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Yext shares owned by Able Wealth Management

Quarter-by-quarter ownership of Yext (YEXT) shares owned by Able Wealth Management from 13F filings

Historical chart of Able Wealth Management investment in Yext

Tip: Access up to 7 years of quarterly data

All positions including Yext held by Able Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Yext by Able Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $48k 13k 3.84

More positions owned by Able Wealth Management

Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Eafe Value Etf (EFV)
Spdr Series Trust State Street Spd (SPYG)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Msci Acwi Etf (ACWI)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Ishares Tr Msci Usa Min Vol (USMV)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)

View all positions for Able Wealth Management

Top funds holding Yext

Lynrock Lake
Vanguard Group
BlackRock
Lead Edge Capital Management
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Arrowstreet Capital, Limited Partnership
Goldman Sachs Group
OP Asset Management
Charles Schwab Investment Management
Qube Research & Technologies
Jane Street

View all funds holding Yext