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Yelp Inc.

YELP Communication Services
$22.39 +$0.55 (2.52%)
Market Cap: $1.23 B
Gurus Holding
8
Popularity Rank
#740
% of Shares Held
4.24%
Net Activity (Q1 2026)
+$3.77 M

Guru Ownership Trend

Guru Analysis for Yelp Inc. (YELP)

Yelp Inc. (YELP), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $52.24 M.

Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $3.77 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 104.8%. Conversely, Ray Dalio reduced exposure by 74.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$11.03 M
Total Buy Value
New Buys 0
Additions 3
-$7.26 M
Total Sell Value
Reductions 5
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
3

FAQs for Yelp Inc. (YELP)

Major holders include Renaissance Technologies (RenTech) ($20.89 M), Cliff Asness ($19.53 M), Steven Cohen ($10.89 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.33 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $3.77 M, with 3 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited YELP. The total reported sell value was $7.26 M.

Yes, 0 managers opened new positions in YELP, and 3 increased their existing holdings. The total reported buy value was $11.03 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.03% Reduce -0.1% 844,234 $20.89 M Q1 2026
0.01% Add 104.8% 789,261 $19.53 M Q1 2026
0.01% Add 9.3% 440,257 $10.89 M Q1 2026
0.01% Reduce -74.3% 91,380 $2.26 M Q1 2026
0.01% Reduce -18.7% 72,786 $1.8 M Q1 2026
0.02% Add 6.8% 67,008 $1.66 M Q1 2026
0.00% Reduce -4.9% 19,648 $486,092 Q1 2026
0.00% Reduce -56.0% 8,766 $216,871 Q1 2026
Date
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Value
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SEC Form