🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Yelp Inc.

YELP Communication Services
$24.74 $-0.07 (-0.28%)
Market Cap: $1.47 B
Gurus Holding
8
Popularity Rank
#818
% of Shares Held
3.66%
Net Activity (Q4 2025)
+$9.32 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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $53.96 M.

Top institutional holders include Renaissance Technologies (RenTech) and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $9.32 M net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Jefferies Group reduced exposure by 50.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$18.31 M
Total Buy Value
New Buys 1
Additions 3
-$8.99 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
6
Net Buyers
4

FAQs for Yelp Inc. (YELP)

Major holders include Renaissance Technologies (RenTech) ($25.67 M), Steven Cohen ($12.24 M), Cliff Asness ($11.6 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.18 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $9.32 M, with 4 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited YELP. The total reported sell value was $8.99 M.

Yes, 1 managers opened new positions in YELP, and 3 increased their existing holdings. The total reported buy value was $18.31 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Reduce -13.1% 844,634 $25.67 M Q4 2025
0.01% New Buy 402,633 $12.24 M Q4 2025
0.01% Add 99.6% 385,336 $11.6 M Q4 2025
0.04% Reduce -0.1% 355,732 $10.81 M Q4 2025
0.01% Reduce -19.9% 89,513 $2.72 M Q4 2025
0.02% Add 0.9% 62,733 $1.91 M Q4 2025
0.00% Add 73.2% 20,661 $627,888 Q4 2025
0.00% Reduce -50.2% 19,902 $604,822 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form