YELP INC YELP
CL A · Common Stock · CUSIP 985817105 · ISIN US9858171054
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* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($8.5m this quarter). Holder counts are more reliable. Shares outstanding: 54.3m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $24.53. Options: 9 managers hold calls ($17.5m notional), 8 hold puts ($6.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 233 |
| Q4 2022 | 244 |
| Q1 2023 | 246 |
| Q2 2023 | 254 |
| Q3 2023 | 278 |
| Q4 2023 | 299 |
| Q1 2024 | 284 |
| Q2 2024 | 285 |
| Q3 2024 | 287 |
| Q4 2024 | 316 |
| Q1 2025 | 320 |
| Q2 2025 | 335 |
| Q3 2025 | 311 |
| Q4 2025 | 316 |
| Q1 2026 | 309 |
| Q2 2026 | 292 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 146 | 137 |
| Q4 2024 | 152 | 131 |
| Q1 2025 | 172 | 151 |
| Q2 2025 | 180 | 161 |
| Q3 2025 | 146 | 198 |
| Q4 2025 | 146 | 173 |
| Q1 2026 | 178 | 156 |
| Q2 2026 | 130 | 176 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $8.8m | $8.2m | 0.94 |
| Q4 2025 | $11.5m | $8.5m | 0.74 |
| Q1 2026 | $7.6m | $7.7m | 1.02 |
| Q2 2026 | $17.5m | $6.5m | 0.37 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +705.7k |
| FMR LLC | Added | +554.5k |
| DIMENSIONAL FUND ADVISORS LP | Added | +454.2k |
| AMERICAN CENTURY COMPANIES INC | Added | +361.9k |
| Nuveen, LLC | Added | +279.7k |
| CITADEL ADVISORS LLC | New | +259.5k |
| WELLS FARGO & COMPANY/MN | Added | +219.4k |
| Man Group plc | Added | +139.7k |
| Odyssean, LLC | New | +128.7k |
| Assenagon Asset Management S.A. | Added | +122.5k |
Biggest sellers
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -814.3k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | -813.9k |
| OP Asset Management Ltd | Reduced | -493.3k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -358.1k |
| River Road Asset Management, LLC | Sold out | -317.8k |
| BlackRock, Inc. | Reduced | -303.9k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -240.4k |
| Point72 Asset Management, L.P. | Reduced | -237.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -213.0k |
| XTX Topco Ltd | Reduced | -187.8k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $6.1m249.4k shares |
| IMC-Chicago, LLC | Added | $3.4m137.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.9m119.5k shares |
| CITADEL ADVISORS LLC | Reduced | $2.9m117.3k shares |
| GROUP ONE TRADING LLC | Added | $1.3m51.1k shares |
| Walleye Capital LLC | Reduced | $539.4k22.0k shares |
| BNP PARIBAS FINANCIAL MARKETS | New | $232.9k95 shares |
| Walleye Trading LLC | New | $125.1k5.1k shares |
| SIMPLEX TRADING, LLC | Added | $76.0k3.1k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $1.4m56.6k shares |
| GROUP ONE TRADING LLC | Reduced | $1.2m50.4k shares |
| CITADEL ADVISORS LLC | Reduced | $823.9k33.6k shares |
| IMC-Chicago, LLC | Reduced | $804.3k32.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $725.8k29.6k shares |
| J. Goldman & Co LP | Added | $613.0k25.0k shares |
| Walleye Capital LLC | Added | $551.7k22.5k shares |
| SIMPLEX TRADING, LLC | Added | $316.3k12.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -1.1 pts · filed 2025-10-17 | 14.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 8.6% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution new · filed 2026-07-14 | 5.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.1% |
| LSV ASSET MANAGEMENT 13G · institution new · filed 2026-08-06 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 5 | $2.5m | $2.0m |
| Q1 2025 | 0 | — | 5 | $3.7m | $3.7m |
| Q2 2025 | 0 | — | 6 | $3.4m | $3.4m |
| Q3 2025 | 0 | — | 4 | $2.3m | $2.3m |
| Q4 2025 | 0 | — | 6 | $2.8m | $2.8m |
| Q1 2026 | 0 | — | 5 | $12.8m | $12.8m |
| Q2 2026 | 0 | — | 5 | $890.4k | $890.4k |
| Q3 2026 | 0 | — | 4 | $1.2m | $1.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-01 | Amara Carmen Chief People Officer | Sold plan | $11.1k500 shares |
| 2026-08-24 | Levy Alexander Coleman Chief Technology Officer | Sold plan | $89.6k3.8k shares |
| 2026-08-21 | Schwarzbach David A Chief Financial Officer | Sold plan | $204.3k8.8k shares |
| 2026-08-03 | Nachman Joseph R Chief Operating Officer | Sold plan | $121.1k4.5k shares |
| 2026-07-02 | Amara Carmen Chief People Officer | Sold plan | $627.3k23.2k shares |
| 2026-07-01 | Nachman Joseph R Chief Operating Officer | Sold plan | $112.5k4.5k shares |
| 2026-07-01 | Amara Carmen Chief People Officer | Sold plan | $37.4k1.5k shares |
