HB Wealth Management, LLC

Position in YEXT — Yext, Inc.

CIK 1911253 Atlanta, GA

Position in YEXT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$122,606

+$25,420 QoQ

Shares Held

26,254

+3.7% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#91

of 173 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

HB Wealth Management, LLC holds $302,177,614 across 34 Software - Infrastructure names. YEXT ranks #32 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	552,823	$206,214,035
2	ORCL	Oracle Corp	197,825	$28,991,253
3	PANW	Palo Alto Networks Inc	48,073	$16,393,854
4	PLTR	Palantir Technologies Inc.	91,527	$10,678,455
5	CRWD	CrowdStrike Holdings, Inc.	54,248	$10,349,704
6	FTNT	Fortinet, Inc.	30,347	$4,661,906
7	CRWV	CoreWeave, Inc.	39,599	$3,941,684
8	SNPS	Synopsys Inc	8,351	$3,725,130

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$122,606	26,254	+3.7%	Shares	Sole	2026-07-29
2026-03-31	$97,186	25,309	-44.1%	Shares	Sole	2026-04-27
2025-12-31	$365,198	45,310	-0.0%	Shares	Sole	2026-01-28
2025-09-30	$386,075	45,314	+0.4%	Shares	Sole	2025-10-23
2025-06-30	$383,724	45,144	+79.5%	Shares	Sole	2025-07-17
2025-03-31	$154,942	25,153	+0.3%	Shares	Sole	2025-05-07
2024-12-31	$159,445	25,070	0.0%	Shares	Sole	2025-01-15
2024-09-30	$173,484	25,070	-16.6%	Shares	Sole	2024-10-15
2024-06-30	$160,874	30,070	0.0%	Shares	Sole	2024-07-26
2024-03-31	$181,322	30,070	0.0%	Shares	Sole	2024-04-30
2023-12-31	$177,112	30,070	+19.9%	Shares	Sole	2024-01-16
2023-09-30	$158,693	25,070	0.0%	Shares	Sole	2023-10-13
2023-06-30	$283,541	25,070	+24.9%	Shares	Sole	2023-07-13
2023-03-31	$192,872	20,070	0.0%	Shares	Sole	2023-04-13
2022-12-31	$131,057	20,070	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.