AssetMark Inc
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AssetMark Inc’s Yelp YELP Stock Holding History

AssetMark Inc’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 		$130 Buy
+7
New +$165 ﹤0.01% 3670
2025
Q3 		– Sell
-9
Closed -$308 – 3267
2025
Q2 		$308 Buy
+9
New +$325 ﹤0.01% 2816

Other funds holding YELP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

AssetMark Inc's YELP Position: Q3 2026 in Review

AssetMark Inc opened a new position in Yelp (YELP) in Q3 2026: 7 shares worth $130. The stake represents ﹤0.01% of the portfolio and ranks #3670 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in YELP as recently as Q2 2025.

AssetMark Inc first reported a position in YELP in Q2 2025 and has held it in 2 quarters since. The position peaked at $308 in Q2 2025. 81 funds tracked by Wall St. Rank hold YELP as of Q3 2026.

  • AssetMark Inc held 7 shares of Yelp worth $130 as of Q3 2026.
  • Yelp was a new AssetMark Inc position in Q3 2026.
  • Yelp made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3670 holding.
  • AssetMark Inc first reported a position in Yelp in Q2 2025 and has held it in 2 quarters since.
  • AssetMark Inc's Yelp position peaked at $308 in Q2 2025.
  • 81 funds tracked by Wall St. Rank held Yelp as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.