A detailed history of Hb Wealth Management, LLC transactions in Yext, Inc. stock. As of the latest transaction made, Hb Wealth Management, LLC holds 45,144 shares of YEXT stock, worth $369,277. This represents 0.0% of its overall portfolio holdings.

Number of Shares
45,144
Previous 25,153 79.48%
Holding current value
$369,277
Previous $154,000 148.7%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025

BUY
$5.61 - $8.97 $112,149 - $179,319
19,991 Added 79.48%
45,144 $383,000
Q1 2025

May 07, 2025

BUY
$6.02 - $6.86 $499 - $569
83 Added 0.33%
25,153 $154,000
Q3 2024

Oct 15, 2024

SELL
$4.8 - $6.92 $24,000 - $34,600
-5,000 Reduced 16.63%
25,070 $173,000
Q4 2023

Jan 16, 2024

BUY
$5.37 - $7.04 $26,850 - $35,200
5,000 Added 19.94%
30,070 $177,000
Q2 2023

Jul 13, 2023

BUY
$7.55 - $13.65 $37,750 - $68,250
5,000 Added 24.91%
25,070 $283,000
Q4 2022

Jan 20, 2023

BUY
$4.25 - $6.61 $85,297 - $132,662
20,070 New
20,070 $0

Others Institutions Holding YEXT

About Yext, Inc.


  • Ticker YEXT
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 123,436,000
  • Market Cap $1.01B
  • Description
  • Yext, Inc. organizes business facts to provide answers to consumer questions in North America and internationally. It operates Yext platform, a cloud-based platform that allows its customers to provide answers to consumer questions, to control the facts about their businesses and the content of their landing pages, and to manage their consumer r...
More about YEXT
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.