YEXT — YEXT INC

Ownership history in Covestor Ltd  ·  10 quarters on record

AI Ownership Summary

Covestor Ltd reported YEXT INC (YEXT) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.35% in 2025 Q4. The latest visible filing shows YEXT at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this YEXT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Covestor Ltd's position in YEXT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

YEXT was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

YEXT stock page Covestor Ltd fund profile Covestor Ltd full holdings
How Covestor Ltd held YEXT — position size vs. price
% of Fund (quarterly)    YEXT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 82,077 +31,389 +61.9% 0.35% $663K 2026-02-14 (Est.) $5.57
2025 Q3 ADDED 50,688 +45,611 +898.4% 0.24% $432K 2025-10-30 $8.43
2025 Q2 ADDED 5,077 +230 +4.7% 0.03% $43K 2025-08-11 $7.73
2025 Q1 REDUCED 4,847 -9 -0.2% 0.02% $30K 2025-05-12 $6.69
2024 Q4 REDUCED 4,856 -2,854 -37.0% 0.02% $31K 2025-02-13 $6.82
2024 Q3 REDUCED 7,710 -299 -3.7% 0.03% $53K 2024-11-01 $7.20
2024 Q2 ADDED 8,009 +115 +1.5% 0.03% $43K 2024-08-09 $4.84
2024 Q1 ADDED 7,894 +1,204 +18.0% 0.03% $47K 2024-05-10 $5.47
2023 Q4 ADDED 6,690 +1,315 +24.5% 0.03% $40K 2024-02-09 $6.03
2023 Q3 INITIATED 5,375 — — 0.03% $34K 2023-11-13 $6.34

🏢 Other funds also holding YEXT

As of 2025 Q4 — sorted by position size

Lead Edge Capital Management, LLC 3Y 26.44% Lynrock Lake LP 3Y 7Y 8.04% Circumference Group LLC 4.71% Rangeley Capital, LLC 3.92% Circumference Group LLC 1.72% NANO CAP NEW MILLENNIUM GROWTH FUND L P 1.55% Maltin Wealth Management, Inc. 3Y 1.25% HARVEST MANAGEMENT LLC 3Y 7Y 0.52% OXFORD ASSET MANAGEMENT LLP 3Y 7Y 0.23% HUSSMAN STRATEGIC ADVISORS, INC. 3Y 7Y 0.2%

FAQ About Covestor Ltd and YEXT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Covestor Ltd reported owning YEXT?

Covestor Ltd reported YEXT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported YEXT position in Covestor Ltd's portfolio?

The largest reported portfolio weight for YEXT was 0.35% in 2025 Q4.

What is the latest reported YEXT position on this page?

The most recent filing on this page is 2025 Q4, when Covestor Ltd reported 82,077 shares, equal to 0.35% of portfolio, with an estimated market value of $663K.

What does the chart on this YEXT ownership page compare?

The chart compares Covestor Ltd's quarterly YEXT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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