Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

YELP INC (YELP)

301 + Investors. Track Smart Money conviction in YELP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — YELP

Based on 291 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added YELP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
291 hedge funds hold YELP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding YELP is almost the same as a year ago (-4 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

149 buying164 selling
Last quarter: 164 funds reduced or exited vs 149 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new YELP position: 55 → 50 → 41 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 17% new
188 out of 291 hedge funds have held YELP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

54 → 55 → 50 → 41 → 48 new funds/Q
New funds entering each quarter: 55 → 50 → 41 → 48. YELP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 9% 1-2yr ■ 21% new
Of 301 current holders: 210 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
38 of 291 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in YELP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — YELP

In 2025 Q4, 149 hedge funds were net buyers of YELP (48 opened a new position, 101 added to an existing one), while 164 reduced or exited (121 trimmed, 43 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 44% of total institutional value in YELP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 291.

Hedge Fund Ownership: YELP

How many hedge funds hold YELP — quarterly history vs. share price
Quarterly hedge fund ownership of YELP vs. share price

Market Analysis: YELP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: YELP

Communication Services Internet Content & Information

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

45 top-rated funds 0 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: YELP
2026 Q1 Stats Unlock in 6 days 301 + Investors

Track Smart Money conviction in YELP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 301 294 2.38%
13F Shares 60M 62M -2.35%
Total Value $1.83B $1.92B -5.16%
New Positions 51 41 +10
Increased Positions 113 108 +5
Closed Positions 44 64 -20
Reduced Positions 130 137 -7
Total Calls 6 4 50.0%
Total Puts 6 5 20.0%
PUT/CALL Ratio 1.0 1.25 Neutral

Statistics: YELP

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Institutional Holders (2026 Q1)

301 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in YELP. Verified SEC 13F-HR filings.

Top 25 institutional holders of YELP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Quantedge Capital Pte Ltd 3.09% 228,500 $5.7M
2 CEERA INVESTMENTS, LLC 1.77% 162,812 $4.0M
3 SGL Investment Advisors, Inc. 1.58% 166,765 $4.2M
4 Aurora Investment Counsel 1.07% 78,150 $1.9M
5 Cascade Investment Advisors, Inc. 0.60% 41,100 $1.0M
6 CLARK ESTATES INC/NY 0.39% 65,100 $1.6M
7 Rare Wolf Capital LLC 0.34% 21,267 $526K
8 Pinnacle Holdings, LLC 0.32% 40,394 $999K
9 denkapparat Operations GmbH 0.29% 28,036 $694K
10 CAMELOT TECHNOLOGY ADVISORS, INC. 0.28% 15,507 $384K
11 Insight Advisors, LLC/ PA 0.27% 56,300 $1.4M
12 nVerses Capital, LLC 0.23% 10,085 $250K
13 Kesler, Norman & Wride, LLC 0.20% 45,958 $1.1M
14 OP Asset Management Ltd 0.18% 598,074 $17.1M
15 Lakewood Asset Management LLC 0.18% 11,466 $284K
16 Camelot Portfolios, LLC 0.17% 9,375 $232K
17 JUPITER ASSET MANAGEMENT LTD 0.16% 1,176,468 $29.1M
18 LSV ASSET MANAGEMENT 0.15% 2,830,841 $70K
19 Hillsdale Investment Management Inc. 0.13% 187,516 $4.6M
20 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.12% 79,099 $2.0M
21 DGS Capital Management, LLC 0.12% 30,515 $755K
22 RHS Financial, LLC 0.12% 10,352 $256K
23 Cygnus Capital Advisors, LLC 0.11% 5,000 —
24 WINTON GROUP Ltd 0.09% 108,803 $2.7M
25 MONEY CONCEPTS CAPITAL CORP 0.09% 68,080 $1.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — YELP INC (YELP)

What does the Smart Money Trend signal show for YELP?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added YELP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for YELP?

More sellers than buyers — 48% buying: Last quarter: 164 funds reduced or exited vs 149 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for YELP holders?

Elite ownership — 44% AUM from top-100 funds: 38 of 291 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in YELP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held YELP?

65% of holders stayed for 2+ years: 188 out of 291 hedge funds have held YELP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.