CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Yelp YELP Stock Holding History

CAPTRUST Financial Advisors’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
Q2 		$300K Sell
12,224
-11,677
-49% -$291K ﹤0.01% 2600
2026
Q1 		$591K Buy
23,901
+11,648
+95% +$295K ﹤0.01% 1921
2025
Q4 		$372K Buy
12,253
+1,174
+11% +$36.2K ﹤0.01% 2082
2025
Q3 		$346K Sell
11,079
-15,328
-58% -$502K ﹤0.01% 2079
2025
Q2 		$905K Buy
26,407
+1,420
+6% +$51.3K ﹤0.01% 1409
2025
Q1 		$925K Sell
24,987
-2,673
-10% -$101K ﹤0.01% 1317
2024
Q4 		$1.07M Buy
27,660
+2,630
+11% +$95.9K ﹤0.01% 1198
2024
Q3 		$878K Buy
25,030
+54
+0.2% +$1.89K ﹤0.01% 1265
2024
Q2 		$923K Sell
24,976
-456
-2% -$17.5K ﹤0.01% 1188
2024
Q1 		$1M Buy
25,432
+3,227
+15% +$134K ﹤0.01% 1123
2023
Q4 		$1.05M Buy
22,205
+2,563
+13% +$113K ﹤0.01% 1231
2023
Q3 		$817K Buy
19,642
+8,471
+76% +$356K ﹤0.01% 1320
2023
Q2 		$407K Buy
11,171
+426
+4% +$13.7K ﹤0.01% 1749
2023
Q1 		$330K Buy
10,745
+94
+0.9% +$2.83K ﹤0.01% 1682
2022
Q4 		$291K Buy
10,651
+595
+6% +$18.9K ﹤0.01% 1681
2022
Q3 		$341K Buy
10,056
+2,622
+35% +$86.8K ﹤0.01% 1462
2022
Q2 		$206K Buy
7,434
+3,401
+84% +$106K ﹤0.01% 1680
2022
Q1 		$138K Buy
4,033
+563
+16% +$19.3K ﹤0.01% 2016
2021
Q4 		$126K Buy
3,470
+40
+1% +$1.5K ﹤0.01% 1978
2021
Q3 		$128K Sell
3,430
-3,450
-50% -$131K ﹤0.01% 1876
2021
Q2 		$275K Buy
6,880
+108
+2% +$4.29K ﹤0.01% 1324
2021
Q1 		$264K Buy
6,772
+6,637
+4,916% +$241K ﹤0.01% 1298
2020
Q4 		$4K Buy
135
+15
+13% +$394 ﹤0.01% 2949
2020
Q3 		$2K Buy
+120
New +$2.73K ﹤0.01% 2821

Other funds holding YELP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

CAPTRUST Financial Advisors's YELP Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Yelp (YELP) stake by 49% in Q2 2026, selling an estimated $291K and leaving 12,224 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #2600.

CAPTRUST Financial Advisors first reported a position in YELP in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.07M in Q4 2024. 294 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • CAPTRUST Financial Advisors held 12,224 shares of Yelp worth $300K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 11,677 Yelp shares in Q2 2026, an estimated $291K.
  • Yelp made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2600 holding.
  • CAPTRUST Financial Advisors first reported a position in Yelp in Q3 2020 and has held it in 24 quarters since.
  • CAPTRUST Financial Advisors's Yelp position peaked at $1.07M in Q4 2024.
  • 294 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.