Mendel Money Management YELP — YELP INC

Ownership history in Mendel Money Management  ·  6 quarters on record

AI Ownership Summary

Mendel Money Management reported YELP INC (YELP) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.39% in 2025 Q1. The latest visible filing shows YELP at 0.10% 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 Mendel Money 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
2025 Q3

YELP was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2025 Q1

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

Time in book
Holding Window
2024 Q2 to 2025 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 Mendel Money Management fund profile Mendel Money Management full holdings
How Mendel Money Management held YELP — position size vs. price
% of Fund (quarterly)    YELP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 63.3% -3.3% ✅ 7,653 -13,220 -63.3% 0.10% $239K 2025-11-10 $29.21
2025 Q2 REDUCED 6.2% -8.5% ✅ 20,873 -1,375 -6.2% 0.32% $715K 2025-08-01 $33.04
2025 Q1 ADDED — — — 22,248 +250 +1.1% 0.39% $824K 2025-05-06 $34.62
2024 Q4 ADDED — — — 21,998 +2,485 +12.7% 0.38% $851K 2025-02-12 $39.67
2024 Q3 ADDED — — — 19,513 +905 +4.9% 0.30% $685K 2024-11-07 $36.37
2024 Q2 INITIATED — — — 18,608 — — 0.32% $688K 2024-08-13 $33.76

🏢 Other funds also holding YELP

As of 2026 Q1 — sorted by position size

Cascade Investment Advisors, Inc. 3Y 7Y 0.6% CAMELOT TECHNOLOGY ADVISORS, INC. 0.28% OP Asset Management Ltd 0.18% Lakewood Asset Management LLC 3Y 0.18% DGS Capital Management, LLC 3Y 0.12% RHS Financial, LLC 3Y 7Y 0.12% Abel Hall, LLC 0.09% Quent Capital, LLC 3Y 0.07% One Wealth Advisors, LLC 3Y 7Y 0.05% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.03%

FAQ About Mendel Money 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 Mendel Money Management reported owning YELP?

Mendel Money Management reported YELP across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported YELP position in Mendel Money Management's portfolio?

The largest reported portfolio weight for YELP was 0.39% in 2025 Q1.

What is the latest reported YELP position on this page?

The most recent filing on this page is 2025 Q3, when Mendel Money Management reported 7,653 shares, equal to 0.10% of portfolio, with an estimated market value of $239K.

What does the chart on this YELP ownership page compare?

The chart compares Mendel Money 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 Mendel Money Management time their YELP position?

Based on 13F filing dates vs. subsequent YELP price moves, Mendel Money Management correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on YELP relative to SPY over the holding period was -26.9%.

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