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Disclosery

Pathstone Holdings, LLC: YEXT position timeline

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

Pathstone Holdings, LLC held 841,100 YEXT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 841,100 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $3,927,937.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, LLC
    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 841,100 shares
    Change vs previous 13F -260 shares

    0.01% of the 13F portfolio, value $3,229,824.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, LLC
    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 841,360 shares
    Change vs previous 13F -1,306 shares

    0.03% of the 13F portfolio, value $6,781,362.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, LLC
    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 842,666 shares
    Change vs previous 13F -399,604 shares

    0.03% of the 13F portfolio, value $7,179,514.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, LLC
    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 1,242,270 shares
    Change vs previous 13F -342,116 shares

    0.04% of the 13F portfolio, value $10,559,295.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, LLC
    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 1,584,386 shares
    Change vs previous 13F -473,478 shares

    0.04% of the 13F portfolio, value $9,759,818.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, LLC
    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 2,057,864 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $13,026,294.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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