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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/YELP/capital-change-brief"
Use Arkolith's capital_change_brief for YELP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $246.5M | 10.0M | ▲+2.8% Added · +273K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $123.2M | 5.0M | ▲New +5.0M sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $66.4M | 2.7M | ▲+21% Added · +457K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $64.4M | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $59.2M | 2.4M | ▲+2.4% Added · +57K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $45.3M | 1.8M | ▲+5.2% Added · +91K sh | Q1 2026 | |
| 7 | AMERICAN CENTURY COMPANIES INC | $37.0M | 1.5M | ▲+46% Added · +473K sh | Q1 2026 | |
| 8 | Allianz Asset Management GmbH | $36.5M | 1.5M | ▲+27% Added · +309K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $29.1M | 1.2M | ▲+38% Added · +321K sh | Q1 2026 | |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $26.9M | 1.1M | ▲+8.7% Added · +87K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $22.6M | 913K | ▲+12% Added · +95K sh | Q1 2026 | |
| 12 | Optimus Prime Fund Management Co., Ltd. | $21.0M | 850K | —Held | Q1 2026 | |
| 13 | RENAISSANCE TECHNOLOGIES LLC | $20.9M | 844K | ▼~0% Reduced · −400 sh | Q1 2026 | |
| 14 | AQR CAPITAL MANAGEMENT LLC | $19.5M | 789K | ▲+105% Added · +404K sh | Q1 2026 | |
| 15 | Robeco Institutional Asset Management B.V. | $19.5M | 789K | ▲+21% Added · +135K sh | Q1 2026 | |
| 16 | UBS Group AG | $19.2M | 774K | ▼−12% Reduced · −102K sh | Q1 2026 | |
| 17 | FMR LLC | $17.4M | 702K | ▲+13% Added · +82K sh | Q1 2026 | |
| 18 | Man Group plc | $16.7M | 676K | ▲+9.1% Added · +56K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $15.4M | 623K | ▲+3.5% Added · +21K sh | Q1 2026 | |
| 20 | OP Asset Management Ltd | $14.8M | 598K | ▲62× Added · +588K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $13.9M | 563K | ▲+74% Added · +239K sh | Q1 2026 | |
| 22 | VICTORY CAPITAL MANAGEMENT INC | $13.0M | 525K | ▲+123% Added · +289K sh | Q1 2026 | |
| 23 | PRINCIPAL FINANCIAL GROUP INC | $12.9M | 522K | ▲+39% Added · +147K sh | Q1 2026 | |
| 24 | Pacer Advisors, Inc. | $11.6M | 467K | ▲+17% Added · +67K sh | Q1 2026 | |
| 25 | Point72 Asset Management, L.P. | $10.9M | 440K | ▲+9.3% Added · +38K sh | 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 2, 2026 | Amara Carmen | Chief People Officer | Sell (S) | 23K | $627K |
| Jul 1, 2026 | Nachman Joseph R | Chief Operating Officer | Sell (S) | 5K | $113K |
| Jul 1, 2026 | Levy Alexander Coleman | Chief Technology Officer | Grant (A) | 15K | $0 |
| Jul 1, 2026 | Amara Carmen | Chief People Officer | Sell (S) | 2K | $37K |
| Jun 30, 2026 | Nachman Joseph R | Chief Operating Officer | Sell (S) | 9K | $225K |
| Jun 5, 2026 | ANDERSON FRED D | Director | Grant (A) | 11K | $0 |
| Jun 5, 2026 | Amara Carmen | Chief People Officer | Sell (S) | 1K | $24K |
| Jun 5, 2026 | Barone Christine | Director | Grant (A) | 11K | $0 |
| Jun 5, 2026 | Green Logan | Director | Grant (A) | 11K | $0 |
| Jun 5, 2026 | Gibbs Robert Lane | Director | Grant (A) | 11K | $0 |
| Jun 5, 2026 | IRVINE DIANE M | Director | Grant (A) | 11K | $0 |
| Jun 5, 2026 | Jedda Dan | Director | Grant (A) | 11K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 100 funds | $46.6B |
| AMAZON.COM INCAMZN | 100 funds | $36.6B |
| ELI LILLY & COLLY | 100 funds | $12.2B |
| MASTERCARD INC - AMA | 100 funds | $8.6B |
| BROADCOM INCAVGO | 99 funds | $23.6B |
| COSTCO WHOLESALE CORPCOST | 99 funds | $7.5B |
| LAM RESEARCH CORPLRCX | 99 funds | $6.3B |
| PALANTIR TECHNOLOGIES INC-APLTR | 99 funds | $5.9B |
| ADVANCED MICRO DEVICESAMD | 99 funds | $5.0B |
| APPLE INCAAPL | 98 funds | $53.8B |
| META PLATFORMS INC-CLASS AMETA | 98 funds | $21.1B |
| MICRON TECHNOLOGY INCMU | 98 funds | $7.0B |
Ranked by how many of YELP's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.