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Yelp Inc.

YELP Communication Services
$20.98 $-1.85 (-8.10%)
Market Cap: $1.29 B
Gurus Holding
7
Popularity Rank
#1094
% of Shares Held
2.60%
Net Activity (Q4 2025)
-$8.3 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 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $33.56 M.

Top institutional holders include Renaissance Technologies and Ray Dalio.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $8.3 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 31.4%. Conversely, Jefferies Group reduced exposure by 50.2%.

Key Holders

Top 5 by Value

$10.81 M
$6.02 M
$3.49 M
$1.91 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$16,349.82
Total Buy Value
New Buys 0
Additions 1
-$8.31 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
1

FAQs for Yelp Inc. (YELP)

Major holders include Renaissance Technologies ($25.67 M), Ray Dalio ($10.81 M), Cliff Asness ($6.02 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.6 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $8.3 M, with 1 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited YELP. The total reported sell value was $8.31 M.

Yes, 0 managers opened new positions in YELP, and 1 increased their existing holdings. The total reported buy value was $16,349.82.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Reduce -13.1% 844,634 $25.67 M Q4 2025
0.04% Reduce -0.1% 355,732 $10.81 M Q4 2025
0.00% Add 31.4% 193,101 $6.02 M Q3 2025
0.02% Add 19.5% 111,747 $3.49 M Q3 2025
0.02% Add 0.9% 62,733 $1.91 M Q4 2025
0.00% Reduce -50.2% 19,902 $604,822 Q4 2025
0.00% Add 17.9% 11,928 $372,154 Q3 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form