Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Yelp Inc (YELP)

309 + 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
→ 0
Streak
1Q —
Buyers last Q
54%

Smart Money Signals — YELP

Based on 311 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
311 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.
🟡

Slight buying edge — 54% buying

186 buying161 selling
Last quarter: 186 funds bought or added vs 161 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new YELP position: 54 → 42 → 50 → 65. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 18% medium ■ 22% new
188 out of 311 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.
💎

Buying through price weakness — shares +1%, value -25%

Value
-25%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -25%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

57 → 54 → 42 → 50 → 65 new funds/Q
New funds entering each quarter: 54 → 42 → 50 → 65. A growing number of institutions are discovering YELP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 24% newcomers

■ 67% veterans ■ 9% 1-2yr ■ 24% new
Entry-cohort mix of 317 holders: 213 (67%) are 2+ year veterans, 27 entered 1–2 years ago, and 77 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
52 of 307 holders are among the 100 largest funds by AUM, controlling 54% 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 2026 Q1, 186 hedge funds were net buyers of YELP (65 opened a new position, 121 added to an existing one), while 161 reduced or exited (96 trimmed, 65 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 54% of total institutional value in YELP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 311.

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

-- --

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

Is It Too Late to Buy Yelp Inc (YELP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much YELP has moved relative to its sector benchmark (XLC) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 47d ago
YELP
+0.7%
XLC
+5.4%

YELP outperformed XLC by -4.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
YELP
+0.0%
XLC
+0.0%

Since the filing became public, YELP outperformed XLC by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 0 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: YELP
2026 Q2 Stats Unlock in 3 days 309 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 309 310 -0.32%
13F Shares 61M 61M 0.83%
Total Value $1.38B $1.85B -25.19%
New Positions 63 50 +13
Increased Positions 119 105 +14
Closed Positions 64 44 +20
Reduced Positions 94 127 -33
Total Calls 4 6 -33.33%
Total Puts 6 6 -
PUT/CALL Ratio 1.5 1.0 Bearish

Statistics: YELP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

309 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 YELP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Quantedge Capital Pte Ltd 3.90% 209,700 $5.1M
2 Optimus Prime Fund Management Co., Ltd. 1.54% 850,000 $20.8M
3 SGL Investment Advisors, Inc. 1.42% 167,319 $4.1M
4 Aurora Investment Counsel 0.96% 76,040 $1.9M
5 Cascade Investment Advisors, Inc. 0.63% 46,965 $1.2M
6 Odyssean, LLC 0.51% 128,693 $3.2M
7 Cambria Investment Management, L.P. 0.49% 401,656 $9.8M
8 Quinn Opportunity Partners LLC 0.31% 272,299 $6.7M
9 Pinnacle Holdings, LLC 0.31% 40,630 $996K
10 Clark Estates Inc/Ny 0.29% 51,375 $1.3M
11 EntryPoint Capital, LLC 0.28% 11,145 $412K
12 Axxion S.A. 0.28% 158,000 $3.9M
13 Camelot Technology Advisors, INC. 0.26% 15,507 $380K
14 Capstone Capital Management Ltd 0.24% 21,722 $533K
15 Unique Wealth Strategies, LLC 0.23% 19,648 $597K
16 Lakewood Asset Management LLC 0.23% 17,075 $419K
17 denkapparat Operations GmbH 0.22% 28,036 $687K
18 Prelude Capital Management, LLC 0.20% 111,328 $2.7M
19 Edgestream Partners, L.P. 0.18% 243,855 $6.0M
20 Camelot Portfolios, LLC 0.16% 9,137 $224K
21 Bridgeway Capital Management, LLC 0.15% 345,700 $8.5M
22 Jupiter Asset Management Ltd 0.15% 1,194,248 $29.3M
23 Kesler, Norman & Wride, LLC 0.14% 35,990 $882K
24 Landscape Capital Management, L.L.C. 0.12% 72,836 $1.8M
25 RHS Financial, LLC 0.11% 10,892 $267K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for YELP?

Slight buying edge — 54% buying: Last quarter: 186 funds bought or added vs 161 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for YELP holders?

Elite ownership — 54% AUM from top-100 funds: 52 of 307 holders are among the 100 largest funds by AUM, controlling 54% 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?

60% of holders stayed for 2+ years: 188 out of 311 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.

Is it too late to buy Yelp Inc (YELP) following the 2026 Q2 hedge fund 13F filings?

As of today, YELP has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLC sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), YELP has gained +0.7% vs +5.4% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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