Yelp Inc (YELP): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Yelp Inc (YELP) following the 2026 Q1 hedge fund 13F filings?

As of today, YELP has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLC sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), YELP gained nan% vs nan% 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.

Yelp Inc (YELP)

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

Smart Money Signals — YELP

Based on 310 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

310 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 (-5 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 54% buying

185 buying160 selling

Last quarter: 185 funds bought or added vs 160 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 (+14 vs last Q)

new funds entering per quarter

Funds opening a new YELP position: 53 → 42 → 50 → 64. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 17% medium ■ 22% new

188 out of 310 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%

+0%

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 → 53 → 42 → 50 → 64 new funds/Q

New funds entering each quarter: 53 → 42 → 50 → 64. 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 316 holders: 212 (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.

✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds

48 of 306 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

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.

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

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

309

310

-0.32%

13F Shares

61M

0.83%

Total Value

$1.38B

$1.85B

-25.19%

New Positions

+13

Increased Positions

119

105

+14

Closed Positions

+20

Reduced Positions

127

-33

Total Calls

-33.33%

Total Puts

PUT/CALL Ratio

1.5

1.0

Bearish

Institutional Holders (2026 Q1)

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:

FILTER:All New Added To Reduced No Change | Overweight >5%

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	3.09%	228,500	$5.7M
2	Optimus Prime Fund Management Co., Ltd.	2.03%	850,000	$21.0M
3	Ceera Investments, LLC	1.77%	162,812	$4.0M
4	SGL Investment Advisors, Inc.	1.58%	166,765	$4.2M
5	Aurora Investment Counsel	1.07%	78,150	$1.9M
6	Cascade Investment Advisors, Inc.	0.60%	41,100	$1.0M
7	Cambria Investment Management, L.P.	0.52%	376,037	$9.3M
8	VARCOV Co.	0.39%	42,378	$1.0M
9	Clark Estates Inc/Ny	0.39%	65,100	$1.6M
10	Quinn Opportunity Partners LLC	0.35%	272,299	$6.7M
11	Rare Wolf Capital LLC	0.34%	21,267	$526K
12	Pinnacle Holdings, LLC	0.32%	40,394	$999K
13	denkapparat Operations GmbH	0.29%	28,036	$694K
14	Camelot Technology Advisors, INC.	0.28%	15,507	$384K
15	Insight Advisors, LLC/ PA	0.27%	56,300	$1.4M
16	nVerses Capital, LLC	0.23%	10,085	$250K
17	Kesler, Norman & Wride, LLC	0.20%	45,958	$1.1M
18	OP Asset Management Ltd	0.18%	598,074	$17.1M
19	Lakewood Asset Management LLC	0.18%	11,466	$284K
20	Camelot Portfolios, LLC	0.17%	9,375	$232K
21	Bridgeway Capital Management, LLC	0.17%	332,073	$8.2M
22	Jupiter Asset Management Ltd	0.16%	1,176,468	$29.1M
23	Edgestream Partners, L.P.	0.13%	155,897	$3.9M
24	Hillsdale Investment Management Inc.	0.13%	187,516	$4.6M
25	Landscape Capital Management, L.L.C.	0.12%	79,099	$2.0M

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: 185 funds bought or added vs 160 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?

Strong quality — 36% AUM from major funds: 48 of 306 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held YELP?

61% of holders stayed for 2+ years: 188 out of 310 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 Q1 hedge fund 13F filings?

As of today, YELP has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLC sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), YELP has gained nan% vs nan% 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.

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Yelp Inc (YELP)

Smart Money Signals — YELP

No change last quarter

At the ownership peak (95% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 54% buying

More new buyers each quarter (+14 vs last Q)

61% of holders stayed for 2+ years

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

Growing discovery — still being found

Veteran-anchored — 67% veterans vs 24% newcomers

Strong quality — 36% AUM from major funds

Institutional Sentiment Summary — YELP

Hedge Fund Ownership: YELP

Market Analysis: YELP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: YELP

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

Hedge Fund Positioning: YELP

Statistics: YELP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Yelp Inc (YELP)

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