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Yext shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Yext (YEXT) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Yext

Tip: Access up to 7 years of quarterly data

All positions including Yext held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Yext by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $128k 20k 6.36
2024-09-30 $139k 20k 6.92
2024-06-30 $94k 18k 5.35
2024-03-31 $105k 17k 6.03
2023-12-31 $102k 17k 5.89
2023-09-30 $93k 15k 6.33
2023-06-30 $166k 15k 11.31
2023-03-31 $134k 14k 9.61

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Archer Daniels Midland Company (ADM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

Top funds holding Yext

Vanguard Group
Lead Edge Capital Management
Lynrock Lake
BlackRock
Manufacturers Life Insurance Company
State Street Corporation
Federated Investors
potrero capital research
Tenzing Global Management
Geode Capital Management
D. E. Shaw & Co
Pathstone Holdings
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
Northern Trust

View all funds holding Yext