Position in YEXT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,837,360
+$326,555 QoQ
Shares Held
393,439
0.0% QoQ
Ownership
0.392%
of shares outstanding
% of Portfolio
4.52%
of 13F equity value
Holder Rank
#25
of 173 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YEXT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Maltin Wealth Management, Inc. holds $2,623,686 across 2 Software - Infrastructure names. YEXT ranks #1 (70.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YEXT |
Yext, Inc.
This page
|
393,439 | $1,837,360 | |
| 2 | MSFT |
Microsoft Corp
|
2,108 | $786,326 |
All Filings in YEXT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,837,360 | 393,439 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,510,805 | 393,439 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,154,998 | 391,439 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,335,060 | 391,439 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,327,231 | 391,439 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,411,264 | 391,439 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,489,552 | 391,439 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,708,757 | 391,439 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,094,198 | 391,439 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,373,130 | 393,554 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,318,033 | 393,554 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,491,196 | 393,554 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,644,813 | 410,682 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,946,654 | 410,682 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,681,753 | 410,682 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $1,831,641 | 410,682 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,963,059 | 410,682 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,829,598 | 410,682 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $5,611,565 | 565,682 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,805,154 | 565,682 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $8,083,595 | 565,682 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $8,191,075 | 565,682 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $8,892,521 | 565,682 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $8,587,052 | 565,682 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $9,395,978 | 565,682 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $5,764,299 | 565,682 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||