| 2026-06-30 | Nachman Joseph R Chief Operating Officer | Sold plan | $225.0k9.0k shares |
| 2026-06-05 | Amara Carmen Chief People Officer | Sold plan | $24.0k1.0k shares |
| 2026-06-01 | Barone Christine Director | Sold plan | $355.9k15.5k shares |
| 2026-06-01 | Amara Carmen Chief People Officer | Sold plan | $11.4k500 shares |
| 2026-05-21 | Amara Carmen Chief People Officer | Sold plan | $11.2k500 shares |
| 2026-05-01 | Saldanha Craig Chief Product Officer | Sold plan | $33.8k1.2k shares |
| 2026-04-15 | Schwarzbach David A Chief Financial Officer | Sold plan | $199.5k7.5k shares |
| 2026-04-01 | Saldanha Craig Chief Product Officer | Sold plan | $29.7k1.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 9.7m $236.8m | Reduced -303.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 4.2m $102.1m | Reduced -814.3k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 3.1m $76.9m | Added +454.2k |
| LSV ASSET MANAGEMENT 0.12% of their portfolio | 2.8m $68.1m | Reduced -53.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.4m $57.9m | Reduced -240.4k |
| STATE STREET CORP 0.00% of their portfolio | 2.3m $55.5m | Reduced -128.5k |
| ACADIAN ASSET MANAGEMENT LLC 0.06% of their portfolio | 2.2m $53.3m | Reduced -35.9k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 1.9m $45.6m | Added +361.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.8m $45.4m | Added +20.5k |
| Allianz Asset Management GmbH 0.04% of their portfolio | 1.5m $37.0m | Added +33.8k |
| FMR LLC 0.00% of their portfolio | 1.3m $30.8m | Added +554.5k |
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $30.7m | Added +75.1k |
| JUPITER ASSET MANAGEMENT LTD 0.15% of their portfolio | 1.2m $29.3m | Added +17.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.0m $25.6m | Reduced -44.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 991.4k $24.3m | Added +78.4k |
| Optimus Prime Fund Management Co., Ltd. 1.54% of their portfolio | 850.0k $20.8m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 844.2k $20.7m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 833.7k $20.4m | Added +705.7k |
| Man Group plc 0.04% of their portfolio | 815.3k $20.0m | Added +139.7k |
| Robeco Institutional Asset Management B.V. 0.02% of their portfolio | 788.3k $19.3m | Reduced -277 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 672.1k $16.5m | Added +109.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 631.3k $15.5m | Added +8.1k |
| UBS Group AG 0.00% of their portfolio | 619.2k $15.2m | Reduced -155.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 567.9k $13.9m | Added +43.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 517.7k $12.7m | Reduced -4.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 441.6k $10.8m | Added +83.0k |
| Pacer Advisors, Inc. 0.03% of their portfolio | 438.2k $10.7m | Reduced -29.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 431.2k $10.6m | Reduced -358.1k |
| Nuveen, LLC 0.00% of their portfolio | 416.2k $10.2m | Added +279.7k |
| Cambria Investment Management, L.P. 0.49% of their portfolio | 401.7k $9.8m | Added +25.6k |
| Empowered Funds, LLC 0.05% of their portfolio | 396.8k $9.7m | Added +29.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 378.4k $9.3m | Reduced -5.1k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 356.9k $8.8m | Reduced -50.6k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.15% of their portfolio | 345.7k $8.5m | Added +13.6k |
| Creative Planning 0.00% of their portfolio | 323.1k $7.9m | Reduced -38.2k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 285.0k $7.0m | Added +122.5k |
| Invesco Ltd. 0.00% of their portfolio | 282.0k $6.9m | Added +3.5k |
| Quinn Opportunity Partners LLC 0.31% of their portfolio | 272.3k $6.7m | Unchanged |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 261.1k $6.4m | Reduced -56.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 259.5k $6.4m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 255.5k $6.3m | Added +219.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 244.5k $6.0m | Added +2.9k |
| Edgestream Partners, L.P. 0.18% of their portfolio | 243.9k $6.0m | Added +88.0k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 233.4k $5.7m | Reduced -53.0k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 231.0k $5.7m | Added +92.8k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 221.0k $5.4m | Reduced -2.1k |
