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Yext shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Yext (YEXT) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Yext

Tip: Access up to 7 years of quarterly data

All positions including Yext held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Yext by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.8k 1.4k 6.92

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Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
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Vanguard Index Fds Total Stk Mkt (VTI)
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Dimensional Etf Trust World Ex Us Core (DFAX)
Amazon (AMZN)

View all positions for Capital Performance Advisors

Top funds holding Yext

Vanguard Group
BlackRock
BlackRock
Lynrock Lake
Manufacturers Life Insurance Company
potrero capital research
D. E. Shaw & Co
Federated Investors
State Street Corporation
Geode Capital Management
Tenzing Global Management
Dimensional Fund Advisors
Charles Schwab Investment Management
Jacobs Levy Equity Management
Horrell Capital Management

View all funds holding Yext