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Yext shares owned by Drive Wealth Management

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

Historical chart of Drive Wealth Management investment in Yext

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Yext by Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $58k 12k 4.67

More positions owned by Drive Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Simplify Exchange Traded Fun High Yield Etf (CDX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Drive Wealth Management

Top funds holding Yext

Lynrock Lake
Lead Edge Capital Management
BlackRock
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Acadian Asset Management
Geode Capital Management
FMR
Dimensional Fund Advisors
Arrowstreet Capital, Limited Partnership
Goldman Sachs Group
Citadel Advisors
Pathstone Holdings
Northern Trust

View all funds holding Yext