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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
2024-03-31 $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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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
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Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for HB Wealth Management

Top funds holding Yext

Vanguard Group
Lead Edge Capital Management
Lynrock Lake
D. E. Shaw & Co
Bank Of Montreal
Bank of New York Mellon
Federated Investors
Mirae Asset Global Investments
Charles Schwab Investment Management
Dimensional Fund Advisors
Tenzing Global Management
Invenomic Capital Management
potrero capital research
Horrell Capital Management
Arrowstreet Capital, Limited Partnership

View all funds holding Yext