Cliff Asness's YELP Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 385,336 shares of Yelp Inc. (YELP) worth $11.6 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in YELP, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2020, adding 1.03 M shares. Largest reduction occurred in Q3 2022, reducing 1.18 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Yelp (YELP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Yelp (YELP) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +192,235 | Add 99.55% | 385,336 | $30.11 |
| Q3 2025 | +46,145 | Add 31.40% | 193,101 | $31.20 |
| Q2 2025 | -1,798 | Reduce 1.21% | 146,956 | $34.27 |
| Q1 2025 | -5,010 | Reduce 3.26% | 148,754 | $36.55 |
| Q4 2024 | +14,780 | Add 10.63% | 153,764 | $38.70 |
| Q3 2024 | -6,430 | Reduce 4.42% | 138,984 | $35.08 |
| Q2 2024 | -1,960 | Reduce 1.33% | 145,414 | $36.91 |
| Q1 2024 | +43,096 | Add 41.33% | 147,374 | $39.40 |
| Q4 2023 | +35,816 | Add 52.32% | 104,278 | $47.34 |
| Q3 2023 | -30,929 | Reduce 31.12% | 68,462 | $41.59 |
| Q2 2023 | -36,481 | Reduce 26.85% | 99,391 | $36.41 |
| Q1 2023 | +40,726 | Add 42.80% | 135,872 | $30.18 |
| Q4 2022 | -71,325 | Reduce 42.85% | 95,146 | $26.86 |
| Q3 2022 | -1.18 M | Reduce 87.62% | 166,471 | $33.91 |
| Q2 2022 | +97,453 | Add 7.82% | 1.34 M | $27.39 |
| Q1 2022 | +333,538 | Add 36.52% | 1.25 M | $34.11 |
| Q4 2021 | -221,066 | Reduce 19.49% | 913,291 | $36.24 |
| Q3 2021 | -102,321 | Reduce 8.27% | 1.13 M | $37.24 |
| Q2 2021 | +83,107 | Add 7.20% | 1.24 M | $39.96 |
| Q1 2021 | +16,007 | Add 1.41% | 1.15 M | $39.00 |
| Q4 2020 | -662,113 | Reduce 36.79% | 1.14 M | $31.79 |
| Q3 2020 | +350,148 | Add 24.16% | 1.8 M | $20.09 |
| Q2 2020 | +1.03 M | Add 246.41% | 1.45 M | $22.38 |
| Q1 2020 | +195,098 | Add 87.35% | 418,439 | $17.66 |
| Q4 2019 | -51,520 | Reduce 18.74% | 223,341 | $34.83 |
| Q3 2019 | +63,509 | Add 30.05% | 274,861 | $34.62 |
| Q2 2019 | +150,006 | Add 244.52% | 211,352 | $34.18 |
| Q1 2019 | +41,220 | Add 204.81% | 61,346 | $34.49 |
| Q4 2018 | -304,803 | Reduce 93.81% | 20,126 | $34.98 |
| Q3 2018 | +76,862 | Add 30.98% | 324,929 | $49.20 |
| Q2 2018 | +19,906 | Add 8.72% | 248,067 | $39.18 |
| Q1 2018 | +13,446 | Add 6.26% | 228,161 | $41.75 |
| Q4 2017 | +25,085 | Add 13.23% | 214,715 | $41.96 |
| Q3 2017 | +21,799 | Add 12.99% | 189,630 | $43.29 |
| Q2 2017 | -47,924 | Reduce 22.21% | 167,831 | $30.02 |
| Q1 2017 | +76,562 | Add 55.00% | 215,755 | $32.75 |
| Q4 2016 | -58,409 | Reduce 29.56% | 139,193 | $38.13 |
| Q3 2016 | -101,087 | Reduce 33.84% | 197,602 | $41.70 |
| Q2 2016 | -173,959 | Reduce 36.81% | 298,689 | $30.36 |
| Q1 2016 | -306,385 | Reduce 39.33% | 472,648 | $19.88 |
| Q4 2015 | -22,056 | Reduce 2.75% | 779,033 | $28.80 |
| Q3 2015 | +801,089 | New Buy | 801,089 | $21.66 |
| Q2 2015 | -6,460 | Sold Out | 0 | $0.00 |
| Q1 2015 | -8,400 | Reduce 56.53% | 6,460 | $47.37 |
| Q4 2014 | -21,400 | Reduce 59.02% | 14,860 | $54.71 |
| Q3 2014 | -29,400 | Reduce 44.78% | 36,260 | $68.26 |
| Q2 2014 | +7,356 | Add 12.62% | 65,660 | $76.68 |
| Q1 2014 | -5,548 | Reduce 8.69% | 58,304 | $76.92 |
| Q4 2013 | +7,739 | Add 13.79% | 63,852 | $68.96 |
| Q3 2013 | +37,631 | Add 203.61% | 56,113 | $66.19 |
| Q2 2013 | +18,482 | Add 0.00% | 18,482 | $34.79 |
Cliff Asness's Yelp Investment FAQs
Cliff Asness first purchased Yelp Inc. (YELP) in Q2 2013, acquiring 18,482 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Yelp Inc. (YELP) for 51 quarters since Q2 2013.
Cliff Asness's largest addition to Yelp Inc. (YELP) was in Q2 2020, adding 1,449,529 shares worth $32.44 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 385,336 shares of Yelp Inc. (YELP), valued at approximately $11.6 M.
As of the Q4 2025 filing, Yelp Inc. (YELP) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Yelp Inc. (YELP) was 1,799,677 shares, as reported at the end of Q3 2020.