| Quantedge Capital Pte Ltd 3.90% of their portfolio | 209.7k $5.1m | Reduced -18.8k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 204.6k $5.0m | Added +94.7k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 202.9k $5.0m | Reduced -237.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 202.6k $5.0m | Reduced -22.0k |
| Vestcor Inc 0.12% of their portfolio | 199.8k $4.9m | Added +100.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio | 198.2k $4.9m | Reduced -7.1k |
| SEB Asset Management AB 0.02% of their portfolio | 197.4k $4.8m | Added +23.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 194.2k $4.8m | Reduced -55.4k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 188.7k $4.6m | Added +59.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 187.9k $4.6m | Reduced -116.2k |
| SGL Investment Advisors, Inc. 1.42% of their portfolio | 167.3k $4.1m | Added +554 |
| CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio | 163.9k $4.0m | Added +15.8k |
| Axxion S.A. 0.28% of their portfolio | 158.0k $3.9m | First filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 154.1k $3.8m | Added +76.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 153.1k $3.8m | Reduced -7.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 147.2k $3.6m | Added +2.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 141.6k $3.5m | Added +12.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 138.0k $3.4m | Reduced -30.4k |
| Legal & General Group Plc 0.00% of their portfolio | 135.4k $3.3m | Reduced -21.2k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 129.8k $3.2m | Added +104.9k |
| Odyssean, LLC 0.51% of their portfolio | 128.7k $3.2m | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.20% of their portfolio | 111.3k $2.7m | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 109.7k $2.7m | Reduced -2.0k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 109.3k $2.7m | Added +16.9k |
| OP Asset Management Ltd 0.03% of their portfolio | 104.7k $2.6m | Reduced -493.3k |
| BESSEMER GROUP INC 0.00% of their portfolio | 103.7k $2.5m | Unchanged |
| Swiss National Bank 0.00% of their portfolio | 103.7k $2.5m | Reduced -11.9k |
| Cresset Asset Management, LLC 0.01% of their portfolio | 98.1k $2.4m | Added +52.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 86.9k $2.1m | Added +10.2k |
| Amundi 0.00% of their portfolio | 85.4k $2.1m | Added +7.8k |
| MONEY CONCEPTS CAPITAL CORP 0.09% of their portfolio | 82.9k $2.0m | Added +14.8k |
| Quantinno Capital Management LP 0.00% of their portfolio | 78.2k $1.9m | Added +3.0k |
| Aurora Investment Counsel 0.96% of their portfolio | 76.0k $1.9m | Reduced -2.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 74.7k $1.9m | Reduced -30.6k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 74.1k $1.8m | Added +15.6k |
| EXCHANGE TRADED CONCEPTS, LLC 0.01% of their portfolio | 73.8k $1.8m | Added +4.3k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.12% of their portfolio | 72.8k $1.8m | Reduced -6.3k |
| Brevan Howard Capital Management LP 0.02% of their portfolio | 70.6k $1.7m | Added +14.5k |
| Mitsubishi UFJ Trust & Banking Corp 0.00% of their portfolio | 69.2k $1.7m | Reduced -81.0k |
| INGALLS & SNYDER LLC 0.05% of their portfolio | 69.0k $1.7m | Reduced -7.7k |
| MARTINGALE ASSET MANAGEMENT L P 0.04% of their portfolio | 68.0k $1.7m | Reduced -11 |
| KLP KAPITALFORVALTNING AS 0.01% of their portfolio | 67.6k $1.7m | Unchanged |
| Jump Financial, LLC 0.01% of their portfolio | 65.6k $1.6m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 64.9k $1.6m | Reduced -9.1k |
| ROYCE & ASSOCIATES LP 0.01% of their portfolio | 62.4k $1.5m | Reduced -4.6k |
| Campbell & CO Investment Adviser LLC 0.08% of their portfolio | 61.8k $1.5m | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 61.4k $1.5m | Reduced -70.6k |
| NATIXIS 0.01% of their portfolio | 61.2k $1.5m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 60.0k $1.5m | Added +877 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 58.9k $1.4m | Reduced -1.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 57.4k $1.4m | Reduced -21.7k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 56.4k $1.4m | Reduced -2.3k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.00% of their portfolio | 55.3k $1.4m | Reduced -813.9k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 54.6k $1.3m | Reduced -11.4k |