YELP

Yelp Inc
Consumer DiscretionaryUSCUSIP 985817105◍ Confluence graph
Tracked 13F Holders
257
-139 QoQ
13F Value (tracked)
$1.3B
Insider Net · 180d
-$2.5M
0↑ 6↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)35 adding · 23 trimming
Insider net (180d)-$2.5M

Who owns YELP?

257 tracked 13F filers

257 tracked 13F filers disclose a position in YELP as of the latest SEC 13F filings, a combined $1.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$246.5M
10.0M
+2.8%
Added · +273K sh
Q1 2026
2VANGUARD PORTFOLIO MANAGEMENT LLC
$123.2M
5.0M
First observed position
No prior filed position
Q1 2026
3DIMENSIONAL FUND ADVISORS LP
$66.4M
2.7M
+21%
Added · +457K sh
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$64.4M
2.6M
First observed position
No prior filed position
Q1 2026
5STATE STREET CORP
$55.5M
2.3M
−5.4%
Reduced · −129K sh
Q2 2026
6GEODE CAPITAL MANAGEMENT, LLC
$45.4M
1.8M
+1.1%
Added · +20K sh
Q2 2026
7AMERICAN CENTURY COMPANIES INC
$37.0M
1.5M
+46%
Added · +473K sh
Q1 2026
8Allianz Asset Management GmbH
$36.5M
1.5M
+27%
Added · +309K sh
Q1 2026
9MORGAN STANLEY
$29.1M
1.2M
+38%
Added · +321K sh
Q1 2026
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$26.9M
1.1M
+8.7%
Added · +87K sh
Q1 2026
11GOLDMAN SACHS GROUP INC
$22.6M
913K
+12%
Added · +95K sh
Q1 2026
12Optimus Prime Fund Management Co., Ltd.
$20.8M
850K
Held
Q2 2026
13RENAISSANCE TECHNOLOGIES LLC
$20.9M
844K
~0%
Reduced · −400 sh
Q1 2026
14Man Group plc
$20.0M
815K
+21%
Added · +140K sh
Q2 2026
15AQR CAPITAL MANAGEMENT LLC
$19.5M
789K
+105%
Added · +404K sh
Q1 2026
16Robeco Institutional Asset Management B.V.
$19.5M
789K
+21%
Added · +135K sh
Q1 2026
17UBS Group AG
$19.2M
774K
−12%
Reduced · −102K sh
Q1 2026
18FMR LLC
$17.4M
702K
+13%
Added · +82K sh
Q1 2026
19NORTHERN TRUST CORP
$15.4M
623K
+3.5%
Added · +21K sh
Q1 2026
20BANK OF AMERICA CORP /DE/
$13.9M
563K
+74%
Added · +239K sh
Q1 2026
21VICTORY CAPITAL MANAGEMENT INC
$13.0M
525K
+123%
Added · +289K sh
Q1 2026
22PRINCIPAL FINANCIAL GROUP INC
$12.9M
522K
+39%
Added · +147K sh
Q1 2026
23Pacer Advisors, Inc.
$11.6M
467K
+17%
Added · +67K sh
Q1 2026
24Point72 Asset Management, L.P.
$10.9M
440K
+9.3%
Added · +38K sh
Q1 2026
25VANGUARD FIDUCIARY TRUST CO
$10.1M
407K
First observed position
No prior filed position
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is YELP being bought or sold by institutions?

Last quarter, 7 funds opened a new position in YELP and 28 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
7
funds
Added
28
funds
Reduced
23
funds
Exited
0
funds

Funds that own YELP also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT139 funds$226.3B
AMAZON.COM INCAMZN136 funds$166.4B
META PLATFORMS INC-CLASS AMETA135 funds$93.4B
MICRON TECHNOLOGY INCMU135 funds$32.8B
ELI LILLY & COLLY132 funds$65.3B
NVIDIA CORPNVDA131 funds$329.6B
ALPHABET INC-CL AGOOGL131 funds$134.9B
APPLE INCAAPL130 funds$251.0B
MASTERCARD INC - AMA130 funds$45.1B
JOHNSON & JOHNSONJNJ129 funds$39.4B
LAM RESEARCH CORPLRCX129 funds$33.5B
ADOBE INCADBE129 funds$12.0B

Ranked by how many of YELP's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$2.5M
6 insiders
Net
-$2.5M
16 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 24, 2026Levy Alexander ColemanChief Technology OfficerSell (S)4K$90K
Aug 21, 2026Schwarzbach David AChief Financial OfficerSell (S)9K$204K
Aug 3, 2026Nachman Joseph RChief Operating OfficerSell (S)5K$121K
Jul 2, 2026Amara CarmenChief People OfficerSell (S)23K$627K
Jul 1, 2026Nachman Joseph RChief Operating OfficerSell (S)5K$113K
Jul 1, 2026Amara CarmenChief People OfficerSell (S)2K$37K
Jun 30, 2026Nachman Joseph RChief Operating OfficerSell (S)9K$225K
Jun 5, 2026Amara CarmenChief People OfficerSell (S)1K$24K
Jun 1, 2026Amara CarmenChief People OfficerSell (S)500$11K
Jun 1, 2026Barone ChristineDirectorSell (S)16K$356K
May 21, 2026Amara CarmenChief People OfficerSell (S)500$11K
May 1, 2026Saldanha CraigChief Product OfficerSell (S)1K$34K

Institutional ownership over time

106 funds-102 since Q3 2024
0127254Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $218.6M

Recent filings

15 shown

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Connected entities for YELP

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Ask your agent what changed in YELP

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/YELP/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for YELP.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for YELP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.