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Yext shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Yext (YEXT) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Yext

Tip: Access up to 7 years of quarterly data

All positions including Yext held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Yext by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $102k 17k 5.89
2023-09-30 $93k 15k 6.33
2023-06-30 $166k 15k 11.31
2023-03-31 $134k 14k 9.61

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment Advisors

Top funds holding Yext

Vanguard Group
Lead Edge Capital Management
BlackRock
Lynrock Lake
D. E. Shaw & Co
Geode Capital Management
Bank of New York Mellon
Invenomic Capital Management
Federated Investors
Mirae Asset Global Investments
Dimensional Fund Advisors
Divisadero Street Capital Management
Charles Schwab Investment Management
Northern Trust
Acadian Asset Management

View all funds holding Yext