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Yext shares owned by Creative Planning

Quarter-by-quarter ownership of Yext (YEXT) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Yext

Tip: Access up to 7 years of quarterly data

All positions including Yext held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Yext by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $142k 17k 8.52
2025-06-30 $109k 13k 8.50
2021-03-31 $168k 12k 14.45

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Ishares Core Msci Emkt (IEMG)
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View all positions for Creative Planning

Top funds holding Yext

Vanguard Group
Lead Edge Capital Management
Lynrock Lake
BlackRock
Manufacturers Life Insurance Company
State Street Corporation
Geode Capital Management
Connor, Clark & Lunn Investment Management
Dimensional Fund Advisors
Federated Investors
Arrowstreet Capital, Limited Partnership
Qube Research & Technologies
Hudson Bay Capital Management
Tenzing Global Management
Northern Trust

View all funds holding Yext