LSV ASSET MANAGEMENT YELP — Yelp Inc

Ownership history in LSV ASSET MANAGEMENT  ·  9 quarters on record

AI Ownership Summary

LSV ASSET MANAGEMENT reported Yelp Inc (YELP) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.18% in 2025 Q4. The latest visible filing shows YELP at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this YELP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LSV ASSET MANAGEMENT's position in Yelp Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

YELP was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

YELP stock page LSV ASSET MANAGEMENT fund profile LSV ASSET MANAGEMENT full holdings
How LSV ASSET MANAGEMENT held YELP — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 2,764,743 -12,597 -0.5% 0.09% $51K 2026-11-06 $19.46
2026 Q2 REDUCED — — — 2,777,340 -53,501 -1.9% 0.12% $68K 2026-08-06 $25.04
2026 Q1 ADDED — — — 2,830,841 +148,603 +5.5% 0.15% $70K 2026-05-11 $25.28
2025 Q4 ADDED — — — 2,682,238 +279,300 +11.6% 0.18% $81.5M 2026-02-06 $24.42
2025 Q3 ADDED — — — 2,402,938 +309,173 +14.8% 0.17% $75.0M 2025-11-06 $32.13
2025 Q2 ADDED — — — 2,093,765 +191,447 +10.1% 0.17% $71.8M 2025-08-11 $30.48
2025 Q1 ADDED — — — 1,902,318 +1,048,451 +122.8% 0.17% $70.4M 2025-05-09 $38.98
2024 Q4 ADDED — — — 853,867 +529,667 +163.4% 0.08% $33.0M 2025-02-13 $40.55
2024 Q3 INITIATED — — — 324,200 — — 0.02% $11.4M 2024-11-12 $38.21

🏢 Other funds also holding YELP

As of 2026 Q3 — sorted by position size

Counterpoint Mutual Funds LLC 3Y 0.77% Quantedge Capital Pte Ltd 3Y 0.47% Cascade Investment Advisors, Inc. 3Y 7Y 0.42% Quinn Opportunity Partners LLC 3Y 7Y 0.29% Pinnacle Holdings, LLC 3Y 7Y 0.25% CLARK ESTATES INC/NY 3Y 7Y 0.22% Axxion S.A. 0.19% denkapparat Operations GmbH 0.19% Lakewood Asset Management LLC 3Y 0.17% DENALI ADVISORS LLC 3Y 7Y 0.16%

FAQ About LSV ASSET MANAGEMENT and YELP

These are the practical questions this page is built to answer before you even open the full history table.

How long has LSV ASSET MANAGEMENT reported owning YELP?

LSV ASSET MANAGEMENT reported YELP across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported YELP position in LSV ASSET MANAGEMENT's portfolio?

The largest reported portfolio weight for YELP was 0.18% in 2025 Q4.

What is the latest reported YELP position on this page?

The most recent filing on this page is 2026 Q3, when LSV ASSET MANAGEMENT reported 2,764,743 shares, equal to 0.09% of portfolio, with an estimated market value of $51K.

What does the chart on this YELP ownership page compare?

The chart compares LSV ASSET MANAGEMENT's quarterly YELP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LSV ASSET MANAGEMENT time their YELP position?

Based on 13F filing dates vs. subsequent YELP price moves, LSV ASSET MANAGEMENT correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on YELP relative to SPY over the holding period was +84.8%.

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