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Disclosery

Covestor Ltd: YEXT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Covestor Ltd on YEXT, newest first. How the timeline and the estimate are built.

Covestor Ltd held 41,132 YEXT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,132 shares
    Change vs previous 13F -36,977 shares

    0.11% of the 13F portfolio, value $192,000.

    13F-HR 0001909846-26-000008 filed by Covestor Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 78,109 shares
    Change vs previous 13F -3,968 shares

    0.21% of the 13F portfolio, value $300,000.

    13F-HR 0001909846-26-000007 filed by Covestor Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 82,077 shares
    Change vs previous 13F +31,389 shares

    0.35% of the 13F portfolio, value $663,000.

    13F-HR 0001909846-26-000001 filed by Covestor Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 50,688 shares
    Change vs previous 13F +45,611 shares

    0.24% of the 13F portfolio, value $432,000.

    13F-HR 0001909846-25-000009 filed by Covestor Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,077 shares
    Change vs previous 13F +230 shares

    0.03% of the 13F portfolio, value $43,000.

    13F-HR 0001909846-25-000005 filed by Covestor Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,847 shares
    Change vs previous 13F -9 shares

    0.02% of the 13F portfolio, value $30,000.

    13F-HR 0001909846-25-000002 filed by Covestor Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,856 shares
    Change vs previous 13F -2,854 shares

    0.02% of the 13F portfolio, value $31,000.

    13F-HR 0001909846-25-000001 filed by Covestor Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,710 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $53,000.

    13F-HR 0001909846-24-000006 filed by Covestor Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).