Yelp Inc (YELP) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Yelp Inc (YELP) following the 2026 Q2 hedge fund 13F filings?

As of today, YELP has moved -20.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.9% for the XLC sector ETF — an outperformance of -18.6%. Since the quarter end (June 30, 2026), YELP gained -19.9% vs +3.4% 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)

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

Smart Money Signals — YELP

Based on 292 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their YELP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 89% of 3.0Y peak

89% of all-time peak

292 funds currently hold this stock — 89% of the 3.0-year high of 328 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 11% fewer funds vs a year ago

fund count last 6Q

36 fewer hedge funds hold YELP compared to a year ago (-11% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟠

More sellers than buyers — 43% buying

139 buying183 selling

Last quarter: 183 funds reduced or exited vs 139 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-22 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 42 → 51 → 65 → 43. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 17% medium ■ 21% new

181 out of 292 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.

📈

Growing discovery — still being found

54 → 42 → 51 → 65 → 43 new funds/Q

New funds entering each quarter: 42 → 51 → 65 → 43. 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 23% newcomers

■ 67% veterans ■ 10% 1-2yr ■ 23% new

Entry-cohort mix of 301 holders: 202 (67%) are 2+ year veterans, 31 entered 1–2 years ago, and 68 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds

52 of 290 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in YELP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

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 Q2)	Prior (2026 Q1)	Change
Funds Holding	286	312	-8.33%
13F Shares	60M	62M	-2.28%
Total Value	$1.33B	$1.39B	-4.4%
New Positions	42	65	-23
Increased Positions	93	119	-26
Closed Positions	66	64	+2
Reduced Positions	116	95	+21
Total Calls	6	4	50.0%
Total Puts	5	6	-16.67%
PUT/CALL Ratio	0.83	1.5	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

286

312

-8.33%

13F Shares

60M

62M

-2.28%

Total Value

$1.33B

$1.39B

-4.4%

New Positions

-23

Increased Positions

119

-26

Closed Positions

Reduced Positions

116

+21

Total Calls

50.0%

Total Puts

-16.67%

PUT/CALL Ratio

0.83

1.5

Neutral

Institutional Holders (2026 Q2)

286 + 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 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Quantedge Capital Pte Ltd	3.90%	209,700	$5.1M
2	Optimus Prime Fund Management Co., Ltd.	1.54%	850,000	$20.8M
3	SGL Investment Advisors, Inc.	1.42%	167,319	$4.1M
4	Aurora Investment Counsel	0.96%	76,040	$1.9M
5	Cascade Investment Advisors, Inc.	0.63%	46,965	$1.2M
6	Odyssean, LLC	0.51%	128,693	$3.2M
7	Cambria Investment Management, L.P.	0.49%	401,656	$9.8M
8	Quinn Opportunity Partners LLC	0.31%	272,299	$6.7M
9	Pinnacle Holdings, LLC	0.31%	40,630	$996K
10	Clark Estates Inc/Ny	0.29%	51,375	$1.3M
11	EntryPoint Capital, LLC	0.28%	11,145	$412K
12	Axxion S.A.	0.28%	158,000	$3.9M
13	Camelot Technology Advisors, INC.	0.26%	15,507	$380K
14	Capstone Capital Management Ltd	0.24%	21,722	$533K
15	Unique Wealth Strategies, LLC	0.23%	19,648	$597K
16	Lakewood Asset Management LLC	0.23%	17,075	$419K
17	denkapparat Operations GmbH	0.22%	28,036	$687K
18	Prelude Capital Management, LLC	0.20%	111,328	$2.7M
19	Edgestream Partners, L.P.	0.18%	243,855	$6.0M
20	Camelot Portfolios, LLC	0.16%	9,137	$224K
21	Bridgeway Capital Management, LLC	0.15%	345,700	$8.5M
22	Jupiter Asset Management Ltd	0.15%	1,194,248	$29.3M
23	Kesler, Norman & Wride, LLC	0.14%	35,990	$882K
24	Landscape Capital Management, L.L.C.	0.12%	72,836	$1.8M
25	RHS Financial, LLC	0.11%	10,892	$267K

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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their YELP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for YELP?

More sellers than buyers — 43% buying: Last quarter: 183 funds reduced or exited vs 139 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for YELP holders?

Elite ownership — 61% AUM from top-100 funds: 52 of 290 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in YELP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held YELP?

62% of holders stayed for 2+ years: 181 out of 292 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 Q2 hedge fund 13F filings?

As of today, YELP has moved -20.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.9% for the XLC sector ETF — an outperformance of -18.6%. Since the quarter end (June 30, 2026), YELP has gained -19.9% vs +3.4% 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

Selling streak — 1 quarter in a row

High ownership — 89% of 3.0Y peak

Outflows — 11% fewer funds vs a year ago

More sellers than buyers — 43% buying

Fewer new buyers each quarter (-22 vs last Q)

62% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 67% veterans vs 23% newcomers

Elite ownership — 61% AUM from top-100 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 Q2)

Frequently Asked Questions — Yelp Inc (YELP)

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