell
-570
Closed -$9K 3980
2020
Q4
$9K Hold
570
﹤0.01% 3242
2020
Q3
$9K Sell
570
-1,500
-72% -$25.3K ﹤0.01% 3130
2020
Q2
$34K Buy
2,070
+1,500
+263% +$21K ﹤0.01% 2590
2020
Q1
$6K Buy
570
+70
+14% +$1K ﹤0.01% 3212
2019
Q4
$7K Buy
+500
New +$7.76K ﹤0.01% 3207

Other funds holding YEXT