Rothwell Investment Advisors, LLC’s Yelp YELP Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio YELP Stock Details YELP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.18K	Buy	+280	New	+$6.58K	﹤0.01%	903

Other funds holding YELP

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Rothwell Investment Advisors, LLC's YELP Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Yelp (YELP) in Q3 2026: 280 shares worth $5.18K. The stake represents ﹤0.01% of the portfolio and ranks #903 among its holdings.

108 funds tracked by Wall St. Rank hold YELP as of Q3 2026.

Rothwell Investment Advisors, LLC held 280 shares of Yelp worth $5.18K as of Q3 2026.
Yelp was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Yelp made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #903 holding.
108 funds tracked by Wall St. Rank held Yelp as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.