YELP
Yelp Inc. · Communication Services · Internet Content & Information
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow -3.0% ·
net new positions +6.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 103 | 0 | 41.71M | $1.02B | +8 | −8 |
| Q1 2026 | 106 | -2 | 41.19M | $1.02B | +9 | −11 |
| Q4 2025 | 108 | 0 | 45.14M | $1.37B | +1 | −1 |
| Q3 2025 | 19 | 0 | 29.69M | $926.22M | — | −1 |
| Q2 2025 | 17 | 0 | 28.65M | $982.00M | — | — |
| Q1 2025 | 14 | -1 | 9.33M | $345.52M | — | −1 |
| Q4 2024 | 15 | +1 | 10.14M | $392.56M | +1 | — |
| Q3 2024 | 13 | 0 | 7.81M | $273.91M | — | — |
| Q2 2024 | 13 | — | 7.57M | $279.54M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 2.65M | — | $102.37M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Arrowstreet Capital ✦ | 1.85M | +16.1% | $71.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 1.77M | +0.9% | $68.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 1.77M | +0.9% | $68.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Fisher Asset Management ✦ | 989.38K | -5.0% | $38.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 854.90K | -19.0% | $33.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 854.90K | -19.0% | $33.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 852.20K | -11.1% | $32.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Point72 Asset Management ✦ | 221.77K | -50.4% | $8.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 215.19K | +4.3% | $8.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 215.19K | +4.3% | $8.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Norges Bank ✦ (passive) | 192.63K | -19.0% | $7.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bridgewater Associates ✦ | 160.13K | -11.8% | $6.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 153.76K | +10.6% | $5.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 153.76K | +10.6% | $5.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 153.76K | +10.6% | $5.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Millennium Management ✦ | 83.03K | -21.8% | $3.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Marshall Wace ✦ | 71.21K | New | $2.76M | 0.0% | New | 1 | SEC ↗ |
| 19 | Marshall Wace ✦ | 71.21K | New | $2.76M | 0.0% | New | 1 | SEC ↗ |
| 20 | T. Rowe Price ✦ | 46.52K | +10.3% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 36.90K | -14.8% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $2.76M | 0.0% |
| Marshall Wace | $2.76M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 305 holders, 61.03M shares, $1.37B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 3.83K sh · $89,599
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology