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Yext shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in Yext

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

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Quarterly reported holdings in Yext by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $174k 25k 6.92
2024-06-30 $161k 30k 5.35
2024-03-31 $181k 30k 6.03
2023-12-31 $177k 30k 5.89
2023-09-30 $159k 25k 6.33
2023-06-30 $284k 25k 11.31
2023-03-31 $193k 20k 9.61
2022-12-31 $131k 20k 6.53

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation Call Option (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)

View all positions for HB Wealth Management

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