Yext shares owned by HB Wealth Management
Historical chart of HB Wealth Management investment in Yext
Tip: Access up to 7 years of quarterly data
All positions including Yext held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Yext by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $386k | 45k | 8.52 |
| 2025-06-30 | $384k | 45k | 8.50 |
| 2025-03-31 | $155k | 25k | 6.16 |
| 2024-12-31 | $156k | 25k | 6.21 |
| 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 |
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